Explore All 10010 Add-on Acquisition Business Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | July 24, 2017 |
| Target | Sustainalytics BV |
| Sector | Business Services |
| Buyer(s) | Morningstar |
| Deal Type | Add-on Acquisition |
FILTER BY
| 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 Context for Buyer | # |
|---|---|
| Overall | 13 of 25 |
| Sector: Business Services | 2 of 3 |
| Type: Add-on Acquisition | 10 of 18 |
| Country: Netherlands | 1 of 1 |
| Year: 2017 | 1 of 1 |
| 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 | - |
| 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 |
