M&A Deal Summary

LPL Financial Acquires Englert Financial

On July 31, 2024, LPL Financial acquired financial services company Englert Financial

Acquisition Highlights
  • This is LPL Financial’s 3rd transaction in the Financial Services sector.
  • This is LPL Financial’s 5th transaction in the United States.
  • This is LPL Financial’s 1st transaction in Virginia.

M&A Deal Summary
Date 2024-07-31
Target Englert Financial
Sector Financial Services
Buyer(s) LPL Financial
Deal Type Add-on Acquisition

Target

Englert Financial

Springfield, Virginia, United States
Englert Financial offers a range of services including tax preparation and financial planning. Englert Financial is based in Springfield, Virginia.

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Buyer(S) 1

Buyer

LPL Financial

San Diego, California, United States
Category Company
Founded 1989
Sector Financial Services
Employees8,724
Revenue 10.1B USD (2023)
DESCRIPTION

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 5 of 7
Sector (Financial Services) 3 of 5
Type (Add-on Acquisition) 4 of 6
State (Virginia) 1 of 1
Country (United States) 5 of 7
Year (2024) 2 of 4
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2024-05-08 Crown Capital Securities

Orange, California, United States

Crown Capital Securities is a full-service broker-dealer and registered investment advisor. Crown Capital Securities is based in Orange, California.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2024-09-04 Investment Center

Bedminster, New Jersey, United States

Investment Center is a full-service independent broker-dealer and investment advisory firm. Investment Center provide a range of financial services, including investment management, retirement planning, estate planning, and insurance services. Investment Center is based in Bedminster, New Jersey.

Buy -
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