AssetMark Financial Holdings, Inc

AssetMark Financial Holdings, Inc agreed to be sold to GTCRfirm, announced on Apr 25, 2024.
8-K
Morgan Stanley & Co.firm advised the seller.
8-K
Barclays Capitalfirm and UBS Securitiesfirm advised the buyer.
8-K
The filing puts the value at $2.7B.
8-K
GTCRfirm also worked on CCC Intelligent Solutions Holdings Incdeal, on Oct 15, 2026.
8-K

At a glance

The companyAssetMark Financial Holdings, Inc$2.7Bequity valueApr 25, 2024

BuyerGTCR

Buyer's adviserUBS Securities

Each party is named in the sources beside the statement

first 2 of 4

Party	Role	Source
GTCR	Buyer	8-K
Morgan Stanley & Co.	Seller's adviser	8-K

2 more parties

Kind	Amount	Basis	Source
Disclosed	$2.7B	equity value	8-K

first 2 of 14

Date	Deal	Firms	Source
Oct 26, 2026	Surgery Partners, Inc · Sale	Barclays Capital, Centerview Partners	8-K
Oct 20, 2026	Prudential of Brazil and Prudential of Mexico · Sale	Morgan Stanley & Co., Goldman Sachs & Co.	8-K

12 more deals

Deals with GTCR, Morgan Stanley & Co. and 2 more firms.