Increasing and retaining profitable assets under management is difficult

NexTier
Financing Solutions

Leverage our capital markets expertise, experience and ability to provide you with funding for growth, recapitalization and acquisitions

LEARN MORE

Our team of “thinkers” and “doers” allows us to quickly assess your needs

LEARN MORE

Combined Years of Experience
Total Advanced Degrees
Charter Financial Analysts
Service Areas

Financing Services

Target firms with assets under management of up to $20 billion. Services encompass helping you understand how your firm compares to industry best practices, helping you develop a robust business development capability and providing you with a source of capital.

LEARN MORE

Financing Case Studies

We have provided you with representative case studies that demonstrate our ability to assess the situation, develop an effective approach to address our client’s needs and deliver tangible results.

VIEW CASE STUDIES

Financing Team

Our Financing team averages more than 35 years of business and 30 years of investment management experience. We are uniquely qualified to help you with ownership transitions, opportunities to enhance your existing product suite via liftouts or buyouts and accretive acquisitions.

MEET OUR TEAM

Financing Relationships

Our team has been fortunate to work in every aspect of the investment management business as asset owners, gatekeepers and investment managers. During their careers, some of our team have worked with organizations that are probably quite similar to yours.

SEE OUR RELATIONSHIPS
TOP