Lincoln / Bain Capital / Partners Group

Lincoln Financial Group, Bain Capital, and Partners Group represent a notable collaboration in the alternative investment space, bringing together Lincoln Financial Group's insurance and distribution capabilities with two of the most respected private markets managers to create integrated investment solutions for the U.S. wealth management market. Lincoln Financial Group is a major insurance, annuities, and financial planning company with extensive distribution relationships with financial advisors across the country, providing a significant channel for bringing private markets strategies to individual investors seeking alternative exposure within retirement and savings vehicles.

Partners Group, a Swiss-based global private markets firm managing approximately $150 billion in assets, brings its institutional private equity, private credit, real estate, and infrastructure investment capabilities to partnerships designed to make these strategies accessible to individual investors through insurance and wealth management vehicles. Similarly, Bain Capital's extensive private markets platform provides investment capabilities that can be integrated into structures designed for wealth management distribution. These partnerships reflect the broader industry trend of alternative asset managers partnering with insurance companies and financial services distributors to broaden access to private market strategies.

The collaboration between Lincoln Financial Group and leading alternative managers like Bain Capital and Partners Group demonstrates the growing strategic importance of the insurance and wealth management distribution channel for alternative investment managers seeking to grow assets from individual investors. As defined contribution retirement plans and individual retirement accounts increasingly seek alternatives exposure, partnerships between established alternative managers and insurance or financial services companies with large distribution footprints provide a compelling pathway for democratizing access to institutional-quality private markets strategies. These platform partnerships are expected to proliferate as the alternative investment industry continues to expand its reach into the retail and wealth management marketplace.