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Walt Bettinger

President and CEO at SCHWAB COMPLIANCE TECHNOLOGIES

Manager

Deal Bio

Total Deals4

Valued Deals2

Total Value£21,694M

Avg. Deal Size£10,847M

Market Context

15 BONHILL STREET, LONDON, EC2A 4DN, UNITED KINGDOM.

Expertise

Key Relationships (4)

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United States

Diversified Financials

AcquisitionPrivateMajorityPrivate Equity

target

Usaa (assets Portfolio)

bidder

Paxion Capital Partners

£1,449m

32 dealmakers

United States

Asset Managers and Custodians

AcquisitionMajorityPublic

target

Td Ameritrade Holding Corp

bidder

Charles Schwab Corporation

£20,245m

65 dealmakers

United States

Asset Managers and Custodians

MajorityAcquisitionPrivate

target

Wasmer Schroeder & Company

bidder

Charles Schwab Corporation

value n/a

4 dealmakers

United States

Software

AcquisitionMajorityDomesticPrivate

target

Schwab Compliance Technologies

bidder

MYCOMPLIANCEOFFICE

value n/a

5 dealmakers

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