M&A Deal Summary

Morningstar Acquires Realpoint

On March 26, 2010, Morningstar acquired information services company Realpoint from Tecum Capital for 52M USD

Acquisition Highlights
  • This is Morningstar’s 4th transaction in the Information Services sector.
  • This is Morningstar’s 7th largest (disclosed) transaction.
  • This is Morningstar’s 6th transaction in the United States.
  • This is Morningstar’s 1st transaction in Pennsylvania.

M&A Deal Summary

Date 2010-03-26
Target Realpoint
Sector Information Services
Buyer(s) Morningstar
Sellers(s) Tecum Capital
Deal Type Add-on Acquisition
Deal Value 52M USD

Target

Realpoint

Horsham, Pennsylvania, United States
Realpoint LLC is a Nationally Recognized Statistical Ratings Organization (NRSRO) that specializes in structured finance.

Search 192,611 Deals Now

SEARCH BY

  • Buyer Type (PE or Strategic)
  • Deal Size ($10M to $10B+)
  • Sector (60 Sectors)
  • Deal Type
  • Geography
  • & More

Try For Free 7-Day Free Trial

Buyer(S) 1

Buyer

Morningstar

Chicago, Illinois, United States

website


Category Company
Founded 1984
Sector Information Services
Employees12,224
Revenue 1.9B USD (2022)
DESCRIPTION
Morningstar's corporate headquarters in downtown Chicago, Illinois.
Morningstar's corporate headquarters in downtown Chicago, Illinois.

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.


DEAL STATS #
Overall 6 of 22
Sector (Information Services) 4 of 9
Type (Add-on Acquisition) 4 of 16
State (Pennsylvania) 1 of 1
Country (United States) 6 of 14
Year (2010) 1 of 1
Size (of disclosed) 7 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2009-12-11 Logical Information Machines

Houston, Texas, United States

LIM is a provider of market pricing data, securities reference data, historical event data, predictive analytics and advanced data management solutions to help asset managers, banks, risk managers and commodities trading firms with data management.

Buy $52M
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2012-10-22 Hemscott IR

London, United Kingdom

Hemscott IR is a market-leading provider of online investor relations and corporate communications solutions.

Sell -

Seller(S) 1

SELLER

Tecum Capital

Investor Investor Investor Investor Investor

website


Category Private Equity Firm
Founded 2005
PE ASSETS 750M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

Tecum Capital is a private equity firm focused on lower middle-market companies across the Eastern-US. Tecum will consider a variety of investment situations including leveraged buyouts, management buyouts, successions, strategic acquisitions, growth capital financings, and recapitalizations. Investment sizes range from $5 - $20 million. Industries of interest include manufacturing, plastics, specialty distribution, technology, healthcare services, defense, food, and business/consumer services. Tecum will not consider investments in start-ups or real estate. Tecum Capital was formed in 2005 and is based in Wexford, Pennsylvania.


DEAL STATS #
Overall 1 of 19
Sector (Information Services) 1 of 1
Type (Add-on Acquisition) 1 of 7
State (Pennsylvania) 1 of 10
Country (United States) 1 of 19
Year (2010) 1 of 2
Size (of disclosed) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2008-12-03 Tri-Tech Forensics

Leland, North Carolina, United States

Tri-Tech Forensics is a developer, manufacturer, and marketer of DNA collection kits and forensic crime scene investigation products. Tri-Tech Forensics was founded in 1983 and is based in Southport, North Carolina.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2010-04-08 Ashton Potter

Williamsville, New York, United States

Ashton Potter (USA) Ltd. is a secure label manufacturer that provide postage stamp products to postal administrations and secure label and tax stamp solutions to private and government entities. Ashton Potter was established in 1928 and is based in Williamsville, New York.

Buy -