M&A Deal Summary

Morningstar Acquires Hueler Analytics - Stable Value Data and Index

On February 3, 2020, Morningstar acquired information services company Hueler Analytics - Stable Value Data and Index from Hueler Analytics

Acquisition Highlights
  • This is Morningstar’s 7th transaction in the Information Services sector.
  • This is Morningstar’s 13th transaction in the United States.
  • This is Morningstar’s 1st transaction in Minnesota.

M&A Deal Summary
Date 2020-02-03
Target Hueler Analytics - Stable Value Data and Index
Sector Information Services
Buyer(s) Morningstar
Sellers(s) Hueler Analytics
Deal Type Divestiture

Target

Hueler Analytics - Stable Value Data and Index

Eden Prairie, Minnesota, United States
Hueler Analytics' Stable Value Data and Index provides broad market coverage of stable-value investments, including stable-value pooled funds, insurance company separate accounts, and general account products.

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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 17 of 22
Sector (Information Services) 7 of 9
Type (Divestiture) 4 of 5
State (Minnesota) 1 of 1
Country (United States) 13 of 14
Year (2020) 1 of 3
PREVIOUS DEAL
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 -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2020-03-03 PlanPlus Global

Toronto, Ontario, Canada

PlanPlus Global, Inc. is a financial-planning and risk-profiling software firm that offers the most academically validated risk profiling process, a globally scalable financial planning system, and a robust investment tracking tool that ensures investors remain suitably invested over time.

Buy -

Seller(S) 1

SELLER

Hueler Analytics

Eden Prairie, Minnesota, United States
Category Company
Founded 1987
Sector Information Services
DESCRIPTION

Hueler Analytics is an independent data and research firm providing reporting and systems designed for the annuity and stable-value marketplace. Hueler Analytics was established in 1987 and is based in Eden Prairie, Minnesota.

DEAL STATS #
Overall 1 of 1
Sector (Information Services) 1 of 1
Type (Divestiture) 1 of 1
State (Minnesota) 1 of 1
Country (United States) 1 of 1
Year (2020) 1 of 1
Mergr

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