SOURCE : Schwab Advisor Services, Strategic Business Development – June 30, 2013 (0813-5644)
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Transcript of SOURCE : Schwab Advisor Services, Strategic Business Development – June 30, 2013 (0813-5644)
© 2013 Charles Schwab & Co., Inc. (Member SIPC) All rights reserved. 1
SOURCE : Schwab Advisor Services, Strategic Business Development – June 30, 2013 (0813-5644)
Key: Number of Transactions Total AUM Acquired (millions) ---- Representing Q1 & Q2 2013
$886 $1,620 $1,308 $1,685 $895 $798AverageDeal Size (millions)
$1,307
10
30
20
50
40
70
60
Industry-wide M&A Transactions as of June 30, 2013
$859
© 2013 Charles Schwab & Co., Inc. (Member SIPC) All rights reserved. 2
Quarterly Industry-wide M&A Transactions April 1, 2012 – June 30, 2013
Key: Number of Transactions Total AUM Acquired (millions)
2
6
4
10
8
12
14
$1,531 $613 $1,647 $447 $1,931AverageDeal Size (millions)
SOURCE : Schwab Advisor Services, Strategic Business Development – June 30, 2013 (0813-5644)
© 2013 Charles Schwab & Co., Inc. (Member SIPC) All rights reserved. 3
Percentage of M&A Transactions by Buyer Typeas of June 30, 2013
SOURCE : Schwab Advisor Services, Strategic Business Development – June 30, 2013 (0813-5644)