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
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.