Morgan Stanley to Acquire E*TRADE Financial Corporation

Morgan Stanley Acquires Eaton Vance

October 8, 2020

Financial Services

Morgan Stanley has entered into a definitive agreement to acquire Eaton Vance for an equity value of approximately $7 billion, creating a larger Morgan Stanley Investment Management platform with expanded product and distribution capabilities. The deal combines Eaton Vance’s asset management and retail distribution strengths with Morgan Stanley’s global scale to increase fee-based revenues, deliver cost synergies, and broaden client offerings.

Morgan Stanley to Acquire EquityZen

October 29, 2025

Financial Services

Morgan Stanley has entered into an agreement to acquire EquityZen, a private-shares marketplace that connects shareholders of private companies with accredited investors. The deal is designed to strengthen Morgan Stanley’s private markets ecosystem by combining EquityZen’s issuer-aligned cap table integration and private shares marketplace with Morgan Stanley Wealth Management’s private markets offerings. The transaction is expected to close in early 2026, subject to customary regulatory approvals.

The Charles Schwab Corporation Completes Acquisition of TD Ameritrade

October 6, 2020

Financial Services

The Charles Schwab Corporation completed its acquisition of TD Ameritrade Holding Corporation, creating a combined firm with approximately $6 trillion in client assets and 28 million brokerage accounts. The deal broadens Schwab’s scale and product offering (including thinkorswim and institutional custody solutions) and begins an 18–36 month integration to unify platforms and operations.

M&T Bank Corporation to Acquire People’s United Financial in $7.6 Billion All-Stock Deal

February 22, 2021

Financial Services

M&T Bank Corporation will acquire People’s United Financial in an all-stock transaction valued at approximately $7.6 billion. Under the definitive agreement, People’s United shareholders will receive 0.118 shares of M&T common stock for each share they own, and the combined company is expected to create a community-focused banking franchise across 12 states plus Washington, D.C.

Esquire Financial Holdings to Acquire Signature Bancorporation in $348.4M All-Stock Deal

March 18, 2026

Financial Services

Esquire Financial Holdings announced a definitive, all-stock agreement to acquire Signature Bancorporation for approximately $348.4 million. The merger combines Esquire’s national, litigation-focused banking platform with Signature’s established Midwest (Chicago) relationship banking franchise, targeting a combined institution with roughly $4.8 billion in assets at closing.

TradeStation Group to Become Public via Business Combination with Quantum FinTech Acquisition Corporation

December 27, 2021

Financial Services

TradeStation Group, Inc. filed a registration statement on Form S-4 in connection with its proposed business combination with Quantum FinTech Acquisition Corporation (a SPAC), under which TradeStation would become a public, NYSE-listed company. The transaction was executed via a definitive business combination agreement and is expected to close in the first half of 2022, subject to shareholder and SEC approvals and other customary conditions.