BlueMatrix has agreed to acquire Aiera, an AI-enabled research platform that gives clients permissioned, auditable access to broker research, expert insights, transcripts, filings and news. The purchase price was not disclosed in the sources.
BlueMatrix, founded in 1999 and based in North Carolina, runs a secure platform for authoring, compliance and distribution of capital markets content, used by more than 1,000 financial institutions and over 7,000 analysts globally. According to the source, the combination brings research authoring, governance and AI distribution onto one stack.
BlueMatrix is backed by Thoma Bravo, which completed its strategic growth investment in the company in January 2024 and is now its majority shareholder. Thoma Bravo sees growing demand from institutional investors for research they can license into their AI systems, according to the source.
Thoma Bravo is included on the Leaderboard, which consists of top tier private equity and growth equity firms vetted and qualified by GrowthCap.