Request Deal Involvement

LPL Financial to acquire Commonwealth Financial Network.

Identify your role

Select the side you represented in this transaction, and provide your current job title.

Service Providers

Ropes & Gray

legal advisors

Ropes & Gray

Goldman Sachs

financial advisors

Goldman Sachs

Allen & Overy

legal advisors

Allen & Overy

Morgan Stanley

financial advisors

Morgan Stanley

A&O Shearman

legal advisors

A&O Shearman

or

Principals

COMMONWEALTH FINANCIAL NETWORK

target

COMMONWEALTH FINANCIAL NETWORK

LPL FINANCIAL HOLDINGS INC

bidder

LPL FINANCIAL HOLDINGS INC

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

Enter your Job Title on this deal

This title will appear on your profile next to this deal involvement.


To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:

All rights reserved. Copyright © 2025 Datasite