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New Deal


Announced

Lincoln Investment Planning to acquire Hanlon Advisory Software.

Financials

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Transaction Value-
Consideration TypeCash
Capital Owned-
Capital Bid For100%
EV/Sales-
EV/EBITDA-
Share Price Premium-
One Off Charge-

Tags

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Acquisition

Single Bidder

United States

Pending

Domestic

fintech company

Majority

Financial Data and Systems

Friendly

Private

FinTech

Private Equity

Synopsis

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Lincoln Investment Planning, a full-service broker-dealer and registered investment adviser, agreed to acquire Hanlon Advisory Software, a fintech provider of personalized and open architecture technology, from Hanlon Investment Management, an asset management company. Financial terms were not disclosed. "Lincoln Investment is an exceptional financial services company with strong values and a genuine commitment to ensuring a superb advisor-client experience. This commitment reassures us that years of developing and enhancing the Hanlon Advisory Software platform will continue and accelerate as the platform meets its full potential. We have transferred our engineering expertise and software to fuel Lincoln Investment's growth, integral to the future of Lincoln," Sean Hanlon, Hanlon Investment Management CEO.

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