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MFWire's Deal Sheet
Filter by Deal Type
All
OR = Outsourced Recordkeeping
BU = Bundled
RK = Recordkeeping Only
IO = Investment Only
3B = 403(b)
TPA = Third Party Administrator
IC = Investment Consultant/RIA
TC = Trust/Custody
DB = Defined Benefit
MI = Miscellaneous
The information on deals listed on this table was gathered from a variety of industry sources deemed relevant by the MFWire staff. However, not all of the information has been directly confirmed by the MFWire. To submit information contact Editors@InvestmentWires.com.

All Deals from 2006
Change Year: 2009 2008 2007 2006 Filter for: All OR BU RK IO 3B TPA IC TC DB MI
Reported Seller Buyer Type Value $mm Description
12/4/2006

Closed
7/1/2007
Mellon Financial Corporation The Bank of New York Company FS Members Only Members Only Related Story
8/4/2006

Closed
Comerica Bank Crestview Partners FS Members Only Members Only Related Story
7/26/2006

Closed
7/26/2006
Washington Mutual Principal FS Members Only Members Only Related Story
7/10/2006

Closed
Aspect Huntley Morningstar MI Members Only Members Only Related Story
6/29/2006

Closed
AssetMark Investment Services Genworth Financial FS Members Only Members Only Related Story
6/22/2006

Closed
Sentinel Asset Management Federated Investors FA Members Only Members Only Related Story
5/18/2006

Closed
Walter Scott & Partners Mellon Financial MI Members Only Members Only Related Story
5/12/2006

Closed
7/17/2006
MDT Advisers Federated Investors FS Members Only Members Only Related Story
3/27/2006

Closed
3/27/2006
Wayne Hummer Federated Investors FA Members Only Members Only Related Story
2/28/2006

Closed
2/28/2006
Friedman, Billing, Ramsey Group M&T Bank FA Members Only Members Only Related Story
2/17/2006

Closed
2/17/2006
Caterpillar T. Rowe Price FA Members Only Members Only Related Story
2/15/2006

Closed
Merrill Lynch BlackRock FS Members Only Members Only Related Story
1/23/2006

Closed
PowerShares Capital Management Amvescap FS Members Only Members Only Related Story
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