Lincoln Financial Teams Up With Bain Capital for New Fund Launch

Funding | Mar 19, 2025 | Bain Capital Credit LP

Lincoln Financial Teams Up With Bain Capital for New Fund Launch

Lincoln Financial, a major life insurer, is entering the private markets space by collaborating with Bain Capital and Partners Group to create two new funds targeted at individual investors. The initiative highlights a growing trend among financial institutions to offer private market investment opportunities to retail investors. This strategic move involves leveraging Lincoln Financial's extensive financial-adviser network to facilitate these offerings and potentially give the insurer a competitive edge in the burgeoning private investment landscape.

Sectors

  • Financial Services
  • Private Equity
  • Insurance

Geography

  • United States – Lincoln Financial and Bain Capital are both based in the United States, suggesting that the initiative targets this geographic market.

Industry

  • Financial Services – The article discusses Lincoln Financial, an insurance company, and its new financial offerings, indicating their involvement in financial services.
  • Private Equity – Bain Capital's involvement in launching new funds points to the private equity industry's role in expanding investment opportunities.
  • Insurance – Lincoln Financial, as an insurer venturing into private market investments, highlights the insurance sector's engagement in financial product innovation.

Financials

    Participants

    NameRoleTypeDescription
    Lincoln FinancialTarget CompanyCompanyA life insurer teaming up with investment firms to launch new private market funds.
    Bain Capital Credit LPPartner / Investment FirmCompanyA private equity firm collaborating with Lincoln Financial to offer new funds.
    Partners GroupPartner / Investment FirmCompanyAn investment firm participating alongside Bain Capital in the fund offerings.