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Cover Image Joe Thompson
Joe Thompson

Joe Thompson

Head of Wealth at TRUIST FINANCIAL CORPORATION

Manager

Deal Bio

Total Deals2
Valued Deals0
Total Value-
Avg. Deal Size-

Market Context

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06 Jan 2021|United States|Asset Managers and Custodians
Truist Financial Corporation (institutional Retirement Business)
ONEDIGITAL

Target: TRUIST FINANCIAL CORPORATION (INSTITUTIONAL RETIREMENT BUSINESS)

Bidder: ONEDIGITAL

4 Service Providers

1 Bidder | 3 Vendor

14 Dealmakers

1 Bidder | 13 Vendor

n/a

Value

06 Jan 2021|United States|Asset Managers and Custodians
Truist Financial Corporation (recordkeeping Retirement Business)
Empower Retirement

Target: TRUIST FINANCIAL CORPORATION (RECORDKEEPING RETIREMENT BUSINESS)

Bidder: EMPOWER RETIREMENT

5 Service Providers

2 Bidder | 3 Vendor

18 Dealmakers

5 Bidder | 13 Vendor

n/a

Value

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