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LPL FINANCIAL HOLDINGS INC

Summary

LPL Financial Holdings was founded in 1989 and is considered the largest independent broker-dealer in the United States.

Deals Overview

Total Deals7

Valued Deals2

Total Value£ 339 M

Avg. Deal Size£ 169 M

Market Context

Senior Management

Dan Arnold
President and CEO
Matthew Jon Audette
CFO
Scott Seese
Chief Information Officer & Managing Director

Sort

21 May 2019|United States|Investment Banking

Target: ALLEN & COMPANY LLC

Bidder: LPL FINANCIAL HOLDINGS INC

3 Service Providers

1 Target | 2 Bidder

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

28 Apr 2020|United States|Investment Banking

Target: LUCIA SECURITIES

Bidder: LPL FINANCIAL HOLDINGS INC

4 Service Providers

2 Target | 2 Bidder

5 Dealmakers

1 Target | 4 Bidder

n/a

Value

02 Dec 2020|United States|Asset Managers and Custodians

Target: WADDELL & REED (WEALTH MANAGEMENT BUSINESS)

Bidder: LPL FINANCIAL HOLDINGS INC

4 Service Providers

3 Bidder | 1 Vendor

10 Dealmakers

9 Bidder | 1 Vendor

£ 216 M

Value

02 Nov 2022|United States|Financial Data and Systems

Target: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES

Bidder: LPL FINANCIAL HOLDINGS INC

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 121 M

Value

25 Jul 2023|United States|Asset Managers and Custodians

Target: CROWN CAPITAL SECURITIES LP

Bidder: LPL FINANCIAL HOLDINGS INC

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

13 Feb 2024|United States|Asset Managers and Custodians

Target: ATRIA WEALTH SOLUTIONS

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

4 Target | 3 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

23 Feb 2024|United States|Banks

Target: WINTRUST FINANCIAL CORPORATION

Bidder: LPL FINANCIAL HOLDINGS INC

3 Service Providers

1 Target | 2 Bidder

9 Dealmakers

2 Target | 7 Bidder

n/a

Value

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