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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 2020 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
12/2/2020

Announced
Waddell & Reed Financial, Inc. Macquarie Asset Management FS Members Only Members Only Related Story
11/10/2020

Closed
G Squared Capital LLP Voya Investment Management MI Members Only Members Only Related Story
11/4/2020

Announced
THB Asset Management Victory Capital Holdings, Inc. FS Members Only Members Only Related Story
10/28/2020

Announced
Stadion Money Management North Square Investments FS Members Only Members Only Related Story
10/8/2020

Announced
Eaton Vance Corp. Morgan Stanley FS Members Only Members Only Related Story
7/30/2020

Announced
Bragg Financial Advisors, Inc. First Pacific Advisors, LP MI Members Only Members Only Related Story
7/7/2020

Closed
2/1/2021
Allianz Global Investors Virtus Investment Partners, Inc. MI Members Only Members Only Related Story
6/15/2020

Closed
6/1/2020
Equinox Campbell Strategy Fund Campbell Systematic Macro Fund MI Members Only Members Only Related Story
4/21/2020

Announced
Sustainalytics Morningstar MI Members Only Members Only Related Story
2/18/2020

Announced
Legg Mason, Inc. Franklin Resources, Inc. FS Members Only Members Only Related Story
2/3/2020

Closed
Neuberger Berman FS Members Only Members Only Related Story
1/23/2020

Closed
CSOP Asset Mnaagement Pacer ETFs FS Members Only Members Only Related Story
1/21/2020

Closed
M.D. Sass Integrity Viking Funds FS Members Only Members Only Related Story
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  1. MFDF webinar - Gamification of Securities Trading: Fad or the Future?, April 14
  2. IDC Speaker Series - Diversity, Inclusion, and Implicit Bias: An Interview with Song Richardson, April 14
  3. IDC Virtual Roundtable: New Jersey and Pennsylvania - April 2021, April 15
  4. MFDF In Focus: Board Oversight of Sub-advisers, April 15
  5. The 31st Sub-Advised Funds Forum, Apr 20-21
  6. ETF.com Awards 2020, April 20
  7. IDC Virtual Roundtable: Florida - April 2021, April 20
  8. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  9. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  10. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  11. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  12. IDC Webinar: The Future of the Workplace - April 2021, April 23
  13. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  14. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  15. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  16. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  17. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  18. ICI 2021 General Membership Meeting - Day 1, May 6
  19. Emerging Manager Forum USA, May 12-14
  20. ICI 2021 General Membership Meeting - Day 2, May 13
  21. 2021 FINRA Annual Conference, May 18-20
  22. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  23. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  24. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  25. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  26. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20




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