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Cover Image Jeff Mochal

Jeff Mochal

Communications Director at LPL FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals2

Valued Deals1

Total Value£ 217 M

Avg. Deal Size£ 217 M

Market Context

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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

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