Market Overview

Investment Metrics and InvestorForce Announce Merger


Resurgens Technology Partners Acquires InvestorForce from MSCI to
Form the Leader in Performance Analytics and Reporting Solutions for the
Global Institutional Investment Industry

Investment Metrics and InvestorForce, two leading providers of
investment analytics and reporting solutions for the global
institutional investment industry, are merging to further focus on the
dynamic and increasingly complex needs of investment consultants, wealth
managers and investment managers. Resurgens Technology Partners has
entered into a definitive agreement to acquire InvestorForce from MSCI
Inc. (NYSE:MSCI), and will merge it with its portfolio company,
Investment Metrics. The transaction is expected to close within the next
three months, subject to customary closing conditions. Terms of the deal
were not disclosed.

The merger enables the combined entity to provide best-in-class
investment tools for performance analysis, investment reporting,
investment policy statements, peer benchmarking and competitive
insights, leveraging the unique and substantial data assets of the
combined company. The newly combined company will have clients with
approximately $10 trillion in assets under advisement (AUA) running on
the platform. This will provide unprecedented insights into global
industry-wide asset allocation trends, performance benchmarks, asset
flows, plan sponsor and style universe performance, empowering its
clients to make more informed investment decisions. In addition, with
the resources and development capabilities of the combined entity, the
merger enables the firm to strengthen its commitment to solving the many
other evolving challenges facing the institutional investment industry,
including data aggregation, reconciliation, and the need to produce rich
analytical and reporting output.

The Investment Metrics and InvestorForce teams have over forty years of
combined institutional investment technology industry expertise. The
combined company's clients include industry leaders such as Aon Hewitt,
Mercer, Morgan Stanley, Pension Consulting Alliance, RVK and Segal Marco
Advisors, among many others.

The company, which will operate under the Investment Metrics name, will
continue to support both the Investment Metrics and InvestorForce
software, data and service offerings.

Sanjoy Chatterjee, Founder & President of Investment Metrics,
said, "The merger of Investment Metrics and InvestorForce is a logical
next step for our clients, employees and the industry. In this changing
market where investors are demanding more from their investment
solutions, we are confident that our expanded unique data offering,
paired with the best in class analytics and reporting solutions, will
uncover further opportunities and increase efficiencies for our clients.
Together, we will further enhance our existing relationships and build
new alliances with the industry's leading investment consultants, wealth
managers, asset owners, trusts, OCIOs and players within the
alternatives space."

Blake McLaughlin, Executive Director, Head of Product Management of
said, "We are pleased to be joining forces with
Investment Metrics. The combined company is committed to finding the
balance between continuity and growth, from maintaining a disciplined
focus on the challenges our clients face today while partnering with
them to envision, design, develop and launch next generation data
solutions, flexible workflows, powerful analytics and intuitive report
output." McLaughlin continued, "We very much look forward to the
exciting things ahead for our clients."

John Baumstark, Managing Director of Resurgens Technology Partners,
said, "This is a major milestone for the institutional investment
community. We are excited to support the combination of these two great
companies. This merger enhances our ability to support the growing needs
of our clients, leverage the talents of the two teams, provide our
clients with an expanded and unique dataset and more rapidly address the
market's evolving requirements."

For more information about the merger, please visit

About Investment Metrics

Investment Metrics is a leading provider of investment performance
analytics and reporting solutions for institutional investment
consultants, asset managers and private wealth advisors. Our platform
enables the world's leading investment professionals to analyze and
report on over $6.5 trillion of assets under advisement with accuracy
and efficiency. Our solutions include PARis (performance analytics and
reporting), InvestWorks (manager research and due-diligence), EQuest
(manager data portal), RaaS (outsourced investment reporting services)
and InterSec Research (market intelligence). For more information,
please visit

About InvestorForce

InvestorForce is a premier provider of performance reporting solutions
to the institutional investment community, providing investment
consultants with an integrated solution for daily monitoring, analysis
and reporting on institutional assets. InvestorForce's technology
leverages automated data collection to provide institutional investment
consultants and their institutional investor clients with greater
operational efficiencies and real-time insight, transparency and deeper
analysis into investment portfolios. The InvestorForce platform is used
by institutional investment consultants to report on over $3.5 trillion
of assets for over 9,000 institutional plans.

About Resurgens Technology Partners

Resurgens Technology Partners is an Atlanta-based private equity
investor focused on partnering with software and technology-enabled
businesses located throughout North America. The firm is a true
partnership of experienced investors and operators, uniquely committed
to delivering exceptional operating support to our growing portfolio of
enterprise technology businesses. The Resurgens founders have worked
with and for some of the most highly regarded private equity firms in
the industry and are building an entrepreneurial and differentiated
investment firm with an "operator first" mindset. For more information,
please visit

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