Quantcast
The MFWire
 Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]
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 2023
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
10/4/2023

Announced
 Steven Vannelli AXS Investments FS Members Only Members Only Related Story
10/2/2023

Closed
9/30/2023		 Synovus Financial Corp. Employees of GLOBALT Investments LLC MI Members Only Members Only Related Story
9/11/2023

Closed
9/8/2023		 Jane Edmondson, Dan Janowiak VettaFi MI Members Only Members Only Related Story
7/25/2023

Closed
10/16/2023		 Engine No. 1 TCW Group FS Members Only Members Only Related Story
7/21/2023

Announced
 Teucrium Trading, LLC Tidal Investments LLC MI Members Only Members Only Related Story
6/12/2023

Closed
1/26/2024		 ETF Managers Group Amplify ETFs FS Members Only Members Only Related Story
5/31/2023

Closed
1/1/2024		 Great-West Lifeco, Inc. Franklin Resources, Inc. FS Members Only Members Only Related Story
5/18/2023

Closed
5/15/2023		 Jordan Kahn AXS Investments FS Members Only Members Only Related Story
5/12/2023

Announced
 Andy Holtgrieve Shelton Capital Management MI Members Only Members Only Related Story
5/2/2023

Announced
 Deerpath Capital Managment, LP PGIM MI Members Only Members Only Related Story
5/2/2023

Closed
 Brad Berggren, Jon Orseck, Roger Weber, Convergency Partners Franklin Resources, Inc. MI Members Only Members Only Related Story
4/26/2023

Announced
 Community Capital Management, LLC Hennessy Advisors, Inc. MI Members Only Members Only Related Story
4/26/2023

Closed
11/10/2023		 Community Capital Management, LLC Hennessy Advisors, Inc. MI Members Only Members Only Related Story
4/4/2023

Announced
 Vident Investors Oversight Trust Casey Crawford FS Members Only Members Only Related Story
2/2/2023

Closed
3/6/2023		 BBD, LLP Cohen & Company MI Members Only Members Only Related Story
1/10/2023

Announced
 The owners of Reinhart Partners, Inc. Spouting Rock Asset Management FS Members Only Members Only Related Story
 News Archives
2025: Q3Q2Q1
2024: Q4Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


    Sorry, no records in the database matched your search parameters. Clich back and try again.



  1. 2025 MMI Women in Advisory Solutions Forum, Jul 15-16
  2. MFDF Director Discussion Series - Open Forum (Philadelphia), July 15
  3. MFDF webinar - M&A and Consolidation in Asset Management, July 16
  4. Nicsa webinar - How Trusted GenAI is Transforming Data Access in Asset Management, July 16
  5. WE Denver - Dinks & Drinks, July 17
  6. MFDF webinar - ETF Conversions, July 17
  7. MFDF Director Discussion Series - Open Forum (New York), July 22
  8. MFDF Ask Anything webinar - AI Edition, July 24
  9. MFDF webinar - Use of Derivatives by RICs, July 29
  10. MFDF Director Discussion Series - Open Forum (Columbus, Ohio), August 20
  11. Samfund Soiree Boston 2025, August 21
  12. MFDF webinar - The Audit Committee Chair's Guide to Balancing Duties and Emerging Issues, September 3
  13. ICI ETF Conference, Sep 8-10
  14. Nicsa webinar - Reimagining Reconciliation: AI, Regulation, and Capital Markets Transformation, September 10
  15. MFDF webinar - Series Trust Funds - Compliance and Board Reporting, September 10
  16. MFDF In Focus - Board Oversight of DEI in Current Landscape, September 11
  17. MFDF webinar - MFDF 15(c) White Paper Webinar Series: Part 4 – Enforcement Action Takeaways, September 16
  18. MFDF webinar - Latest in Closed-End Funds Litigations, September 23
  19. MFDF webinar - Fixed Income Insights: Navigating Market Trends & Opportunities, September 24
  20. MFDF webinar - Risk Management Essentials for RICs and Boards, September 29
  21. MFDF webinar - Diligent - Tools for Fund Board Book, October 1
  22. 10th annual Fuse Forum, October 8
  23. MFDF webinar - Essential Strategies in Board Oversight of Operational Risk Management, October 14
  24. 2025 MMI Annual Conference, Oct 15-17
  25. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  26. MFDF In Focus webinar - Audit Committee Chair, November 5




©All rights reserved to InvestmentWires, Inc. 1997-2025
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use