• Developed and structured a proprietary private equity fund to invest in select number of asset management firms
• Launched new group to provide strategic advisory, risk capital, and human  capital for asset management firms
• Built global network of family offices, institutional funds, and wealth management firms, now more than 5,000
• Advised firms with assets under management from less than $500 million under management to more than $30 billion under management
• Undertook sale side and buy side assignments with transition value of less than $30 million to over $700 million
• Structured management re-cycling programs for firms undertaking generational transfer 
• Developed web based interactive model to measure client account level profitability and impact on firm valuation
• Successfully helped asset management firms divest themselves from strategic or private equity owners
• Helped rep-position product offerings for firms seeking to capitalize on new products and market opportunities
• Structured management buyout transactions valued from$20 million to $75 million
• Undertook valuation analysis for trade sale and management succession  purposes for firms
• Advised firms seeking to develop new co-investment structures 
• Maintain dialogue and relationships with key C-level decision makers of leading financial institutions based in the United States, Europe, and Middle East
• Successfully completed mergers and acquisitions transactions  both in the United States and Europe
• Helped firms access investors to fund cross-border co-investment tranasactions