Lincoln Investment Overview

  • Year Founded
  • 1968

Year Founded

  • Status
  • Private

  • Employees
  • 400

Employees

  • Latest Deal Type
  • Debt

  • Financing Rounds
  • 4

  • Investments
  • 6

Lincoln Investment General Information

Description

Operator of an investment advisory firm intended to serve corporations, school districts, universities and high-net-worth individuals. The company offers investment, wealth and retirement planning services through a national network of financial advisors, thereby helping its clients realize and meet their financial goals by mitigating risk.

Contact Information

Formerly Known As
Lincoln Investment Planning, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Brokerage
Other Industries
Other Financial Services
Consulting Services (B2B)
Corporate Office
  • 601 Office Center Drive
  • Suite 300
  • Fort Washington, PA 19034
  • United States
+1 (800) 000-0000

Lincoln Investment Timeline

2021202220232024
Financing RoundCaptured Employee CountEstimated Employee Growth

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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 an investment advisory firm intended to serve corporations, school districts, universities and high-net-wort
Brokerage
Fort Washington, PA
400 As of 2020
00000
000000000 00000

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00000 0000000000
Atlanta, GA
00 As of 0000
000000000 -

00000

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00000 000000000 0000
Wayne, PA
0 As of 0000
000000000000
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Lincoln Investment Competitors (2)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Balentine Formerly PE-Backed Atlanta, GA 00 000000000 -
MAGIS Financial Partners Private Equity-Backed Wayne, PA 0 000000000000
You’re viewing 2 of 2 competitors. Get the full list »

Lincoln Investment Executive Team (12)

Name Title Board Seat Contact Info
Edward Forst President, Chief Executive Officer and Chairman
Diane McCarthy Executive Vice President & Chief Financial Officer
Kathy Leckey Executive Vice President & Chief Operating Officer
Maureen Mattson Executive Vice President & Chief Compliance Officer
Michael Kollar Executive Vice President & Chief Information Officer
You’re viewing 5 of 12 executive team members. Get the full list »

Lincoln Investment Board Members (1)

Name Representing Role Since
000000 0000000 New Mountain Capital Board Member 000 0000
To view Lincoln Investment’s complete board members history, request access »

Lincoln Investment Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
The Legend Group Holdings 03-Jan-2017 0000000000 Other Financial Services 000000 00
Shake Salad 16-Dec-2016 0000 00000 Food Products
Glacier Oil & Gas 29-Mar-2016 0000000000 Energy Exploration
Capital Analysts 30-Dec-2011 0000000000 Asset Management 000000 00
GALIC Disbursing Company 06-Aug-2010 Buyout/LBO Consulting Services (B2B) 000000 00
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Lincoln Investment Subsidiaries (2)

Company Name Industry Location Founded
Shelgren Financial Group Asset Management Renton, WA 1984
Capital Analysts Asset Management Cincinnati, OH 0000
To view Lincoln Investment’s complete subsidiaries history, request access »

Lincoln Investment Exits (2)

Company Name Exit Date Exit Type Exit Size Status Buyers
Shake Salad 16-Dec-2016 0000 00000 Completed
  • 4 buyers
Glacier Oil & Gas 29-Mar-2016 Buyout/LBO Completed
  • 3 buyers
To view Lincoln Investment’s complete exits history, request access »

Lincoln Investment FAQs

  • When was Lincoln Investment founded?

    Lincoln Investment was founded in 1968.

  • Who is the CEO of Lincoln Investment?

    Edward Forst is the CEO of Lincoln Investment.

  • Where is Lincoln Investment headquartered?

    Lincoln Investment is headquartered in Fort Washington, PA.

  • What is the size of Lincoln Investment?

    Lincoln Investment has 400 total employees.

  • What industry is Lincoln Investment in?

    Lincoln Investment’s primary industry is Brokerage.

  • Is Lincoln Investment a private or public company?

    Lincoln Investment is a Private company.

  • What is Lincoln Investment’s current revenue?

    The current revenue for Lincoln Investment is 000000.

  • How much funding has Lincoln Investment raised over time?

    Lincoln Investment has raised $650K.

  • Who are Lincoln Investment’s investors?

    New Mountain Capital has invested in Lincoln Investment.

  • Who are Lincoln Investment’s competitors?

    Balentine and MAGIS Financial Partners are competitors of Lincoln Investment.

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