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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.

All Deals from 2022
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
12/20/2022

Closed
1/31/2023		 F/m Acceleration, LLC Diffractive Managers Group FS Members Only Members Only Related Story
12/19/2022

Closed
 Berkshire Asset Management, LLC iM Global Partner MI Members Only Members Only Related Story
12/12/2022

Closed
12/12/2022		 Great Lakes Advisors, LLC Cambiar Investors, LLC MI Members Only Members Only Related Story
10/20/2022

Closed
4/1/2023		 Natixis Investment Managers Virtus Investment Partners, Inc. FS Members Only Members Only Related Story
8/29/2022

Closed
12/22/2022		 Red Gate Advisers, LLC Hennessy Advisors, Inc. MI Members Only Members Only Related Story
8/19/2022

Closed
12/19/2022		 Hamilton Lane Advisors, LLC Allspring Global Investments MI Members Only Members Only Related Story
8/2/2022

Announced
 Stephen Czech Voya Investment Management FS Members Only Members Only Related Story
7/18/2022

Announced
 C.W. Henderson and Associates, Inc. Federated Hermes, Inc. MI Members Only Members Only Related Story
7/6/2022

Announced
 Veriti Management LLC First Trust Capital Partners, LLC MI Members Only Members Only Related Story
6/27/2022

Rumored
 shareholders of U.S. Global Investors Echo Lake Capital, Deerhaven Capital FS Members Only Members Only Related Story
5/17/2022

Closed
7/25/2022		 Allianz Global Investors Voya Investment Management MI Members Only Members Only Related Story
4/1/2022

Announced
 Manning & Napier, Inc. Callodine Group, LLC FS Members Only Members Only Related Story
3/30/2022

Closed
8/1/2022		 employees of Napier Park Global Capital First Eagle Investments FS Members Only Members Only Related Story
3/17/2022

Announced
 employees of CarVal Investors L.P. AllianceBerstein L.P. FS Members Only Members Only Related Story
2/3/2022

Announced
 Janus Henderson Group plc Management and Board of Intech FS Members Only Members Only Related Story
1/4/2022

Closed
6/21/2022		 O'Shares ETFs SS&C Technologies Holdings, Inc. FS Members Only Members Only Related Story
1/4/2022

Closed
1/3/2022		 Derek Izuel Shelton Capital Management MI Members Only Members Only Related Story
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