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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 2024
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
5/30/2024

Announced
 UMB Fund Services ACA Group BO Members Only Members Only Related Story
4/16/2024

Rumored
 Amundi Victory Capital FS Members Only Members Only Related Story
3/8/2024

Closed
5/1/2024		 Eric Metz, George Papa BlackRock MI Members Only Members Only Related Story
1/12/2024

Closed
3/12/2024		 Valkyrie Investments Inc. CoinShares International Limited FS Members Only Members Only Related Story
1/4/2024

Announced
 Jennifer Silver, Michael Mufson Alger Group Holdings, LLC MI Members Only Members Only Related Story
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