S&P Global completed the sale of its Enterprise Data Management (EDM) platform and thinkFolio portfolio‑management business to STG, a private‑equity firm that specializes in scaling software, data and analytics companies, on January 12, 2026. The transaction follows an October 2025 announcement that the sale would be finalized in the coming months.
The divestiture is part of a broader portfolio‑optimization strategy that seeks to concentrate capital on S&P Global’s core data and analytics businesses. EDM, a platform that helps financial institutions manage large volumes of market, reference and ESG data, and thinkFolio, a provider of order‑management, portfolio‑modeling and compliance tools, were deemed non‑core relative to the company’s rating, benchmark and AI‑driven analytics services. By shedding these units, S&P Global can reallocate resources to high‑growth areas such as AI‑enabled data products and global benchmark development.
S&P Global said the transaction has no material impact on its financial statements. While the company did not disclose the purchase price, the EDM and thinkFolio businesses represented a small fraction of total revenue and earnings, and the sale is expected to free up working capital and reduce operating complexity. The proceeds will support ongoing investments in AI and data‑science initiatives that are central to the company’s long‑term growth strategy.
Market reaction to the announcement was muted, with analysts noting that the sale’s limited financial footprint and alignment with the company’s stated focus on core data services contributed to a neutral outlook. The transaction is viewed as a routine step in the company’s portfolio realignment rather than a catalyst for immediate earnings change.
The sale signals S&P Global’s intent to sharpen its competitive position in the data and analytics market. By integrating EDM into STG’s Gresham portfolio and allowing thinkFolio to operate independently, STG aims to unlock value through focused growth, while S&P Global can pursue higher‑margin opportunities in AI, benchmark development and global data services. The divestiture is expected to enhance shareholder value over the long term by concentrating capital on the most promising segments of the business.
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