Morningstar Mergers & Acquisitions

Morningstar M&A Summary

Morningstar has acquired 26 companies, including 9 in the last 5 years. A total of 3 acquisitions came from private equity firms. It has also divested 4 assets.

Morningstar’s largest acquisition to date was in 2019, when it acquired DBRS for $669M. It’s largest disclosed sale occurred in 2018, when it sold Morningstar - 15 Board Consulting Services to Broadridge Financial Solutions for $11M. Morningstar has acquired in 12 different US states, and 5 countries. The Company’s most targeted sectors include information services (44%) and information technology (16%).

M&A Summary

  • M&A Total Activity29
    • M&A Buy Activity25
    • M&A Sell Activity4
  • Total Sectors Invested 7
  • Total Countries Invested 5
  • M&A Buy/Sell Connections 14

Morningstar

Morningstar, Inc.

22 West Washington Street,
Chicago, Illinois 60602
United States,
(312) 696-6000
www.morningstar.com

All (29) Buy (25) Sell (4)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2025-09-23 CRSP · Information Services
Chicago, Illinois · www.crsp.org

CRSP provides historical stock market data and market indexes used by academic institutions, regulators, and investment managers.CRSP was founded in 1960 and is based in Chicago, Illinois.

375 Divestiture

Morningstar

University of Chicago


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