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Michael Kim

Manager

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 2.17 B

Avg. Deal Size£ 2.17 B

Market Context

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Target: OBS FINANCIAL

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

4 Dealmakers

n/a

Value

Target: ASSETMARK FINANCIAL HOLDINGS INC

Bidder: GTCR LLC

15 Service Providers

54 Dealmakers

£ 2.17 B

Value

Target: MORNINGSTAR WEALTH TURNKEY ASSET MANAGEMENT PLATFORM

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

4 Service Providers

11 Dealmakers

n/a

Value

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