On the Record · Lazard
Lazard acquisitions, on the record
The businesses Lazard bought and sold, as its annual reports describe them, with the cash it reported paying for acquisitions each year and every deal filing since 2016.
Deals its annual reports describe
| Business | Deal | When | Value |
|---|---|---|---|
wealth management businessWord for word“Inflows include approximately $3.9 billion related to a wealth management acquisition.” 10-K for 2023 | acquisition | — | — |
Edgewater management vehiclesWord for word“In 2009, we established a private equity business with The Edgewater Funds (“Edgewater”), a Chicago-based private equity firm, through the acquisition of Edgewater’s management vehicles.” 10-K for 2023 | acquisition | In 2009 | — |
business acquisitionWord for word“Acquisition of business, net of cash acquired ( 10,516 ) – – Other investing activities – ( 7,500 ) – Net cash used in investing activities ( 38,323 ) ( 56,438 ) ( 39,056 )” 10-K for 2023 | acquisition | — | 10,516 |
The Edgewater FundsWord for word“In 2009, we established a private equity business with The Edgewater Funds (“Edgewater”), a Chicago-based private equity firm, through the acquisition of Edgewater’s management vehicles.” 10-K for 2024 | acquisition | 2009 | — |
wealth management acquisition (unnamed)Word for word“Inflows include approximately $3.9 billion related to a wealth management acquisition.” 10-K for 2024 | acquisition | — | — |
| Fiscal year ended | Cash paid for acquisitions (net of cash acquired) | Goodwill from acquisitions |
|---|---|---|
| 2021-12-31 | $0 | $0 |
| 2022-12-31 | $0 | $0 |
| 2023-12-31 | $10.5 million | $16.7 million |
| 2024-12-31 | $0 | $0 |
| 2025-12-31 | $0 | $0 |
Deal filings since 2016
- 2026-05-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2025-08-01 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-12-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2024-03-12 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2023-06-06 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2020-07-23 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-03-11 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2019-02-05 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-09-19 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2018-09-13 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
- 2016-11-07 Form 8-K, Item 1.01: Entry into a Material Definitive Agreement
Read from Lazard’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-23. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.