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Morningstar is a provider of independent investment research in North America, Europe, Australia, and Asia. Morningstar offers products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar was formed in 1984 and is based in Chicago, Illinois.
|Overall||14 of 23|
|Sector (Financial Services)||1 of 1|
|Type (Add-on Acquisition)||11 of 16|
|State (Ontario)||1 of 2|
|Country (Canada)||1 of 2|
|Year (2019)||1 of 3|
|Size (of disclosed)||1 of 12|
Morningstar - 15 Board Consulting Services
Chicago, Illinois, United States
Morningstar, Inc.’s 15(c) board consulting services business is a source for independent, verifiable data that mutual fund boards of directors rely on to fulfill their governance responsibilities. Morningstar’s 15(c) data will be integrated into Broadridge’s board reporting system, providing clients the ability to benchmark funds using both Morningstar and Lipper classification systems within their reports and to leverage the expertise of the expanded Broadridge 15(c) team.
Cuffelinks Pty. Ltd. is a publisher of investment commentary. Cuffelinks is based in Australia.
The Carlyle Group is a global investment firm that pursues private equity, credit, and real estate investments worldwide. Carlyle's private equity practice practice pursues buyouts, strategic minority equity investments, equity private placements, consolidations and buildups, and growth capital financings. With offices in 19 countries, Carlyle can easily target opportunities throughout North America, Europe, Asia, Australia, the Middle East/North Africa and Latin America. Broad sectors of interest include aerospace, defense, automotive and transportation, consumer, retail, energy and power, financial services, healthcare, industrial, infrastructure, technology services, business services, telecommunications and media. The Carlyle Group was formed in 1987 and is based in Washington DC.
|Overall||369 of 430|
|Sector (Financial Services)||27 of 30|
|Type (Add-on Acquisition)||161 of 180|
|State (Ontario)||3 of 3|
|Country (Canada)||6 of 6|
|Year (2019)||15 of 23|
|Size (of disclosed)||47 of 129|
Marelli Motori SpA is a manufacturer of generators and electric motors. With five overseas offices in Germany, UK, Malaysia, USA and South Africa it serves worldwide markets for power generation, marine, oil & gas and industrial manufacturing.
The City Bin
The City Bin is a waste collection company engaged in providing waste management and recycling services. The City Bin was founded in 1997 and is based in Galway, Ireland.
Warburg Pincus is a mega-sized, global private equity firm focused on investment opportunities across North America, Asia, and Europe. Warburg will consider investing at various company stages, from early-stage opportunities to distressed situations. Warburg Pincus is organized by industry groups. Verticals include financial services, healthcare, technology, media & telecommunications, energy, consumer & industrial, and real estate. Within financial services, Warburg will consider asset/wealth managers, banks, exchanges, financial technology, insurance, transaction processing, private banking, and specialty/consumer finance. Within healthcare, specific areas of interest include medical devices, healthcare services, and biotech/pharmaceuticals. Within technology/media/communications, Warburg targets software, media/internet/information, financial technology, telecom, business services, and systems/semiconductors. Within energy, specific areas of interest include oil/gas exploration, power generation/transmission, and alternative energy. Warburg Pincus raised its first fund in 1966 and is based in New York City.
|Overall||174 of 208|
|Sector (Financial Services)||14 of 16|
|Type (Add-on Acquisition)||66 of 79|
|State (Ontario)||1 of 1|
|Country (Canada)||4 of 7|
|Year (2019)||11 of 18|
|Size (of disclosed)||22 of 55|
Calgary, Alberta, Canada
Canbriam Energy Inc. is a private company focused on unconventional resource exploration and development. Canbriam Energy was founded in 2007 and is based in Calgary, Canada.
Deerfield, Illinois, United States
Pregis LLC is a global provider of innovative protective packaging materials and systems. Pregis design, develop and deliver packaging solutions for a wide variety of consumer and industrial market segments. Pregis serves a wide variety of consumer and industrial market segments including food, pharmaceutical, healthcare, medical devices, agricultural, e-commerce, retail, automotive, transportation, furniture, electronics, building, construction, and military/aerospace.