Add-on Acquisition • Information Technology

Morningstar Acquires ByAllAccounts

On April 1, 2014, Morningstar acquired information technology company ByAllAccounts for 28M USD

Acquisition Context

This is Morningstar’s 2nd transaction in the Information Technology sector.
This is Morningstar’s 11th largest (disclosed) transaction.
This is Morningstar’s 7th transaction in the United States.
This is Morningstar’s 1st transaction in Massachusetts.

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M&A Deal Summary
Date	April 1, 2014
Target	ByAllAccounts
Sector	Information Technology
Buyer(s)	Morningstar
Deal Type	Add-on Acquisition
Deal Value	28M USD
Advisor(s)	Marlin & Associates Holding (Financial)

Target Company

ByAllAccounts

Woburn, Massachusetts, United States

ByAllAccounts, Inc. is a provider of innovative data aggregation technology for financial applications. ByAllAccounts uses a knowledge-based process, including patented artificial intelligence technology, to collect, consolidate, and enrich financial account data and deliver it to virtually any platform. The company has built a network of more than 2,100 clients, 4,300 custodians, and 40 platform and service providers.

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Buyer Overview 1

Buyer

Morningstar

Chicago, Illinois, United States

Category	Company
Founded	1984
Sector	Information Services
Employees	12,224
Revenue	2.3B USD (2024)

DESCRIPTION

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 Context for Buyer	#
Overall	7 of 25
Sector: Information Technology	2 of 4
Type: Add-on Acquisition	5 of 18
State: Massachusetts	1 of 1
Country: United States	7 of 16
Year: 2014	1 of 2
Size (of disclosed)	11 of 12

PREVIOUS 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	-

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

FOLLOWING DEAL

DATE	TARGET	DEAL TYPE	VALUE
2014-05-29	HelloWallet Holdings Washington, District of Columbia, United States HelloWallet is a special company with a unique story, fascinating characters and a compelling plot. It was founded in 2009 to democratize access to independent financial guidance for all Americans. Our customers, members and supporters help us tell the story every day. We invite you to learn more here and to be a part of our story.	Buy	$53M

DATE

TARGET

DEAL TYPE

VALUE

2014-05-29

HelloWallet Holdings

Washington, District of Columbia, United States

HelloWallet is a special company with a unique story, fascinating characters and a compelling plot. It was founded in 2009 to democratize access to independent financial guidance for all Americans. Our customers, members and supporters help us tell the story every day. We invite you to learn more here and to be a part of our story.

Buy

$53M

Explore Related M&A Activity

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