Ladenburg Thalmann

New York, United States Founded: 1876 • Age: 150 yrs Listed
Merger and acquisition advisory firm focused on multiple sectors

About Ladenburg Thalmann

Ladenburg Thalmann is a publicly listed company based in New York (United States) founded in 1876. It operates as a merger and acquisition advisory firm focused on multiple sectors. Ladenburg Thalmann has raised $14.05 million across 1 funding round. The company has 1,510 employees. Ladenburg Thalmann has completed 2 acquisitions, including Investacorp and Securities America. Its chief executive is Michael Gideon. Ladenburg Thalmann offers products and services including Investment Banking and Wealth Management. Its focus areas include Investment Industry, Investment Banks and IBs. Its legal entity is Ladenburg Thalmann & Co. Inc.

Company details

Founded in 1876 and headquartered in New York, United States, Ladenburg Thalmann operates as an advisory firm in the mergers and acquisitions sector. Services are extended to middle-market companies across various industries. Connections to investors are facilitated through established networks, strategic partnerships, and industry relationships. Operations focus on matching businesses with appropriate funding sources in a structured manner.

  • Headquarters New York, United States
  • Employees 1,510
  • Stage Public
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website ladenburg.com
  • Social LinkedIn X Facebook
  • Legal Name Osaic Finl Svcs Inc 8% Pref Ser A Usd25
Operational Areas
Key Metrics
  • Annual Revenue
    $1.15 B (USD)
    25
    as on Dec 31, 2015
  • Net Profit
    -$11.15 M (USD)
    -133
    as on Dec 31, 2015
  • EBITDA
    $15.33 M (USD)
    -46
    as on Dec 31, 2015
  • Total Equity Funding
    $14.05M (USD)

    in 1 rounds

  • Latest Funding Round
    $14.05M (USD), Series B

    Jun 2010

  • Employee Count
    1,510
  • Investments & Acquisitions

Products & Services of Ladenburg Thalmann

Ladenburg Thalmann offers a comprehensive portfolio of products and services, including Investment Banking and Wealth Management.

Investment Banking
Financial Services

Investment banking services are provided for corporate finance, mergers, and acquisitions to facilitate business transactions.

Wealth Management
Financial Advisory

Wealth management services are offered for asset management and investment advice to help clients achieve financial goals.

Funding Insights of Ladenburg Thalmann

Ladenburg Thalmann has successfully raised a total of $14.05M through 1 strategic funding round. The most recent funding activity was a Series B round of $14.05 million completed in June 2010. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding $14.05M
  • Total Rounds 1
  • Last Round Series B β€” $14.05M
  • First Round $14.05M

    (Jun 2010)

All 1 funding rounds of Ladenburg Thalmann with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Jun 2010$14.05MSeries B––
–

People of Ladenburg Thalmann

37 people are tracked at Ladenburg Thalmann (25 in leadership, 12 in team); the tracked headcount is 1,510.

NameRoleGroup
Michael Gideon
Co-CEO & Co-PresidentLeadership
David Coherd
Managing DirectorLeadership
Philip S Blancato
CEO & PresidentLeadership
Jeffrey Scott Cohen
Managing DirectorLeadership
Daniel J Franzese
Managing DirectorLeadership
Mickey M Schleien
Managing DirectorLeadership
Paul Fremont
Managing DirectorLeadership
Murat Omur
Managing DirectorLeadership
Mark Green
Managing DirectorLeadership
Jonathan Intrater
Managing DirectorLeadership
Robert Mateicka
Chief Compliance OfficerLeadership
Moheb Abdelmaseeh
Senior Vice President, Healthcare Investment BankingLeadership
Jaime Desmond
Coo, Asset ManagementLeadership
Barry Steiner
Co-chief Executive OfficerLeadership
Kathy Scheuermann
Senior Supervisory Analyst/vpLeadership
Dan Hornbuckle
Senior Vice President Equity TradingLeadership
Hua Li
Senior Vice President, Private Client ServicesLeadership
Nicholas Stergis
Managing Director -co-head Of Investment BankingLeadership
Glenn Mattson
Managing DirectorLeadership
Amy Furuno
Vice PresidentLeadership

17 more people are available in the full profile.

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  • Team structure
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IPO & Listings of Ladenburg Thalmann

Ladenburg Thalmann is a publicly listed company on the OTC with ticker symbol LTSAP in USA, operating in the Finance sector. As a publicly traded entity, the company provides investors with opportunities to participate in its growth story through equity ownership. The listing enables access to capital markets, enhances corporate visibility, and provides liquidity for shareholders while maintaining transparency through regulatory compliance and regular financial disclosures.

  • IPO date31 May 2019
  • Listed onNYSE: LTSH
  • Listed entityOSAIC FINL SVCS INC 8% PREF SER A USD25
  • Exchange sectorFinance
  • ISINUS50575Q2012
  • Share price$19.68 · 2026-10-13
  • Volume (last session)127

Investments & Acquisitions by Ladenburg Thalmann

Ladenburg Thalmann has strategically engaged in corporate development activities, having acquired 2 companies. Notable acquisitions include Investacorp and Securities America.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Provider of securities and investment advisory services
securitiesamerica.comOmaha, United States1984Aug 2011$220M
Wealth management services are provided to clients by Investacorp.
investacorp.comMiami Beach, United States1978Oct 2007$45.1M
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Acquired stakes, deal sources and the complete acquisition history require an active premium plan.

  • Acquired stakes
  • Deal sources
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  • Exports

Verified entity values are shown only after access is granted.

Timeline of Ladenburg Thalmann

5 dated milestones of Ladenburg Thalmann across 143 years, from founding to its latest funding, stage changes and deals.

  1. Founded Ladenburg Thalmann is founded.
  2. Acquisition Acquires Investacorp.
  3. Funding First funding round of $14.1M.
  4. Acquisition Acquires Securities America.
  5. IPO Lists on the stock exchange (IPO).

Web traffic of Ladenburg Thalmann

The website of Ladenburg Thalmann (ladenburg.com) receives about 4.5K visits a month.

  • Monthly visits
    4.5K

    ▼ 1.9% vs previous month

Similar websites

Websites whose visitors overlap most with Ladenburg Thalmann. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
higcapital.com
100%
––View details
antarescapital.com
antarescapital.com
92%
–#5,739,789–
sabadellunited.com
55%
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55%
–#143,703View details
brocap.com
brocap.com
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Top companies in Investment Banks

10 companies that operate in the same segment as Ladenburg Thalmann (Investment Banks), ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United States–USD 126.21 B46,500
Asset management, investment banking, and wealth management services are provided.
1983Sao Paulo, Brazil–USD 20.91 B8,189
Financial services are provided globally by UBS for wealth management.
1862Zurich, Switzerland–USD 82.71 B108,650
Banking & financial service provider
1848Paris, France–USD 172.06 B197,580
Comprehensive financial services are provided to corporations and individuals.
1799New York, New York, United States–USD 42.22 M–
Wealth management, investment advisory, and financial services are provided.
1935New York, New York, United States–USD 119.72 B80,000
Ambit is recognized as a leading provider of financial advice and capital in India.
1997Mumbai, Maharashtra, IndiaUSD 39.09 MUSD 116.66 M104
M&A advisory, capital markets, and wealth management services are offered.
1962St. Petersburg, Florida, United States–USD 15.9 B23,960
Investment banking operations are conducted across multiple sectors.
1996Vienna, Austria––49,700
Financial advisory and investment banking services are provided to institutions.
1994Chicago, Illinois, United StatesUSD 44.52 M–350
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Frequently Asked Questions about Ladenburg Thalmann

Ladenburg Thalmann was founded in 1876 and raised its 1st funding round 134 years after it was founded.

Ladenburg Thalmann is headquartered in New York, United States. It is registered at New York, New York, United States.

Michael Gideon is the current CEO of Ladenburg Thalmann.

Ladenburg Thalmann is a funded company, having raised a total of $14.05M across 1 funding round to date. The company's 1st funding round was a Series B of $14.05M, raised on Jun 2010.

Ladenburg Thalmann has 1,510 employees.

Annual revenue of Ladenburg Thalmann is $1.15B as on Dec 31, 2015.

Founded in 1876 and headquartered in New York, United States, Ladenburg Thalmann operates as an advisory firm in the mergers and acquisitions sector. Services are extended to middle-market companies across various industries. Connections to investors are facilitated through established networks, strategic partnerships, and industry relationships. Operations focus on matching businesses with appropriate funding sources in a structured manner.

Ladenburg Thalmann offers Investment Banking and Wealth Management.

Yes, Ladenburg Thalmann is publicly traded on OTC under the ticker symbol LTSAP.

Ladenburg Thalmann has made 2 acquisitions, including Investacorp, and Securities America.

Ladenburg Thalmann operates through Ladenburg Thalmann & Co. Inc.

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