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Cover Image CHARLES SCHWAB CORPORATION

CHARLES SCHWAB CORPORATION

CHARLES SCHWAB CORPORATION

Deals Overview

Total Deals6

Valued Deals2

Total Value£ 21.69 B

Avg. Deal Size£ 10.85 B

Market Context

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01 Jul 2017|United States|Banks

Target: NORDSTROM (BANKING UNIT)

Bidder: CHARLES SCHWAB CORPORATION

1 Service Providers

1 Dealmakers

n/a

Value

25 Jul 2019|United States|Diversified Financials

Target: USAA (ASSETS PORTFOLIO)

Bidder: PAXION CAPITAL PARTNERS

7 Service Providers

4 Bidder | 3 Vendor

32 Dealmakers

13 Bidder | 19 Vendor

£ 1.45 B

Value

25 Nov 2019|United States|Asset Managers and Custodians

Target: TD AMERITRADE HOLDING CORP

Bidder: CHARLES SCHWAB CORPORATION

16 Service Providers

6 Target | 5 Bidder | 5 Vendor

65 Dealmakers

37 Target | 16 Bidder | 12 Vendor

£ 20.25 B

Value

24 Feb 2020|United States|Asset Managers and Custodians

Target: WASMER SCHROEDER & COMPANY LLC

Bidder: CHARLES SCHWAB CORPORATION

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

16 Dec 2022|United States|Asset Managers and Custodians

Target: DYNASTY FINANCIAL PARTNERS

Bidder: ABRY PARTNERS LLC

5 Service Providers

3 Target | 2 Bidder

12 Dealmakers

10 Target | 2 Bidder

n/a

Value

08 Oct 2024|United States|Asset Managers and Custodians

Target: DYNASTY FINANCIAL PARTNERS

Bidder: BLACKROCK

3 Service Providers

15 Dealmakers

n/a

Value

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