- 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