The demographics of the investment management industry suggest that many firms will soon have a need for succession but may not have planned adequately. Additionally, owners may simply want to retreat from the day to day management and are considering selling their businesses. Consequently, you may be seeing opportunities to grow your firm and increase AUM through wholesale acquisitions of other institutional investment managers. We can help you achieve your goals by providing a flexible financing solution of long term debt capital to assist you in acquiring targeted investment managers in order to expand your platform and increase AUM.

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