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Institutional Shareholder Services

Institutional Shareholder Services
1985 FOUNDED
PRIVATE STATUS
901-1000 EMPLOYEES
Debt LATEST DEAL TYPE
6 FINANCING ROUNDS
10 INVESTMENTS
Description

Provider of corporate governance and responsible investment services. The company provides objective governance research and recommendations, RI data, analytics, advisory, end-to-end proxy voting and distribution system, turnkey securities class-action claims management and reliable global governance data and modeling tools to asset owners, asset managers, hedge funds and asset service providers, enabling them to make informed corporate governance and responsible investment decisions.

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Consulting Services (B2B)
Other Industries
Other Services (B2C Non-Financial)
Specialized Finance
Primary Office
  • 702 King Farm Boulevard
  • Suite 400
  • Rockville, MD 20850
  • United States

+1 (646) 000-0000

Institutional Shareholder Services Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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Institutional Shareholder Services Competitors (10)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Finance Active Private Equity-Backed Paris, France 000 00.000 00000000000 00.000
0000000 000000000 Corporate Backed or Acquired Witham, United Kingdom 00 000000&0
000000000 00000000 Corporate Backed or Acquired New York, NY 000000&0
00000 00000 000 00 Private Equity-Backed San Francisco, CA 000 00000000000
000 0000000000 000 Formerly PE-Backed San Francisco, CA 00 000000&0
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Institutional Shareholder Services Investments & Acquisitions (10)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000 0000000 09-Jan-2019 0000000000 Media and Information Services (B2B) 0000 0000000
000-00000 15-Mar-2018 0000000000 Other Commercial Services 0000 0000000
0000000000000 12-Feb-2018 0000000000 Other Financial Services 0000 0000000
0000000 0000000 00 21-Jun-2017 0000000000 Consulting Services (B2B) 000000 000000
IW Financial 05-Jan-2017 Buyout/LBO Consulting Services (B2B) 0000000 000000
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Institutional Shareholder Services Subsidiaries (6)

Company Name Industry Location Founded
iiWisdom Consulting Services (B2B) San Francisco, CA 2014
0000000000000 Other Financial Services Locust Valley, NY 0000
000000000 000 Media and Information Services (B2B) Scottsdale, AZ 0000
000-00000 Other Commercial Services Munich, Germany 0000
000000000 0000000 Media and Information Services (B2B) New York, NY 0000
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Institutional Shareholder Services Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Institutional Shareholder Services Executive Team (25)

Name Title Board
Seat
Contact
Info
Gary Retelny President & Chief Executive Officer
Allen Heery Chief Financial Officer
Stephen Harvey Chief Operating Officer
Patrick McGurn Special Counsel & Head, Strategic Research & Analysis
Thomas Stockdale Head, Data Strategy and Application Development

8 Former Executives

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Institutional Shareholder Services Board Members (4)

Name Representing Role Since Contact
Info
0000000 0000000 00 Self Board Member 000 0000
00000 0000000 Institutional Shareholder Services Board Member 000 0000

2 Former Board Members

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