M&A Deal Summary

UMB Fund Services Acquires J.D. Clark

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2009-05-08
Target J.D. Clark
Sector Business Services
Buyer(s) UMB Fund Services
Deal Type Add-on Acquisition
Deal Value 23M USD
Advisor(s) Integris Partners Ltd. (Financial)

Target

J.D. Clark

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(S) 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 STATS #
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
Mergr

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Company

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