M&A Deal Summary |
|
---|---|
Date | 2022-04-04 |
Target | Leveraged Commentary & Data |
Sector | Information Services |
Buyer(s) | Morningstar |
Deal Type | Add-on Acquisition |
Deal Value | 650M USD |
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Category | Company |
---|---|
Founded | 1984 |
Sector | Information Services |
Employees | 12,224 |
Revenue | 2.0B USD (2023) |
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 | 22 of 22 |
Sector (Information Services) | 9 of 9 |
Type (Add-on Acquisition) | 16 of 16 |
State (New York) | 1 of 1 |
Country (United States) | 14 of 14 |
Year (2022) | 1 of 1 |
Size (of disclosed) | 2 of 11 |
DATE | TARGET | DEAL TYPE | VALUE |
---|---|---|---|
2021-12-21 |
Praemium - U.K. & International Business
United Kingdom The Praemium U.K. and international business offer digital-first financial services. The platform offers advisers advanced portfolio management and rebalancing capabilities, market-leading reporting and MI, paperless and signatureless processes, and unique AI-driven adviser insights which highlight unusual client behavior. |
Buy | £35M |
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 | - |