Sequence advise Investment Tools on its sale to Leeds Equity Partners backed OptionMetrics

Sequence has advised on the sale of Investment Tools, a leading independent dividend forecasting data company, to OptionMetrics, the options and futures database and analytics provider for institutional investors and academic researchers worldwide.

The transaction adds to Sequence Advisers’ track record of advising Data and Fintech companies on market leading deals along with cementing Sequence Advisers’ transatlantic M&A expertise.

Utilising a proprietary, algorithm-based methodology, Investment Tools produces market leading dividend forecast data at global scale through the Woodseer Global and DividendMax brands for financial institutions and financial professionals respectively.  Clients make faster trading, income planning and risk management decisions with Investment Tools’ timely and accurate data sets that cover over 200,000 securities with dividend forecast statistics for more than 32,000 securities, including equities, ADRs and ETFs.

With over 20 years as the premier provider of historical options and implied volatility data, New York based OptionMetrics distributes its IvyDB databases, futures options, Signed Volume and Borrow Rate data to leading portfolio managers, traders, and quantitative researchers at 300+ corporate and academic institutions worldwide to construct and test investment strategies, perform empirical research, and assess risk. Investment Tools represents OptionMetrics’ second acquisition since partnering with Leeds Equity Partners in 2021.

“Sequence Advisers’ expertise has been instrumental in every step of the process. We’re excited about Investment Tools’ next chapter as part of OptionMetrics”

Mark RidingInvestment Tools’ Co-Founder