# EDGAR Filing Document

**Accession Number:** 0001814287
**File Stem:** 0001628280-26-017274
**Filing Date:** 2026-3
**Character Count:** 34800
**Document Hash:** 565a6d60dbcd821f6d2ea62a4bac925e
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001628280-26-017274.hdr.sgml**: 20260312

**ACCESSION NUMBER**: 0001628280-26-017274

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 23

**CONFORMED PERIOD OF REPORT**: 20260312

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Regulation FD Disclosure

**ITEM INFORMATION**: Financial Statements and Exhibits

**FILED AS OF DATE**: 20260312

**DATE AS OF CHANGE**: 20260312

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Abacus Global Management, Inc.
- **CENTRAL INDEX KEY:** 0001814287
- **STANDARD INDUSTRIAL CLASSIFICATION:** INVESTMENT ADVICE [6282]
- **ORGANIZATION NAME:** 02 Finance
- **EIN:** 851210472
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-39403
- **FILM NUMBER:** 26748116

**BUSINESS ADDRESS:**
- **STREET 1:** 2101 PARK CENTER DRIVE, SUITE 200
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32835
- **BUSINESS PHONE:** (800) 561-4148

**MAIL ADDRESS:**
- **STREET 1:** 2101 PARK CENTER DRIVE, SUITE 200
- **CITY:** ORLANDO
- **STATE:** FL
- **ZIP:** 32835

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Abacus Life, Inc.
- **DATE OF NAME CHANGE:** 20230705

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** East Resources Acquisition Co
- **DATE OF NAME CHANGE:** 20200605

?xml version='1.0' encoding='ASCII'? abl-20260312

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

__________________

**FORM 8-K**

__________________

**CURRENT REPORT**

**Pursuant to Section 13 or Section 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): March 12, 2026**

__________________

**Abacus Global Management, Inc.**

(Exact name of registrant as specified in its charter)

---

| | | |
|:---|:---|:---|
| **Delaware**<br>(State or other jurisdiction of incorporation<br>or organization) | **001-39403**<br>(Commission <br>File Number) | **85-1210472**<br>(I.R.S. Employer <br>Identification Number) |

---

**2101 Park Center Drive, Suite 200**

**Orlando, Florida 32835**

**(800) 561-4148**

(Address, including zip code, and telephone number, including area code, of registrant's principal executive offices)

__________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation to the registrant under any of the following provisions:

□ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

□ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

□ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

□ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

---

| | | |
|:---|:---|:---|
| Securities registered pursuant to Section 12(b) of the Act: | Securities registered pursuant to Section 12(b) of the Act: | Securities registered pursuant to Section 12(b) of the Act: |
| **Title of each class** | **Trading Symbols** | **Name of each exchange on which registered** |
| **Common stock, par value $0.0001 per share** | **ABX** | **New York Stock Exchange** |
| **9.875% Fixed Rate Senior Notes due 2028** | **ABXL** | **New York Stock Exchange** |

---

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 or Rule 12b-2 of the Securities Exchange Act of 1934.

Emerging growth company&nbsp;&nbsp;&nbsp;&nbsp;□

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.&nbsp;&nbsp;&nbsp;&nbsp;□

**Item 2.02. Results of Operations and Financial Condition**

On March 12, 2026, Abacus Global Management, Inc. ("Abacus" or "Company") announced the results of its operations and its financial condition for the annual period ended December 31, 2025. A copy of the press release is being furnished as Exhibit 99.1 to this Current Report and is incorporated herein by reference.

The information in this Item 2.02, including Exhibit 99.1, is being furnished and shall not be deemed "filed" with the U.S. Securities and Exchange Commission or otherwise incorporated by reference into any registration statement or other document filed pursuant to the Securities Act of 1933, as amended, or the Securities Exchange Act of 1934, as amended.

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**Item 7.01 Regulation FD Disclosure**

On March 12, 2026, the Company intends to post a new investor presentation to the Investor Relations – Presentations section of the Company's website, https://ir.abacusgm.com/. The Company's investor presentation is expected to contain information that may be deemed material to investors. The Company uses its website to disseminate updates to its investor presentation and does not intend to file or furnish a Current Report on Form 8-K to alert investors each time the presentation is updated. The Company routinely posts important information, including news releases, announcements and other statements about its business and results of operations, that may be deemed material to investors on the Investor Relations section of the Company's website, https://ir.abacusgm.com/.

The Company uses its website as a means of disclosing material, nonpublic information and for complying with the Company's disclosure obligations under Regulation FD. Investors should monitor the Investor Relations section of the Company's website in addition to following the Company's press releases, filings with the SEC, public conference calls and webcasts.

In addition, on March 12, 2026, the Company announced a $52.9 million acquisition of a minority position in Manning & Napier, a wealth advisory firm, to further its strategic goals. A copy of the press release issued concerning the acquisition is being furnished as Exhibit 99.2 to this Current Report and is incorporated herein by reference.

Pursuant to the rules and regulations of the SEC, the information in this Item 7.01 disclosure is deemed to have been furnished and shall not be deemed to be "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subject to the liabilities of that section. Such information shall not be incorporated by reference into any filing of the Company, whether made before or after the date hereof, regardless of any general incorporation language in such filing.

**Item 9.01 Financial Statement and Exhibits**

(d) Exhibits.

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| | |
|:---|:---|
| **Exhibit Number** | **Exhibit Description** |
| 99.1 | <u>[Press Release dated March 12, 2026 announcing financial results for the year ended December 31, 2025.](ex_991xabx-earningsrelease.htm)</u> |
| 99.2 | <u>[Press Release dated March 12, 2026 announcing investment in Manning & Napier.](ex_992xabxxmanningxnapierx.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

---

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this Report to be signed on its behalf by the undersigned hereunto duly authorized.

---

| | | |
|:---|:---|:---|
| | **Abacus Global Management, Inc.** | **Abacus Global Management, Inc.** |
| | (Registrant) | (Registrant) |
| Date: March 12, 2026 | By: | /s/ Jay Jackson |
|  | Name: | Jay Jackson |
|  | Title: | Chief Executive Officer |

---

## Exhibit 99.1

**ABACUS GLOBAL MANAGEMENT REPORTS FOURTH QUARTER AND FULL YEAR 2025 RESULTS**

***~ Company Delivers Another Record Quarter, Beating Average Consensus by 20% ~***

***~ Marks 11 Consecutive Quarters of Strong Earnings Growth ~***

***~ Fourth Quarter and Full Year 2025 Revenue Up Over 100% Year-Over-Year ~***

***~ Full Year 2025 GAAP Net Income of $36.5 Million; Adjusted Net Income of $85.7 Million ~***

***~ Initiates Full Year 2026 Outlook for Adjusted Net Income to Between $96 and $104 Million ~***

***~ Outlines Long-Term Strategic Growth Targets ~***

**ORLANDO, Fla. – March 12, 2026 –** Abacus Global Management, Inc. ("Abacus" or the "Company") (NYSE: ABX), a leader in the alternative asset management industry, today reported results for the fourth quarter and full year ended December 31, 2025.

Jay Jackson, Chief Executive Officer of Abacus commented, "We closed the year by delivering another strong quarter, achieving eleven consecutive quarters beating consensus. Quarter after quarter, we hit our guidance, exceeded expectations, expanded margins, and grew our asset base to approximately $3.6 billion—all while executing disciplined capital allocation with ROE and ROIC above 20%. Real results consistently delivered, not aspirations. This track record should give shareholders confidence as we lay out our 5-year path to becoming a mid-cap company operating at approximately $450 million in Adjusted EBITDA at scale, with recurring revenue representing 70% of our total revenue mix."

**Fourth Quarter 2025 Highlights** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Total revenue for the fourth quarter grew 116% to $71.9 million, compared to $33.2 million in the prior-year period. The increase was driven by a $32.9 million increase in Life Solutions revenue, a $5.6 million increase in Asset Management revenue, and a $235 thousand increase in Technology Services revenue.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Origination capital deployment continued to expand, increasing by 82% for the quarter to $230.7 million, compared to $126.5 million in the prior-year period.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• GAAP net income attributable to shareholders was $7.2 million, compared to GAAP net loss of $18.3 million in the prior-year period. The increase was primarily driven by an increase in Life Solutions and Asset Management revenue and a decrease in operating expenses, partially offset by an increase in interest expenses and depreciation and amortization expenses.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Adjusted net income (a non-GAAP financial measure) increased 71% year-over-year to $23.0 million compared to $13.4 million in the prior year period. Adjusted diluted earnings per share for the fourth quarter of 2025 was $0.23, compared to $0.16 in the prior-year period.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Adjusted EBITDA (a non-GAAP financial measure) for the fourth quarter of 2025 increased 132% to $38.6 million, compared to $16.6 million in the prior-year period. Adjusted EBITDA margin (a non-GAAP financial measure) for the fourth quarter of 2025 was 54%, compared to 50.0% in the prior-year period.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Annualized return on invested capital (ROIC) (a non-GAAP financial measure) for the fourth quarter of 2025 was 21%, compared to 11% in the prior year period.

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&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Annualized Return on equity (ROE) (a non-GAAP financial measure) for the fourth quarter of 2025 was 22%, compared to 13% in the prior year period.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Annualized Turnover Ratio (a non-GAAP financial measure) for the fourth quarter of 2025 was 2.6x, driven by meaningful capital inflows into our longevity-based funds and execution of our first securitization, exceeding the long-term target of 1.5x to 2.0x. This compares to the 2.0x Turnover Ratio reported in the third quarter of 2025.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Average Realized Gain (a non-GAAP financial measure) for the fourth quarter of 2025 was 27%. This compares to 37% in the third quarter of 2025.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Completed a strategic acquisition of AccuQuote that broadens Abacus' financial services capabilities and strengthens its ability to deliver integrated protection, wealth accumulation, and preservation solutions across the client lifecycle.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Enhanced shareholder returns through the approval of an inaugural annual cash dividend of $0.20 per share and authorization of a $20 million share repurchase program, reflecting confidence in Abacus' long-term business model, recurring earnings, and capital strength.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Completed the transfer of its Class A common stock listing to the New York Stock Exchange ("NYSE"), with shares now trading under the ticker symbol "ABX," enhancing Abacus' visibility among institutional investors and supporting long-term shareholder value creation.

**Full Year 2025 Highlights** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Full year 2025 total revenues grew 110% to $235.2 million, compared to $111.9 million in the prior year, primarily driven by a $30.2 million increase in Asset Management revenue, $92.4 million increase in Life Solutions revenue, as well as a $684 thousand increase in Technology Services revenue.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Originations capital deployment for the full year 2025 was $580.8 million, an increase of 53% from the prior year; number of policy originations grew 26% to 1,310, compared to 1,034 in the prior year.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• GAAP net income attributable to shareholders for the full year 2025 was $36.5 million, compared to net GAAP loss of $23.9 million in the prior year.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Adjusted net income (a non-GAAP financial measure) for the full year 2025 increased 84% to $85.7 million, compared to $46.5 million in the prior year. Adjusted diluted earnings per share for the full year 2025 was $0.86, compared to $0.66 in the prior-year period.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Adjusted EBITDA for the full year 2025 grew 115% to $132.6 million, compared to $61.6 million in the prior year. Adjusted EBITDA margin (a non-GAAP measure) for the full year 2025 was 56.0%, compared to 55.0% in the prior year.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Return on invested capital (ROIC) (a non-GAAP measure defined below) for the full year 2025 was 20%, compared to 15% for the full year 2024.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;• Return on equity (ROE) (a non-GAAP measure defined below) for the full year 2025 was 20%, compared to 17% for the full year 2024.

**Liquidity and Capital**

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As of December 31, 2025, the Company had cash and cash equivalents of $38.1 million, balance sheet policy assets of $469.8 million and total outstanding debt, net of deferred discount and debt financing costs, of $405.8 million.

**Outlook**

The Company is initiating its full year 2026 outlook for Adjusted net income to between $96 million and $104 million. The range implies growth of up to 22% compared to full year 2025 Adjusted net income of $85.7 million.

In addition, the Q4 & FY 2025 Earnings Presentation, accessible on the Financial Results section of the website, outlines the Company's long-term strategic growth targets.

For a definition of Adjusted net income, see "Non-GAAP Financial Information" below.

**Webcast and Conference Call**

A webcast and conference call to discuss the Company's results will be held today, March 12, 2026, beginning at 5:00 p.m. (Eastern Time). A live webcast of the conference call will be available on Abacus' investor relations website at ir.abacusgm.com. The dial-in number for the conference call is (844) 826-3033 (toll-free) or (412) 317-5185 (international). Please dial the number 10 minutes prior to the scheduled start time.

A webcast replay of the call will be available at ir.abacusgm.com for one year following the call.

**Non-GAAP Financial Information**

Adjusted Net Income, a non-GAAP financial measure, is defined as net income (loss) attributable to Abacus adjusted for non-controlling interest income, amortization, change in fair value of warrants and non-cash stock-based compensation and the related tax effect of those adjustments. Management believes that Adjusted Net Income is an appropriate measure of operating performance because it eliminates the impact of expenses that do not relate to business performance. A reconciliation of Adjusted Net Income to Net income attributable to Abacus, the most directly comparable GAAP measure, appears below.

The Company is unable to provide a comparable FY 2026 outlook for, or a reconciliation to net income because it cannot provide a meaningful or accurate calculation or estimation of certain reconciling items without unreasonable effort. Its inability to do so is due to the inherent difficulty in forecasting the timing of items that have not yet occurred and quantifying certain amounts that are necessary for such reconciliation, including variations in effective tax rate, expenses to be incurred for acquisition activities, and other one-time or exceptional items.

Adjusted EBITDA, a non-GAAP financial measure, is defined as net income (loss) attributable to Abacus adjusted for depreciation expense, amortization, interest expense, income tax and other non-cash and certain non-recurring items that in our judgement significantly impact the period-over-period assessment of performance and operating results that do not directly relate to business performance within Abacus' control. A reconciliation of Adjusted EBITDA to Net income attributable to Abacus Life, the most directly comparable GAAP measure, appears below.

Adjusted EBITDA margin, a non-GAAP financial measure, is defined as Adjusted EBITDA divided by Total revenues. A reconciliation of Adjusted EBITDA margin to Net income margin, the most directly comparable GAAP measure, appears below.

Annualized return on invested capital (ROIC), a non-GAAP financial measure, is defined as Adjusted net income for the quarter divided by the result of Total Assets less Intangible assets, net, Goodwill and Current Liabilities multiplied by four. ROIC is not a measure of financial performance under GAAP. We believe ROIC should be considered in addition to, not as a substitute for, operating income or loss, net income or loss, cash flows

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provided by or used in operating, investing and financing activities or other income statement or cash flow statement line items reported in accordance with GAAP.

Annualized return on equity (ROE), a non-GAAP financial measure, is defined as Adjusted net income divided by total shareholder equity multiplied by four. ROE is not a measure of financial performance under GAAP. We believe ROE should be considered in addition to, not as a substitute for, operating income or loss, net income or loss, cash flows provided by or used in operating, investing and financing activities or other income statement or cash flow statement line items reported in accordance with GAAP. The below table presents our calculation of ROE.

**Forward-Looking Statements**

All statements in this press release (and oral statements made regarding the subjects of this press release) other than historical facts are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors that could cause actual results to differ materially from such statements, many of which are outside the control of Abacus. Forward-looking information includes but is not limited to statements regarding: Abacus's financial and operational outlook; Abacus's operational and financial strategies, including planned growth initiatives and the benefits thereof, Abacus's ability to successfully effect those strategies, and the expected results therefrom. These forward-looking statements generally are identified by the words "believe," "project," "estimate," "expect," "intend," "anticipate," "goals," "prospects," "will," "would," "will continue," "will likely result," and similar expressions (including the negative versions of such words or expressions).

While Abacus believes that the assumptions concerning future events are reasonable, it cautions that there are inherent difficulties in predicting certain important factors that could impact the future performance or results of its business. The factors that could cause results to differ materially from those indicated by such forward-looking statements include, but are not limited to: the fact that Abacus's loss reserves are bases on estimates and may be inadequate to cover its actual losses; the failure to properly price Abacus's insurance policies; the geographic concentration of Abacus's business; the cyclical nature of Abacus's industry; the impact of regulation on Abacus's business; the effects of competition on Abacus's business; the failure of Abacus's relationships with independent agencies; the failure to meet Abacus's investment objectives; the inability to raise capital on favorable terms or at all; the effects of acts of terrorism; and the effectiveness of Abacus's control environment, including the identification of control deficiencies.

These forward-looking statements are also affected by the risk factors, forward-looking statements and challenges and uncertainties set forth in documents filed by Abacus with the U.S. Securities and Exchange Commission from time to time, including the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q and subsequent periodic reports. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Abacus cautions you not to place undue reliance on the forward-looking statements contained in this press release. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Abacus assumes no obligation and, except as required by law, does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Abacus does not give any assurance that it will achieve its expectations.

Risk disclosure: All securities investing and trading activities risk the loss of capital. Investors should carefully review the offering documents and consult with their own legal, tax, financial advisors regarding the suitability of investments.

**About Abacus**

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Abacus Global Management (NYSE: ABX) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide.

For more information, please visit www.abacusgm.com

**<u>Contacts</u>:**

**Investor Relations**

Robert F. Phillips – SVP Investor Relations and Corporate Affairs

rob@abacusgm.com

(321) 290-1198

David Jackson – Managing Director of Investor Relations

david@abacusgm.com

(321) 299-0716

**Abacus Global Management Public Relations**<br>press@abacusgm.com

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**ABACUS GLOBAL MANAGEMENT, INC. CONSOLIDATED BALANCE SHEET**

![image_0.jpg](image_0.jpg)

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**ABACUS GLOBAL MANAGEMENT, INC. UNAUDITED CONSOLIDATED STATEMENTS OF OPERATIONS AND COMPREHENSIVE INCOME (LOSS)** ![image_1.jpg](image_1.jpg)

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**ABACUS GLOBAL MANAGEMENT, INC. ADJUSTED NET INCOME** ![image_2.jpg](image_2.jpg)

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**ABACUS GLOBAL MANAGEMENT, INC. ADJUSTED EBITDA** ![image_3.jpg](image_3.jpg)

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**ABACUS GLOBAL MANAGEMENT, INC. RETURN ON INVESTED CAPITAL** ![image_4.jpg](image_4.jpg)![image_5.jpg](image_5.jpg)

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**ABACUS GLOBAL MANAGEMENT, INC. RETURN ON EQUITY** ![image_6.jpg](image_6.jpg)

![image_7.jpg](image_7.jpg)

## Exhibit 99.2

**ABACUS GLOBAL MANAGEMENT ANNOUNCES EXECUTION OF DEFINITIVE AGREEMENT TO ACQUIRE A STRATEGIC MINORITY INVESTMENT IN MANNING & NAPIER**

*~ Will Accelerate Abacus Wealth Advisors Platform, Unlock New Distribution Channels, and Support Joint Product Development ~*

*~ Will Gain Strategic Partnership with Manning & Napier's Wealth and Investment Management Platform Totaling* 

*$18 Billion in AUM~* 

*~ Investment Supported by Fee-Related Earnings ~*

**ORLANDO, Fla. – March 12, 2026 –** Abacus Global Management, Inc. ("Abacus" or the "Company") (NYSE: ABX), a leader in the alternative asset management industry, today announced that it has entered into a definitive agreement to acquire an approximately $53 million minority equity stake in Manning & Napier, Inc. ("Manning & Napier"), a diversified wealth and asset management firm with approximately $18 billion in total assets under management (the "equity investment").

In connection with the equity investment, the parties have agreed to enter into a Strategic Alliance Agreement (the "SAA") designed to create mutual growth across three core dimensions: product distribution, lead generation and referrals, and joint product development. The SAA is the primary value driver of the proposed transaction, which is expected to create a framework for strategic collaboration between the two platforms while preserving Manning & Napier's independent operations.

Jay Jackson, Chief Executive Officer of Abacus, commented, "This investment represents a defining moment in Abacus's evolution from a life solutions originator to a fully integrated, longevity-focused alternative asset management platform. Manning & Napier brings a proven wealth advisory platform with approximately 3,400 clients, $18 billion in total AUM, with more than 55 years of trusted investment management. Combined with our proprietary LifeARC data and actuarial capabilities, this partnership completes the Abacus flywheel—connecting our Life Solutions origination engine, our growing Asset Group, and now a dedicated wealth management channel. As part of this investment, we are building a longevity-focused wealth ecosystem that we believe will generate significant value for our customers and shareholders."

Paul Battaglia, President and CFO of Manning & Napier, commented, "We are excited to welcome Abacus as a minority equity partner of Manning & Napier. Abacus' strategic capital investment positions us to deliver meaningful benefits for our clients, advisor partners, and employees. This partnership further validates our strategic vision for Manning & Napier, with a continued focus on providing superior investment solutions and exceptional planning tools and technology to deliver on our commitments to clients."

**Transaction Highlights**

**Strategic Alliance Agreement.** Pursuant to the terms of the definitive agreement, in connection with the closing of the equity investment, the parties will enter into the SAA encompassing three pillars:

**Product Distribution Partnership:** Pursuant to the terms of the SAA, Manning & Napier will have the ability to offer Abacus Asset Group investment products—including ETFs, longevity funds, and asset-based finance strategies—to their clients and partners.

**Lead Generation & Referral Engine:** Abacus Life Solutions generates approximately 10,000 customer leads per month through its origination platform. Pursuant to the terms of the SAA, leads generated from individuals receiving settlement proceeds or those not suitable for Abacus's core products may be referred to Manning & Napier's wealth advisory platform. Conversely, Manning & Napier's client base offers a natural referral pool for the Abacus Life Solutions product suite.

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**Joint Product Development:** Pursuant to the terms of the SAA, the parties will agree to collaborate on the development of lifespan-based financial planning products tailored to Manning & Napier's client demographics, leveraging Abacus's proprietary longevity data and actuarial capabilities ("LifeARC") with Manning & Napier's wealth planning expertise and infrastructure.

The equity investment is expected to close in Q2 2026 subject to customary closing conditions, including regulatory approvals.

Dynasty Financial Partners has acted as an exclusive financial advisor, and Latham & Watkins LLP has acted as legal advisor to Abacus.

Berkshire Global Advisors acted as the exclusive financial advisor, and Morgan, Lewis & Bockius LLP acted as legal advisor to Manning & Napier.

**About Manning & Napier**

Manning & Napier is a wealth and asset management firm that provides a broad range of financial solutions and complementary consultative services. Founded in 1970, the firm serves a diversified client base of high-net-worth individuals and institutions, including Taft-Hartley plans, endowments, and foundations. Manning & Napier is headquartered in Fairport, New York with offices in Dublin, Ohio, Saint Petersburg, Florida, and Seattle, Washington.

**About Abacus**

Abacus Global Management (NYSE: ABX) is a leading financial services company specializing in alternative asset management, data-driven wealth solutions, technology innovations, and institutional services. With a focus on longevity-based assets and personalized financial planning, Abacus leverages proprietary data analytics and decades of industry expertise to deliver innovative solutions that optimize financial outcomes for individuals and institutions worldwide.

For more information, please visit www.abacusgm.com.

**Forward-Looking Statements**

All statements in this press release (and oral statements made regarding the subjects of this press release) other than historical facts are forward-looking statements within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These forward-looking statements rely on a number of assumptions concerning future events and are subject to a number of uncertainties and factors that could cause actual results to differ materially from such statements, many of which are outside the control of Abacus. Forward-looking information includes but is not limited to statements regarding: Abacus's financial and operational outlook; Abacus's operational and financial strategies, including planned growth initiatives and the benefits thereof, Abacus's ability to successfully effect those strategies, and the expected results therefrom. These forward-looking statements generally are identified by the words "believe," "project," "estimate," "expect," "intend," "anticipate," "goals," "prospects," "will," "would," "will continue," "will likely result," and similar expressions (including the negative versions of such words or expressions).

While Abacus believes that the assumptions concerning future events are reasonable, it cautions that there are inherent difficulties in predicting certain important factors that could impact the future performance or results of its business. The factors that could cause results to differ materially from those indicated by such forward-looking statements include, but are not limited to: the fact that Abacus's loss reserves are based on estimates and may be inadequate to cover its actual losses; the failure to properly price Abacus's insurance policies; the geographic concentration of Abacus's business; the cyclical nature of Abacus's industry; the impact of regulation on Abacus's business; the effects of competition on Abacus's business; the failure of Abacus's relationships with independent agencies; the failure to meet

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Abacus's investment objectives; the inability to raise capital on favorable terms or at all; the effects of acts of terrorism; and the effectiveness of Abacus's control environment, including the identification of control deficiencies; the fact that the equity investment is subject to regulatory conditions and certain customary closing conditions that may impact the possibility that the equity investment does not close when expected or at all; the fact that the Strategic Alliance Agreement is subject to further negotiation and finalization prior to the closing of the equity investment and may not be entered into on the terms described herein or at all; and the risk that Abacus may not achieve the expected benefits of the equity investment.

These forward-looking statements are also affected by the risk factors, forward-looking statements and challenges and uncertainties set forth in documents filed by Abacus with the U.S. Securities and Exchange Commission from time to time, including the Annual Report on Form 10-K and Quarterly Reports on Form 10-Q and subsequent periodic reports. These filings identify and address other important risks and uncertainties that could cause actual events and results to differ materially from those contained in the forward-looking statements. Abacus cautions you not to place undue reliance on the forward-looking statements contained in this press release. Forward-looking statements speak only as of the date they are made. Readers are cautioned not to put undue reliance on forward-looking statements, and Abacus assumes no obligation and, except as required by law, does not intend to update or revise these forward-looking statements, whether as a result of new information, future events, or otherwise. Abacus does not give any assurance that it will achieve its expectations.

Risk disclosure: All securities investing and trading activities risk the loss of capital. Investors should carefully review the offering documents and consult with their own legal, tax, financial advisors regarding the suitability of investments.

**Contacts:**

**Investor Relations**

Robert F. Phillips – SVP Investor Relations and Corporate Affairs

rob@abacusgm.com

(321) 290-1198

David Jackson – Managing Director of Investor Relations

david@abacusgm.com

(321) 299-0716

**Abacus Global Management Public Relations**

press@abacusgm.com

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