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

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

was formed to enter the fund of hedge fund business
sold to


merged Asian fund management operations of AXA IM and NMFM


acquired the Hong Kong investment management business of


acquired an equity interest in

divested a mutual fund business to management


Merged with


acquired


sold a majority equity interest to


acquired a minority equity interest held by outside shareholders

sold a majority equity interest to


sold a minority equity interest to


completed an internal equity restructuring

acquired the alternative investment management business of


sold its bank loan and mutual fund business to

sold a majority equity interest to

sold to


sold a minority equity interest to


sold its mutual fund business to


sold a minority equity interest to

sold to

sold to


sold a strategic minority interest to

acquired a portfolio of bank branches from


sold its mutual fund business to


management of Montag & Caldwell acquired the firm from


divested the County Investment Management business to


divested its Asian money management business to


acquired the Asian money management business of


divested its retail mutual fund business to

divested its fixed income business to

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

sold to


acquired a majority equity interest in

sold a majority equity interest to


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


formed a permanent capital investment partnership with


sold its Canadian institutional investment management business to

sold to


acquired a minority equity interest in
sold to

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sold a minority equity interest to an affiliate of


acquired


Sold to


sold its timber investment management group to management

sold a minority equity interest to

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