About Institutional Shareholder Services
Institutional Shareholder Services is a company based in Rockville (United States) founded in 1985 was acquired by Deutsche Borse Group in November 2020.. Institutional Shareholder Services has raised $10.7 million across 3 funding rounds from investors including Oaktree Capital Management, Northleaf and Deutsche Börse Group. The company has 787 employees as of April 08, 2024. Institutional Shareholder Services has completed 8 acquisitions, including Ethix SRI Advisors, FICO and ISS Market Intelligence.
- Headquarter Rockville, United States
- Employees 787 as on 08 Apr, 2024
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Email
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Phone
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Website
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Social
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- Legal Name Institutional Shareholder Services India Private Limited
- Date of Incorporation 28 Nov, 2013
- Jurisdiction Mumbai, Maharashtra, India
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Annual Revenue
$13.81 M (USD)82.18as on Mar 31, 2022
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Net Profit
$1.79 M (USD)81.34as on Mar 31, 2022
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EBITDA
$3.45 M (USD)120.01as on Mar 31, 2022
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Total Equity Funding
$10.7 M (USD)
in 3 rounds
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Latest Funding Round
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Investors
Oaktree Capital Management
& 5 more
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Employee Count
787
as on Apr 08, 2024
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Investments & Acquisitions
Ethix SRI Advisors
& 7 more
- Acquired by
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Funding Insights of Institutional Shareholder Services
Institutional Shareholder Services has successfully raised a total of $10.7M across 3 strategic funding rounds. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding Total Funding
- Total Rounds 3
- Last Round Last Round
- First Round First Round
- Investors Count 2
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2019 | Amount | Debt – Conventional - Institutional Shareholder Services | Valuation |
investors |
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| Feb, 2018 | Amount | Series A - Institutional Shareholder Services | Valuation |
investors |
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| Oct, 2017 | Amount | Debt – Conventional - Institutional Shareholder Services | Valuation |
investors |
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Institutional Shareholder Services
Institutional Shareholder Services has secured backing from 6 investors, including institutional and venture fund investors. Prominent investors backing the company include Oaktree Capital Management, Northleaf and Deutsche Börse Group. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private fund focused on equity, secondary market, fund of funds, and multiple investments
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Founded Year | Domain | Location | |
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A leading private equity firm focused on value creation.
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Institutional Shareholder Services
Institutional Shareholder Services has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Ethix SRI Advisors, FICO and ISS Market Intelligence. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Digital financial solutions are provided by iiWisdom to support operations.
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2014 | ||||
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Institutional shareholder services are researched and provided by this non-profit.
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2006 | ||||
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Cloud-based data discovery and visualization solutions are provided.
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2002 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Institutional Shareholder Services
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Institutional Shareholder Services Comparisons
Competitors of Institutional Shareholder Services
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Institutional Shareholder Services
Frequently Asked Questions about Institutional Shareholder Services
When was Institutional Shareholder Services founded?
Institutional Shareholder Services was founded in 1985 and raised its 1st funding round 32 years after it was founded.
Where is Institutional Shareholder Services located?
Institutional Shareholder Services is headquartered in Rockville, United States. It is registered at Rockville, Maryland, United States.
Who is the current CEO of Institutional Shareholder Services?
Gary Retelny is the current CEO of Institutional Shareholder Services.
Is Institutional Shareholder Services a funded company?
Institutional Shareholder Services is a funded company, having raised a total of $10.7M across 3 funding rounds to date.
How many employees does Institutional Shareholder Services have?
As of Apr 08, 2024, the latest employee count at Institutional Shareholder Services is 787.
What is the annual revenue of Institutional Shareholder Services?
Annual revenue of Institutional Shareholder Services is $13.81M as on Mar 31, 2022.
What does Institutional Shareholder Services do?
Provider of corporate governance and ESG solutions. It offers proxy voting services, custom policy research, and special situations research. Additional services include ESG ratings, rankings, and data; cyber risk scoring; and securities class action services. The company also provides market intelligence and various data and analytics tools for investors and corporate issuers. These solutions support informed decision-making in areas of corporate governance, environmental, social, and governance (ESG) factors, and risk management.
How many acquisitions has Institutional Shareholder Services made?
Institutional Shareholder Services has made 8 acquisitions, including Ethix SRI Advisors, FICO, and ISS Market Intelligence.
Who are Institutional Shareholder Services's investors?
Institutional Shareholder Services has 6 investors. Key investors include Oaktree Capital Management, Northleaf, Deutsche Börse Group, Crescent Capital BDC, and Vestar Capital Partners.
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