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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.

Deals from 2007 Filtered for ALL
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
12/31/2007

Closed
1/3/2008
Money-Media Pearson MI Members Only Members Only Related Story
12/17/2007

Closed
1/10/2008
Ipreo Holdings Morningstar MI Members Only Members Only Related Story
12/10/2007

Closed
12/7/2007
Coates Analytics Group PNC MI Members Only Members Only Related Story
12/3/2007

Closed
11/30/2007
Johnson Asset Management Optique Capital Management FS Members Only Members Only Related Story
11/13/2007

Closed
4/15/2008
Citizens Funds Sentinel Investments FS Members Only Members Only Related Story
10/24/2007

Closed
10/24/2007
Cooke & Bieler Affiliated Managers Group MI Members Only Members Only Related Story
9/18/2007

Closed
7/1/2008
Nationwide Financial Aberdeen Asset Management FS Members Only Members Only Related Story
9/11/2007

Closed
9/11/2007
Riva Financial Systems Franklin Resources MI Members Only Members Only Related Story
9/5/2007

Closed
8/1/2007
Heartland Advisors ALPS Fund Services BO Members Only Members Only Related Story
8/16/2007

Closed
8/16/2007
Stone Harbor Investment Partners ALPS Fund Services BO Members Only Members Only Related Story
8/14/2007

Closed
8/1/2007
Citi Foreside Financial Group BO Members Only Members Only Related Story
7/12/2007

Closed
7/12/2007
Baron Capital State Street BO Members Only Members Only Related Story
6/29/2007

Closed
6/29/2007
Fidelity Investments DST Systems BO Members Only Members Only Related Story
6/29/2007

Closed
Gateway Investment Advisers IXIS Asset Management FS Members Only Members Only Related Story
6/28/2007

Closed
1/18/2008
the Viragh Trust Security Benefit FS Members Only Members Only Related Story
6/27/2007

Closed
6/27/2007
OppenheimerFunds ReFlow BO Members Only Members Only Related Story
6/21/2007

Closed
Putnam Lovell Jefferies & Company MI Members Only Members Only Related Story
6/20/2007

Closed
11/14/2007
Nuveen Investments Madison Dearborn Partners FS Members Only Members Only Related Story
6/15/2007

Closed
Marsico Capital Management Tom Marsico FS Members Only Members Only Related Story
5/25/2007

Closed
2/4/2008
Fiserv TD Ameritrade MI Members Only Members Only Related Story
5/8/2007

Closed
5/8/2007
Accessor Capital Management SEI BO Members Only Members Only Related Story
5/2/2007

Closed
Bisys CitiGroup BO Members Only Members Only Related Story
4/23/2007

Closed
8/28/2007
Rochdale Investment Management Federated Investors FA Members Only Members Only Related Story
2/1/2007

Closed
8/3/2007
Marsh & McLennan Great-West Lifeco FS Members Only Members Only Related Story
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