The company said it entered into a definitive agreement on January 15, 2026 to acquire all of the outstanding shares of Clark Capital Management Group, Inc.

8-KOther EventsFiled Jan 15, 2026Period of report Jan 15, 2026Summary published (UTC) Oct 3, 2026

Key points

AI summary

The company said it entered into a definitive agreement on January 15, 2026 to acquire all of the outstanding shares of Clark Capital Management Group, Inc.
Raymond James said it expects the acquisition to close by the Q3 2026. Closing is subject to customary conditions, including regulatory approvals.
The company said Clark Capital was founded in 1986 by Harry Clark and managed over $46 billion in discretionary and non-discretionary assets as of December 31, 2025.
Raymond James said that after the deal closes, Clark Capital will keep its brand and become an independent boutique investment manager within Raymond James Investment Management. It added that Clark Capital will retain its existing leadership team, investment capabilities and service model.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Clark Capital Management Group Acquisition Agreement

The company said it entered into a definitive agreement on January 15, 2026 to acquire all of the outstanding shares of Clark Capital Management Group, Inc.

Source · Based on the filing body and exhibits

Closing Timing and Conditions

Raymond James said it expects the acquisition to close by the Q3 2026. Closing is subject to customary conditions, including regulatory approvals.

Source · Based on the filing body and exhibits

Clark Capital's Size and Business

The company said Clark Capital was founded in 1986 by Harry Clark and managed over $46 billion in discretionary and non-discretionary assets as of December 31, 2025.

Source · Based on the filing body and exhibits

Post-Acquisition Operating Structure

Raymond James said that after the deal closes, Clark Capital will keep its brand and become an independent boutique investment manager within Raymond James Investment Management. It added that Clark Capital will retain its existing leadership team, investment capabilities and service model.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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