Transactions
Theme
Advised Talon Asset Management, a premier Chicago-based private client manager, on the sale of its wealth management operations with over $800 million in assets under management to BNY Mellon Wealth Management. Talon’s partnership with BNY Mellon, a global leader in investment management and investment services, provides its clients with broader global asset management, private banking and wealth planning services in addition to expanded access to alternative investment opportunities. The transaction provides BNY Mellon Wealth Management increased access to the nation’s third largest wealth market, fulfilling part of its national and global expansion strategy.