Morningstar Acquires PitchBook Data, Inc.

Morningstar, Inc. Takes Minority Growth Stake in Allocator

June 24, 2020

Data & Analytics

Morningstar, Inc. has made a minority growth capital investment in Allocator, a UK-based data and SaaS provider for institutional private capital investors. As part of the transaction, Brett Kaluza of PitchBook was appointed to Allocator’s board to deepen the strategic partnership and support product and market expansion.

ZEMA Global Data Corporation Acquires Morningstar Commodity Data

September 23, 2024

Data & Analytics

ZEMA Global Data Corporation announced it will acquire Morningstar Commodity Data, expanding ZEMA's enterprise data and analytics offering with real-time commodity and energy data and a multi-tenant public cloud distribution platform. The deal follows a growth equity investment from FTV Capital and will broaden ZEMA's product capabilities and entry into financial markets while preserving service to energy, trading and supply-chain customers; financial terms were not disclosed.

Morningstar Acquires CRSP from University of Chicago for $365 Million

February 5, 2026

Data & Analytics

Morningstar, Inc. completed its $365 million acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago, adding CRSP Market Indexes and historical research data to Morningstar Indexes. The deal expands Morningstar's index and data capabilities—bringing benchmarks tied to more than $3 trillion in U.S. equities—and preserves a continued relationship with Vanguard to use the CRSP indexes for several Vanguard funds.

Morningstar Acquires PlanPlus Global

March 3, 2020

Software

Morningstar, Inc. has agreed to acquire PlanPlus Global, a Toronto-based financial-planning and risk-profiling software provider. The deal (terms undisclosed) is intended to expand Morningstar's financial-planning capabilities and integrate PlanPlus's FinaMetrica Profiler and ProPlanner products into Morningstar's advisor-facing offerings; the transaction was expected to close in the second quarter of 2020.

MediaMint Acquires DataBeat

May 14, 2025

Data & Analytics

MediaMint has acquired DataBeat, a Hyderabad-based provider of yield optimization, data engineering and analytics services for media platforms and publishers. The deal adds roughly 270 data and analytics professionals to MediaMint’s global team and strengthens its AI-powered data and analytics capabilities to better serve media, AdTech and publisher clients.

Broadridge Acquires Private Fund Regulatory Reporting Capabilities from PivotData and Sol Hedge

January 31, 2019

Data & Analytics

Broadridge Financial Solutions acquired certain private fund regulatory reporting capabilities from PivotData, LLC and its partner Sol Hedge, LLC to expand its asset management reporting solutions. The capabilities — including PivotData and Sol Hedge’s ETL, data transformation/normalization and compliance reporting processes — will be integrated into Broadridge’s reporting platform; terms were not disclosed.