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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 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
11/10/2020

Closed
 G Squared Capital LLP Voya Investment Management MI 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
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