Announced

Completed

Morningstar completed the acquisition of Lumonic and DealX.

Synopsis

Morningstar, a provider of independent investment insights, completed the acquisition of Lumonic, a private credit portfolio monitoring and management platform, and DealX, a provider of standardized US commercial mortgage-backed security and global collateralized loan obligation data. Financial terms were not disclosed. “Morningstar is meeting the demands of investors across private and public markets. By bringing Lumonic and DealX into the Morningstar family, we are continuing to drive transparency in the credit markets and empower investor success through integrated solutions that span investors’ full portfolios,” Kunal Kapoor, Morningstar CEO.

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