Theme

Advised Bingham, Osborn & Scarborough, a San Francisco-based wealth management firm, on its strategic alliance with Boston Private Financial Holdings. BOS, with $800 million under management, is expected to sell 70% of the firm over a five-year period to Boston Private, enabling management to transition to the next generation.

Provided strategic advice and valuation services for a major institutional emerging markets specialist, including an analysis of shareholder entitlement under various incentives programs.