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Charles Schwab completed the acquisition of assets of USAA’s Investment Management Company for $1.8bn.
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Service Providers
legal advisors
Simpson Thacher & Bartlett
financial advisors
Goldman Sachs
legal advisors
Davis Polk & Wardwell
financial advisors
Credit Suisse
or
Principals
bidder
PAXION CAPITAL PARTNERS
target
USAA (ASSETS PORTFOLIO)
vendor
USAA ASSET MANAGEMENT COMPANY
bidder
CHARLES SCHWAB CORPORATION
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