M&A Deal Summary

Morningstar Acquires Sustainalytics BV

On July 24, 2017, Morningstar acquired business services company Sustainalytics BV

Acquisition Highlights
  • This is Morningstar’s 2nd transaction in the Business Services sector.
  • This is Morningstar’s 1st transaction in the Netherlands.

M&A Deal Summary
Date 2017-07-24
Target Sustainalytics BV
Sector Business Services
Buyer(s) Morningstar
Deal Type Add-on Acquisition

Target

Sustainalytics BV

Amsterdam, Netherlands
Sustainalytics BV is an independent ESG and corporate governance research, ratings and analysis firm supporting investors around the world with the development and implementation of responsible investment strategies. With 13 offices globally, Sustainalytics partners with institutional investors who integrate environmental, social and governance information and assessments into their investment processes.

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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 13 of 22
Sector (Business Services) 2 of 3
Type (Add-on Acquisition) 10 of 16
Country (Netherlands) 1 of 1
Year (2017) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2017-05-31 HelloWallet Holdings

Washington, District of Columbia, United States

HelloWallet is a special company with a unique story, fascinating characters and a compelling plot. It was founded in 2009 to democratize access to independent financial guidance for all Americans. Our customers, members and supporters help us tell the story every day. We invite you to learn more here and to be a part of our story.

Sell -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2018-01-02 Morningstar - 15 Board Consulting Services

Chicago, Illinois, United States

Morningstar, Inc.’s 15(c) board consulting services business is a source for independent, verifiable data that mutual fund boards of directors rely on to fulfill their governance responsibilities. Morningstar’s 15(c) data will be integrated into Broadridge’s board reporting system, providing clients the ability to benchmark funds using both Morningstar and Lipper classification systems within their reports and to leverage the expertise of the expanded Broadridge 15(c) team.

Sell $11M
Mergr

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