M&A Deal Summary |
|
|---|---|
| Date | 2025-08-01 |
| Target | Commonwealth Financial Network |
| Sector | Financial Services |
| Buyer(s) | LPL Financial |
| Deal Type | Add-on Acquisition |
| Advisor(s) | Goldman Sachs (Financial) Ropes & Gray (Legal) |
SEARCH BY
| Category | Company |
|---|---|
| Founded | 1989 |
| Sector | Financial Services |
| Employees | 9,000 |
| Revenue | 12.4B USD (2024) |
LPL Financial is the exclusive provider of investment advisory, marketing, administrative, distribution and information systems services to the largest independent financial advisor network in the United States. LPL Financial was founded in 1989 and is based in San Diego, California.
| DEAL STATS | # |
|---|---|
| Overall | 8 of 9 |
| Sector: Financial Services M&A | 6 of 7 |
| Type: Add-on Acquisition M&A Deals | 7 of 8 |
| State: Massachusetts M&A | 1 of 1 |
| Country: United States M&A | 8 of 9 |
| Year: 2025 M&A | 1 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2024-10-01 |
Atria Wealth Solutions
New York, New York, United States Atria Wealth Solutions is a modern wealth management solutions holding company designed specifically for advisors and their clients. Atria’s core mission is to empower its subsidiaries’ financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. Atria Wealth Solutions is based in New York City. |
Buy | - |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-09-09 |
Capitol Bay Group
Tysons, Virginia, United States Capitol Bay Group provides personalized, one-on-one guidance with elevated service and deep financial expertise based in Tysons, Virginia. |
Buy | - |
