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Midas Edge

Lincoln International, Inc.

For the period ended Jun 30, 2026. Filed Aug 10, 2026.

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A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.

Jun 30, 2026 · Filed Aug 10, 2026

LCLN$26.97+3.9%Stored close · as of Nov 9, 2026

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Contents

Item 6. Exhibits

ExhibitNo.Description
3.1Amended and Restated Certificate of Incorporation of Lincoln International, Inc. (incorporated by reference to Exhibit 3.1 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
3.2Amended and Restated Bylaws of Lincoln International, Inc. (incorporated by reference to Exhibit 3.2 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
4.1Stock Certificate evidencing the shares of Class A common stock (incorporated by reference to Exhibit 4.1 of the Company’s Registration Statement on Form S-1 (File No. 333-295322) with the SEC on May 14, 2026).
10.1Fourth Amended and Restated Limited Partnership Agreement of Lincoln International, LP, dated as of May 19, 2026 (incorporated by reference to Exhibit 10.1 to the Company's Current Report on Form 8-K filed with the SEC on May 26, 2026).
10.2Tax Receivable Agreement, dated as of May 19, 2026 (incorporated by reference to Exhibit 10.2 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
10.3Voting Agreement, dated May 19, 2026, by and among Lincoln International, Inc., Lawrence James Lawson III, Robert B. Barr, the Robert B. Barr 2025 GRAT, Robert T. Brown and Eric D. Malchow (incorporated by reference to Exhibit 10.3 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
10.4+Amendment No. 1 to Credit Agreement, dated as of April 13, 2026, by and among Monarch FinCo, LLC, as borrower, Antares Capital LP, as administrative agent and collateral agent, and the lenders party thereto.(incorporated by reference to Exhibit 10.9 to the Company’s Registration Statement on Form S-1 (File No. 333-295322) filed with the SEC on May 14, 2026).
10.5#Employment Agreement, dated May 21, 2026, by and among Lincoln International, Inc., Lincoln International LLC and Robert Brown (incorporated by reference to Exhibit 10.4 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
10.6#Employment Agreement, dated May 21, 2026, by and among Lincoln International, Inc., Lincoln International LLC and Eric Malchow (incorporated by reference to Exhibit 10.5 to the Company’s Current Report on Form 8-K filed with the SEC on May 26, 2026).
10.7#Offer Letter, dated May 11, 2026, by and between Lincoln International LLC and Robert Barr (incorporated by reference to Exhibit 10.14 to the Company’s Registration Statement on Form S-1 (File No. 333-295322) filed with the SEC on May 14, 2026).
10.8#Offer Letter, dated May 11, 2026, by and between Lincoln International LLC and Lawrence James Lawson III (incorporated by reference to Exhibit 10.15 to the Company’s Registration Statement on Form S-1 (File No. 333-295322) filed with the SEC on May 14, 2026).
10.9#Lincoln International, Inc. 2026 Incentive Award Plan (incorporated by reference to Exhibit 99.1 to the Company’s Registration Statement on Form S-8 (File No. 333-296112) filed with the SEC on May 21, 2026).
10.10#Form of Option Agreement under the 2026 Incentive Award Plan (incorporated by reference to Exhibit 99.2 of the Company’s Registration Statement on Form S-8 filed with the SEC on May 21, 2026).
10.11#Form of Restricted Stock Unit Agreement under the 2026 Incentive Award Plan (incorporated by reference to Exhibit 99.3 to the Company’s Registration Statement on Form S-8 (File No. 333-296112) filed with the SEC on May 21, 2026).
10.12#Lincoln International, LP Equity Plan (incorporated by reference to Exhibit 99.1 to the Company’s Registration on Form S-8 (File No. 333-297135) filed with the SEC on June 29, 2026).
10.13#Form of Lincoln International, LP Option Agreement Form (incorporated by reference to Exhibit 99.2 to the Company’s Registration on Form S-8 (File No. 333-297135) filed with the SEC on June 29, 2026).
10.14#Form of Lincoln International Partners Holdings, LLC Option Agreement (incorporated by reference to Exhibit 99.4 to the Company’s Registration on Form S-8 (File No. 333-296112) filed with the SEC on May 21, 2026).
10.15#Form of Lincoln International Partners Holdings II, LLC Option Agreement (incorporated by reference to Exhibit 99.5 to the Company’s Registration on Form S-8 (File No. 333-296112) filed with the SEC on May 21, 2026).
10.16#Form of Award Notice for Members of Lincoln International Partners Holdings, LLC and Lincoln International Partners Holdings II, LLC (incorporated by reference to Exhibit 99.6 to the Company’s Registration on Form S-8 (File No. 333-296112) filed with the SEC on May 21, 2026).
10.17#Non-Employee Director Compensation Program (incorporated by reference to Exhibit 10.4 to the Company’s Registration Statement on Form S-1 (File No. 333-295322), filed with the SEC on May 14, 2026).
10.18#Form of Indemnification Agreement (incorporated by reference to Exhibit 10.5 to the Company’s Registration Statement on Form S-1 (File No. 333-295322) filed with the SEC on May 14, 2026).
10.19Form of Lock-Up Agreement between Lincoln International, Inc. and certain stockholders (incorporated by reference to Exhibit 10.11 to the Company’s Registration statement on Form S-1 (File No. 333-295322) filed with the SEC on May 14, 2026).
31.1*Certification of Principal Executive Officer pursuant to Exchange Act Rules 13a-14(a) and 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
31.2*Certification of Principal Financial Officer pursuant to Exchange Act Rules 13a-14(a) and 15d-14(a), as adopted pursuant to Section 302 of the Sarbanes-Oxley Act of 2002.
32.1**Certification of Principal Executive Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
32.2**Certification of Principal Financial Officer pursuant to 18 U.S.C. Section 1350, as adopted pursuant to Section 906 of the Sarbanes-Oxley Act of 2002.
101*The following financial information from Lincoln International, Inc.'s Quarterly Report on Form 10-Q for the quarter ended June 30, 2026 formatted in Inline XBRL (Extensible Business Reporting Language) includes: (i) the Condensed Consolidated Balance Sheets, (ii) the Condensed Consolidated Statements of Comprehensive Income (Loss), (iii) the Condensed Consolidated Statements of Cash Flows, (iv) the Condensed Consolidated Statements of Changes in Equity, and (v) Notes to Condensed Consolidated Financial Statements.
104*Cover Page Interactive Data File (embedded within the inline XBRL document).
  • Filed herewith.

** Furnished herewith. The certifications attached as Exhibits 32.1 and 32.2 to this Quarterly Report are deemed furnished and not filed with the SEC and are not to be incorporated by reference into any filing of the Company under the Securities Act or the Exchange Act, whether made before or after the date of this Quarterly Report, irrespective of any general incorporation language contained in such filing.

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