Detail your involvement


2

Charles Schwab completed the acquisition of TD Ameritrade for $26bn.

Service Providers

Sandler O'Neill + Partners

financial advisors

Sandler O'Neill + Partners

Wachtell Lipton Rosen & Katz

legal advisors

Wachtell Lipton Rosen & Katz

PJT Partners

financial advisors

PJT Partners

Shearman & Sterling

legal advisors

Shearman & Sterling

Cravath Swaine & Moore

legal advisors

Cravath Swaine & Moore

Davis Polk & Wardwell

legal advisors

Davis Polk & Wardwell

Credit Suisse

financial advisors

Credit Suisse

Alston & Bird

legal advisors to financial advisors

Alston & Bird

Finsbury Glover Hering

pr advisors

Finsbury Glover Hering

Simpson Thacher & Bartlett

legal advisors

Simpson Thacher & Bartlett

TD Securities

financial advisors

TD Securities

JP Morgan

financial advisors

JP Morgan

Sard Verbinnen & Co

pr advisors

Sard Verbinnen & Co

or

Principals

TD AMERITRADE HOLDING CORP

target

TD AMERITRADE HOLDING CORP

CHARLES SCHWAB CORPORATION

bidder

CHARLES SCHWAB CORPORATION

TD BANK GROUP

vendor

TD BANK GROUP

Principals or Service Provider not listed?Add missing Service Provider or Principal


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