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Rich Steinmeier

Managing Director and Divisional President at LPL FINANCIAL HOLDINGS INC

Manager

San Diego, CA

Deal Bio

Total Deals5

Valued Deals2

Total Value£ 2.21 B

Avg. Deal Size£ 1.10 B

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 Nov 2022|United States|Financial Data and Systems

Target: FINANCIAL RESOURCES GROUP INVESTMENT SERVICES

Bidder: LPL FINANCIAL HOLDINGS INC

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

£ 121 M

Value

25 Jul 2023|United States|Asset Managers and Custodians

Target: CROWN CAPITAL SECURITIES LP

Bidder: LPL FINANCIAL HOLDINGS INC

2 Service Providers

1 Target | 1 Bidder

4 Dealmakers

3 Target | 1 Bidder

n/a

Value

13 Feb 2024|United States|Asset Managers and Custodians

Target: ATRIA WEALTH SOLUTIONS

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

4 Target | 3 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

31 Mar 2025|United States|Diversified Financials

Target: COMMONWEALTH FINANCIAL NETWORK

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

3 Target | 4 Bidder

9 Dealmakers

2 Target | 7 Bidder

£ 2.09 B

Value

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