Alto to buy Forge Trust in $20bn retirement investment deal
Tuesday, October 6, 2026 · first reported by Alternative Credit Investor
Alto acquires Forge Trust from Charles Schwab for $20 billion in assets under custody, creating independent self-directed retirement investment platform.
- Firm
- Alto
- Also named
- Forge Trust, Charles Schwab
- Geography
- North America
The summary and fields above are extracted from the published reports and can contain errors. The linked articles are the source of record.
Coverage
1 source- CVC ups Recordati take-private offer to €10.5bn after shareholder pushbackPrivate Equity Wire
- Old Ironsides, EnCap Flatrock’s Brazos seals $4.4bn Midland asset sale to ONEOKPE Hub
- Blackstone agrees $3.0bn sale of events business Clarion to InformaPE Hub
- CD&R and McKesson ink $5.8bn take-private deal for Option Care HealthPE Hub +1
- 4 Firms Advise On $5.8B Option Care Health Take-Private DealLaw360
- Searchlight and Fitzroy to acquire credit manager Kredinor from SpareBank 1 GruppenPE Hub