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Cover Image Jeff Mochal
Jeff MochalLPL FINANCIAL HOLDINGS INC

Jeff Mochal

Communications Director at LPL FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals2
Valued Deals1
Total Value£217M
Avg. Deal Size£217M

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United States
Investment Banking
PrivateAcquisitionMajority
Lucia Securities

target

Lucia Securities

Lpl Financial Holdings

bidder

Lpl Financial Holdings

value n/a

5 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

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