TD Ameritrade Holding - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

TD Ameritrade Holding M&A Summary

TD Ameritrade Holding has acquired 10 companies of its own. A total of 7 acquisitions came from private equity firms. It has also divested 2 assets.

TD Ameritrade Holding’s largest acquisition to date was in 2016, when it acquired Scottrade Financial Services for $4.0B. TD Ameritrade Holding has acquired in 4 different US states. The Company’s most targeted sectors include financial services (75%) and software (25%).

TD Ameritrade Holding Ownership

Who owns TD Ameritrade Holding?

TD Ameritrade Holding is owned by The Charles Schwab. It was acquired on November 25, 2019.

Was TD Ameritrade Holding formerly PE-backed?

Yes. TD Ameritrade Holding was formerly owned by 2 private investors.

TD Ameritrade Holding Business Overview

Where is TD Ameritrade Holding headquartered?

TD Ameritrade Holding is headquartered in Omaha, Nebraska.

What is TD Ameritrade Holding’s revenue?

TD Ameritrade Holding disclosed revenue of 5,353M USD for 2018 and 3,605M USD for 2017.

How many employees does TD Ameritrade Holding have?

TD Ameritrade Holding has 9,226 employees.

What sector is TD Ameritrade Holding in?

TD Ameritrade Holding is a financial services company.

When was TD Ameritrade Holding founded?

TD Ameritrade Holding was founded in 1971.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity4
    • M&A Sell Activity2
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 10
  • M&A Advisors 3

TD Ameritrade Holding Corp.

200 South 108th Avenue,
Omaha, Nebraska 68154
United States,
(402) 331-7856
www.tdameritrade.com

TD Ameritrade Holding Corp. is a provider of securities brokerage services and related technology-based financial services to retail investors, traders and independent registered investment advisors. TD Ameritrade provides its services predominantly through the Internet, a national branch network and relationships with RIAs. TD Ameritrade was established in 1971 and is based in Omaha, Nebraska.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 4 - - - - - 4
vol $8.8B $8.8B
Sell (0.0/yr) # 2 - - - - - 2
  6

Most Recent M&A

Company Date Value Type
TD Ameritrade Holding Corp. - Retirement Plan Custody & Trust Assets 2019-04-17 - Divestiture
Omaha, Nebraska
Scottrade Financial Services, Inc. 2016-10-24 4.0B USD Add-on Acquisition
St. Louis, Missouri · www.scottrade.com
thinklink 2010-10-04 - Divestiture
Needham, Massachusetts
thinkorswim, Inc. 2009-01-07 606M USD Add-on Acquisition
Chicago, Illinois · www.thinkorswim.com
TD Waterhouse USA 2005-06-22 2.9B USD Divestiture
, United States
Datek Online Holdings Corp. 2002-09-09 1.3B USD Add-on Acquisition
Iselin, New Jersey
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 3 (75%) 8.2B (93%) 1 (50%) -
Software 1 (25%) 606M (7%) - -
Internet Software and Services - - 1 (50%) -
Total 4 $8.8B 2 -

By Geo

State/Country Buy Value Sell Value
United States 4 8.8B 2 -
  New Jersey 1 1.3B - -
  Missouri 1 4.0B - -
  Illinois 1 606M - -
  Nebraska - - 1 -
  Massachusetts - - 1 -
Total 4 $8.8B 2 -

Top M&A Advisors

Financial Deals
Barclays Investment Bank
1
Legal Deals
Wachtell, Lipton, Rosen & Katz
2
Sullivan & Cromwell
1

Deal Values

buy # Total
> $1B 3 $8.2B
$100M to $1B 1 $606M
TOTAL $8.8B
Largest Scottrade Financial Services, Inc.
$4.0B (2016-10-24)

M&A Connections

Deals
Acquired from
Investor(s)
25%
1 (25%)
Strategic(s)
25%
1 (25%)
Divested to
Strategic(s)
100%
2 (100%)

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