Decades of experience providing investment banking services tailored to our clients’ needs
MHB was founded over 10 years ago to help executives and owners of asset and wealth management firms navigate a variety of important strategic initiatives.
Whether it’s helping our clients sell a stake in their firm, raise growth capital, acquire a new capability, execute a management buyout, or implement a succession plan, we provide steady guidance and practical advice every step of the way.
Our advice is grounded in extensive experience, but our success lies in careful listening. Every engagement we take on is tailored to the needs of our client. We take the time to understand our clients’ goals, objectives, sensitivities and timeframes. We then work collaboratively with them to develop and implement effective strategies that lead to optimal outcomes for all relevant stakeholders.
We’ve built our reputation as trusted advisors one client at a time, over a long period of time. While MHB is a decade old, the three of us have enjoyed working with one another for the better part of the last 20 years, first at Putnam Lovell and now MHB. Along the way we’ve been privileged to represent a variety of dynamic independent managers as well as some of the largest and most well-respected financial services firms in the world.
Like many of our clients, we’re entrepreneurs who work hard every day on behalf of the clients we serve. Our success is completely aligned with our clients’ success. We love what we do and we’re passionate about helping clients solve important problems and achieve exceptional results.
MHB Advisers is an investment banking advisory firm focused exclusively on the global asset and wealth management industries
Our three partners have over 75 years of combined financial services experience and more than 50 years of experience executing sell-side and buy-side M&A engagements, strategic consulting mandates and valuation assignments for clients around the world.
Our exclusive focus is on the asset and wealth management industries where we have served as trusted advisors to a broad array of traditional, alternative and private wealth managers covering nearly every asset class and investment style.
We have cultivated deep networks of industry executives and influencers around the world, providing superior market intelligence and access for our clients. We have successfully completed engagements with buyers and sellers in the U.S., Canada, Australia, Hong Kong, India, Singapore and Europe.
We are committed to providing unbiased advice and we have no other business lines that potentially create conflicts. Our engagements are highly customized such that our success is completely aligned with successful outcomes for our clients.
We provide a variety of services focused on ownership transitions, from initial preparation through to transaction execution
Our partners have served as trusted advisors to a wide variety of investment firms since the mid-1990’s, from independent specialists to diversified global institutions
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All three of our experienced partners are actively involved in each client engagement, delivering sound guidance, advice and analysis at every step along the way
We have advised on approximately 50 M&A transactions and numerous strategic advisory engagements, helping our clients transact more than $250 billion of assets under management
Sold to
We provided a Fairness Opinion to the board of directors of True Capital Management in connection with the sale of the firm to Cresset
Merged with
We represented Beekman Wealth Advisory, a leading provider of custom investment advisory services for select ultra high net worth families with approximately $600 million of AUM, on its sale to Prime Quadrant, a Canadian wealth manager and partner firm of Focus Financial Partners overseeing more than CAD$21bn of client assets.
Optimal outcome for Beekman with numerous strategic benefits for both firms:
sold a strategic minority interest to
We represented Koda Capital, a leading independent Australian wealth management firm advising high net worth and
not-for-profit clients with more than A$10bn of AUM, on the sale of a strategic minority interest to Emigrant Partners,
a Connecticut-based investment firm focused on the wealth and asset management industry with 17 partner firms managing approximately $90b of aggregate AUM
The investment provides several strategic benefits to Koda Capital:
acquired
We represented True Capital Management, a specialized wealth and business management firm focused on professional athletes with more than $2bn of AUM, on the acquisition of FS Wealth Sports and Entertainment, a Nashville-based wealth manager serving athletes, entertainers and other high net worth clients with approximately $200m of AUM
The transaction provides a number of strategic benefits to True Capital:
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