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Cover Image David Berkowitz

David Berkowitz

President at LINCOLN WEALTH

Manager

Deal Bio

Total Deals1

Valued Deals1

Total Value£ 560 M

Avg. Deal Size£ 560 M

Market Context

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14 Dec 2023|United States|Asset Managers and Custodians

Target: LINCOLN WEALTH

Bidder: OSAIC

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

17 Dealmakers

1 Target | 5 Bidder | 11 Vendor

£ 560 M

Value

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