Waddell & Reed Financial - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Waddell & Reed Financial M&A Summary

Waddell & Reed Financial has acquired 1 company of its own. It has also divested 2 assets.

Waddell & Reed Financial has acquired in 1 US state. The Company’s most targeted sectors include financial services (100%).

Waddell & Reed Financial Ownership

Who owns Waddell & Reed Financial?

Waddell & Reed Financial is owned by Macquarie Capital. It was acquired on December 3, 2020.

Is Waddell & Reed Financial PE-backed?

Yes. Waddell & Reed Financial is owned by private equity investor Macquarie Capital.

Waddell & Reed Financial Business Overview

Where is Waddell & Reed Financial headquartered?

Waddell & Reed Financial is headquartered in Overland Park, Kansas.

What is Waddell & Reed Financial’s revenue?

Waddell & Reed Financial disclosed revenue of 1,070M USD for 2019 and 1,160M USD for 2018.

How many employees does Waddell & Reed Financial have?

Waddell & Reed Financial has 1,162 employees.

What sector is Waddell & Reed Financial in?

Waddell & Reed Financial is a financial services company.

When was Waddell & Reed Financial founded?

Waddell & Reed Financial was founded in 1937.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity1
    • M&A Sell Activity2
  • Total Sectors Invested 1
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3

Waddell & Reed Financial, Inc.

6300 Lamar Avenue,
Overland Park, Kansas 66202
United States,
(913) 236-2000
www.waddell.com

Waddell & Reed Financial, Inc. is an asset management and financial planning firm serving individuals and institutional investors. Waddell & Reed was formed in 1937 and is based in Overland Park, Kansas.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.2/yr) # 1 1 - - - - 2
  3

Most Recent M&A

Company Date Value Type
Waddell & Reed Financial, Inc. - Wealth Management Business 2020-12-02 - Divestiture
Overland Park, Kansas
Ivy Mackenzie 2002-12-01 - Divestiture
Boca Raton, Florida
United Investors Life Insurance Co. 1981-10-01 - Divestiture
Hoover, Alabama · www.uilic.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Financial Services 1 (100%) - - -
Business Services - - 1 (50%) -
Insurance - - 1 (50%) -
Total 1 - 2 -

By Geo

State/Country Buy Value Sell Value
United States 1 - 2 -
  Florida 1 - - -
  Kansas - - 1 -
  Alabama - - 1 -
Total 1 - 2 -

M&A Connections

Deals
Acquired from
Strategic(s)
100%
1 (100%)
Divested to
Strategic(s)
100%
2 (100%)

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