Abacus Global completes $52.9M minority investment in Manning & Napier, forms strategic alliance

Abacus Global Management, Inc.

Minority equity investment of ~$53M from Abacus in Manning & Napier; includes Strategic Alliance Agreement.
Partnership to combine Abacus's LifeARC longevity data platform with Manning & Napier's 55 years of wealth planning expertise.
Bi-directional referral framework: Abacus's 10,000 monthly leads may refer to Manning & Napier's advisory platform.
Manning & Napier to offer Abacus Asset Group investment products (ETFs, longevity funds) to its clients.
Dynasty Financial Partners advised Abacus; Berkshire Global Advisors advised Manning & Napier.

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