M&A Deal Summary

Ladenburg Thalmann Financial Services Acquires Highland Capital Brokerage

On July 31, 2014, Ladenburg Thalmann Financial Services acquired insurance company Highland Capital Brokerage

Acquisition Highlights
  • This is Ladenburg Thalmann Financial Services’ 1st transaction in the Insurance sector.
  • This is Ladenburg Thalmann Financial Services’ 2nd transaction in the United States.
  • This is Ladenburg Thalmann Financial Services’ 1st transaction in Alabama.

M&A Deal Summary

Date 2014-07-31
Target Highland Capital Brokerage
Sector Insurance
Buyer(s) Ladenburg Thalmann Financial Services
Deal Type Add-on Acquisition

Target

Highland Capital Brokerage

Birmingham, Alabama, United States
website
Highland Capital Brokerage, Inc. is a provider of an insurance solutions to independent producers and financial institutions.

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Buyer(S) 1

Buyer

Ladenburg Thalmann Financial Services

Miami, Florida, United States

website


Category Company
Founded 1876
Sector Financial Services
Employees1,510
Revenue 1.5B USD (2020)
DESCRIPTION

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.


DEAL STATS #
Overall 2 of 4
Sector (Insurance) 1 of 1
Type (Add-on Acquisition) 2 of 4
State (Alabama) 1 of 1
Country (United States) 2 of 4
Year (2014) 1 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2011-11-04 Securities America Financial

LaVista, Nebraska, United States

Securities America Financial Corp. is a provider and distributor of various financial products.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2014-08-13 KMS Financial Services

Seattle, Washington, United States

KMS Financial Services, an independent broker-dealer and investment advisor with a strong presence in the Pacific Northwest. Company provides access to a range of non-proprietary investment and insurance products, custodial brokerage platforms, institutional investment management and technology systems support.

Buy $24M