Lincoln Investment - M&A Summary and Business Overview

Financial ServicesCompany

Lincoln Investment M&A Summary

Lincoln Investment has acquired 1 company.

Lincoln Investment has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Lincoln Investment Business Overview

Where is Lincoln Investment headquartered?

Lincoln Investment is headquartered in Wyncote, Pennsylvania.

What sector is Lincoln Investment in?

Lincoln Investment is a financial services company.

When was Lincoln Investment founded?

Lincoln Investment was founded in 1968.

M&A Summary

  • M&A Total Activity1
    • M&A Buy Activity1
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1

Lincoln Investment

Lincoln Investment Planning, Inc.

Forst Pavilion 218 Glenside Avenue,
Wyncote, Pennsylvania 19095
United States,
(215) 887-8111
www.lincolninvestment.com

Lincoln Investment Planning is a full-service independent broker-dealer providing investment, wealth and retirement planning services nationwide through a national network of financial advisors. Clients include corporations, school districts, universities, hospitals, other non-profits, and high net worth individuals. With headquarters in the greater Philadelphia metropolitan area, Lincoln Investment currently has more than 275 employees and over 800 financial advisors with 300 branches in 35 states.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

Most Recent M&A

Company Date Value Type
The Legend Group 2016-09-14 - Divestiture
Palm Beach Gardens, Florida · www.legendgroup.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Total 1 - - -

By Geo

State/Country Buy Value Sell Value
United States 1 - - -
  Florida 1 - - -
Total 1 - - -

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)

Company Summary

SECTOR

Financial Services

Established

1968

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Related Lists for Lincoln Investment

Pennsylvania Companies , Financial Services Companies , United States Companies , Pennsylvania Financial Services Companies , Pennsylvania Financial Services with Acquisitions , Pennsylvania Financial Services with Divestitures

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