On the Record · Factset Research Systems
Factset Research Systems acquisitions, on the record
The businesses Factset Research Systems bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
CUSIP Global Services (CGS)Word for word“On March 1, 2022, we completed our acquisition of CGS for a cash price of $1.932 billion, inclusive of working capital adjustments.” 10-K for 2024 | acquisition | On March 1, 2022 | $1.932 billion, inclusive of working capital adjustments |
Cobalt Software, Inc. (Cobalt)Word for word“On October 12, 2021, we acquired all of the outstanding shares of Cobalt for a purchase price of $50.0 million, net of cash acquired and inclusive of working capital adjustments.” 10-K for 2024 | acquisition | On October 12, 2021 | $50.0 million, net of cash acquired and inclusive of working capital adjustments |
Platform Group Limited (Irwin)Word for word“On October 24, 2024, we agreed to acquire all of the outstanding shares of Platform Group Limited (“Irwin”) for a purchase price of $ 125.0 million on a cash-free, debt-free basis, subject to working capital adjustments.” 10-K for 2024 | agreed acquisition | On October 24, 2024 | $ 125.0 million on a cash-free, debt-free basis, subject to working capital adjustments |
a business acquired during fiscal 2023Word for word“Cash used in investing activities was also driven by the acquisition of a business for $23.6 million.” 10-K for 2024 | acquisition | — | $23.6 million |
LiquidityBook (Liquid Holdings, LLC)Word for word“On February 7, 2025 we completed the acquisition of LiquidityBook for a purchase price of $243.2 million, net of cash acquired, and inclusive of preliminary working capital adjustments.” 10-K for 2025 | acquisition | On February 7, 2025 | $243.2 million, net of cash acquired |
Irwin (Platform Group Limited)Word for word“On November 5, 2024, we completed the acquisition of Irwin for a purchase price of $120.2 million, net of cash acquired, and inclusive of working capital adjustments.” 10-K for 2025 | acquisition | On November 5, 2024 | $120.2 million, net of cash acquired |
a business (unnamed)Word for word“The increase in Net income and Diluted EPS was primarily driven by higher operating income and a gain from the divestiture of a business.” 10-K for 2025 | divestiture | — | — |
Liquid Holdings, LLC ("LiquidityBook")Word for word“On February 7, 2025, we completed the acquisition of LiquidityBook for a purchase price of $ 243.2 million, net of cash acquired, and inclusive of working capital adjustments.” 10-K for 2026 | acquisition | February 7, 2025 | $ 243.2 million |
| Fiscal year ended | Cash paid for acquisitions (net of cash acquired) | Cash received from selling businesses | Goodwill from acquisitions |
|---|---|---|---|
| 2016-08-31 | $262.9 million | — | $187.4 million |
| 2017-08-31 | $303.1 million | — | $235.4 million |
| 2018-08-31 | $15 million | — | $2.2 million |
| 2019-08-31 | $0 | — | — |
| 2020-08-31 | $0 | — | — |
| 2021-08-31 | $58.1 million | — | $43.9 million |
| 2022-08-31 | $1.98 billion | — | $256.8 million |
| 2023-08-31 | $23.6 million | $0 | $18.3 million |
| 2024-08-31 | $0 | $0 | — |
| 2025-08-31 | $348.3 million | $25 million | — |
Deal filings since 2016
- 2026-08-31 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-04-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-03-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-03-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2022-02-17 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2022-02-17 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2021-12-27 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-09-25 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-04-16 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-04-04 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-07-06 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-05-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-11-14 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-05-31 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2017-03-20 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2017-03-20 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2016-07-08 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2016-07-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-07-05 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
- 2016-05-23 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Factset Research Systems’s annual reports (10-K for 2026, 10-K for 2025, 10-K for 2024) and the financial data it files with the SEC, as of 2026-10-20. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.