Morningstar, Inc. Takes Minority Growth Stake in Allocator

June 24, 2020

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.

Targets
Allocator
Industry
Data & Analytics
Location
United Kingdom
Transaction Type
Growth capital

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