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MORNINGSTAR INC

HQ - Chicago

Summary

Morningstar is a Chicago-based investment research firm that compiles and analyzes fund, stock, and general market data.

Deals Overview

Total Deals11

Valued Deals4

Total Value£ 768 M

Avg. Deal Size£ 192 M

Market Context

Senior Management

Scott Mackenzie
President and CEO
Kunal Kapoor
CEO
Jason Dubinsky
CFO

Sort

04 Mar 2025|United States|FinTech

Target: DEALX

Bidder: MORNINGSTAR INC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

23 Sep 2024|United States|Data Centers and Hosting

Target: MORNINGSTAR INC

Bidder: ZEMA GLOBAL DATA

9 Service Providers

2 Target | 7 Bidder

6 Dealmakers

2 Target | 4 Bidder

n/a

Value

20 Jun 2024|United States|Management Consulting

Target: MORNINGSTAR WEALTH TURNKEY ASSET MANAGEMENT PLATFORM

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

30 Jun 2022|United Kingdom|Asset Managers and Custodians

Target: PRAEMIUM (UK AND INTERNATIONAL BUSINESS)

Bidder: MORNINGSTAR INC

2 Service Providers

1 Bidder | 1 Vendor

4 Dealmakers

3 Bidder | 1 Vendor

£ 35 M

Value

29 Jun 2022|Canada|Diversified Financials

Target: AQUANTIX

Bidder: MORNINGSTAR INC

2 Service Providers

1 Target | 1 Bidder

11 Dealmakers

5 Target | 6 Bidder

n/a

Value

12 May 2022|United States|FinTech

Target: TIFIN

Bidder: HAMILTON LANE ADVISORS LLC

8 Service Providers

2 Target | 6 Bidder

8 Dealmakers

2 Target | 6 Bidder

£ 89 M

Value

04 Apr 2022|United States|Information / Data Services

Target: S&P GLOBAL (LEVERAGED COMMENTARY AND DATA BUSINESS)

Bidder: MORNINGSTAR INC

3 Service Providers

1 Bidder | 2 Vendor

21 Dealmakers

3 Bidder | 18 Vendor

£ 495 M

Value

09 Oct 2020|United States|FinTech

Target: YCHARTS

Bidder: LLR PARTNERS INC

7 Service Providers

3 Target | 3 Bidder | 1 Vendor

5 Dealmakers

1 Target | 2 Bidder | 2 Vendor

n/a

Value

21 Apr 2020|Netherlands|Environmental Consulting

Target: SUSTAINALYTICS

Bidder: MORNINGSTAR INC

8 Service Providers

3 Target | 5 Bidder

31 Dealmakers

2 Target | 29 Bidder

£ 148 M

Value

03 Mar 2020|Canada|Software

Target: PLANPLUS GLOBAL

Bidder: MORNINGSTAR INC

4 Service Providers

2 Target | 2 Bidder

18 Dealmakers

2 Target | 16 Bidder

n/a

Value

03 Nov 2019|Australia|Software

Target: ADVISERLOGIC

Bidder: MORNINGSTAR INC

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

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