Strategic Partnerships
Common Roadblocks to Growth
Expanding an asset management firm comes with challenges. Often, boutique asset managers face difficulties with:
- Limited distribution reach and assets under management.
- Gaps in investment capabilities or strategies.
- Lack of continuity planning for transitions.
How Our Partnership Solutions Can Help
We facilitate collaborations, empowering boutique asset managers to combine resources and accomplish more together than they can alone. Strategic partnerships provide access to wider distribution, expanded investment capabilities, and continuity solutions. Potential models include sub-advisory relationships, mergers and acquisitions, fund reorganizations, lift-outs, and joint ventures.
Expand Distribution Through Strategic Partnerships
We facilitate partnerships with established asset managers with strong sales and marketing capabilities. By collaborating instead of competing, boutiques can access wider distribution pipelines and resources to attract more assets. Partnerships allow both managers to grow assets under management faster together than alone.
We facilitate partnerships providing access to established managers’ robust distribution resources.
We coordinate partnerships allowing adding strategies and offerings, enabling scaled assets under management.
Add Investment Capabilities and Assets Under Management
We coordinate partnerships, allowing asset managers to expand core competencies by developing or acquiring new investment strategies, fund offerings, and talent. Adding new strategies to an existing business enables additional investment strategies and growing assets under management.
Plan for Continuity and Succession
For boutique principals seeking ownership transitions, we facilitate strategic partnerships with established asset managers. These partnerships provide liquidity to principals while sustaining boutique investment approaches under buyers’ resources. We identify buyers and facilitate deals aligning with principals’ financial and legacy goals.
We facilitate deals sustaining boutique approaches while aligning with financial and legacy goals.