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
Asset Manager M&A I Investment Banking
Senior Asset Manager M&A Services Team
Damien Smith
Managing Partner
Strategic Advisory
James Park
Partner
Investment Banking & Liquidity Solutions I Strategic Advisory
Matthew White
Partner
Investment Banking & Liquidity Solutions I Strategic Advisory
William Sprott
Executive Director
Investment Banking & Liquidity Solutions I Strategic Advisory
Jack Harris
Senior Vice President
Asset Manager M&A I Investment Banking
Ryan Moores
Vice President
Investment Banking & Liquidity Solutions
Max Gailor
Associate
Jeffrey Richards
Associate
