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M&A Deal Summary

Osaic Acquires Ladenburg Thalmann Financial Services

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

Acquisition Highlights
  • 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.

M&A Deal Summary
Date 2019-11-11
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

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

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 STATS #
Overall 1 of 7
Sector: Financial Services M&A 1 of 6
Type: Merger M&A Deals 1 of 1
State: Florida M&A 1 of 1
Country: United States M&A 1 of 7
Year: 2019 M&A 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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