---
schema_version: "secwatch.filing_event.v1"
accession: "0001814287-24-000045"
form_type: "8-K"
ticker: "ABX"
cik: "0001814287"
company_name: "Abacus Global Management, Inc."
filed_at: "2024-07-18T23:59:59+00:00"
generated_at: "2026-05-31T19:47:40.177741+00:00"
event_type: "m_and_a"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Abacus Life acquires Carlisle Management for ~$200M, adding up to $2B AUM

## Summary
- Purchase price ~$200M: 62.3% in Abacus common stock at $13.05/sh (9.3M shares) and 37.7% in 9.875% senior notes.
- Carlisle is a Luxembourg-based life settlement manager with ~$2.0B AUM; CSSF regulatory non-objection required.
- Stock lockup: 50% until July 3, 2025; remaining 50% until Jan 3, 2026; standstill for 12 months post-close.
- Expected close by April 18, 2025, extendable 90 days for regulatory approvals; escrow of 10% of purchase price for 18 months.
- Deal accelerates ABL Wealth division expansion; Carlisle CEO Jose Garcia and team will join Abacus.

## SEC filing metadata
- accession: 0001814287-24-000045
- form_type: 8-K
- ticker: ABX
- cik: 0001814287
- company_name: Abacus Global Management, Inc.
- filed_at: 2024-07-18T23:59:59+00:00
- event_type: m_and_a
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 1.01, 3.02, 7.01, 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/1814287/000181428724000045/0001814287-24-000045-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/1814287/000181428724000045/abl-20240718.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001814287-24-000045
- JSON: https://secwatch.observer/filing/0001814287-24-000045.json
- Plain text: https://secwatch.observer/filing/0001814287-24-000045.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.