Origin Merchant Partners is pleased to announce that PriceMetrix Inc. (“PriceMetrix”) has completed its strategic sale to McKinsey & Company (“McKinsey”).
Origin Merchant Partners acted as exclusive financial advisor to PriceMetrix with respect to this transaction.
PriceMetrix Inc. is a leading practice management software for North American wealth managers that was founded in 2000 and headquartered in Toronto, Ontario. Their solutions use analytics and industry benchmarking to help advisors and their firms better serve their clients and grow their businesses. PriceMetrix directly measures aggregated data representing seven million retail investors, 500 million transactions, and $3.5 trillion in investment assets. PriceMetrix combines its patented process for collecting and classifying data, with proprietary measures of revenue, assets, and households to create the largest and most insightful retail wealth management dataset available today.
McKinsey & Company is a global management consulting firm, deeply committed to helping institutions in the private, public, and social sectors achieve lasting success. McKinsey & Company has consultants in more than 110 locations in over 60 countries, across industries and functions.
Origin Senior Leads: Jim Osler, Mario Di Pietro