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Advised Mizuho Corporate Bank (USA) on the sale of its interest in Atlantic Asset Management to Putnam Lovell Equity Partners. Stamford-based Atlantic and its affiliates managed over $9 billion of assets, primarily for institutional clients, in a variety of fixed income strategies, including investment grade bonds, high yield bonds, CDOs, and mortgage arbitrage hedge funds.

Completed valuation of a $6 billion institutional investment manager and provided expert testimony in subsequent arbitration proceedings.