Explore All 709 Divestiture Financial Services Deals - Search the Database Free
M&A Deal Summary |
|
|---|---|
| Date | April 17, 2019 |
| Target | TD Ameritrade Holding - Retirement Plan Custody & Trust Assets |
| Sector | Financial Services |
| Buyer(s) | Broadridge |
| Sellers(s) | TD Ameritrade Holding |
| Deal Type | Divestiture |
FILTER BY
| Category | Company |
|---|---|
| Founded | 1962 |
| Sector | Information Technology |
| Employees | 14,600 |
| Revenue | 6.5B USD (2024) |
Broadridge is a provider of investor communications and technology-driven solutions for wealth management, asset management and capital markets firms. The Company helps clients drive operational excellence to manage risk, accelerate growth and deliver real business value. Broadridge was incorporated in 1962 and is based in Lake Success, New York.
| Deal Context for Buyer | # |
|---|---|
| Overall | 25 of 41 |
| Sector: Financial Services | 2 of 2 |
| Type: Divestiture | 5 of 10 |
| State: Nebraska | 1 of 1 |
| Country: United States | 20 of 30 |
| Year: 2019 | 1 of 6 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2018-06-07 |
MackayWilliams
London, United Kingdom MackayWilliams LLP is an independent research boutique specialising in the research and analysis of the European mutual funds arena with particular reference to funds’ distribution. MackayWilliams LLP is based in London, United Kingdom. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2019-05-01 |
Rockall Technologies
Dublin, Ireland Rockall Technologies is a provider of securities-based lending (SBL) and collateral management solutions for wealth management firms and commercial banks. Rockall Technologies was founded in 1999 and is based in Dublin, Ireland. |
Buy | - |
| Category | Company |
|---|---|
| Founded | 1971 |
| Sector | Financial Services |
| Employees | 9,226 |
| Revenue | 5.4B USD (2018) |
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.
| Deal Context for Seller | # |
|---|---|
| Overall | 2 of 2 |
| Sector: Financial Services | 1 of 1 |
| Type: Divestiture | 2 of 2 |
| State: Nebraska | 1 of 1 |
| Country: United States | 2 of 2 |
| Year: 2019 | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2016-10-24 |
Scottrade Financial Services
St. Louis, Missouri, United States Scottrade Financial Services, Inc. is a financial services firm with four key lines of business. These include Scottrade, Inc., a brokerage company; Scottrade Advisor Services, a division of Scottrade, Inc., which serves registered investment advisors; Scottrade Bank, a provider of online retail banking products and services, commercial lending and commercial equipment financing; and Scottrade Investment Management, providing investment guidance services. Scottrade pairs its nationwide branch network with online products and services to help clients gain insight into the market and react quickly to trading opportunities. Scottrade Financial Services, Inc. was formed i n1980 and is based in St. Louis, Missouri. |
Buy | $4.0B |
