.
MergerLinks Header Logo

New Deal


Announced

Morningstar to acquire AdviserLogic.

Financials

Edit Data
Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

Edit

Majority

Friendly

Private

Software

Australia

Single Bidder

software development

Acquisition

Pending

Synopsis

Edit

Morningstar, a provider of independent investment research, agreed to acquire AdviserLogic, an Australian adviser software firm. Financial terms were not disclosed. "Morningstar believes in the value of financial advice, and we share a common mission with advisers to empower investor success. We're excited to expand our ability to support advisers at a critical time for the industry by welcoming AdviserLogic into the Morningstar family," Jamie Wickham, Morningstar Australasia Managing Director.

© COPYRIGHT 2024 MERGERLINKS LIMITED.

ALL RIGHTS RESERVED.

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

CONTACT US