M&A Deal Summary

Morningstar Acquires 10-K Wizard Technology

On December 4, 2008, Morningstar acquired information services company 10-K Wizard Technology for 13M USD

Acquisition Highlights
  • This is Morningstar’s 3rd transaction in the Information Services sector.
  • This is Morningstar’s 11th largest (disclosed) transaction.
  • This is Morningstar’s 4th transaction in the United States.
  • This is Morningstar’s 1st transaction in Texas.

M&A Deal Summary
Date 2008-12-04
Target 10-K Wizard Technology
Sector Information Services
Buyer(s) Morningstar
Deal Type Add-on Acquisition
Deal Value 13M USD
Advisor(s) Silverwood Partners LLC (Financial)

Target

10-K Wizard Technology

Dallas, Texas, United States
10-K Wizard is a provider of SEC EDGAR research services, real-time alerting technology, and application programming interface (API) solutions. Through its site at 10Kwizard.com, the company currently serves more than 30,000 professionals within 1,400 corporations primarily in the legal, financial, media, and corporate markets. The company`s flagship product, 10-K Wizard, offers the flexibility to customize its popular basic service with powerful tools for collaborative research, international, financial and regulatory data as needed to support specialized research requirements. 10-K Wizard`s basic offering provides unlimited sophisticated full-text searching, real-time alerting, and 10 unique datasets. Comprehensive Company Profiles contain hyperlinks to related data such as executive compensation, beneficial owners, option grants, glossy annual reports, and related companies, as well as quotes, news and charts. 10-K Wizard is a leading provider of content to major financial information services companies.

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Buyer(S) 1

Buyer

Morningstar

Chicago, Illinois, United States
Category Company
Founded 1984
Sector Information Services
Employees12,224
Revenue 2.0B USD (2023)
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 4 of 22
Sector (Information Services) 3 of 9
Type (Add-on Acquisition) 2 of 16
State (Texas) 1 of 2
Country (United States) 4 of 14
Year (2008) 1 of 1
Size (of disclosed) 11 of 11
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2007-12-17 Hemscott

Bethesda, Maryland, United States

Hemscott is an equity database covering more than 19,500 companies in the United States, the United Kingdom, Canada, and parts of continental Europe.

Buy $52M
FOLLOWING 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
Mergr

Product

Company

Legal