Exclusive Financial Advisor to Amplify ETFs

Oppenheimer & Co. Inc. June 27, 2023
Oppenheimer & Co. Inc. acted as Exclusive Financial Advisor to Amplify ETFs on its acquisition of ETF Managers Group (“ETFMG”)

Amplify and ETFMG announced a definitive agreement under which Amplify ETFs will acquire ETFMG’s exchange-traded funds (ETFs) lineup. Amplify will nearly double its product suite and AUM through the acquisition of many first-to-market, innovative and transformational strategies that complement its current suite of income, thematic and core ETF offerings.

Amplify ETFs, sponsored by Amplify Investments, manages over $4.2 billion in assets across a suite of 15 ETF products (as of 5/31/2023). Amplify believes the ETF structure empowers investors through efficiency, transparency and flexibility. Amplify ETFs delivers expanded investment opportunities for investors seeking growth, income and risk-managed strategies.

amplify deal

Founded in 2012, ETFMG is an ETF sponsor and services provider with a vision of developing innovative thematic ETFs that provide investors unique exposure to new markets. Today, the ETFMG fund lineup has over $3.6 billion in assets that provide access to a diverse collection of global themes and is comprised of 80% first-to-market products. ETFMG turns portfolio management strategies into successful ETFs by partnering with market segment experts to bring long-term growth opportunities to investors.

Amplify will have over $7.5 billion in combined assets after the completion of the acquisition, which is expected to close later this year.

Read the press release here.

Financial Institutions Investment Banking

Gilbert Dychiao     
Head of Financial Institutions Group, Managing Director

Stefan Kuhar
Associate

Dan Whelan
Associate

DISCLOSURES

This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

This notice may contain statistical data cited from third-party sources believed to be reliable, but Oppenheimer & Co. Inc. does not represent that any such third-party statistical information is accurate or complete, and it should not be relied upon as such. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.

2023 Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC 5771592.1