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Add-on Acquisition • Financial Services

Osaic Acquires American Portfolios

On June 22, 2022, Osaic acquired financial services company American Portfolios

Acquisition Context
  • This is Osaic’s 2nd transaction in the Financial Services sector.
  • This is Osaic’s 3rd transaction in the United States.
  • This is Osaic’s 1st transaction in New York.

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M&A Deal Summary
Date June 22, 2022
Target American Portfolios
Sector Financial Services
Buyer(s) Osaic
Deal Type Add-on Acquisition

Target Company

American Portfolios

Holbrook, New York, United States
American Portfolios is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing. American Portfolios was founded in 2001 and is based in Holbrook, New York.
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Buyer Overview 1

Buyer

Osaic

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

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.

Deal Context for Buyer #
Overall 3 of 7
Sector: Financial Services 2 of 6
Type: Add-on Acquisition 2 of 5
State: New York 1 of 2
Country: United States 3 of 7
Year: 2022 2 of 2
PREVIOUS 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.

Buy -
FOLLOWING DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-15 Lincoln Wealth

Radno, Pennsylvania, United States

Lincoln Wealth offer holistic financial planning and advisory services to affluent clients and oversee. Lincoln Wealth is based in Radno, Pennsylvania.

Buy -

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