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August 28, 2015 1:14 AM ET


Company Overview of Ipreo Holdings LLC

Company Overview

Ipreo Holdings LLC develops and provides market intelligence, data, and technology solutions to participants in the global capital markets that include sell-side banks, publicly traded companies, and buy-side institutions in the United States and internationally. The company’s capital market products and services cover equity, fixed income, municipals, loans, and roadshowaccess; research, sales, and trading solutions cover CRM and investor prospecting, roadshow and event management, and capital markets analytics; and corporate services cover global markets intelligence, bondholder ID, investor targeting, perception studies, corporate analytics, IPO services, IR workflow solutions, tax and re...

1359 Broadway

2nd Floor

New York, NY 10018

United States

Founded in 2006





Key Executives for Ipreo Holdings LLC

Chief Executive Officer
President and Chief Operating Officer
Chief Financial Officer
Executive Vice President and Managing Director of Global Investor Relations
Executive Vice President and Managing Director of Global Marketing & Communications
Compensation as of Fiscal Year 2015.

Ipreo Holdings LLC Key Developments

Ipreo Announces Acquisition of iLEVEL to Form Private Capital Markets Division; Appoints Kevin Black to Lead Ipreo Private Capital Markets Division

Ipreo announced the acquisition of iLEVEL. iLEVEL will be merged with Ipreo's Alternative Assets group to form a new Private Capital Markets division within Ipreo. The newly formed Private Capital Markets division will be dedicated to driving new levels of data flexibility, quality, control and efficiency, while enabling private market participants to generate deeper insights, create more value, demonstrate performance and "ultimately" increase allocations. In the immediate term, the new division's suite of solutions will include the iLEVEL platform, CapControls, QVAL and ClearMomentum, with plans to integrate data and technology into a comprehensive and cutting-edge platform. The Ipreo Private Capital Markets Division will be led by Kevin Black, current CEO of iLEVEL. Black is a proven leader in the financial data and analytics space and has successfully led and scaled some of the large and most successful products and teams in the industry.

Ipreo Launches Corporate Governance Solution

Ipreo is announcing the launch of a new Corporate Governance solution that combines institutional data and analytics with workflow tools that will enable better collaboration between the corporate secretary and the investor relations function at public companies. Delivered via Ipreo's BD Corporate platform, the Corporate Governance module will give Corporate Secretaries, Governance Officers, IROs, and other corporate professionals access to powerful datasets, including: Institutional voting data; Investor-level governance decision making profiles; Governance contacts; Ownership displays by voting power and history. Additionally, Ipreo will provide the ability to view company-level governance, compensation, and director profiles data as part of a complete package of tools for governance professionals. In addition to the data, integrated tools will allow clients to easily search proposals, link investor targeting efforts to voting behavior, and leverage intuitive CRM functionality to keep the governance and IR teams informed and organized about who is speaking with whom. The new Corporate Governance data and functionality is available now.

Ipreo Appoints Agnies Watson as EVP and Managing Director, Corporate Workflow Solutions

Ipreo announced that it has hired Agnies Watson as EVP and Managing Director, Corporate Workflow Solutions. Watson has 20 years of global financial services experience. She joins Ipreo from Georgeson/Computershare where she was a Senior Vice President, spearheading their web-based investor relations and corporate governance platform initiative. Prior to Computershare, Watson was a co-founder of ir2020. Her background also includes senior level roles in both Investor Relations and Banking. Watson joins Ipreo as a member of the Executive Committee.

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