Lincoln Investment Overview

  • Founded
  • 1968
Founded
  • Status
  • Private
  • Employees
  • 400
Employees
  • Latest Deal Type
  • PE Growth
  • Financing Rounds
  • 2
  • Investments
  • 4

Lincoln Investment General Information

Description

Operator of a full-service independent broker-dealer and a registered investment advisory firm serving corporations, school districts, universities, hospitals, other non-profit and high net worth individuals. The company offers investment, wealth and retirement planning services through a national network of financial advisors, thereby helping people realize their financial goals.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Brokerage
Other Industries
Asset Management
Other Financial Services
Primary Office
  • 601 Office Center Drive
  • Suite 300
  • Fort Washington, PA 19034
  • United States
+1 (800) 000-0000
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Lincoln Investment Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Lincoln Investment Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Operator of a full-service independent broker-dealer and a registered investment advisory firm serving corporations, sch
Brokerage
Fort Washington, PA
400 As of 2020
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Horsham, PA
0 As of 0000
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Cincinnati, OH
0 As of 0000
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Lincoln Investment Competitors (3)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
MAGIS Financial Partners Private Equity-Backed Horsham, PA 0 000000000000
0000000 000000000 Corporate Backed or Acquired Cincinnati, OH 0 000000&0
0000000 & 000000 Corporate Backed or Acquired San Diego, CA 00 000000&0
You’re viewing 3 of 3 competitors. Get the full list »

Lincoln Investment Executive Team (8)

Name Title Board Seat Contact Info
Edward Forst President & Chief Executive Officer
Diane McCarthy Chief Financial Officer
Raymond Shivers III Senior Vice President & Chief Operating Officer
Deirdre Koerick Chief Compliance Officer and Senior Vice President
Guru Rao Vice President, Head of Technology & Chief Information Security Officer
You’re viewing 5 of 8 executive team members. Get the full list »

Lincoln Investment Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Lincoln Investment Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Lincoln Investment Investments & Acquisitions (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 000000 00000 0 03-Jan-2017 0000000000 Asset Management 000000 00000
0000000 00000000 01-Jun-2012 000000000000000000 Asset Management 000000 00000
00000 0000000000 0 06-Aug-2010 0000000000 Consulting Services (B2B) 000000 00000
Shelgren Financial Group Buyout/LBO Asset Management
To view Lincoln Investment’s complete investments and acquisitions history, request access »

Lincoln Investment Subsidiaries (3)

Company Name Industry Location Founded
GALIC Disbursing Company Consulting Services (B2B) Cincinnati, OH 1994
00000000 000000000 Asset Management Renton, WA 0000
0000000 00000000 Asset Management Cincinnati, OH 0000
To view Lincoln Investment’s complete subsidiaries history, request access »