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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 2023
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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  1. 2025 MMI Annual Conference, Oct 15-17
  2. MFDF webinar - Series Trust Funds - Effective Board Relationships with Advisers, October 15
  3. Nicsa webinar - Board Considerations: Fiduciary Duties and Decision-Making In ETF Dual Share Adoption, October 15
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  7. MFDF webinar - From Awareness to Assets: Why Marketing Matters for Registered Funds, October 21
  8. Nicsa webinar - ETF Dual Share Classes: Preparing For Operational Success, October 22
  9. Citywire Pro Buyer Los Angeles Retreat 2025, Oct 22-23
  10. MFDF webinar - Latest in Closed-End Funds Litigations, October 23
  11. Samfund Soiree Manhattan 2025, October 23
  12. Tiburon CEO Summit XLIX, Oct 27-29
  13. IDC Fund Directors Conference, Oct 27-29
  14. IMEA Leadership Planning Meeting, October 28
  15. IMEA Leadership Summit, Oct 28-29
  16. IMEA Rising Star luncheon, October 28
  17. IMEA Boutique Managers luncheon, October 28
  18. IMEA Philanthropic Day, October 28
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  25. 2025 Nicsa Asset & Wealth Management Summit, Nov 11-12
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