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Cover Image Rick Wurster

Rick Wurster

President and Chief Executive Officer at CHARLES SCHWAB CORPORATION

Manager

Deal Bio

Total Deals2

Valued Deals1

Total Value£ 506 M

Avg. Deal Size£ 506 M

Market Context

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24 Feb 2020|United States|Asset Managers and Custodians

Target: WASMER SCHROEDER & COMPANY LLC

Bidder: CHARLES SCHWAB CORPORATION

5 Service Providers

3 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

06 Nov 2025|United States|Diversified Financials

Target: FORGE GLOBAL INC

Bidder: CHARLES SCHWAB CORPORATION

8 Service Providers

5 Target | 3 Bidder

19 Dealmakers

3 Target | 16 Bidder

£ 506 M

Value

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