Merger • Financial Services

Osaic Acquires Ladenburg Thalmann Financial Services

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

Acquisition Context

This is Osaic’s 1st transaction in the Financial Services sector.
This is Osaic’s largest (disclosed) transaction.
This is Osaic’s 1st transaction in the United States.
This is Osaic’s 1st transaction in Florida.

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

Target Company

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 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	1 of 7
Sector: Financial Services	1 of 6
Type: Merger	1 of 1
State: Florida	1 of 1
Country: United States	1 of 7
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.	Buy	-

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

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