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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 2009 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
12/14/2009

Announced
6/30/2010		 Highbury Financial Affiliated Managers Group FS Members Only Members Only Related Story
12/14/2009

Announced
2/28/2010		 AFBA 5Star Funds FBR Asset Management Holdings FS Members Only Members Only Related Story
12/14/2009

Announced
12/31/2009		 Logical Information Machines Morningstar MI Members Only Members Only Related Story
12/3/2009

Closed
12/3/2009		 Innealta Portfolio Advisors Al Frank Asset Management MI Members Only Members Only Related Story
11/25/2009

Announced
12/31/2009		 Old Mutual ALPS Advisors FA Members Only Members Only Related Story
11/19/2009

Rumored
 E*Trade TD Ameritrade MI Members Only Members Only Related Story
11/17/2009

Closed
 Sentinel Investments Reich & Tang FA Members Only Members Only Related Story
11/8/2009

Closed
11/8/2009		 Value Partners Ltd. Affiliated Managers Group FS Members Only Members Only Related Story
11/4/2009

Closed
11/4/2009		 Vensure Employer Services Fund.com MI Members Only Members Only Related Story
11/4/2009

Closed
11/4/2009		 Whyte Lyon Socratic Fund.com MI Members Only Members Only Related Story
10/26/2009

Announced
 ING FS Members Only Members Only Related Story
10/19/2009

Announced
 Morgan Stanley Invesco FS Members Only Members Only Related Story
8/19/2009

Announced
 Lincoln Financial Macquarie Group FS Members Only Members Only Related Story
7/23/2009

Announced
 Lehman Brothers Neuberger Berman MI Members Only Members Only Related Story
7/17/2009

Announced
 Waddell & Reed TTC Holdings MI Members Only Members Only Related Story
7/16/2009

Closed
5/12/2008		 Central Bank and Trust Company Federated Investors FA Members Only Members Only Related Story
7/13/2009

Closed
7/10/2009		 UBS Charles Schwab FA Members Only Members Only Related Story
7/9/2009

Announced
8/1/2009		 Alternative Investment Partners Hatteras Funds FS Members Only Members Only Related Story
7/9/2009

Announced
11/1/2009		 Epoch Investment Partners MainStay Investments FA Members Only Members Only Related Story
7/9/2009

Announced
8/14/2009		 Neuberger Berman State Street Global Advisors FS Members Only Members Only Related Story
6/24/2009

Announced
9/30/2009		 SPARX Investment & Research Hennessy Advisors FA Members Only Members Only Related Story
6/23/2009

Announced
9/25/2009		 Reich & Tang Tocqueville Asset Management FS Members Only Members Only Related Story
6/22/2009

Rumored
 Lloyds Banking Group BNY Mellon, Fidelity, State Street MI Members Only Members Only Related Story
6/22/2009

Rumored
 Strategic Insight Case Interactive Media MI Members Only Members Only Related Story
6/19/2009

Rumored
6/19/2009		 Bank of America, Columbia Management Ameriprise, Invesco, Nuveen FS Members Only Members Only Related Story
6/19/2009

Announced
8/24/2009		 HSBC Franklin Templeton FA Members Only Members Only Related Story
6/11/2009

Announced
10/1/2009		 Barclays BlackRock FS Members Only Members Only Related Story
6/2/2009

Closed
6/2/2009		 Diamond Hill Funds Beacon Hill Fund Services BO Members Only Members Only Related Story
5/29/2009

Announced
8/1/2009		 Touchstone Advisors Federated Investors FA Members Only Members Only Related Story
5/21/2009

Closed
5/21/2009		 Access Data Broadridge MI Members Only Members Only Related Story
5/4/2009

Closed
5/4/2009		 Global X Management Company SEI Investments BO Members Only Members Only Related Story
4/7/2009

Rumored
 AIG Crestview Partners, Franklin Resources FS Members Only Members Only Related Story
3/31/2009

Closed
3/31/2009		 Gamco Investors Deloitte & Touche BO Members Only Members Only Related Story
3/10/2009

Announced
6/30/2009		 Integrity Mutual Funds Corridor Investors FS Members Only Members Only Related Story
3/4/2009

Rumored
 The Hartford MetLife, Sun Life Financial FS Members Only Members Only Related Story
2/24/2009

Announced
4/30/2009		 Kensington Investment Group Forward Management FS Members Only Members Only Related Story
2/17/2009

Announced
6/30/2009		 Ziegler Capital Management Highmark Capital Management FA Members Only Members Only Related Story
2/5/2009

Rumored
 Janus Franklin Templeton, OppenheimerFunds FS Members Only Members Only Related Story
1/22/2009

Announced
6/30/2009		 Regions Financial Pioneer Investment Management FA Members Only Members Only Related Story
1/14/2009

Rumored
 Security Benefit Claymore, Invesco FS Members Only Members Only Related Story
1/9/2009

Closed
4/27/2009		 John Hancock State Street BO Members Only Members Only Related Story
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