UMB Fund Services - M&A Summary and Business Overview

Financial ServicesCompany

UMB Fund Services M&A Summary

UMB Fund Services has acquired 1 company.

UMB Fund Services’ largest acquisition to date was in 2009, when it acquired J.D. Clark for $23M. UMB Fund Services has acquired in 1 US state. The Company’s most targeted sectors include business services (100%).

UMB Fund Services Business Overview

Where is UMB Fund Services headquartered?

UMB Fund Services is headquartered in Milwaukee, Wisconsin.

What sector is UMB Fund Services in?

UMB Fund Services is a financial services company.

When was UMB Fund Services founded?

UMB Fund Services was founded in 1990.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1

UMB Fund Services, Inc.

803 West Michigan Street,
Milwaukee, Wisconsin 53233
United States,
(414) 271-5885
www.umbfs.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
vol $23M $23M
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
J.D. Clark & Co., Inc. 2009-05-08 23M USD Add-on Acquisition
Ogden, Utah · www.jdclark.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 1 (100%) 23M (100%) - -
Total 1 $23M - -

By Geo

State/Country Buy Value Sell Value
United States 1 23M - -
  Utah 1 23M - -
Total 1 $23M - -

Deal Values

buy # Total
< $100M 1 $23M
TOTAL $23M
Largest J.D. Clark & Co., Inc.
$23M (2009-05-08)

Company Summary

SECTOR

Financial Services

Established

1990

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Wisconsin Companies , Financial Services Companies , United States Companies , Wisconsin Financial Services Companies , Wisconsin Financial Services with Acquisitions , Wisconsin Financial Services with Divestitures

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