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.
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.
SHARE THIS ARTICLE