Over 75 years of diverse financial services experience.

The principals of MHB share a conviction that asset management executives and their organizations are inherently unique and that, as such, they can benefit from long-term trusted advisory relationships with a firm with professionals who have “walked in their moccasins.”

All of the principals have been successful in completing transactions over many years through their thorough understanding of broad industry dynamics, as well as the individual attributes and subtle nuances that characterize asset managers.

We are privileged to approach our clients as colleagues and to integrate ourselves into their decision making processes in order best to represent their interests. While minimizing the day to day distractions for stakeholders of a strategic advisory process, we feel it is critical to success that our clients are a “part of the team” and not just delegating to an outside firm. We believe that a better outcome is achieved when our clients are appropriately involved and invested in every step of the process.

MHB’s focus is on advisory work. We are committed to providing client-focused and conflict-free advice.