The Firm represented the underwriters, led by Credit Suisse Securities (USA) LLC, BofA Securities, Inc. and Citigroup Global Markets Inc. as joint bookrunning managers, in connection with a public offering by The Charles Schwab Corporation of $600 million of 3.25% Senior Notes due 2029. The offering closed on May 22, 2019.
The Charles Schwab Corporation is headquartered in San Francisco and, through its operating subsidiaries, provides a full range of wealth management, securities brokerage, banking, money management, custody and financial advisory services to individual investors and independent investment advisors.
The Simpson Thacher team included Roxane Reardon, Ashley Yoon, Brittani Frink and Melissa Parres (Capital Markets); Adam J. Cohen and Spencer Sloan (Bank Regulatory); Jonathan Cantor and Edward Grais (Tax); Jeanne Annarumma (Executive Compensation and Employee Benefits); and Jennie Getsin (FINRA and Blue Sky).