Osaic - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Osaic M&A Summary

Osaic has acquired 6 companies of its own, including 5 in the last 5 years. A total of 1 acquisition came from private equity firms.

Osaic’s largest acquisition to date was in 2019, when it acquired Ladenburg Thalmann Financial Services for $1.3B. Osaic has acquired in 5 different US states. The Company’s most targeted sectors include financial services (84%) and business services (17%).

Osaic Ownership

Who owns Osaic?

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

Is Osaic PE-backed?

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

Was Osaic formerly PE-backed?

Yes. Osaic was formerly owned by 1 private investor.

Osaic Business Overview

Where is Osaic headquartered?

Osaic is headquartered in Scottsdale, Arizona.

What sector is Osaic in?

Osaic is a financial services company.

When was Osaic founded?

Osaic was founded in 1999.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 2
  • M&A Advisors 3

Osaic

Osaic, Inc.

18700 N. Hayden Rd., Ste. 255,
Scottsdale, Arizona 85255
United States,
(800) 821-5100
www.osaic.com

Osaic provides comprehensive broker-dealer services, technology, and advisory programs through its four registered broker-dealers and Registered Investment Advisors. Osaic was founded in 1999 and is based in Scottsdale, Arizona.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.0/yr) # 1 - 2 1 1 1 6
vol $1.3B $1.3B
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
CW Advisors LLC 2025-06-17 - Add-on Acquisition
Boston, Massachusetts · www.cwadvisorsgroup.com
Nova Wealth 2024-11-11 - Add-on Acquisition
Amherst, New York · www.retirenova.com
Lincoln Wealth 2023-12-15 - Divestiture
Radno, Pennsylvania
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 5 (83%) 1.3B (100%) - -
Business Services 1 (17%) - - -
Total 6 $1.3B - -

By Geo

State/Country Buy Value Sell Value
United States 6 1.3B - -
  New York 2 - - -
  Pennsylvania 1 - - -
  Massachusetts 1 - - -
  Florida 1 1.3B - -
  Connecticut 1 - - -
Total 6 $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)

M&A Connections

Deals
Acquired from
Investor(s)
17%
1 (17%)
Strategic(s)
17%
1 (17%)

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