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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

Announced
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

Announced
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 webinar - Board Oversight of ETFs, March 3
  2. FinReg Outlook 2021, March 10
  3. MFDF Director Discussion Series - Open Forum via Zoom (Midwest), March 10
  4. Irish Funds North American Digital Seminar, March 11
  5. MFDF webinar - Municipal and Taxable Fixed Income — A Multi-Speed Recovery, March 12
  6. 2021 Virtual Mutual Funds and Investment Management Conference, Mar 15-19
  7. Women for Impact - A Call to Action, March 16
  8. SEC & DOL Standard of Conduct Rulemakings — Present & Future Considerations, March 23
  9. Expect Miracles Foundation's Virtual Mystery Game Night, March 24
  10. MFDF Director Discussion Series - Open Forum via Zoom, March 24
  11. ETFGI Global ETFs Insights Summit - ESG & Active ETF Trends, Mar 24-25
  12. MFDF webinar - Asset Management M&A for Fund Directors — Recent Trends and Governance Issues, March 31
  13. MFDF Director Discussion Series - Open Forum via Zoom, April 7
  14. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  15. ETF.com Awards 2020, April 20
  16. The 31st Sub-Advised Funds Forum, Apr 20-21
  17. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  18. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  19. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  20. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  21. ICI 2021 General Membership Meeting - Day 1, May 6
  22. ICI 2021 General Membership Meeting - Day 2, May 13
  23. 2021 FINRA Annual Conference, May 18-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  26. Irish Funds Online Annual Global Funds Conference 2021, May 19-20




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