M&A Deal Summary |
|
|---|---|
| Date | 2025-09-09 |
| Target | Capitol Bay Group |
| Sector | Financial Services |
| Buyer(s) | LPL Financial |
| Deal Type | Add-on Acquisition |
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| 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 | 9 of 9 |
| Sector: Financial Services M&A | 7 of 7 |
| Type: Add-on Acquisition M&A Deals | 8 of 8 |
| State: Virginia M&A | 2 of 2 |
| Country: United States M&A | 9 of 9 |
| Year: 2025 M&A | 2 of 2 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2025-08-01 |
Commonwealth Financial Network
Waltham, Massachusetts, United States Commonwealth Financial Network provides integrated solutions for independent financial advisors, including investment platforms, compliance, and practice management support. Commonwealth Financial Network is based in Waltham, Massachusetts. |
Buy | - |
