Transactions
Theme
Advised Westwood Holdings Group on its acquisition of McCarthy Group Advisors, a leading wealth manager in the Omaha market with over $1.0bn in private wealth and institutional client assets at June 30, 2010. In addition to Westwood’s stated goal of acquiring fold-in mutual funds, the acquisition expands the platform of Westwood Trust, a wholly-owned subsidiary of Westwood Holdings, into new geographies. The transaction will provide McCarthy clients with access to a larger selection of investment opportunities.