Factset Investor Presentation Deck
FACTSET
Recent deals complement our product offerings
Headquarters
Founded
Sponsoring
SBU
Strategic
Alignment
Deal Rationale
Transaction
Timing
TRUVALUE LABS
San Francisco, CA
2013
CTS
ESG
Expand ESG
footprint and
enhance technology-
enabled content
collection
capabilities
Closed in Q1 FY21
(November 2, 2020)
CABOT
INVESTMENT TECHNOLOGY
Boston, MA
2004
Analytics & Trading
Portfolio Lifecycle
Address product gap
in behavioral analytics
to differentiate our
PLC offering
Closed in Q4 FY21
(June 1, 2021)
BTU
ANALYTICS
Lakewood, CO
2014
Research & Advisory
Deep Sector
Accelerate the
Power/Energy sub-
strategy of our Deep
Sector roadmap
Closed in Q4 FY21
(July 1, 2021)
M
cobalt
Boston, MA
2011
Research & Advisory
Private Markets
Building block to
accelerate entry into
private market
workflows and path
to differentiated
data
Closed in Q1 FY22
(October 12, 2021)
CUSIP
GLOBAL
SERVICES
Experience Process
Technology Innovation
New York, NY
1968
CTS
Data Management
Solutions
Enhances
symbology,
concordance, and
reference data
management
Closed in Q3 FY22
(March 1, 2022)
Copyright © 2022 FactSet Research Systems Inc. All rights reserved. Business Use Only 18View entire presentation