UMB Fund Services - M&A Summary and Business Overview

Financial ServicesCompany

UMB Fund Services M&A Summary

UMB Fund Services has acquired 1 company.

UMB Fund Services’ largest acquisition to date was in 2009, when it acquired J.D. Clark for $23M. UMB Fund Services has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

UMB Fund Services Business Overview

Where is UMB Fund Services headquartered?

UMB Fund Services is headquartered in Milwaukee, Wisconsin.

What sector is UMB Fund Services in?

UMB Fund Services is a financial services company.

When was UMB Fund Services founded?

UMB Fund Services was founded in 1990.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

UMB Fund Services, Inc.

803 West Michigan Street,
Milwaukee, Wisconsin 53233
United States,
(414) 271-5885
www.umbfs.com

UMB Fund Services, Inc. offers a complete line of products and services to the fund industry including administration and fund accounting, alternative investment services, investor services and transfer agency, marketing and distribution.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
vol $23M $23M
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
J.D. Clark & Co., Inc. 2009-05-08 23M USD Add-on Acquisition
Ogden, Utah · www.jdclark.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) 23M (100%) - -
Total 1 $23M - -

By Geo

State/Country Buy Value Sell Value
United States 1 23M - -
  Utah 1 23M - -
Total 1 $23M - -

Deal Values

buy # Total
< $100M 1 $23M
TOTAL $23M
Largest J.D. Clark & Co., Inc.
$23M (2009-05-08)

 Subscribe to unlock this and 207,390
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 200K M&A Transactions
  • 203K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.