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Cover Image Greg Cornick

Greg Cornick

President of Advice and Wealth Management at OSAIC

Manager

Deal Bio

Total Deals2

Valued Deals1

Total Value£ 560 M

Avg. Deal Size£ 560 M

Market Context

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22 Jun 2022|United States|Diversified Financials

Target: AMERICAN PORTFOLIOS FINANCIAL SERVICES INC

Bidder: REVERENCE CAPITAL PARTNERS

4 Service Providers

2 Target | 2 Bidder

7 Dealmakers

3 Target | 4 Bidder

n/a

Value

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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