Investor Presentaiton
5 Pursue strategic transactions
M&A STRATEGY
Augment
the advisor
experience
through the addition
of high-impact
capabilities and at-
scale infrastructure.
E
Strategic Growth
Deliver high-impact capabilities
to enable advisor practices and
accelerate organic growth.
voyant
Scale
Monetize at-scale
infrastructure through buying
assets under management.
Adhesion
OBS FINANCIAL
wealth'
REGISTERED INVESTMENT ADVISOR
Global Financial
Private Capital
1As of December 31, 2022
In January 2022, AssetMark announced a $500 million five-year credit facility with interest
rate of adjusted SOFR + 1.875%.1 Purchasing power is ~$450 million.²
2 Purchasing power is defined as $375m availability on our credit facility and $75m of available cash
For general public use.
ASSETMARK.
9View entire presentation