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New Deal

New Deal

Cover Image Taylor J. Hamilton
Taylor J. HamiltonASSETMARK FINANCIAL HOLDINGS INC

Taylor J. Hamilton

Head of Investor Relations at ASSETMARK FINANCIAL HOLDINGS INC

Manager

Deal Bio

Total Deals3
Valued Deals1
Total Value£104M
Avg. Deal Size£104M

Expertise (3)

Key Relationships

United States
Asset Managers and Custodians
MajorityPrivateAcquisition
Obs Financial

target

Obs Financial

Assetmark Financial Holdings

bidder

Assetmark Financial Holdings

value n/a

4 dealmakers

United States
Software
AcquisitionPrivateMajorityDomestic
VOYANT

target

VOYANT

Assetmark Financial Holdings

bidder

Assetmark Financial Holdings

£104m

17 dealmakers

United States
Digital Services
DomesticAcquisitionMajorityPrivate
Adhesion Wealth

target

Adhesion Wealth

Assetmark Financial Holdings

bidder

Assetmark Financial Holdings

value n/a

14 dealmakers

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