M&A Deal Summary

Morningstar Acquires Ibbotson Associates

On March 1, 2006, Morningstar acquired information services company Ibbotson Associates for 83M USD

Acquisition Highlights
  • This is Morningstar’s 1st transaction in the Information Services sector.
  • This is Morningstar’s 4th largest (disclosed) transaction.
  • This is Morningstar’s 1st transaction in the United States.
  • This is Morningstar’s 1st transaction in Illinois.

M&A Deal Summary
Date 2006-03-01
Target Ibbotson Associates
Sector Information Services
Buyer(s) Morningstar
Deal Type Add-on Acquisition
Deal Value 83M USD

Target

Ibbotson Associates

Chicago, Illinois, United States
Ibbotson Associates is a provider of asset allocation research and services. The company’s business lines include investment advice; investment consulting and research; planning and analysis software; educational and marketing services; and a widely used line of NASD-reviewed presentation materials.

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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 1 of 22
Sector (Information Services) 1 of 9
Type (Add-on Acquisition) 1 of 16
State (Illinois) 1 of 1
Country (United States) 1 of 14
Year (2006) 1 of 1
Size (of disclosed) 4 of 11
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2007-02-22 Standard & Poor s - Mutual Fund Data Business

United States

Mutual Fund Data Business, a performance, rankings and holdings on more than 135,000 funds in over 30 countries.

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