Meyer Capel represented Advanced Sales & Marketing Corporation in connection with the sale of assets to Morningstar, Inc.

November 1, 2010

Meyer Capel represented Advanced Sales & Marketing Corporation (ASMC), with offices in Oakbrook Terrace, Illinois, in connection with the sale of key product lines to Morningstar, Inc., including the Annuity Intelligence Report (AI). The AI Report is a web-based service that helps broker-dealers, insurers, and the financial professionals they support better understand and more effectively present variable annuity products to their clients.

The Meyer Capel team included corporate shareholders David Sholem, Evan Coobs and Jeff Davis.