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Submit Deal

Cover Image Walt Bettinger

Walt Bettinger

President and CEO at SCHWAB COMPLIANCE TECHNOLOGIES

Manager

Deal Bio

Total Deals4

Valued Deals2

Total Value£ 21.69 B

Avg. Deal Size£ 10.85 B

Market Context

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25 Jul 2019|United States|Diversified Financials

Target: USAA (ASSETS PORTFOLIO)

Bidder: PAXION CAPITAL PARTNERS

7 Service Providers

4 Bidder | 3 Vendor

32 Dealmakers

13 Bidder | 19 Vendor

£ 1.45 B

Value

25 Nov 2019|United States|Asset Managers and Custodians

Target: TD AMERITRADE HOLDING CORP

Bidder: CHARLES SCHWAB CORPORATION

16 Service Providers

6 Target | 5 Bidder | 5 Vendor

65 Dealmakers

37 Target | 16 Bidder | 12 Vendor

£ 20.25 B

Value

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

07 Mar 2022|United States|Software

Target: SCHWAB COMPLIANCE TECHNOLOGIES

Bidder: MYCOMPLIANCEOFFICE

3 Service Providers

1 Target | 2 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

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