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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 2008 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
12/31/2008

Announced
6/30/2009		 Credit Suisse Aberdeen Asset Management FS Members Only Members Only Related Story
12/15/2008

Rumored
 Fidelity Accenture, IBM, Infosys, Satyam, Winpro MI Members Only Members Only Related Story
12/9/2008

Closed
3/23/2009		 RBC Hennessy Advisors FA Members Only Members Only Related Story
12/3/2008

Closed
5/4/2009		 Lehman Brothers Neuberger Berman FS Members Only Members Only Related Story
11/11/2008

Closed
11/11/2008		 Heritage Asset Management Eagle Asset Management FA Members Only Members Only Related Story
11/3/2008

Announced
11/28/2008		 Bjurman, Barry & Associates GAMCO FA Members Only Members Only Related Story
10/24/2008

Closed
12/31/2008		 National City Corporation PNC Financial Services Group FS Members Only Members Only Related Story
10/3/2008

Closed
12/31/2008		 Wachovia Wells Fargo FS Members Only Members Only Related Story
9/24/2008

Closed
9/28/2008		 Putnam Investments Federated Investors FA Members Only Members Only Related Story
9/23/2008

Closed
11/20/2008		 Citigroup Mercatus MI Members Only Members Only Related Story
9/15/2008

Closed
12/31/2008		 Clover Capital Management Federated Investors FS Members Only Members Only Related Story
9/9/2008

Announced
 Fifth Third Bank Federated Investors FA Members Only Members Only Related Story
8/26/2008

Closed
12/15/2008		 1st Source Corporation Investment Advisors Wasatch Advisors FA Members Only Members Only Related Story
7/31/2008

Closed
12/31/2008		 Phoenix Companies Virtus Investment Partners, Harris Bankcorp FS Members Only Members Only Related Story
7/23/2008

Closed
10/2/2008		 The Bank of New York Mellon Affiliated Managers Group FS Members Only Members Only Related Story
7/23/2008

Announced
 Harding Loevner Affiliated Managers Group FS Members Only Members Only Related Story
7/15/2008

Closed
12/9/2008		 David W. Tice & Associates Federated Investors FA Members Only Members Only Related Story
7/8/2008

Closed
12/31/2008		 Perkins, Wolf, McDonnell and Company Janus Capital Group MI Members Only Members Only Related Story
6/23/2008

Closed
10/31/2008		 Capital One Fidelity FA Members Only Members Only Related Story
6/17/2008

Closed
6/17/2008		 Third Security Southern Sun Asset Management FS Members Only Members Only Related Story
6/16/2008

Announced
12/31/2008		 RiverSource Investments JPMorgan BO Members Only Members Only Related Story
6/4/2008

Announced
8/21/2008		 Accessor Capital Management Forward Funds FS Members Only Members Only Related Story
6/3/2008

Announced
7/1/2008		 Aberdeen Asset Management Citi Transaction Services BO Members Only Members Only Related Story
6/2/2008

Closed
6/2/2008		 Fidelity Investments Nomura Asset Management FA Members Only Members Only Related Story
5/12/2008

Closed
5/12/2008		 Central Bank and Trust Company Federated Investors FA Members Only Members Only Related Story
4/23/2008

Closed
11/7/2008		 J. & W. Seligman & Co. Ameriprise Financial FS Members Only Members Only Related Story
4/16/2008

Closed
9/15/2008		 AMR Corp. Lighthouse Holdings FS Members Only Members Only Related Story
4/12/2008

Closed
4/12/2008		 VTL Associates Bank of New York Mellon BO Members Only Members Only Related Story
4/9/2008

Closed
4/9/2008		 Janus Capital Group Bowne & Co. MI Members Only Members Only Related Story
2/7/2008

Closed
5/1/2007		 Fifth Third State Street, Boston Financial Data Services BO Members Only Members Only Related Story
2/4/2008

Closed
2/4/2008		 AXA Gabelli Funds FA Members Only Members Only Related Story
2/1/2008

Announced
 Rainier Investment Management John Hancock FA Members Only Members Only Related Story
1/28/2008

Closed
1/28/2008		 Columbia Management State Street BO Members Only Members Only Related Story
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