The firm faced a board challenge from an activist investor pushing it to cut costs last year, and it began a leadership transition when then-CEO Bill Crager said in January that he would step down from that role in April. For all PYMNTS B2B coverage, subscribe to the daily B2B Newsletter. Wealth technology platform Envestnet plans to go private in a deal with Bain Capital. The company entered into a definitive agreement to be acquired by Bain Capital in a transaction that values Envestnet at $4.5 billion, t ...

文章核心观点 Rowley Law PLLC正调查Envestnet及其董事会在被Bain Capital收购案中是否存在潜在证券法违规行为 [1] 收购交易情况 - 股东每股将获63.15美元 [1] - 交易价值约45亿美元 [1] - 预计2024年第四季度完成交易 [1] 信息获取方式 - 股东若想了解调查更多信息可访问http://www.rowleylawpllc.com/investigation/env/ [2] - 可联系Shane Rowley，地址为50 Main Street Suite 1000, White Plains, NY 10606，邮箱[email protected]，电话914 - 400 - 1920或844 - 400 - 4643（免费） [2] 律所情况 - Rowley Law PLLC在复杂公司诉讼中代表全国股东进行集体诉讼和派生诉讼 [3] - 了解律所及其律师更多信息可访问http://www.rowleylawpllc.com [3]

文章核心观点 公司正在调查Envestnet与Bain Capital的拟议合并案，为股东争取权益 [1] 公司信息 - 公司名为Monteverde & Associates PC，是一家全国性集体诉讼证券律师事务所 [1][2] - 公司总部位于纽约市帝国大厦，在审判和上诉法院有成功记录，包括美国最高法院 [1][2] - 公司在2018 - 2022年ISS证券集体诉讼服务报告中被评为前50名律师事务所 [1] 调查事项 - 公司正在调查Envestnet, Inc.与Bain Capital Private Equity, LP的拟议合并案 [1] - 根据协议，Envestnet股东每股将获63.15美元 [1] 联系方式 - 联系人是Juan Monteverde, Esq. [6] - 地址为美国纽约州纽约市第五大道350号4740室帝国大厦 [6] - 邮箱是[email protected]，电话是(212) 971 - 1341 [6] - 可访问网站https://monteverdelaw.com/case/envestnet-inc/获取更多信息 [4]

BERWYN, Pa., July 11, 2024 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) ("the Company" or "Envestnet"), a leading provider of integrated technology, intelligent data and wealth solutions, today announced that it has entered into a definitive agreement to be acquired by Bain Capital in a transaction valuing the Company at $4.5 billion ($63.15 per share). Reverence Capital also agreed to participate in the transaction. Strategic partners BlackRock, Fidelity Investments, Franklin Templeton, and State Street Glo ...

Opportunities Include Offering Holistic Advice, A Fee-Based Future, All-In-One WealthTech, And Tackling The Organic Growth Imperative BERWYN, Pa., July 10, 2024 /PRNewswire/ -- Envestnet (NYSE: ENV), a leading provider of integrated technology, data intelligence, and wealth solutions, has released its 2024 Advisor Perspectives Survey, examining the current state of financial advisory practices and anticipated industry trends. Envestnet leverages its unique vantage point to conduct the annual survey, gatheri ...

Bain Capital is reportedly close to acquiring financial software provider Envestnet. If a deal is reached, it could be announced this week, Reuters reported Monday (July 8), citing unnamed sources. Envestnet's software is used by more than 108,000 financial advisors, 16 of the top 20 banks in the United States, and many wealth management and brokerage firms, according to the report. It's also in the midst of a leadership transition, as CEO Bill Crager said in January that he would step down from that role a ...

行业概况 - 互联网普及率提高和智能手机使用增加促使数字支付普及，行业需构建或升级非接触式支付套件 [1] - 金融交易服务行业处于Zacks行业排名前18%，过去一年回报率15.5%，年初至今回报率2.5%，预计未来三到六个月跑赢市场 [2] - 行业属于金融科技领域，参与者包括卡和支付处理等解决方案提供商、ATM服务和汇款服务提供商等，运营全球支付网络 [3] - 消费者支出改善使行业参与者处理更多交易，电商购物便利性推动消费者支出增长 [4] - 行业受益于数字手段广泛应用带来的交易规模扩大，疫情引发的数字化趋势是主要催化剂 [14] - 行业参与者推出移动钱包、生物识别和二维码等非接触式支付选项，巩固全球数字支付市场地位、扩大客户群和多元化收入来源 [15] - 劳动力市场紧张带来工资增长，通胀压力缓解有望推动消费者支出持续上升 [16] 推荐公司 MoneyLion Inc. (ML) - 数据驱动的数字金融平台，提供移动银行和金融会员服务，主要在苏福尔斯和马来西亚吉隆坡运营 [6] - 主要产品有RoarMoney、Instacash、Credit Builder Plus、MoneyLion Investing、Roundups和MoneyLion Crypto [7][18] - Zacks排名1，今年预计收入增长率23.9%，收益增长率超100%，过去60天对今年收益的共识预期提高超100% [19] RB Global Inc. (RBA) - 全渠道市场，为商业资产和车辆买卖双方提供增值洞察、服务和交易解决方案，旗下有多个市场品牌 [8] - 还提供产权、数据、运输和物流等服务，服务于多个资产类别客户 [20] - Zacks排名1，今年预计收入增长率16.8%，收益增长率10%，过去30天对今年收益的共识预期提高3.1% [9] The Western Union Co. (WU) - 业务受益于强大的数字部门，战术性成本管理有望推动利润率提升，目标是2024年节省约3500万美元，预计今年总运营成本同比下降近5% [21] - 创新产品如“先发送，后付款”服务有助于市场渗透，强大的数字业务和交易增长是主要推动力 [10] - Zacks排名1，今年预计收入增长率1.2%，收益增长率1.2%，过去60天对今年收益的共识预期提高4.8% [22] Global Payments Inc. (GPN) - 受益于商户业务的坚实贡献，数字支付方法需求增长有望支持交易规模增长，EVO Payments收购增强了其能力，2024年前景乐观，预计收入同比增长5.5% [11][23] - Zacks排名2，今年预计收入增长率6.4%，收益增长率11.6%，过去60天对今年收益的共识预期提高0.1% [12] Envestnet Inc. (ENV) - 提供财富管理软件和服务，业务分为Envestnet Wealth Solutions和Envestnet Data & Analytics两个部门，有强大的基于资产和订阅的经常性收入生成能力 [24] - 专注技术开发以提高运营效率和市场竞争力，个性化财富管理服务需求为其带来市场机会，流动比率上升是积极信号 [13] - Zacks排名2，今年预计收入增长率9.6%，收益增长率10.6%，过去60天对今年收益的共识预期提高1.2% [25]

What's Behind the Rally Envestnet, Inc.'s (ENV) shares have gained an impressive 30.8% year to date, significantly outperforming the 3.6% rally of the industry it belongs to and the 12.5% rise of the Zacks S&P 500 composite. ENV put on an impressive earnings performance in the past four quarters. Its earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters and matched once, delivering an average surprise of 9.4%. Envestnet remains focused on increasing its share of the addressa ...

文章核心观点 - 公司2024年第一季度财报表现出色，盈利和营收超预期，未来预期乐观，同行业中Bread Financial有不同表现 [1][10][11] 第一季度财报情况 - 每股收益60美分，超共识预期11.1%，同比增长30.4% [1] - 总营收3.25亿美元，略超共识预期，同比增长8.7% [1] 细分业务营收情况 - 基于资产的经常性收入2.0262亿美元，占营收62.4%，同比增长14.5% [4] - 专业服务和其他非经常性收入490万美元，同比增长3.7% [4] - 基于订阅的经常性收入1.175亿美元，较2023年第一季度略有增长，占营收36.1% [4] 盈利能力表现 - 调整后EBITDA达7040万美元，同比增长30% [5] - 调整后EBITDA利润率同比增加360个基点，达21.7% [5] 资产负债表与现金流情况 - 现金及现金等价物为6123万美元，低于2023年第四季度的9137万美元 [6] - 2024年第一季度末债务为8.7784亿美元，高于上一季度的8.7661亿美元 [6] - 经营活动产生的现金为1944万美元，资本支出为1900万美元 [6] 第二季度业绩指引 - 预计营收在3.37 - 3.45亿美元之间 [7] - 调整后每股收益预计为60 - 65美分 [7] - 调整后EBITDA预计为7100 - 7500万美元 [7] 估值与评级情况 - 过去一个月，公司估值预期呈上升趋势 [8] - 目前公司成长评分为B，动量评分为C，价值评分为C，综合VGM评分为B [9] - 公司Zacks排名为3（持有），预计未来几个月股票回报符合预期 [10] 同行业公司表现 - 同行业的Bread Financial过去一个月股价上涨3.4% [11] - 该公司2024年第一季度营收9.91亿美元，同比下降23.1%，每股收益2.73美元，去年同期为9.08美元 [11] - 预计本季度每股收益1.45美元，同比增长14.2%，过去30天Zacks共识预期变化+10.9% [12] - 该公司Zacks排名为3（持有），VGM评分为B [12]

"Many financial advisors see the value in technology and customized solutions that can save time and allow for improved client engagement, while also supporting an increasingly more holistic approach to wealth management and financial planning," said Allison Bonds Mazza, Head of Intermediary for State Street Global Advisors. "Through our partnership with Envestnet, State Street Global Advisors can continue to drive our mission forward to create better outcomes for investors and the people they serve, by lev ...