Home > M&A deals 2005 > Hellman & Friedman LLC and 2 others acquire LPL Financial Holding
Buyout (LBO, MBO, MBI) · Financial Services · December 2005

Hellman & Friedman LLC and 2 others acquire LPL Financial Holding

On December 28, 2005, Hellman & Friedman LLC, TPG Capital and Carlyle acquired LPL Financial Holding, a financial services company in Massachusetts, United States.

Deal at a glance

AnnouncedDecember 28, 2005 TypeBuyout (LBO, MBO, MBI) TargetLPL Financial Holding Buyers Hellman & Friedman LLC
TPG Capital
Carlyle SectorFinancial Services LocationMassachusetts, United States ValueMembers only

Target company

LPL Financial Holding
Massachusetts, United States
Financial Servicessector
-founded
Activestatus
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Buyers (3)

Hellman & Friedman LLC Lead
Private equity firm · 89 deals on record
TPG Capital Co-investor
Private equity firm · 478 deals on record
Carlyle Co-investor
Private equity firm · 782 deals on record
  • 4th transaction for the lead buyer in financial services
  • 14th transaction in United States
89deals, all time
12in this sector
2021latest

Members only

Contact details at the buyers and sellers
The full deal history of every party
Co-investors and the other advisors on this deal
Deal value and revenue or EBITDA multiples

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Questions about this deal

Who acquired LPL Financial Holding?Hellman & Friedman LLC, TPG Capital and Carlyle acquired LPL Financial Holding on December 28, 2005.

What type of deal was it?It was a buyout (lbo, mbo, mbi) in the financial services sector in 2005.

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