{"schema_version":"secwatch.filing_event.v1","accession":"0000950103-24-005705","form_type":"8-K","ticker":null,"cik":"0001591587","company_name":"AssetMark Financial Holdings, Inc.","filed_at":"2024-04-25T23:59:59+00:00","discovered_at":"2026-05-14T18:03:19.124589+00:00","generated_at":"2026-06-03T07:59:08.245351+00:00","sec_items":["1.01","8.01","9.01"],"event_type":"m_and_a","sentiment":"positive","materiality_score":0.85,"calibrated_materiality_score":0.85,"confidence":"high","headline":"AssetMark to be acquired by GTCR for $35.25 per share, ~$2.7B equity value","bullets":["Stockholders to receive $35.25/share in cash; total equity valuation of approximately $2.7 billion.","Transaction expected to close in Q4 2024, subject to regulatory approvals and customary conditions.","No financing condition; GTCR funds provide equity, and UBS/Barclays provide debt financing.","Huatai, majority stockholder, has provided written consent; no further stockholder vote needed.","Termination fees: Company pays ~$80.76M; Parent pays ~$161.52M in specified circumstances."],"urls":{"canonical":"https://secwatch.observer/filing/0000950103-24-005705","json":"https://secwatch.observer/filing/0000950103-24-005705.json","markdown":"https://secwatch.observer/filing/0000950103-24-005705.md","text":"https://secwatch.observer/filing/0000950103-24-005705.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/1591587/000095010324005705/0000950103-24-005705-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/1591587/000095010324005705/dp210197_8k.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-06-03T07:59:08.245351+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"c9fbf0792ff52794bee5109907b4d807d6f311f7","claim":"AssetMark Financial Holdings, Inc. entered into Agreement and Plan of Merger with GTCR Everest Borrower, LLC valued at $35.25 per share in cash (effective 2024-04-25).","evidence_excerpt":"AssetMark Financial Holdings, Inc., a Delaware corporation (the \" Company \"), entered into an Agreement and Plan of Merger (the \" Merger Agreement \") by and among the Company, GTCR Everest Borrower, LLC, a Delaware limited liability company (\" Parent \"), and GTCR Everest Merger Sub, Inc., a Delaware corporation and a direct, wholly owned subsidiary of Parent (\" Merger Sub \"), pursuant to which Merger Sub will merge with and into the Company, with the Company surviving as a wholly owned subsidiary of Parent (the \" Merger \").","evidence_source":"SEC 8-K Item 1.01/1.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/1591587/000095010324005705/0000950103-24-005705-index.htm","confidence":0.9,"family_label":"Material Agreements","details":[{"label":"Action","value":"entry"},{"label":"Agreement","value":"merger"},{"label":"Counterparty","value":"GTCR Everest Borrower, LLC"},{"label":"Value","value":"$35.25 per share in cash"},{"label":"Effective","value":"2024-04-25"}],"fact_type":"material_agreement"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}