M&A Deal Summary |
|
|---|---|
| Date | 2021-04-20 |
| Target | ETrade |
| Sector | Financial Services |
| Buyer(s) | Axos Financial |
| Sellers(s) | Morgan Stanley |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Founded | 1999 |
| Sector | Financial Services |
| Employees | 1,455 |
| Revenue | 890M USD (2023) |
Axos Financial is a diversified financial services company that provides financing for single and multifamily residential properties, small-to-medium-size businesses in target sectors, and selected specialty finance receivables. Axos Financial was founded in 1999 and is headquartered in Las Vegas, Nevada.
| DEAL STATS | # |
|---|---|
| Overall | 3 of 3 |
| Sector (Financial Services) | 3 of 3 |
| Type (Divestiture) | 1 of 1 |
| State (New York) | 2 of 2 |
| Country (United States) | 3 of 3 |
| Year (2021) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-01-29 |
COR Clearing
Omaha, Nebraska, United States COR Clearing LLC is a full-service, independent securities clearing firm servicing retail and online broker-dealers and registered investment advisers throughout the United States. COR Clearing is a registered broker-dealer in all 50 states and is regulated by FINRA, the SEC, and additional Self-Regulatory Organizations (SROs). |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1924 |
| Sector | Financial Services |
| Employees | 80,000 |
| Revenue | 50.7B USD (2023) |
Morgan Stanley is a global financial services firm that provides its products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions and individuals. Morgan Stanley's business segments include institutional securities, wealth management, and investment management. Morgan Stanley was formed in 1924 and is based in New York City.
| DEAL STATS | # |
|---|---|
| Overall | 9 of 9 |
| Sector (Financial Services) | 6 of 6 |
| Type (Divestiture) | 7 of 7 |
| State (New York) | 4 of 4 |
| Country (United States) | 7 of 7 |
| Year (2021) | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2020-10-08 |
Eaton Vance
Boston, Massachusetts, United States Eaton Vance Corp. provides advanced investment strategies and wealth management solutions to forward-thinking investors around the world. Through principal investment affiliates Eaton Vance Management, Parametric, Atlanta Capital, Calvert, and Hexavest, the Company offers a diversity of investment approaches, encompassing bottom-up and top-down fundamental active management, responsible investing, systematic investing, and customized implementation of client-specified portfolio exposures. Eaton Vance was founded in 1924 and is based in Boston, Massachusetts. |
Buy | $7.0B |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2022-06-22 |
American Financial Systems
Waltham, Massachusetts, United States American Financial Systems provides supplemental executive benefit plan solutions and services to employers of all sizes. These plans offer an additional method to save for retirement, or other long-term savings needs, on a tax-deferred basis and play a key role in an employer's efforts to recruit, retain and reward their most valuable executives. American Financial Systems was founded in 1986 and is based in Waltham, Massachusetts. |
Buy | - |
