FP ADVISORY
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  • 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


 





 

Securities offered through First Liberties Financial, member of  FINRA/SIPC/MSRB.
  • Home
  • About Us
  • Relationships
  • Company Bios
  • Transaction Experience
  • Contact Us
  • Investor Identification