On the Record · Mirror Merger Sub 2

Mirror Merger Sub 2 acquisitions, on the record

The businesses Mirror Merger Sub 2 bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.

Deals its annual reports describe

Business	Deal	When	Value
Calvert Investment Management, Inc. (Calvert Investments) Word for word“On December 30, 2016, the Company, through its newly formed subsidiary Calvert, acquired substantially all of the assets of Calvert Investment Management, Inc. (Calvert Investments) for cash.” 10-K for 2018	acquisition	December 30, 2016	—
The Clifton Group Investment Management Company (Clifton) Word for word“Recent strategic acquisitions include our fiscal 2017 purchase of substantially all of the business assets of Calvert Investment Management, Inc. (Calvert Investments), Parametric’s fiscal 2013 purchase of The Clifton Group Investment Management Company (Clifton) and our fiscal 2012 purchase of a 49 percent interest in Hexavest.” 10-K for 2018	acquisition	fiscal 2013	—
a 49 percent interest in Hexavest Word for word“Recent strategic acquisitions include our fiscal 2017 purchase of substantially all of the business assets of Calvert Investment Management, Inc. (Calvert Investments), Parametric’s fiscal 2013 purchase of The Clifton Group Investment Management Company (Clifton) and our fiscal 2012 purchase of a 49 percent interest in Hexavest.” 10-K for 2018	acquisition	fiscal 2012	—
fixed income business assets of the former Oechsle International Advisors, LLC Word for word“(5) Includes $0.8 billion of managed assets gained in assuming the fixed income business assets of the former Oechsle International Advisors, LLC on January 31, 2018.” 10-K for 2018	acquisition	January 31, 2018	—
49 percent interest in Hexavest Word for word“Recent strategic acquisitions include our fiscal 2017 purchase of substantially all of the business assets of Calvert Investment Management, Inc. (Calvert Investments), Parametric’s fiscal 2013 purchase of The Clifton Group Investment Management Company (Clifton) and our fiscal 2012 purchase of a 49 percent interest in Hexavest.” 10-K for 2019	acquisition	fiscal 2012	—
Eaton & Howard, Incorporated Word for word“was formed upon the acquisition of Eaton & Howard, Incorporated by Vance, Sanders & Company, Inc. on April 30, 1979.” 10-K for 2019	acquisition	April 30, 1979	—
Tax Advantaged Bond Strategies (TABS) business of M.D. Sass Investor Services Word for word“In fiscal 2009, the Company acquired the TABS business of M.D. Sass Investors Services for cash and future consideration.” 10-K for 2019	acquisition	In fiscal 2009	—
Atlanta Capital Management Company, LLC (Atlanta Capital) Word for word“In fiscal 2017, the Company exercised a series of call options through which it purchased the remaining direct profit interests held by non-controlling interest holders of Atlanta Capital pursuant to the provisions of the original Atlanta Capital acquisition agreement, as amended, for $ 3.2 million, of which $ 0.7 million settled in the fourth quarter of fiscal 2017 and $ 2.5 million settled in the first quarter of fiscal 2018.” 10-K for 2019	acquisition	In fiscal 2017	$ 3.2 million
Eaton Vance (to be acquired by Morgan Stanley) Word for word“Under the terms of the merger agreement, Eaton Vance shareholders will receive $28.25 per share in cash and 0.5833 shares of Morgan Stanley Common Stock per share of Eaton Vance Common Stock held.” 10-K for 2020	agreed divestiture	—	$28.25 per share in cash and 0.5833 shares of Morgan Stanley Common Stock per share
WaterOak Advisors, LLC Word for word“The year-over-year increase reflects 41 annual net inflows of $4.7 billion, market price appreciation of $11.3 billion and $2.3 billion of new managed assets gained in the acquisition of the business assets of WaterOak Advisors, LLC (WaterOak) on October 16, 2020.” 10-K for 2020	acquisition	October 16, 2020	—
Calvert Investment Management, Inc. Word for word“Recent strategic acquisitions include the purchase of the business assets of WaterOak Advisors, LLC (WaterOak) in October 2020 and our purchase of substantially all of the business assets of Calvert Investment Management, Inc. (Calvert Investments) in fiscal 2017.” 10-K for 2020	acquisition	fiscal 2017	—

As filedReported in the company's financial data (XBRL), each linked to its filing
Fiscal year ended	Cash paid for acquisitions (net of cash acquired)
2016-10-31	$10.2 million
2017-10-31	$63.6 million
2018-10-31	$0
2019-10-31	$0
2020-10-31	$28.8 million

Deal filings since 2016

2021-03-01 Form 8-K, Item 2.01: Completion of Acquisition or Disposition of Assets
2020-10-08 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2018-12-14 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
2017-04-06 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement

Read from Mirror Merger Sub 2’s annual reports (10-K for 2020, 10-K for 2019, 10-K for 2018) and the financial data it files with the SEC, as of 2020-12-22. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.