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Cover Image Taylor J. Hamilton

Taylor J. Hamilton

Head of Investor Relations at ASSETMARK FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals3

Valued Deals1

Total Value£ 104 M

Avg. Deal Size£ 104 M

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

01 Mar 2021|United States|Software

Target: VOYANT

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

3 Target | 14 Bidder

£ 104 M

Value

13 Jun 2022|United States|Digital Services

Target: ADHESION WEALTH

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

14 Dealmakers

3 Target | 10 Bidder | 1 Vendor

n/a

Value

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