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MFWire's Deal Sheet
Filter by Deal Type
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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 2021 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
12/7/2021

Closed
2/1/2022		 the employees of DDJ Capital Management Polen Capital FS Members Only Members Only Related Story
11/23/2021

Closed
1/3/2022		 Tygh Capital Management Voya Investment Management FS Members Only Members Only Related Story
11/4/2021

Closed
12/31/2021		 Michael Goldman, Ned Durden, Fritz Porter, Graham Hunt, Jason Leibowitz, Ty Peebles, Staunton Harkins, Jim Cox, and Kudu Victory Capital Holdings, Inc. FS Members Only Members Only Related Story
10/28/2021

Closed
12/29/2021		 Oak Hill Advisors, L.P. T. Rowe Price Group, Inc. MI Members Only Members Only Related Story
10/20/2021

Announced
 TriState Capital Holdings, Inc. Raymond James Financial, Inc. FS Members Only Members Only Related Story
10/19/2021

Announced
 Robert Holderith, Resolute Investment Managers, Brian Jacobs PGIM Investments MI Members Only Members Only Related Story
9/30/2021

Closed
1/4/2022		 OSAM partners, RBC Franklin Resources, Inc. FS Members Only Members Only Related Story
9/15/2021

Closed
 Asset Preservation Advisors iM Global Partner MI Members Only Members Only Related Story
8/2/2021

Closed
7/30/2021		 Carlos Asilis, Darshan Bhatt Spouting Rock Asset Management, LLC FS Members Only Members Only Related Story
7/28/2021

Closed
7/28/2021		 Richard Bernstein iM Global Partner FS Members Only Members Only Related Story
7/7/2021

Announced
 Lovell Minnick Partners Genstar Capital BO Members Only Members Only Related Story
7/6/2021

Announced
 Parnassus Investments Affiliated Managers Group, Inc. FS Members Only Members Only Related Story
6/28/2021

Closed
1/3/2022		 Stone Harbor Investment Partners LP Virtus Investment Partners, Inc. FS Members Only Members Only Related Story
3/9/2021

Closed
6/1/2021		 Litman Gregory iM Global Partner FS Members Only Members Only Related Story
2/23/2021

Announced
11/1/2021		 Wells Fargo & Company GTCR LLC, Reverence Capital Partners, L.P. FS Members Only Members Only Related Story
2/10/2021

Announced
 Brightsphere Investment Group Inc. William Blair Investment Management FS Members Only Members Only Related Story
2/8/2021

Closed
7/16/2021		 AIG Life & Retirement Touchstone Investments MI Members Only Members Only Related Story
2/8/2021

Closed
 Cboe Global Markets ETFS Capital MI Members Only Members Only Related Story
2/3/2021

Closed
7/30/2021		 Diamond Hill Investment Group, Inc. Brandywine Global Investment Management, LLC 100 Members Only Members Only Related Story
2/1/2021

Announced
 Roy Behren, Michael Shannon, Lincoln Peak Capital Management Virtus Investment Partners, Inc. FS Members Only Members Only Related Story
1/28/2021

Closed
 361 Capital employees, Lighthouse Partners, Lovell Minnick Hamilton Lane FS Members Only Members Only Related Story
1/25/2021

Announced
 Thoma Bravo, SBGP Holdings, Ralph Segal, Phil Hildebrant CI Financial Corp. FS Members Only Members Only Related Story
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