M&A Deal Summary |
|
|---|---|
| Date | 2025-03-01 |
| Target | DealX |
| Sector | Information Services |
| Buyer(s) | Morningstar |
| Deal Type | Add-on Acquisition |
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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 | 23 of 24 |
| Sector (Information Services) | 10 of 10 |
| Type (Add-on Acquisition) | 17 of 18 |
| Country (United Kingdom) | 4 of 4 |
| Year (2025) | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-09-23 |
Morningstar Commodity Data
Chicago, Illinois, United States Morningstar Commodity Data is a provider of commodities and energy data and insights. Morningstar Commodity Data was founded in 1984 and is based in Chicago, Illinois. |
Sell | - |
| 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 | - |
