Lincoln International Adds Mark Karasik as Managing Director to Help Lead U.S. Asset & Wealth Management Coverage

Lincoln International, a global investment banking advisory firm, is pleased to announce the addition of Mark Karasik as a Managing Director in its Financial Services Group. Based in New York,… Read More

Mark Karasik

Mark Karasik leads Lincoln’s asset & wealth management coverage efforts in the U.S. He has nearly two decades of combined investment banking and financial services experience, having completed more than… Read More

Reverence Capital Partners Closes More Than $2 Billion Recapitalization of Osaic

Client:  Reverence Capital Partners Client Location: United States Target: Osaic, Inc. Target Location: United States Target Description: Osaic, Inc. is one of the nation’s largest providers of wealth management solutions, supporting approximately 10,000 financial… Read More

MarshBerry | Déjà Vu All Over Again: Insurance Brokerage M&A In Q1 2026

As economic uncertainty, geopolitical shocks, and AI disruption collide, insurance brokerage M&A in the first quarter of 2026 feels strikingly familiar—raising a critical question: is this another pause before momentum… Read More

PitchBook | PE Bet Big on Financial Advisors. AI is Making It Nervous

Originally published by PitchBook on March 6, 2026. After a record year of investments in 2025, private equity sponsors in the financial services sector are apprehensive of how AI is… Read More

Reassured, an investee company of Bridgepoint, completes a refinancing

Reassured Reassured is the UK’s leading pure protection insurance broker, specializing in the distribution of life insurance, critical illness, income protection and over-50s products. The company operates a highly scalable,… Read More

WealthBriefing | NatWest Scales Up Wealth Ambitions

Originally published by WealthBriefing on February 10, 2026. The NatWest Group’s recent acquisition of Evelyn Partners, valued at $3.69 billion enterprise value, underscores the importance of wealth management to the… Read More

NatWest Group has sold Cushon to Willis Tower Watson

Cushon Cushon is a fintech platform dedicated to helping people build a better financial future through smart, engaging technology. Cushon provides workplace pension and savings products to middle market corporates… Read More

2025 Global Results

As we approach Lincoln International’s 30th anniversary in April 2026, we are proud to reflect on the incredible growth we have driven in the global private capital markets. Our success… Read More

Private Market Leaders Identify Opportunities, Challenges in H1 2026

Pulse on Private Equity: Recent survey of more than 1,500 private market leaders uncovers key trends heading into 2026

Tages has agreed with 21 Invest to form 21 Next, backed by Edizione

Tages Capital SGR SpA Founded in 2011, Tages Capital is a leader in renewable energy—Italy’s second-largest solar energy producer with installed capacity of approximately 1 GW—and in the infrastructure and… Read More

RoundShield Partners has sold a majority stake to Harrison Street, a subsidiary of Colliers

RoundShield Partners RoundShield Partners is a leading European credit investment manager with $5.4 billion in assets under management. Headquartered in Jersey, with key offices in Geneva, London, Madrid and Munich,… Read More

Dvara KGFS a portfolio company of Dvara Holdings has received a minority investment from Sparkassen International Development Trust GmbH

Client: Dvara Kshetriya Gramin Financial Services Private Limited Client Location: India Target: Dvara Kshetriya Gramin Financial Services Private Limited Target Location: India Acquirer: Sparkassen International Development Trust GmbH Acquirer Location:… Read More

Strategic Shifts in the UK Wealth Management Market: A Deep Dive into Recent Trends and Future Outlook

  The UK’s addressable wealth management market is valued at over £2 trillion, with approximately 30% serviced through the financial advice sector.[1] Despite its considerable size, the industry is still… Read More

Monument Microcap Partners has sold Command Investigations to Incline Equity Partners

Command Investigations Based in Lake Mary, Florida, Command Investigations is a premier national provider of insurance investigative services. Command offers a full suite of investigative services, including surveillance, remote surveillance,… Read More

Private Equity’s Continued Confidence in Fund Administration, Trust and Corporate Services

The fund administration, trust and corporate services (FATCS) sector continues to exhibit resilient growth, driven by enduring structural factors. With global capital expanding, regulatory challenges increasing and outsourcing on the… Read More

Asset Management in Transition: M&A Trends and Strategic Shifts for 2025

The asset management industry is undergoing a period of profound transformation, driven by shifting investor preferences, regulatory changes and the need for scale in an increasingly competitive landscape. These dynamics… Read More

“Leader to Leader” Series

The Leader to Leader video series turns up the dial on rich conversations with prominent leaders – from business owners and entrepreneurs to investors and CEOs – highlighting their stories… Read More

Chong Jing Koh

Chong Jing provides M&A advisory services to private equity firms, founder-owned businesses and privately-owned companies in the financial services sector at Lincoln. Chong Jing adds value to clients by ultimately… Read More

2024 Global Results

Lincoln’s Latest

Lincoln’s Latest video series features experts from across industries, services and geographies, sharing perspectives on current trends, recent observations and future outlooks.

Skerritts, a portfolio company of Sovereign Capital Partners, has been refinanced

Skerritts Skerritts is an award-winning and vertically integrated independent financial advisor that provides independent financial planning and investment management-based services within the UK. Founded more than 30 years ago, the… Read More

Pelican Capital Management has raised capital for Maridea Group

Client: Pelican Capital Management Client Location: United States Target: Maridea Group Target Location: United States Target Description: Maridea Group is a New York-based registered investment advisor providing comprehensive wealth management services to… Read More

Bloomberg | Lincoln International CEO on Private vs. Public Markets

Originally aired on Bloomberg TV on October 22, 2024. Rob Brown, CEO of Lincoln International, discusses improving mergers and acquisitions activity and compares public and private markets.  

Chain Bridge Bancorp, Inc. has been advised regarding dual-class stock structure implementation in connection with an IPO

Client: Chain Bridge Bancorp, Inc. Client Location: United States Client Description: Chain Bridge Bancorp, Inc., a Delaware corporation, is the registered bank holding company for Chain Bridge Bank, National Association.… Read More