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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.

Press Releases

IBJ Whitehall Acquires Interest in Atlantic Asset Management ›
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