M&A Deal Summary

Advisor Group Acquires Ladenburg Thalmann Financial Services

On November 11, 2019, Advisor Group acquired financial services company Ladenburg Thalmann Financial Services for 1.3B USD

Acquisition Highlights
  • This is Advisor Group’s 1st transaction in the Financial Services sector.
  • This is Advisor Group’s largest (disclosed) transaction.
  • This is Advisor Group’s 1st transaction in the United States.
  • This is Advisor Group’s 1st transaction in Florida.

M&A Deal Summary
Date 2019-11-11
Target Ladenburg Thalmann Financial Services
Sector Financial Services
Buyer(s) Advisor Group
Deal Type Merger
Deal Value 1.3B USD
Advisor(s) Jefferies (Financial)
Sullivan & Cromwell (Legal)

Target

Ladenburg Thalmann Financial Services

Miami, Florida, United States
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.

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Buyer(S) 1

Buyer

Advisor Group

Phoenix, Arizona, United States
Category Company
Founded 1999
Sector Financial Services
DESCRIPTION

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.

DEAL STATS #
Overall 1 of 3
Sector (Financial Services) 1 of 2
Type (Merger) 1 of 1
State (Florida) 1 of 1
Country (United States) 1 of 3
Year (2019) 1 of 1
Size (of disclosed) 1 of 1
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-19 Infinex

Meriden, Connecticut, United States

Infinex is an independent broker-dealer focused on serving the investment, insurance and wealth management needs of financial institutions. Currently, Infinex supports over 230 community-based programs and more than 750 financial professionals. Infinex is headquartered in Meriden, Conn., with offices in Windsor, Calif., and Midlothian, Va.

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Company

Legal