Morgan Stanley / Eaton Vance 2021

Morgan Stanley acquired Eaton Vance for $7.0B on October 8, 2020.

Target

Eaton Vance

Acquirer

Morgan Stanley

Deal value

$7.0B

Deal type

Mixed

Announced

October 8, 2020

Sub-sector

Wealthtech

Morgan Stanley adds $500B AUM asset manager with Parametric direct indexing engine to build out wealth platform alongside E*TRADE.

Deal value

$7.0B

Target revenue

—

Target EBITDA

—

EV / Revenue

—

EV / EBITDA

—

Announcement

October 8, 2020

Close date

March 1, 2021

Acquirer

Morgan Stanley (Strategic)

Target HQ

United States

Deal type

Mixed

Sub-sector

Wealthtech

Source: morganstanley.com