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Since our founding in 2002, we have advised on over 300 client engagements with a variety of investment management firms, including mergers, acquisitions, divestitures and management buy-outs. We also have extensive experience in structuring and restructuring the ownership and governance of investment management organizations, including the development and execution of plans that provide equity and other incentives of key professionals.

Below is a sample of some of our recent engagements. Dollar figures represents clients' assets under management at the time of transaction.

* Indicates Colchester client

By Client Type
By Transaction Type