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OSAIC

HQ - Scottsdale, AZ

Summary

Osaic is a provider of wealth management solutions, offering a diverse range of services to financial professionals who want to plan for the future in a transformative rather than transactional manner.

Deals Overview

Total Deals3

Valued Deals1

Total Value£ 560 M

Avg. Deal Size£ 560 M

Market Context

Senior Management

Jamie Price
President and CEO
Kristy Britt
CFO
Greg Cornick
President of Advice and Wealth Management

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skadden arps slate meagher & flom

HQ - New York

legal advisors (1)

1 Shared Deal

1 Opposite

£ 560 M

Total Value

haven tower group

pr advisors (1)

1 Shared Deal

1 For

£ 560 M

Total Value

eversheds sutherland

HQ - London

legal advisors (1)

1 Shared Deal

1 For

£ 560 M

Total Value

latham & watkins

HQ - New York, United States

legal advisors to debt providers (2)

2 Shared Deals

2 For

£ 560 M

Total Value

houlihan lokey

HQ - Los Angeles

financial advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

ropes & gray

HQ - Boston

legal advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

streetcred pr

HQ - Los Angeles, United States

pr advisors (1)

1 Shared Deal

1 For

n/a

Total Value

fgs global

HQ - New York

pr advisors (1)

1 Shared Deal

1 Opposite

n/a

Total Value

gladstone group

HQ - Plymouth Meeting, PA, United States

financial advisors (1)

1 Shared Deal

1 Along

n/a

Total Value

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