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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 2023 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
10/4/2023

Announced
 Steven Vannelli AXS Investments FS Members Only Members Only Related Story
10/2/2023

Closed
9/30/2023		 Synovus Financial Corp. Employees of GLOBALT Investments LLC MI Members Only Members Only Related Story
9/11/2023

Closed
9/8/2023		 Jane Edmondson, Dan Janowiak VettaFi MI Members Only Members Only Related Story
7/25/2023

Closed
10/16/2023		 Engine No. 1 TCW Group FS Members Only Members Only Related Story
7/21/2023

Announced
 Teucrium Trading, LLC Tidal Investments LLC MI Members Only Members Only Related Story
6/12/2023

Closed
1/26/2024		 ETF Managers Group Amplify ETFs FS Members Only Members Only Related Story
5/31/2023

Closed
1/1/2024		 Great-West Lifeco, Inc. Franklin Resources, Inc. FS Members Only Members Only Related Story
5/18/2023

Closed
5/15/2023		 Jordan Kahn AXS Investments FS Members Only Members Only Related Story
5/12/2023

Announced
 Andy Holtgrieve Shelton Capital Management MI Members Only Members Only Related Story
5/2/2023

Announced
 Deerpath Capital Managment, LP PGIM MI Members Only Members Only Related Story
5/2/2023

Closed
 Brad Berggren, Jon Orseck, Roger Weber, Convergency Partners Franklin Resources, Inc. MI Members Only Members Only Related Story
4/26/2023

Announced
 Community Capital Management, LLC Hennessy Advisors, Inc. MI Members Only Members Only Related Story
4/26/2023

Closed
11/10/2023		 Community Capital Management, LLC Hennessy Advisors, Inc. MI Members Only Members Only Related Story
4/4/2023

Announced
 Vident Investors Oversight Trust Casey Crawford FS Members Only Members Only Related Story
2/2/2023

Closed
3/6/2023		 BBD, LLP Cohen & Company MI Members Only Members Only Related Story
1/10/2023

Announced
 The owners of Reinhart Partners, Inc. Spouting Rock Asset Management FS Members Only Members Only Related Story
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