Black Knight – Proposed Acquisition by Intercontinental Exchange & Revenue Growth Outlook

  • Public Equity
  • TMT
  • North America


Former senior executive at Black Knight Inc


  • Operating environment for Black Knight (NYSE: BKI), highlighting whether rising rates and declining volumes will meaningfully impact revenues or client outsourcing trends
  • Intercontinental Exchange's (NYSE: ICE) proposed acquisition of Black Knight and what it may do with the platform
  • Competitive dynamics of Black Knight's LOS (loan origination software) and servicing suite, including if anyone can threaten its MSP (mortgage servicing platform) market share
  • Competitive landscape, highlighting key competing vendors and up-and-coming players such as Valon and Stavvy
  • Outlook for H2 2022 and beyond, assessing potential for additional consolidation and cadence of ongoing digitisation


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