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Cover Image Michael Kim

Michael Kim

CEO at ASSETMARK FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 2.17 B

Avg. Deal Size£ 2.17 B

Market Context

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30 Sep 2019|United States|Asset Managers and Custodians

Target: OBS FINANCIAL

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

2 Target | 2 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

25 Apr 2024|United States|FinTech

Target: ASSETMARK FINANCIAL HOLDINGS INC

Bidder: GTCR LLC

15 Service Providers

5 Target | 9 Bidder | 1 Vendor

54 Dealmakers

20 Target | 33 Bidder | 1 Vendor

£ 2.17 B

Value

20 Jun 2024|United States|Management Consulting

Target: MORNINGSTAR WEALTH TURNKEY ASSET MANAGEMENT PLATFORM

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

1 Target | 2 Bidder | 1 Vendor

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

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