M&A Deal Summary

ACA Group Acquires UMB Distribution Services

On May 30, 2024, ACA Group acquired financial services company UMB Distribution Services from UMB Financial

Acquisition Highlights
  • This is ACA Group’s 2nd transaction in the Financial Services sector.
  • This is ACA Group’s 8th transaction in the United States.
  • This is ACA Group’s 1st transaction in Missouri.

M&A Deal Summary
Date 2024-05-30
Target UMB Distribution Services
Sector Financial Services
Buyer(s) ACA Group
Sellers(s) UMB Financial
Deal Type Divestiture

Target

UMB Distribution Services

Kansas, Missouri, United States
UMB Distribution Services will include asset management clients with mutual funds, exchange-traded funds (ETF), and closed-end fund products. UMB Distribution Services is based in Kansas, Missouri.

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Buyer(S) 1

Buyer

ACA Group

New York, New York, United States
Category Company
Founded 2002
Sector Business Services
DESCRIPTION

ACA Group is a provider of risk management and technology solutions that focus on regulatory compliance, performance, financial crime, and cybersecurity. ACA serves a diverse base of leading investment advisers, private fund managers, commodity trading advisors, investment companies, broker-dealers, and banks. ACA Group was founded in 2002 and is based in New York City.

DEAL STATS #
Overall 8 of 9
Sector (Financial Services) 2 of 2
Type (Divestiture) 1 of 1
State (Missouri) 1 of 1
Country (United States) 8 of 8
Year (2024) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-12-06 Advanced Regulatory Compliance

Beverly Hills, California, United States

Advanced Regulatory Compliance is a provider of an array of regulatory compliance solutions serving the financial services community. Advanced Regulatory Compliance was founded in 2004 and is based in Beverly Hills, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-10-16 Effecta Regulatory Consulting

London, United Kingdom

Effecta Regulatory Consulting provides regulatory consultancy to the financial services industry. The firm specializes in providing authorization, advisory and regulatory project management to various types of financial services firms including asset managers, brokers, exchanges, fintech and others. Effecta Regulatory Consulting was founded in 2020 and is based in London, England.

Buy -

Seller(S) 1

SELLER

UMB Financial

Kansas City, Missouri, United States
Category Company
Founded 1913
Sector Financial Services
Employees3,599
Revenue 1.3B USD (2023)
DESCRIPTION

UMB Financial is a diversified financial holding company offers complete banking services, payment solutions, asset servicing and institutional investment management to customers. UMB Financial was founded in 1913 and is based in Kansas City, Missouri.

DEAL STATS #
Overall 4 of 4
Sector (Financial Services) 3 of 3
Type (Divestiture) 4 of 4
State (Missouri) 4 of 4
Country (United States) 4 of 4
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-04-29 HTLF

Denver, Colorado, United States

HTLF is a diversified financial services company that provides banking, mortgage, wealth management, investment, insurance, and consumer finance services to individuals and businesses. Heartland currently has 86 banking locations in 63 communities. HTLF was founded in 1981 and is based in Denver, Colorado.

Buy $2.0B
Mergr

Product

Company

Legal