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Lincoln International, Inc. (LCLN) reported insider equity transactions by Chief Operating Officer Mary Rose Weber on 2026-08-24. Weber exercised fully vested stock options, giving up option rights over 65,000 and 16,250 options at exercise prices of $7.38 and $6.83 per share, respectively, and acquired corresponding Common Units of Lincoln International, LP on a 1-to-1 basis for underlying Class A Common Stock. In connection with the exercise, 34,546 Common Units were delivered or withheld for payment of the exercise price or tax liability at a reference price of $23.42 per unit. Weber also acquired 46,704 shares of Class B Common Stock, and her direct Class B Common Stock holdings increased to 386,330 shares. Footnotes state the Common Units are redeemable at the holder’s option on a 1-to-1 basis for Class A Common Stock with a corresponding forfeiture of Class B Common Stock, and that the stock options exercised were fully vested and exercisable.
Lincoln International, Inc. reported that its Chief Financial Officer, Theodore J. Heidloff, exercised a fully vested stock option for 8,450 Common Units of Lincoln International, LP at an exercise price of $6.83 per unit on August 14, 2026. This exercise generated a corresponding issuance of 8,450 Class B Common Stock and 8,450 Common Units, which together are redeemable into Class A Common Stock on a 1-to-1 basis, with an equal number of Class B shares forfeited upon redemption. Following these transactions, Heidloff directly holds 315,576 Common Units and 315,576 shares of Class B Common Stock.
Lincoln International, Inc. received a Schedule 13D from senior executives and an affiliated trust detailing substantial ownership of its Class A Common Stock. Based on 36,288,399 shares outstanding as of August 13, 2026, the filing reports significant individual stakes, largely through redeemable Common Units of Lincoln International, LP on a one-to-one basis into Class A shares.
Lawrence James Lawson III beneficially owns 16,270,715 shares (31.2%), including 153,711 shares acquired on August 12, 2026. Robert Todd Brown holds 8,450,000 shares (19.2%), Eric Dennis Malchow 4,972,500 shares (12.1%), and Robert Bruce Barr 10,845,278 shares (23.3%), including 975,000 shares held via the Robert B. Barr 2025 GRAT, which separately reports 2.6%.
These parties are deemed a group under a Voting Agreement dated May 19, 2026, under which they agree to vote all controlled shares in favor of board-nominated directors. They state they may buy or sell additional securities and may consider potential extraordinary corporate transactions, but they currently report no specific plans beyond the broad possibilities described.
Lawson Lawrence James III reported acquisition or exercise transactions in this Form 4 filing.
Lincoln International, Inc. director and 10% owner Lawson Lawrence James III received a grant of 153,711 shares of Class A Common Stock on August 12, 2026. The shares were issued pursuant to an obligation under Lincoln International, LP's Third Amended and Restated Limited Partnership Agreement, bringing his direct holdings to 486,511 shares.
Lincoln International, Inc. reported an unregistered equity issuance connected to its recent initial public offering of Class A common stock. Under partnership agreements for Lincoln International, LP, the company was required to deliver stock to certain current and former partners whose partnership units had been repurchased in connection with death, retirement, permanent disability, or specified termination events before the IPO.
On August 12, 2026, the company issued 1,433,927 shares of Class A common stock (the “Liquidity Event Shares”) to these Liquidity Event Partners, satisfying its obligation to make the “Liquidity Event Issuance.” The shares were issued in a private transaction relying on the Section 4(a)(2) exemption from Securities Act registration on the basis that the transaction did not involve a public offering.
Lincoln International, Inc. reported sharply higher revenue but a swing to loss for the three and six months ended June 30, 2026, in its first 10-Q as a public company following its May 21 IPO. Revenues rose to $225.7 million in the quarter and $383.5 million year-to-date, up 51% and 36% from 2025, driven by increased M&A activity, demand for private market valuations, and the MarshBerry acquisition.
Total operating expenses more than doubled, with compensation and benefits of $241.9 million and non‑compensation expenses of $151.5 million for the first half, including a $28.7 million non‑recurring charge for Liquidity Event Shares and higher IPO‑related costs. The company posted a consolidated net loss of $22.9 million for Q2 and $21.0 million year‑to‑date, though net income attributable to Lincoln International, Inc. was $455 thousand, or $0.01 per basic and diluted Class A share. Cash and cash equivalents declined to $250.6 million as IPO proceeds funded partner redemptions and partial repayment of term debt, leaving $101.9 million of long‑term debt and an $84.8 million Tax Receivable Agreement liability on the balance sheet.
FMR LLC reported beneficial ownership of 3,470,108 shares of Lincoln International Inc. Class A common stock as of June 30, 2026. This represents 10.0% of the Class A common stock. FMR LLC holds sole dispositive power over all 3,470,108 shares and sole voting power over 3,452,008 shares, with no shared voting or dispositive power reported.
Abigail P. Johnson is reported as having sole dispositive power over the same 3,470,108 shares, but no sole or shared voting power. One or more other persons have rights to receive dividends or sale proceeds from these shares, but no such person holds more than 5% of the total outstanding Class A common stock.
Lincoln International, Inc. reported record second-quarter 2026 revenues of $225.7 million, up 51% year-over-year, and first-half revenues of $383.5 million, up 36%. Growth was broad-based, with Investment Banking Advisory revenue rising 56% to $177.7 million and Valuations and Opinions revenue rising 35% to $47.9 million, helped by higher M&A activity, stronger demand for private market valuations and the MarshBerry acquisition.
GAAP net income attributable to Lincoln International was $0.5 million, or $0.01 diluted EPS, while adjusted net income was $28.7 million, or adjusted diluted EPS of $0.26, as IPO- and acquisition-related costs weighed on GAAP results. Adjusted operating income increased 73% and the adjusted operating margin improved to 20.3%. As of June 30, 2026, the company held cash and cash equivalents of $250.6 million and long-term debt of $101.9 million, for net cash of $148.7 million, after using IPO proceeds to repay approximately $195.8 million of debt incurred primarily for the MarshBerry acquisition. The board declared a quarterly dividend of $0.07 per share of Class A common stock, payable September 15, 2026.
Lincoln International, Inc. director and 10% owner Lawson Lawrence III reported equity restructurings around the company’s initial public offering. On May 19, 2026, he was granted 21,117,200 shares of Class C Common Stock, 21,117,200 Common Units, and 332,800 shares of Class A Common Stock in a reorganization.
On May 21, 2026, he disposed of 5,332,996 Class C shares and 5,332,996 Common Units back to the issuer. Footnotes explain the Class A, Class C, and Common Units structure, including 1‑for‑1 Common Unit redemptions into Class A with corresponding Class C forfeitures.
Lincoln International, Inc. reported that CEO Robert Todd Brown acquired equity awards rather than trading shares in the market. In a reorganization tied to the company’s initial public offering, he received Class A Common Stock, Common Units and a corresponding number of Class C Common Stock.
On May 21, 2026, Brown was granted 350,000 restricted stock units, each representing one share of Class A Common Stock, vesting in two substantially equal installments on the third and fourth anniversaries of that date. Following this grant, he directly holds 1,007,800 shares of Class A Common Stock.
On May 19, 2026, he also received 7,792,200 Common Units that can be redeemed 1-to-1 for Class A Common Stock, with an equal number of Class C shares forfeited upon redemption, plus 657,800 Class A and 7,792,200 Class C shares. Additional stock option awards cover 16,250 Common Units each at an exercise price of $9.09, with expirations between 2027 and 2030, and 325,000 Common Units at $7.38 expiring in 2027.