M&A Deal Summary |
|
|---|---|
| Date | 2025-09-23 |
| Target | CRSP |
| Sector | Information Services |
| Buyer(s) | Morningstar |
| Sellers(s) | University of Chicago |
| Deal Type | Divestiture |
| Deal Value | 375M USD |
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| Category | Company |
|---|---|
| Founded | 1984 |
| Sector | Information Services |
| Employees | 12,224 |
| Revenue | 2.3B USD (2024) |
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 | 25 of 25 |
| Sector: Information Services M&A | 11 of 11 |
| Type: Divestiture M&A Deals | 6 of 6 |
| State: Illinois M&A | 2 of 2 |
| Country: United States M&A | 16 of 16 |
| Year: 2025 M&A | 3 of 3 |
| Size (of disclosed) | 3 of 12 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-03-03 |
Lumonic
San Francisco, California, United States Lumonic is a private credit portfolio monitoring and management platform. Lumonic’s proprietary platform is purpose-built for private credit lenders, automating covenant compliance, financial tracking, and AI-driven portfolio analytics. Lumonic was formed in 2023 and is headquartered in San Francisco, California. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1980 |
| Sector | Education |
University of Chicago is a private research university offering undergraduate, graduate, and professional programs across disciplines, including business, law, medicine, public policy, and the sciences. University of Chicago was founded in 1890 and is based in Chicago, Illinois.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Information Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Illinois M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2025 M&A | 1 of 1 |
| Size (of disclosed) | 1 of 1 |
