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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 MI
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
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
11/19/2009

Rumored
 E*Trade TD Ameritrade MI 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
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
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
5/21/2009

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