Public Company Financial Services

Morningstar

Chicago, Illinois, United States

Morningstar, Inc. provides independent investment insights and data products for individual investors, financial advisors, asset managers and owners, retirement plan providers and sponsors, and institutional investors in debt and private capital markets, along with market indexes and related research/data products.

Focus Areas
Investment research, Investment data, Market indexes
Website
morningstar.com

Tracked deals

4

4 tracked deals across 2016-2026.

Recent pace

1

1 tracked deal announced in the last 12 months.

Deal mix

Buyout

3 buyout · 1 growth capital

Morningstar Acquisition Volume by Year

Last 2 years

Acquisition volume by year Annual acquisition counts for the last 2 years for Morningstar. 2 2020 ~1 est. 1 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Morningstar Acquires CRSP From the University of Chicago
    February 5, 2026
    Buyer
    Morningstar, Inc.
    Target
    Center for Research in Security Prices (CRSP)
    Seller
    University of Chicago
    Industry
    Data & Analytics
    Location
    Illinois, United States
    Type
    Buyout

    Morningstar completed its previously announced $365 million acquisition of the Center for Research in Security Prices (CRSP) from the University of Chicago. The deal brings CRSP Market Indexes (benchmarks for over $3 trillion in U.S. equities) and CRSP Research Data Products into the Morningstar Indexes business, with the CRSP indexes rebranded under the Morningstar name.

  • Morningstar, Inc. Takes Minority Growth Stake in Allocator
    June 24, 2020
    Buyer
    Morningstar, Inc.
    Target
    Allocator
    Industry
    Data & Analytics
    Location
    United Kingdom
    Type
    Growth capital

    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.

  • Morningstar Acquires PlanPlus Global
    March 3, 2020
    Buyer
    Morningstar, Inc.
    Target
    PlanPlus Global
    Industry
    Software
    Location
    Ontario, Canada
    Type
    Buyout

    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.

  • Morningstar Acquires PitchBook Data, Inc.
    November 30, 2016
    Buyer
    Morningstar, Inc.
    Target
    PitchBook Data, Inc.
    Industry
    Data & Analytics
    Location
    Washington, United States
    Type
    Buyout

    Morningstar, Inc. has completed its acquisition of PitchBook Data, Inc., the Seattle-based provider of private capital market data, research, and technology. The deal adds PitchBook’s platform and approximately 600 employees to Morningstar’s data and analytics offerings to expand capabilities in private capital markets.

Related Acquisition Pages

Data & Analytics Buyers & Acquisitions 3 tracked deals by Morningstar. Software Buyers & Acquisitions 1 tracked deal by Morningstar. Acquisitions in Illinois 1 tracked deal by Morningstar. Acquisitions in Washington 1 tracked deal by Morningstar.

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