Submit Deal

Submit Deal

Cover Image Zachary J. Zweihorn

Zachary J. Zweihorn

Partner at Davis Polk & Wardwell

Lawyer

Washington, D.C.

Deal Bio

Total Deals15

Valued Deals8

Total Value£ 41.60 B

Avg. Deal Size£ 5.20 B

Market Context

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30 Oct 2018|Australia|Asset Managers and Custodians

Target: FIRST STATE INVESTMENTS

Bidder: MITSUBISHI UFJ FINANCIAL GROUP

5 Service Providers

1 Target | 1 Bidder | 3 Vendor

18 Dealmakers

2 Target | 2 Bidder | 14 Vendor

£ 2.35 B

Value

11 Feb 2019|Canada|Software

Target: SOLIUM CAPITAL INC

Bidder: MORGAN STANLEY CAPITAL PARTNERS

5 Service Providers

2 Target | 3 Bidder

30 Dealmakers

20 Target | 11 Bidder

£ 641 M

Value

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

20 Feb 2020|United States|Diversified Financials

Target: E*TRADE FINANCIAL CORPORATE SERVICES

Bidder: MORGAN STANLEY INC

7 Service Providers

4 Target | 3 Bidder

28 Dealmakers

15 Target | 13 Bidder

£ 10.02 B

Value

08 Oct 2020|United States|Asset Managers and Custodians

Target: EATON VANCE CORP

Bidder: MORGAN STANLEY INC

11 Service Providers

8 Target | 3 Bidder

51 Dealmakers

36 Target | 15 Bidder

£ 5.42 B

Value

16 Oct 2020|United States|Diversified Financials

Target: BIDS TRADING LP

Bidder: CBOE GLOBAL MARKETS

9 Service Providers

4 Target | 5 Bidder

20 Dealmakers

6 Target | 14 Bidder

n/a

Value

20 Oct 2020|United States|Diversified Financials

Target: ALLWORTH FINANCIAL

Bidder: LIGHTYEAR CAPITAL LLC

12 Service Providers

5 Target | 6 Bidder | 1 Vendor

30 Dealmakers

5 Target | 21 Bidder | 6 Vendor

n/a

Value

04 Jan 2021|United States|Asset Managers and Custodians

Target: BEL AIR INVESTMENT ADVISORS LLC

Bidder: HIGHTOWER ADVISORS

8 Service Providers

2 Target | 2 Bidder | 4 Vendor

16 Dealmakers

3 Target | 2 Bidder | 11 Vendor

n/a

Value

05 May 2021|United States|FinTech

Target: BITGO

Bidder: GALAXY DIGITAL LP

14 Service Providers

3 Target | 9 Bidder | 2 Vendor

22 Dealmakers

4 Target | 14 Bidder | 4 Vendor

£ 1.02 B

Value

22 May 2023|United States|Investment Banking

Target: GREENHILL & CO INC

Bidder: MIZUHO FINANCIAL GROUP INC

8 Service Providers

3 Target | 5 Bidder

30 Dealmakers

14 Target | 16 Bidder

£ 441 M

Value

30 Nov 2023|United States|FinTech

Target: CADRE

Bidder: YIELDSTREET

8 Service Providers

5 Target | 3 Bidder

21 Dealmakers

13 Target | 8 Bidder

n/a

Value

05 Jun 2024|United States|Financial Data and Systems

Target: TXSE GROUP

Bidder: BLACKROCK

2 Service Providers

1 Target | 1 Bidder

8 Dealmakers

1 Target | 7 Bidder

n/a

Value

20 Jun 2024|United States|Management Consulting

Target: MORNINGSTAR WEALTH TURNKEY ASSET MANAGEMENT PLATFORM

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

03 Jul 2025|United States|Private Equity

Target: HILCO GLOBAL

Bidder: ORIX CORPORATION

9 Service Providers

6 Target | 3 Bidder

21 Dealmakers

8 Target | 13 Bidder

n/a

Value

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