secwatch.observer — SEC 8-K summary
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Issuer:     FACTSET RESEARCH SYSTEMS INC (FDS)
CIK:        0001013237
Form:       8-K
Filed at:   2025-02-10T23:59:59+00:00
Accession:  0001013237-25-000036
Event type: m_and_a
Sentiment:  neutral
Materiality: 0.75
Item codes: 7.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

FactSet acquires LiquidityBook for $246.5M cash, closed Feb 7
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- Gross purchase price $246.5M in cash; acquisition closed February 7, 2025.
- Funded by borrowings under FactSet's existing revolving credit facility.
- Expected to be modestly dilutive to FactSet's fiscal 2025 GAAP and adjusted diluted EPS.
- LiquidityBook provides cloud-native OMS/IBOR with FIX network to 200+ brokers and 1,600+ destinations.
- FactSet plans to integrate LiquidityBook OMS into FactSet Workstation for seamless front-to-middle office workflow.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1013237/000101323725000036/0001013237-25-000036-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1013237/000101323725000036/fds-20250210.htm
  HTML page:      https://secwatch.observer/filing/0001013237-25-000036

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