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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 2020
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
12/2/2020

Closed
4/30/2021
Waddell & Reed Financial, Inc. Macquarie Asset Management FS Members Only Members Only Related Story
11/10/2020

Closed
G Squared Capital LLP Voya Investment Management MI Members Only Members Only Related Story
11/4/2020

Announced
THB Asset Management Victory Capital Holdings, Inc. FS Members Only Members Only Related Story
10/28/2020

Closed
6/14/2021
Stadion Money Management North Square Investments FS Members Only Members Only Related Story
10/8/2020

Announced
Eaton Vance Corp. Morgan Stanley FS Members Only Members Only Related Story
7/30/2020

Announced
Bragg Financial Advisors, Inc. First Pacific Advisors, LP MI Members Only Members Only Related Story
7/7/2020

Closed
2/1/2021
Allianz Global Investors Virtus Investment Partners, Inc. MI Members Only Members Only Related Story
6/15/2020

Closed
6/1/2020
Equinox Campbell Strategy Fund Campbell Systematic Macro Fund MI Members Only Members Only Related Story
4/21/2020

Announced
Sustainalytics Morningstar MI Members Only Members Only Related Story
2/18/2020

Announced
Legg Mason, Inc. Franklin Resources, Inc. FS Members Only Members Only Related Story
2/3/2020

Closed
Neuberger Berman FS Members Only Members Only Related Story
1/23/2020

Closed
CSOP Asset Mnaagement Pacer ETFs FS Members Only Members Only Related Story
1/21/2020

Closed
M.D. Sass Integrity Viking Funds FS Members Only Members Only Related Story
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  1. MFDF Director Discussion Series - Open Forum via Zoom, December 7
  2. 2022 MMI Leadership Pathway Seminar, December 7
  3. 2022 Samfund Annual Celebration, December 7
  4. IMEA In Session - Cyber Security Trends, December 8
  5. U.S. Securities and Exchange Commission Investor Advisory Committee meeting, December 8
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  7. Women in ETFs Philadelphia - Holiday Happy Hour With Project Home, December 8
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  10. Vett Fi Advisor Perspectives Investment Insights Summit 2022, December 13
  11. IDC webinar - Spotlight on the SEC's Swing Pricing and Hard Close Proposals, December 14
  12. 2022 MMI Webinar Sponsored by the MMI Blockchain Finance Forum: Digital Asset Classification, December 14
  13. WE Boston: Annual Give Back Event 2022, December 14
  14. Nicsa webinar - Democratization of Private Assets, December 14
  15. MFDF In Focus: Closed-End Fund Activism, December 14
  16. Crane Data's Money Fund University, Dec 15-16
  17. Crane Data's Holiday Cocktail Party, December 15
  18. MFDF webinar - Impact of 2022 Mid-Term Elections on the Financial Industry, January 10, 2023
  19. IDC's Foundations for Fund Directors, January 11 - 12, 2023
  20. MFDF 2023 Directors' Institute, January 23 - 25, 2023
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  25. Crane Data's Bond Fund Symposium, March 23 - 24, 2023
  26. 2023 MMI Summit, March 29 - 30, 2023




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