M&A Deal Summary |
|
|---|---|
| Date | 2019-10-17 |
| Target | Firstlinks |
| Sector | Publishing |
| Buyer(s) | Morningstar |
| Deal Type | Add-on Acquisition |
SEARCH BY
| 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 | 15 of 25 |
| Sector: Publishing M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 12 of 18 |
| Country: Australia M&A | 1 of 2 |
| Year: 2019 M&A | 2 of 3 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-29 |
DBRS
Toronto, Ontario, Canada DBRS Ltd. is an independent, privately held, globally recognized credit rating agency with offices in Toronto, New York, Stamford, Chicago, London, Frankfurt, and Madrid. DBRS’s four decades of experience and strong track record are the foundation to seek out new opportunities and to make targeted investments aligned with its core ratings operations. |
Buy | $669M |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-11-03 |
AdviserLogic Group
Sydney, Australia AdviserLogic Group is an adviser software firm providing a range of cloud-based and related services purpose-built to assist Financial Advisers to prosper. The company serves advisors through three core applications; AdviserLogic - its core financial planning software platform, PayLogic - its revenue management software, and DataLogic - its client data aggregation engine that collects, aggregates and normalizes data from platforms, fund managers, brokers, and other sources. AdviserLogic was formed in 2008 and is based in Sydney, NSW 2000, Australia. |
Buy | - |
