Sera Global

A leading, independent global private markets advisor

Asset Manager M&A Services

We offer M&A advisory services to operators and fund managers within the alternative and broader asset manager market, providing a unique perspective on key investment and strategic decisions on their management companies.

By combining our global coverage of sponsors and relationships with institutional and specialist investors, and insights from our product development team, we are uniquely positioned to advise managers on finding the right capital partners to help grow and diversify their platforms.

We leverage our deep private markets expertise and relationships to offer insights and thoughtful solutions to help secure the right strategic capital partners

M&A exploration

Review and analysis of potential M&A strategies and targets; assessment of acquisition versus build.

GP advisory

Advising private investment firms on the capital structure of their management companies, minority interest sales, succession transfer, and full sell side advisory.

M&A execution

Full-service buy/sell side advisory within the alternative asset management industry.

Capital raising

Helping operating platforms and sponsors access and secure the right strategic capital partners to help fund growth opportunities.

We offer a full suite of services:

  • Assessment of acquisition versus build
  • Valuation advice
  • Minority GP equity investments
  • Strategic advice
  • Full-service buy / sell side M&A advisory
  • Succession planning
  • Alternative financing options including debt and structured financing
  • Transaction support

Asset Manager M&A Team Lead

Ric Way

Partner

Investment Banking | Asset Manager M&A

Senior Asset Manager M&A Services Team

Damien Smith

Managing Partner

Strategic Advisory

James Park

Partner

Strategic Advisory | Investment Banking & Liquidity Solutions | Real Estate

Matthew White

Partner

Strategic Advisory | Investment Banking & Liquidity Solutions | Real Estate

William Sprott

Executive Director

Strategic Advisory | Liquidity Solutions & Asset Manager M&A

Jack Harris

Senior Vice President

Investment Banking & Asset Manager M&A

Eric Krusiewicz

Vice President

Strategic Advisory | Asset Manager M&A