Investment Summary

LNC Partners Invests In GCG Wealth Management

On July 28, 2022, private equity firm LNC Partners invested in financial services company GCG Wealth Management

Investment Highlights
  • This is LNC Partners’ 1st transaction in the Financial Services sector.
  • This is LNC Partners’ 40th transaction in the United States.
  • This is LNC Partners’ 2nd transaction in North Carolina.

Investment Summary
Date 2022-07-28
Target GCG Wealth Management
Sector Financial Services
Investor(s) LNC Partners
Deal Type Growth Capital

Target

GCG Wealth Management

Charlotte, North Carolina, United States
GCG Wealth Management is a regional financial services firm with field offices across the Southeast US. GCG offers a broad spectrum of services aimed at building and managing wealth including, but not limited to, financial planning, retirement and estate preservation, risk management, and family wealth counseling. GCG Wealth Management is based in Charlotte, North Carolina.

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Investor(S) 1

Investor

LNC Partners

Investor Investor Investor Investor Investor

Category Private Equity Firm
Founded 2010
PE ASSETS 700M USD
Size Middle-Market
Type Sector Agnostic
DESCRIPTION

LNC Partners is a private investment firm focused on providing $10 to $30 million of equity and junior capital to support a variety of company transactions. As a provider of debt, LNC offers subordinated debt and unitranche securities. As a provider of equity, LNC will invest as a minority or majority partner. Prospective transaction situations include buyouts, refinancings, acquisition financings, growth capital needs, and recapitalizations. Sectors of interest include business and information services, financial services, insurance, healthcare, and niche manufacturing. LNC Partners is based in Reston, Virginia.

DEAL STATS #
Overall 40 of 44
Sector (Financial Services) 1 of 1
Type (Growth Capital) 16 of 20
State (North Carolina) 2 of 2
Country (United States) 40 of 44
Year (2022) 2 of 2
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-05-12 BrandShare

Berwyn, Pennsylvania, United States

BrandShare is a provider of omnichannel brand experiences through product sampling and digital engagement. Brandshare partners with consumer packaged goods manufacturers, retailers, and others to bring to life e-commerce, venue-based and event-based sampling; digital marketing campaigns; and consumer engagement initiatives, such as reward bags. BrandShare was founded in 1984 and is based in Berwyn, Pennsylvania.

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FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2022-10-17 OutSolve

Metairie, Louisiana, United States

OutSolve is a provider of comprehensive affirmative action planning and compliance solutions to help federal contractors meet the full requirements of Executive Order 11246, The Vietnam Era Veteran Readjustment Assistance Act, and Section 503 of the Rehabilitation Act of 1973, among other regulations. OutSolve was founded in 1998 and is based in Metairie, Louisiana.

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Mergr

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