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
2024: Q2Q1
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.


©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use