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 Deals10

Valued Deals4

Total Value£768M

Avg. Deal Size£192M

Market Context

Senior Management

Kunal Kapoor
CEO
Scott Mackenzie
President and CEO
Jason Dubinsky
CFO

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Sort

Australia

Software

MajorityPrivateAcquisition

target

ADVISERLOGIC

bidder

Morningstar

value n/a

dealmakers

Netherlands

Environmental Consulting

PrivateAcquisitionMajorityCross Border

target

SUSTAINALYTICS

bidder

Morningstar

£148m

dealmakers

United States

FinTech

AcquisitionPrivate EquityDisposalDomesticPrivateMajority

target

YCHARTS

bidder

Llr Partners

value n/a

dealmakers

Canada

Software

MajorityAcquisitionCross BorderPrivate

target

Planplus Global

bidder

Morningstar

value n/a

dealmakers

United States

Information / Data Services

DomesticPrivateMajorityAcquisition

target

S&p Global (leveraged Commentary And Data Business)

bidder

Morningstar

£495m

dealmakers

United States

FinTech

MinorityPrivateVenture CapitalDomesticPrivate EquityAcquisition

target

TIFIN

bidder

Hamilton Lane Advisors

£89m

dealmakers

Canada

Diversified Financials

Cross BorderAcquisitionMajorityPrivate

target

AQUANTIX

bidder

Morningstar

value n/a

dealmakers

United KingdomHong Kong

Asset Managers and Custodians

PrivateAcquisitionCross BorderMajority

target

Praemium (uk And International Business)

bidder

Morningstar

£35m

dealmakers

United States

Management Consulting

MajorityPrivateDomesticAcquisition

target

Morningstar Wealth Turnkey Asset Management Platform

bidder

Assetmark Financial Holdings

value n/a

dealmakers

United States

Data Centers and Hosting

PrivateCross BorderMajorityAcquisitionPrivate Equity

target

Morningstar

bidder

Zema Global Data

value n/a

dealmakers

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