M&A Deal Summary

Advisor Group Acquires Infinex

On May 19, 2022, Advisor Group acquired business services company Infinex

Acquisition Highlights
  • This is Advisor Group’s 1st transaction in the Business Services sector.
  • This is Advisor Group’s 2nd transaction in the United States.
  • This is Advisor Group’s 1st transaction in Connecticut.

M&A Deal Summary
Date 2022-05-19
Target Infinex
Sector Business Services
Buyer(s) Advisor Group
Deal Type Add-on Acquisition

Target

Infinex

Meriden, Connecticut, United States
website
Infinex is an independent broker-dealer focused on serving the investment, insurance and wealth management needs of financial institutions. Currently, Infinex supports over 230 community-based programs and more than 750 financial professionals. Infinex is headquartered in Meriden, Conn., with offices in Windsor, Calif., and Midlothian, Va.

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Buyer(S) 1

Buyer

Advisor Group

Phoenix, Arizona, United States

website

Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

Advisor Group is an independent wealth management platform supporting over 10,100 independent financial advisors and overseeing more than $410bn in client assets. Advisor Group provides comprehensive broker-dealer services, technology, and advisory programs through its four registered broker-dealers and Registered Investment Advisors. Advisor Group was founded in 1999 and is based in Phoenix, Arizona.

DEAL STATS #
Overall 2 of 3
Sector (Business Services) 1 of 1
Type (Add-on Acquisition) 1 of 2
State (Connecticut) 1 of 1
Country (United States) 2 of 3
Year (2022) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2019-11-11 Ladenburg Thalmann Financial Services

Miami, Florida, United States

Ladenburg Thalmann Financial Services is a diversified financial services company committed to investing in the growth of its subsidiaries while respecting and maintaining their individual business identities, cultures, and leadership. Ladenburg Thalmann Financial Services was founded in 1876 and is based in Miami, Florida.

Buy $1.3B
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-22 American Portfolios

Holbrook, New York, United States

American Portfolios is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. American Portfolios was founded in 2001 and is based in Holbrook, New York.

Buy -
Mergr

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