“Strategic Advisory and Lift-out”

Our client, a London based fund manager, was looking to identify and hire a high quality investment team to develop and launch a new European equity strategy and build a robust performance track record to attract third-party assets.

The Process

We spent time with the CEO and the CIO, getting to know the firm and developing a detailed understanding of their ambitions and the types of candidates that would fit from a cultural perspective. Our market mapping identified a number of high quality teams and businesses, both in the UK and across Continental Europe.  

The Outcome

The preferred option resulted in the acquisition of a high-profile boutique business in early 2021. We worked side-by-side with our client and legal advisors to manage a complicated acquisition strategy.