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Cover Image Dan Arnold
Dan ArnoldLPL FINANCIAL HOLDINGS INC

Dan Arnold

President and CEO at LPL FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals4
Valued Deals2
Total Value£339M
Avg. Deal Size£169M

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United States
Investment Banking
AcquisitionPrivate
Allen & Company

target

Allen & Company

Lpl Financial Holdings

bidder

Lpl Financial Holdings

value n/a

11 dealmakers

United States
Asset Managers and Custodians
AcquisitionDisposalPrivateMajorityDomestic
Waddell & Reed (wealth Management Business)

target

Waddell & Reed (wealth Management Business)

Lpl Financial Holdings

bidder

Lpl Financial Holdings

£216m

10 dealmakers

United States
Financial Data and Systems
DomesticAcquisitionPrivateMajority
Financial Resources Group Investment Services

target

Financial Resources Group Investment Services

Lpl Financial Holdings

bidder

Lpl Financial Holdings

£121m

5 dealmakers

United States
Asset Managers and Custodians
PrivateAcquisitionDomesticMajorityPrivate Equity
Atria Wealth Solutions

target

Atria Wealth Solutions

Lpl Financial Holdings

bidder

Lpl Financial Holdings

value n/a

9 dealmakers

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