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Advised London-based iM Square on its first ever acquisition of a 20% equity stake in Polen Capital Management, a growth equity manager with $7.5 billion in assets under management based in Boca Raton, FL.  iM Square is a global investment and development platform that partners with asset management firms to accelerate growth through international distribution.  The shareholders of iM Square include Amundi, Eurazeo and La Maison.  As part of the transaction, Polen Capital’s employees increased their ownership from 51% to 60%. 

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iM Square Strategic Investment in Polen Capital Management ›
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