Our Transactions

We have been privileged to advise a wide variety of clients – from start-up managers to established independent firms to global financial institutions – on a diverse range of M&A engagements, helping our clients transact more than $250 billion of assets under management

sold an expiring minority revenue share interest to

Asset Management Finance

Transacted AUM:

$3.2 billion

was formed to execute a management-led buyout of Lend Lease Rosen Real Estate Securities from

Transacted AUM:

$3.1 billion

was formed to enter the fund of hedge fund business

Transacted AUM:

Undisclosed

Asset Management Inc.

sold to

Transacted AUM:

$1.2 billion

merged Asian fund management operations of AXA IM and NMFM

Transacted AUM:

$2.2 billion

acquired the Hong Kong investment management business of

Transacted AUM:

Undisclosed

acquired an equity interest in

Rosenberg Institutional Equity Management

Transacted AUM:

$6.0 billion

divested a mutual fund business to management

Transacted AUM:

$4.0 billion

Merged with

Transacted AUM:

$600 million

acquired

Transacted AUM:

Undisclosed

sold a majority equity interest to

Transacted AUM:

Undisclosed

acquired a minority equity interest held by outside shareholders

Transacted AUM:

$17.0 billion

sold a majority equity interest to

Transacted AUM:

$11.4 billion

sold a minority equity interest to

Transacted AUM:

$5.5 billion

completed an internal equity restructuring

Transacted AUM:

$4.0 billion

acquired the alternative investment management business of

Transacted AUM:

$2.2 billion

sold its bank loan and mutual fund business to

American General

Transacted AUM:

$1.4 billion

sold a majority equity interest to

Transacted AUM:

$8.1 billion

Evaluation Associates Capital Management

sold to

Transacted AUM:

$4.5 billion

sold a minority equity interest to

Transacted AUM:

$4.2 billion

sold its mutual fund business to

Transacted AUM:

$3.0 billion

sold a minority equity interest to

Transacted AUM:

$2.4 billion

GMG Seneca Capital Management

sold to

Transacted AUM:

$6.0 billion

HedgeWorks

sold to

Transacted AUM:

$10.6 billion

sold a strategic minority interest to

Transacted AUM:

A$10 billion

Klamath First Bancorp

acquired a portfolio of bank branches from

Transacted AUM:

Undisclosed

sold its mutual fund business to

Transacted AUM:

$2.1 billion

management of Montag & Caldwell acquired the firm from

Transacted AUM:

$14.0 billion

divested the County Investment Management business to

Transacted AUM:

$7.8 billion

divested its Asian money management business to

Transacted AUM:

$400 million

acquired the Asian money management business of

Transacted AUM:

Undisclosed

divested its retail mutual fund business to

Pilgrim America

Transacted AUM:

$1.4 billion

divested its fixed income business to

WestAM

Transacted AUM:

$9.0 billion

sold a minority equity interest to, and raised seed capital from affiliates of

Transacted AUM:

N/A

Pilgrim America

sold to

Transacted AUM:

$7.9 billion

acquired a majority equity interest in

Transacted AUM:

$3.0 billion

Renaissance Trading Technology

sold a majority equity interest to

Transacted AUM:

N/A

management of RidgeWorth, in partnership with Lightyear Capital, acquired the firm from

Transacted AUM:

$50.6 billion

formed a permanent capital investment partnership with

Transacted AUM:

$270 million

sold its Canadian institutional investment management business to

Transacted AUM:

$20.0 billion

Spare Kaplan Bischel & Associates

sold to

Transacted AUM:

$1.3 billion

acquired a minority equity interest in

Lowe Enterprises Investment Management

Transacted AUM:

$2.7 billion

The Wadsworth Group

sold to

Transacted AUM:

Undisclosed

sold a minority equity interest to an affiliate of

Transacted AUM:

$1.2 billion

acquired

Transacted AUM:

$200 million

Sold to

Transacted AUM:

$1.7 billion

sold its timber investment management group to management

Transacted AUM:

$1.2 billion

sold a minority equity interest to

Transacted AUM:

$6.0 billion

Note: Represents MHB principals' completed transactions while associated with MHB Advisers (including as registered investment banking representatives of Burch & Co.), Jefferies or Putnam Lovell.