Established in 2010, MHB Advisers is an investment banking advisory firm focused exclusively on the global asset management and wealth management industries
The fundamental aim of our business is to be trusted advisors to our clients. We seek to establish durable long-term relationships by providing unbiased, practical advice to help our clients address their most important strategic and organizational issues. As specialist investment bankers, we bring superior asset and wealth management industry knowledge, judgment and expertise to each client engagement. Our three partners have more than 75 years of combined financial services experience and over 50 years of experience executing a variety of transaction and strategic advisory assignments for clients around the world.
We have a unique, hands-on approach to serving clients. All three of our partners are actively involved in every engagement. This approach, honed by working together over many years, allows our clients to benefit from our collective advice and judgment at every step along the way. This senior-level attention and commitment to our clients substantially distinguishes us from other firms.
We believe that asset management M&A will increasingly expand globally as participants in differing saving and investment pools seek out distinctive products and services to solve various long-term issues
Our global coverage of the asset and wealth management industries is another distinguishing aspect of our firm. While many of our clients are based in cities across the U.S., we have been privileged to represent firms headquartered around the globe on four different continents in North America, Asia, Europe and Australia. Not being bound by the narrow market territories of larger financial services firms, we have over the years developed critical longstanding relationships and in-depth knowledge through extensive calling and interaction with market participants in the four corners of the world.
MHB recognizes that each market has its own structure, dynamics, opportunities and challenges. Being cognizant of these differences, as well as the myriad cultural differences from continent to continent and country to country, gives us a solid basis for providing well-seasoned advice on a full range of strategic questions. In addition to M&A issues, these may include matters such as market entry, distribution possibilities, globalization of a firm and diversification of client bases or capital providers. Our network also permits us to assist with introductions to other relevant service providers and experts who may add value as our clients and prospects consider strategic cross-border activities.
Locations of clients we have represented outside the U.S.
We are keen students of the asset and wealth management industries: we delight in thinking both constructively and disruptively
Our bespoke approach to each unique client project is rooted in a desire to learn the business almost to the operator level, a desire to understand the true goals and objectives of our clients and a desire to suggest a range of practical solutions that best optimize between objectives, alternatives and constraints. In taking this diligence-oriented approach, we are often able to suggest paths that are uncommon and partners that might not seem obvious on the surface. Similarly, our approach can be reflected in structures that combine both simplicity with a deft creativity that is fashioned to achieve alignment between parties and appropriate sharing of risks and rewards.
Over the years, MHB’s partners have represented firms in a full range of investment disciplines from active and quantitative equity managers, activist and concentrated equity managers, domestic and foreign fixed income managers and many different alternative managers including hedge funds, funds of hedge funds, private equity and credit, CLO and CDO managers, and real estate and other hard asset managers. Our awareness of buyer appetites globally has allowed us to help consummate ground-breaking transactions on behalf of our clients. We continue to further our knowledge and seek out the pathways both well and not yet trodden.
sold a minority equity interest to
First major investment in an activist investment firm by a strategic acquirer
sold a minority equity interest to
First major investment in a diversified alternative investment manager by a private equity firm
sold a majority equity interest to
First major acquisition of a CLO/CDO manager by a private investment firm
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
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