Advisor Group - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Advisor Group M&A Summary

Advisor Group has acquired 3 companies of its own, including 3 in the last 5 years.

Advisor Group’s largest acquisition to date was in 2019, when it acquired Ladenburg Thalmann Financial Services for $1.3B. Advisor Group has acquired in 3 different US states. The Company’s most targeted sectors include financial services (67%) and business services (34%).

Advisor Group Ownership

Who owns Advisor Group?

Advisor Group is owned by NB Private Equity Partners and Reverence Capital Partners. It was acquired on May 9, 2019.

Is Advisor Group PE-backed?

Yes. Advisor Group is owned by private equity investors NB Private Equity Partners and Reverence Capital Partners.

Was Advisor Group formerly PE-backed?

Yes. Advisor Group was formerly owned by 1 private investor.

Advisor Group Business Overview

Where is Advisor Group headquartered?

Advisor Group is headquartered in Phoenix, Arizona.

What sector is Advisor Group in?

Advisor Group is a financial services company.

When was Advisor Group founded?

Advisor Group was founded in 1999.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Advisors 3

Advisor Group

Advisor Group, Inc.

20 E Thomas Rd,
Phoenix, Arizona 85012
United States,
(800) 821-5100
www.advisorgroup.com

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.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 1 - - 2 - - 3
vol $1.3B $1.3B
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
American Portfolios Financial Services, Inc. 2022-06-22 - Add-on Acquisition
Holbrook, New York · www.americanportfolios.com
Infinex Financial Holdings, Inc. 2022-05-19 - Add-on Acquisition
Meriden, Connecticut · www.infinexgroup.com
Ladenburg Thalmann Financial Services, Inc. 2019-11-11 1.3B USD Merger
Miami, Florida · www.ladenburg.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 2 (67%) 1.3B (100%) - -
Business Services 1 (33%) - - -
Total 3 $1.3B - -

By Geo

State/Country Buy Value Sell Value
United States 3 1.3B - -
  New York 1 - - -
  Florida 1 1.3B - -
  Connecticut 1 - - -
Total 3 $1.3B - -

Top M&A Advisors

Legal Deals
Kirkland & Ellis
 1
Eversheds LLP
 1
GreenbergTraurig
 1

Deal Values

buy # Total
> $1B 1 $1.3B
TOTAL $1.3B
Largest Ladenburg Thalmann Financial Services, Inc.
$1.3B (2019-11-11)

Company Summary

SECTOR

Financial Services

Established

1999

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