Add-on Acquisition • Business Services

UMB Fund Services Acquires J.D. Clark & Co.

On May 8, 2009, UMB Fund Services acquired business services company J.D. Clark & Co. for 23M USD

Acquisition Context

This is UMB Fund Services’ 1st transaction in the Business Services sector.
This is UMB Fund Services’ largest (disclosed) transaction.
This is UMB Fund Services’ 1st transaction in the United States.
This is UMB Fund Services’ 1st transaction in Utah.

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M&A Deal Summary
Date	May 8, 2009
Target	J.D. Clark & Co.
Sector	Business Services
Buyer(s)	UMB Fund Services
Deal Type	Add-on Acquisition
Deal Value	23M USD
Advisor(s)	Integris Partners (Financial)

Target Company

J.D. Clark & Co.

Ogden, Utah, United States

J.D. Clark & Co. provides administrative, accounting, tax preparation and regulatory compliance, and advisory services to the hedge fund industry.

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Buyer Overview 1

Buyer

UMB Fund Services

Milwaukee, Wisconsin, United States

Category	Company
Founded	1990
Sector	Financial Services

DESCRIPTION

UMB Fund Services, Inc. offers a complete line of products and services to the fund industry including administration and fund accounting, alternative investment services, investor services and transfer agency, marketing and distribution.

Deal Context for Buyer	#
Overall	1 of 1
Sector: Business Services	1 of 1
Type: Add-on Acquisition	1 of 1
State: Utah	1 of 1
Country: United States	1 of 1
Year: 2009	1 of 1
Size (of disclosed)	1 of 1

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