Blucora, Inc.

Blucora, Inc.

Blucora, Inc.

Overview
Date Founded

1996

Headquarters

10900 NE 8TH STREET, SUITE 800, BELLEVUE, WA, 98004

Type of Company

Public

Employees (Worldwide)

529

Industries

IT Consulting & Services
Management Consulting
Accounting & Financial Services
Computer Software
Internet Software & Services

Company Description

Blucora, Inc. engages in the provision of technology-enabled financial solutions to consumers, small businesses, and tax professionals. It operates through the Wealth Management and Tax Preparation segments. The Wealth Management segment distributes products and services through financial advisors who affiliate with HD Vest's subsidiaries as independent contractors. The Tax Preparation segment offers digital do-it-yourself tax preparation solutions. The company brands include TaxAct and HD Vest. Blucora was founded in March 1996 and is headquartered in Irving, TX.

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Executives & Employees

President & Chief Executive Officer

Chief Financial Officer & Treasurer

Chief Business Operations & Development Officer

Chief Technology Officer

Chief Legal Officer & Secretary

Chief Human Resources Officer

President, Taxact

President, Wealth Management

Executive Vice President-Mobile

Executive Vice President, Corporate Development

Board of Directors

Managing Director at Atwell Partners LLC

Professional at Redwood Trust, Inc.

Former Head-Americas Region & Global Bank Group at Merrill Lynch & Co., Inc. (Inactive)

President & Chief Executive Officer at Blucora, Inc.

Senior Partner at Activate Strategy Inc.

Chief Technology Officer & Vice President at Braintree Payment Solutions LLC

Professional at Blucora, Inc.

Former Professional at McKinsey & Co., Inc.

Chief Executive Officer at Brace Industrial Group, Inc.

Paths to Blucora, Inc.
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Blucora, Inc.
Owners & Shareholders
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Park West Asset Management generally pursues three main hedge fund strategies: long/short (hedged equity) investing, event-driven investing and credit/high yield investing. While the firm focuses on these strategies, they may engage in other strategies from time-to-time to take advantage of changing market conditions and other investment opportunities.The firm's Long/Short strategy involves investing their clients in a core holding of long equities they believe are undervalued and then hedging with short sales of stocks that they believe are overvalued (or with stock index futures or options).Park West's Event-Driven strategy involves investing their clients in stocks and/or bonds that are expected to change in price over a short period of time due to significant corporate events such as mergers, restructurings (e.g., spin-offs, acquisitions, recapitalizations and bankruptcy reorganizations), stock buybacks, bond upgrades and earnings surprises.Their Credit/High Yield strategy focuses on investments in non-investment grade debt, primarily for the purpose of acquiring undervalued instruments.

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Harvest Capital Strategies provides discretionary investment advisory services to a number of private investment funds and certain separately managed accounts. The firm employs various investment strategies, focus industries, type of security and other distinctions, including hedged long/short equity, corporate credit, small business lending, venture capital and secondary purchases of private company securities. In managing their funds and separately managed accounts, Harvest Capital seeks to generate above-average returns with below-average market risk in their areas of specialization. Their investment teams focus on performing fundamental, bottom-up research on companies in a variety of industry sectors and seek to identify those securities that they believe are over or under-valued by a significant margin. This proprietary research effort generally focuses on U.S. publicly traded securities, but can also include securities of privately held companies, and may also have some exposure to foreign equity markets. It can also involve securities of companies with varying market capitalization.

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J. Team Financial, Inc. is an American private company located in Abilene, TX, that provides investment advice. It was founded in 2005. Joseph S. Team has been the CEO since that date.

Recent Transactions
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Blucora, Inc. purchases 1st Global, Inc.

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YFC-BonEagle Electric Co., Ltd. purchases Monoprice, Inc. from Blucora, Inc.

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Openmail LLC purchases InfoSpace LLC from Blucora, Inc.

Insider Transactions
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Transaction Advisors
Accountant

Advised onBlucora, Inc. purchases go2net, Inc.

Legal Advisor

Advised onBlucora, Inc. purchases go2net, Inc.

Legal Advisor

Advised onBlucora, Inc. purchases Monoprice, Inc.

Legal Advisor

Advised onBlucora, Inc. purchases Monoprice, Inc.

Legal Advisor

Advised onSuperMedia, Inc. purchases Switchboard, Inc. from Blucora, Inc.

Legal Advisor

Advised onBlucora, Inc. purchases TaxACT, Inc. from TA Associates Management, L.P.

Advisors & Consultants
Legal Advisor

Leader, Shareholder Activism Practice at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Legal Advisor

Partner at Wilson Sonsini Goodrich & Rosati PC

Clients

KeyCorp operates as bank holding company. The company operates through the following two segments: Key Community Bank and Key Corporate Bank. The Key Community Bank segment serves individuals and small to mid-sized businesses by offering a variety of deposit, investment, lending, and home equity, credit card and personalized wealth management products and business advisory services. The Key Corporate Bank segment focuses on serving the needs of middle market clients in six industry sectors: consumer, energy, healthcare, industrial, public sector and real estate. Key Corporate Bank focuses on serving the needs of middle market clients in seven industry sectors: consumer, energy, healthcare, industrial, public sector, real estate, and technology, which delivers a broad product suite of banking and capital markets products to its clients, including syndicated finance, debt and equity capital markets, commercial payments, equipment finance, commercial mortgage banking, derivatives, foreign exchange, financial advisory, and public finance. The company was founded in 1958 and is headquartered in Cleveland, OH.

Google’s mission is to organize the world’s information and make it universally accessible and useful. Our company has packed a lot into a relatively young life. Since Google was founded in 1998, we’ve grown to serve hundreds of thousands of users and customers around the world. Founders Larry Page and Sergey Brin met at Stanford University in 1995. By 1996, they had built a search engine (initially called BackRub) that used links to determine the importance of individual webpages. Founded 1998 Founders Larry Page and Sergey Brin Incorporation September 4, 1998 Initial public offering (NASDAQ) August 19, 2004 Headquarters 1600 Amphitheatre Parkway Mountain View CA 94043

Yahoo!, Inc. is a global technology company, which delivers personalized, including search, content, and communications tools on the web and on mobile devices. The company provides a variety of products and services, many of them personalized, including search, content, and communications tools-all daily habits for hundreds of millions of users, on the Web and on mobile devices. The majority product offerings are available in more than 45 languages and in 60 countries, regions and territories. The company's offerings to users include, Yahoo.com is a starting point that brings together the most relevant content and functionality from across the Web, including original Yahoo! content. It offers a majority of these services free of charge to users around the world. Yahoo! Search is available free to users and often serves as the starting point from which they navigate the Internet to find and discover information that matters to them. It provides users with a free search capability, offering rich search results ranked and organized based on relevance to each user's search query. It currently offers Yahoo! Search experiences and applications across connected devices, including PCs, tablets and mobile phones. Yahoo! News provides original, premium, partner, and syndicated news via text, photos, and video to engage users with wide-ranging, up-to-the-minute coverage and analysis into topical news events. Yahoo! Sports serves one of the largest audiences of digital sports enthusiasts in the world. It is anchored by Fantasy Sports, editorial reporting, real-time scores, statistics and breaking news, coverage of the biggest global sports events, and premium college sports coverage through Rivals publisher network. Yahoo! Finance provides a comprehensive set of financial data, information, and tools that helps users make informed financial decisions. It offers mobile solutions, including dedicated Yahoo! Finance iPhone and Android applications and MarketDash for iPad. Yahoo! Entertainment and Lifestyles is a collection of properties focused on emerging trends and information in popular culture, women's issues, and media. Yahoo! omg!, Movies, TV and Music are leading destinations for celebrity gossip, movie, music, and TV premieres, and awards coverage. Yahoo Shine! is targeted to women and provides tips, features and in-depth analysis in areas such as health, fashion, careers and parenting. Yahoo! Video provides original, premium and third-party news, finance, sports, entertainment, and lifestyle video content distributed in contextually relevant experiences across the Yahoo! network. Yahoo! Video includes Yahoo! Screen, a video destination site where videos from across the Yahoo! network are aggregated and watched. Yahoo! Toolbar is a Web browser add-on that conveniently enables users to access and preview Yahoo! Properties and third-party content via applications from anywhere on the Web. In addition to bringing together personalized content and information consumed by hundreds of millions of users, it also provide communications tools to connect the world, include: Yahoo! Mail, Yahoo! Messenger, Yahoo! Groups, Yahoo! Answers, Flickr, Mobile & Emerging Products, IntoNow from Yahoo! and Connected TV, which provides a wide range of communication and social services to users and small businesses across a variety of devices and through its broadband Internet access partners enable users to organize into groups and share knowledge, common interests, and photos. Yahoo! was founded by Jerry Chih-Yuan Yang and David Filo in January 1994 and is headquartered in Sunnyvale, CA.

Key Stats and Financials As of 2018
Market Capitalization
$1.55B
Total Enterprise Value
$1.52B
Earnings Per Share
$0.9
Revenue
$560M
EBITDAMargin
18.92%
Enterprise Value EBITDAOperating
14.29x
Debt TEV
0.17x
Enterprise Value Sales
2.7x
Total Equity
$633M
Total Debt
$260M
EBITDA
$106M
TEVNet Income
33.94x
Net Profit
$44.7M
Non-Profit Donations & Grants
$500 - $999
2013
$2,500 +
2012
Investments
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Omnisky Corp. operates as a development stage company and has no operations. The company sold substantially all its assets to EarthLink, Inc. It has gone into bankruptcy in the U.S. Bankruptcy Court for the Northern District of California. Earlier, the company provided wireless data applications and services for use on mobile devices. It is located in San Francisco, CA.

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ON24, Inc. provides webcasting and video communications solutions. The company offers webinar-based marketing solutions that drive demand generation and customer engagement. The company was founded in 1998 by Sharat Sharan and William Ryan Bales and is headquartered in San Francisco, CA.

Competitors
Intuit, Inc. Computer Software - MOUNTAIN VIEW, CA

Intuit, Inc. is a financial management and compliance platform company, which engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed; Consumer; and Strategic Partner. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Strategic Partner segment comprises professional tax offerings, which include Lacerte, ProSeries, ProFile, and ProConnect Tax Online among professional accountants. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Raymond James Financial, Inc. Investment Banking & Brokerage - ST. PETERSBURG, FL

More than a quarter of a century ago, Raymond James Financial Services, Inc. was founded with the mission to help our clients achieve their financial goals and dreams. We accomplish this through a comprehensive review of our clients’ investment objectives, combined with a conservative, long-term approach to asset allocation and a selection of superior financial products and services. It is this commitment to excellence that has made Raymond James Financial Services one of the nation’s premier investment management firms

H&R Block, Inc. Accounting & Financial Services - Kansas City, Missouri

H&R Block, Inc. engages in the provision of tax preparation and other services. It offers assisted and do-it-yourself tax return preparation solutions through multiple channels and distribute the H&R block-branded financial products and services, including those of its financial partners, to the general public primarily in the United States, Canada, and Australia. The company was founded by Henry W. Bloch and Richard A. Bloch on January 25, 1955 and is headquartered in Kansas City, MO.

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