Nasdaq expects expanded markets to justify $10.5 bln Adenza merger price tag

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Nasdaq's eye-popping $10.5 billion bet on the little known financial software company Adenza will help the exchange operator vastly expand the market for its products, from risk management and regulatory software to anti-financial crime technology.

President and CEO of Nasdaq, Adena Friedman attends the Reuters NEXT Newsmaker event in New York City, U.S., November 30, 2022. REUTERS/Brendan McDermid/File Photoon the little known financial software company Adenza will help the exchange operator vastly expand the market for its products, from risk management and regulatory software to anti-financial crime technology.

By one metric, Nasdaq paid around what Thoma Bravo spent on creating Adenza through the merger of two software firms, the sources familiar with the deal said. Nasdaq also hopes to cut overlapping costs, which would boost profitability and make the deal look cheaper, one of the sources said. As part of Nasdaq, Adenza would get access to new banking clients in the United States and Europe as well, allowing it to drive revenues more than it could on its own, analysts said.

Still, analysts said the upfront price is steep and the deal is risky. Nasdaq, which had a market cap of around $28 billion before the deal was announced, is paying for the acquisition with a roughly even split of stock and cash. That dilutes existing shareholders and increases its debt load. Moody's downgraded Nasdaq's debt to BBB from BBB+ on the deal.

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