Years of asset and wealth management investment banking experience
Years of financial services experience
Roger co-founded MHB Advisers in 2010 following a 20+-year career in international investment and commercial banking and investment management in a variety of M&A, lending and executive roles.
Coast Asset Management: COO of long-established alternative investment manager
Putnam Lovell: Managing Director, asset and wealth management investment banking
Union Bank and Standard Chartered Bank: International banking through roles in California, Hong Kong, the United Arab Emirates and the United Kingdom
University of Oxford: M.A. with Honors in Politics, Philosophy and Economics
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: