EXPERIENCE SUMMARY
- Formed a private equity fund structure to invest in a select number of asset management firms.
- Launched new entity to provide strategic advisory, risk capital, and human capital services for asset management firms.
- Contacts from an extensive list of family offices, institutional funds, and wealth management firms based in Europe, Canada, Middle East and U.S.
- Advised firms with assets under management from less than $500 million under management to more than $20 billion under management.
- Undertook sell-side and buy-side assignments with transition value of less than $30 million to over $500 million.
- Developed web-based interactive model to measure client account level profitability impact on firm valuation for a select number of wealth management firms.
- Successfully helped a select group of asset management firms divest themselves from their strategic or private equity owners.
- Structured management buyout transactions for firms with enterprise value of $20 million to $200 million.
- Undertook valuation analysis for asset management firms seeking to explore ownership change, sale of a minority interest in their firm or sale of their company.
- Retain Relationships with a select number of decisions makers of financial institutions based in the United States, Europe, and Middle East.
- Current strategic advisor to the management of an asset management firm that manages more than over $10 billion assets under management for a diverse group of investors.