Transactions
Theme
Advised IBJ Whitehall on its acquisition of a 50% interest in Atlantic Asset Management Partners, a Stamford, CT-based manager of over $4 billion in fixed income and high-yield portfolios for institutions.
Completed a strategic review for a publicly-traded US mutual fund group. Provided strategic recommendations with respect to marketing and distribution (including internet initiatives), investment products and their manufacture, and back office and fund administration.