Principals of Octagon Capital Group advised Thinkorswim (NASDAQ: SWIM) in connection with its sale to TD Ameritrade (NYSE: AMTD) for approximately $825 million.
Principals of Octagon Capital Group advised Investools (NASDAQ: IEDU) in connection with its acquisition of Thinkorswim for approximately $506 million.
Principals of Octagon Capital Group advised Factset Research Systems in connection with certain strategic transactions including its acquisition of JCF Group.