M&A Deal Summary |
|
|---|---|
| Date | 2016-09-14 |
| Target | The Legend Group |
| Sector | Financial Services |
| Buyer(s) | Lincoln Investment |
| Sellers(s) | First Allied Securities |
| Deal Type | Divestiture |
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| Category | Company |
|---|---|
| Founded | 1968 |
| Sector | Financial Services |
Lincoln Investment 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. Lincoln Investment was founded in 1968 and is based in Fort Washington, Pennsylvania.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2016 M&A | 1 of 1 |
| Category | Company |
|---|---|
| Founded | 1994 |
| Sector | Financial Services |
First Allied is a full-service, independent broker/dealer with approximately 1,000 financial advisors in 500 branches located throughout the United States. First Allied consists of several operating subsidiaries, including an independent broker/dealer, registered investment advisor, wealth management platform, insurance services firm and pension services business.
| DEAL STATS | # |
|---|---|
| Overall | 1 of 1 |
| Sector: Financial Services M&A | 1 of 1 |
| Type: Divestiture M&A Deals | 1 of 1 |
| State: Florida M&A | 1 of 1 |
| Country: United States M&A | 1 of 1 |
| Year: 2016 M&A | 1 of 1 |
| DATE | TARGET | DEAL TYPE | VALUE |
|---|---|---|---|
| 2012-10-31 |
The Legend Group
Palm Beach Gardens, Florida, United States The Legend Group is a provider of investment services by offering investment solutions for retirement, education savings plans, insurance needs, income generation and professional portfolio management. |
Buy | - |
