TD Ameritrade Holding Mergers and Acquisitions Summary

Financial Services Company

TD Ameritrade Holding has acquired 10 companies of its own, including 1 in the last 5 years. 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%).

Join Mergr and gain access to TD Ameritrade Holding’s M&A summary, the M&A summaries of companies just like it, as well as recent M&A activity in the financial services sector.

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.2/yr) # 3 1 - - - - 4
vol $4.8B $4.0B $8.8B
Sell (0.2/yr) # 1 - - - 1 - 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 >>

Business Unit M&A

Company Acquired Add-On/Sale Date #
thinkorswim, Inc.    - Arrowhead Solutions Inc. 2005-12-20 1
Chicago, Illinois · www.thinkorswim.com Needham, Massachusetts

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 LLP
2
Sullivan & Cromwell LLP
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
PE Firm(s)
88%
7 88%
Strategic(s)
13%
1 13%
Divested to
Strategic(s)
100%
2 100%

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