Morningstar Acquires Moorgate Benchmarks

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.

Accel-KKR Acquires MOA Benchmarking

September 28, 2025

Healthcare Services

Accel-KKR, a technology-focused private equity firm, has acquired MOA Benchmarking, a quality-improvement platform serving aged care, retirement living, and disability service providers across Australia. The acquisition is intended to deepen collaboration with Accel-KKR portfolio company Health Metrics to integrate analytics and clinical/operational management capabilities and accelerate product innovation for care providers.

CoStar Group Acquires Fairmas Benchmarking from Fairmas GmbH

October 13, 2022

Data & Analytics

CoStar Group acquired Fairmas Benchmarking, a German hospitality benchmarking product, from Fairmas GmbH on October 10, 2022, expanding STR’s benchmarking coverage in Germany. The acquisition adds roughly 1,400 hotels to STR Germany’s dataset and strengthens CoStar/STR’s hotel benchmarking and analytics capabilities for German hotel brands, operators and owners.

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.

Worldwide Facilities Acquires Benchmark Management Group

July 2, 2019

Insurance

Worldwide Facilities, a national wholesale insurance broker and MGA, has acquired Benchmark Management Group, a managing general agent and wholesale insurance broker with operations in the Chicago and Milwaukee metro areas. The deal expands Worldwide Facilities' MGA platform by broadening its geographic footprint and specialty product offering; Benchmark principals Tim and Shawn Makowski joined Worldwide Facilities. Marsh, Berry & Company served as financial advisor to Benchmark.

Morningstar Sustainalytics Acquires Aquantix

June 29, 2022

Data & Analytics

Morningstar Sustainalytics has acquired Aquantix, a Montreal-based property-level climate risk data and modelling company. The acquisition strengthens Sustainalytics' climate capabilities by adding Aquantix's AI-powered models and property-level geospatial data for real estate, mortgage lenders, banks, and insurers.