Investment Management

Experience Highlights

Investment management advice for United Capital Financial Partners, Inc.

Advised United Capital Financial Partners, Inc., a financial services industry consolidator, on various acquisition and investment management matters. more

Mutual fund family representation

Providing counsel to the registered investment adviser of a multi-billion dollar real estate investment company and its index mutual fund family. more

Representing investment manager in structuring investment vehicles

Representing and advising a $1 billion investment manager in structuring privately-offered domestic and offshore investment vehicles. more

Merger of mutual funds company

Represented $100 million mutual fund family and registered investment adviser with merger. more