M&A Deal Summary |
|
|---|---|
| Date | 2025-11-06 |
| Target | Forge Global |
| Sector | Internet Software and Services |
| Buyer(s) | Charles Schwab |
| Deal Type | Add-on Acquisition |
| Deal Value | 660M USD |
| Advisor(s) | Sullivan & Cromwell (Legal) |
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| Category | Company |
|---|---|
| Founded | 1971 |
| Sector | Financial Services |
| Employees | 32,100 |
| Revenue | 19.6B USD (2024) |
Charles Schwab provides securities brokerage, banking, money management, and financial advisory services. The Company provides financial services to individuals and institutional clients through two segments, Investor Services and Institutional Services. The Investor Services segment provides retail brokerage and banking services to individual investors. The Institutional Services segment provides custodial, trading, and support services to independent investment advisors. The Institutional Services segment also provides retirement plan services, specialty brokerage services, and mutual fund clearing services. Charles Schwab was founded in 1971 and is based in Westlake, Texas.
| DEAL STATS | # |
|---|---|
| Overall | 14 of 14 |
| Sector: Internet Software and Services M&A | 1 of 1 |
| Type: Add-on Acquisition M&A Deals | 11 of 11 |
| State: California M&A | 2 of 2 |
| Country: United States M&A | 14 of 14 |
| Year: 2025 M&A | 1 of 1 |
| Size (of disclosed) | 5 of 10 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2023-01-24 |
Family Wealth Alliance
Chicago, Illinois, United States Family Wealth Alliance is a community and provider of resources to family wealth firms serving ultra-high net worth clients. Family Wealth Alliance was founded in 2003 and is based in Chicago, Illinois. |
Buy | - |
