secwatch.observer — SEC 8-K summary
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Issuer:     AssetMark Financial Holdings, Inc. (—)
CIK:        0001591587
Form:       8-K
Filed at:   2024-09-05T23:59:59+00:00
Accession:  0001591587-24-000062
Event type: m_and_a
Sentiment:  neutral
Materiality: 1.00
Item codes: 1.02, 2.01, 3.03, 5.01, 5.02, 5.03, 3.01, 8.01, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

AssetMark completes $2.7B go-private acquisition by GTCR; stock delisted, new leadership appointed
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- Merger closed Sept 5, 2024; shareholders received $35.25 per share in cash.
- Company common stock delisted from NYSE; deregistration to follow.
- Lou Maiuri appointed Chairman and Group CEO; Michael Kim continues as President and CEO.
- Board reconstituted: Maiuri, Zyla, Lomio join; eight prior directors departed.
- Acquisition valued at ~$2.7 billion; GTCR now owns 100% of AssetMark.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/0001591587-24-000062-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1591587/000159158724000062/amk-20240905.htm
  HTML page:      https://secwatch.observer/filing/0001591587-24-000062

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer