Company profile: Incapital
1.1 - Company Overview
Company description
- Provider of fixed income and market-linked investment solutions for securities firms and individual investors, including underwriting and distribution of investment-grade corporate bonds; an online platform for corporate, municipal, and mortgage-backed securities; market-linked products such as structured notes and CDs; ESG investments; and BondNav real-time technology for transparent fixed income markets.
Products and services
- Fixed Income Platform: Supplies multi-asset online access to corporate bonds, municipal bonds, and mortgage-backed securities for investors and securities firms
- BondNav: Delivers real-time platform technology enabling transparent fixed income markets, offering market clarity and price improvement for participants accessing fixed income products
- Market-Linked Products: Architects structured offerings, including structured notes and CDs, linked to market performance and designed for various investment strategies for individual investors and securities firms
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Incapital
Innovative Capital
HQ: United States
Website
- Description: Provider of commercial real estate brokerage.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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CBA
HQ: Canada
Website
- Description: Provider of financial services in Kitchener.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full CBA company profile →
Socium Fund Services
HQ: United States
Website
- Description: Provider of US-wide fund administration for private equity, private credit, venture capital, and real estate funds, delivering accounting and reporting, investor services and compliance, tax, treasury, and corporate governance. Capabilities include books/records, transaction processing, NAV and audit support; AML/KYC, subscriptions, capital calls, distributions; tax returns, allocations, K-1s, state/local filings; payment processing and credit facility monitoring.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Socium Fund Services company profile →
Critical Resource
HQ: United Kingdom
Website
- Description: Provider of consulting services specializing in achieving project outcomes, group-level strategy, and climate change services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Critical Resource company profile →
Apax Global Alpha
HQ: Guernsey
Website
- Description: Provider of private equity funds and debt investments focused on technology, services, healthcare, internet, and consumer sector companies.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Apax Global Alpha company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Incapital
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Incapital
2.2 - Growth funds investing in similar companies to Incapital
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4 - Top valuation comps for Incapital
4.2 - Public trading comparable groups for Incapital
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