M&A Deal Summary

VettaFi Acquires EQM Indexes

On September 11, 2023, VettaFi acquired information services company EQM Indexes

Acquisition Highlights
  • This is VettaFi’s 1st transaction in the Information Services sector.
  • This is VettaFi’s 3rd transaction in the United States.
  • This is VettaFi’s 1st transaction in California.

M&A Deal Summary

Date 2023-09-11
Target EQM Indexes
Sector Information Services
Buyer(s) VettaFi
Deal Type Add-on Acquisition

Target

EQM Indexes

San Diego, California, United States
EQM Indexes is a provider of custom thematic index solutions to the ETF industry. The Firm has built indexes providing targeted exposure to a wide range of thematic investments, including online retail, rare earths & critical materials, blockchain technology, and the global music industry. EQM Indexes is based in San Diego, California.

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Buyer(S) 1

Buyer

VettaFi

New York City, New York, United States

Category Company
Sector Information Services
DESCRIPTION

VettaFi is a privately owned data, analytics, indexing, digital distribution, and thought leadership company?. VettaFi cultivates a data-driven platform, built to empower and educate the modern ??financial advisor?, asset manager??? and institutional investor.? VettaFi is based in New York, New York.


DEAL STATS #
Overall 3 of 3
Sector: Information Services M&A 1 of 1
Type: Add-on Acquisition M&A Deals 3 of 3
State: California M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2023 M&A 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-04-06 ROBO Global Index

Dallas, Texas, United States

ROBO Global Index focuses on helping investors capture the unique opportunities of fast-growing robotics, artificial intelligence, and healthcare technology companies around the world. The suite includes the first benchmark indexes tracking the robotics and AI revolution for investors. The ROBO Global indexes include The ROBO Global Robotics & Automation Index, The ROBO Global Artificial Intelligence Index, and The ROBO Global Healthcare Technology & Innovation Index. ROBO Global Index is based in Dallas, Texas.

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