Financials Deals

November 18th - 26th FIG M&A activity


The last two weeks leading up to Thanksgiving is seeing a good amount of Financials M&A activity, most significantly Charles Schwab announcing its intent to acquire competitor TD Ameritrade. The deal, expected to close sometime next year pending regulatory approvals, will be one of the largest transactions in the Financials space.


Also announced last week was the acquisition by our client Creative Planning of $400m RIA OptiFour Wealth Management based in McLean, VA.  This is one of three transactions Creative Planning has executed in 2019 for their M&A campaign. 


For further insights on the Charles Schwab - TD Ameritrade Transaction and how it could affect the RIA communities, please click here. More on how this will affect their competitors, click here.

 Source: Mergermarket 

About Republic Capital Group

Republic Capital Group specializes in providing investment banking services to the RIA, Asset and Wealth Management communities.  The firm serves clients throughout the country and clients include a number of industry leaders.


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