At Stabit Advocates, our Asset Management M&A Practice leverages the expertise of our premier M&A and investment funds teams to deliver seamless execution of complex transactions. We specialize in guiding clients through every stage of mergers and acquisitions, GP stakes transactions, minority investments, and strategic partnerships.
Our Services:
Transformational Mergers and Acquisitions: Guiding clients through every stage of mergers and acquisitions, from initial strategy and due diligence to negotiation, execution, and post-merger integration. Our team ensures that each transaction aligns with our clients’ strategic objectives and maximizes value. We conduct thorough due diligence, identify potential risks, and provide strategic advice to achieve successful outcomes. Our services include valuation, transaction structuring, negotiation, and integration planning.
GP Stakes Transactions: Facilitating transactions involving the sale or acquisition of general partner stakes. We provide comprehensive support, including valuation, structuring, and negotiation, to ensure optimal outcomes for our clients. Our team assists clients in navigating the complexities of GP stakes transactions, ensuring that deals are structured to achieve strategic and financial goals. We offer expert advice on transaction terms, partnership agreements, and regulatory compliance.
Minority Investments: Advising on minority investment opportunities, helping clients identify and evaluate potential investments, structure deals, and navigate regulatory requirements. Our goal is to help clients achieve strategic growth while managing risk. We provide detailed analysis of investment opportunities, conduct due diligence, and develop investment strategies that align with clients’ objectives. Our services include deal structuring, negotiation, and ongoing support to maximize investment value.
Strategic Partnerships: Our Asset Management M&A Practice also assists clients in forming strategic partnerships that drive innovation and growth. We offer expert guidance on partnership structures, governance, and operational integration to ensure long-term success. Our team helps clients identify potential partners, assess partnership opportunities, and develop strategies to achieve mutual benefits. We provide comprehensive support in negotiating partnership agreements, addressing governance issues, and facilitating integration.
Additional Expertise:
Regulatory Compliance: Ensuring compliance with regulatory requirements is a critical aspect of our Asset Management M&A Practice‘s services. We provide clients with strategic advice on navigating complex regulatory frameworks, helping them meet their legal obligations and avoid potential pitfalls. Our team stays abreast of the latest regulatory developments, ensuring that clients remain compliant with applicable laws throughout the transaction process. We offer ongoing support to address regulatory challenges and ensure adherence to legal standards.
Due Diligence: Conducting thorough due diligence is essential to the success of asset management M&A transactions. We provide clients with comprehensive due diligence services, including financial, legal, and operational assessments. Our team ensures that clients have the information needed to make informed decisions and mitigate potential risks. We offer detailed due diligence reports, identify key issues, and provide strategic recommendations to support successful transactions.
Post-Merger Integration: Our expertise includes providing support for post-merger integration, ensuring that transactions are seamlessly executed, and value is maximized. We assist clients in developing integration plans, addressing operational challenges, and achieving strategic goals. Our services include integration planning, change management, and ongoing support to ensure successful integration.
Client-Centric Approach:
Our integrated approach combines deep industry knowledge with a thorough understanding of the regulatory landscape, enabling us to provide tailored solutions that meet the unique needs of each client. Whether it’s a large-scale merger or a strategic minority investment, our team is dedicated to delivering exceptional results. Our commitment to excellence and our deep understanding of the asset management sector ensure that our clients receive the highest level of representation and strategic advice. We are dedicated to protecting our clients’ interests and achieving favorable outcomes in the most challenging legal environments.
For more information, visit our practice areas page.
Some of Our Work Engagements Our Asset Management M&A practice seamlessly integrates the expertise of our award-winning Investment Funds and M&A practices. This collaboration brings together top-tier professionals renowned for their excellence in private equity fund formation, hedge funds, mergers and acquisitions, and private equity buyouts. By combining these distinguished practices, we offer unparalleled legal services that consistently earn accolades from prestigious industry publications and organizations worldwide.
Asset Management Firm’s Strategic Partnership
We represented a global Asset Management outfit in its $6.5 billion strategic partnership with an Alternative Investments Fund. This fund specializes in managing specialty finance, real assets, and property markets. Our legal team provided comprehensive support throughout the partnership, ensuring that all aspects of the transaction were meticulously handled to align with the strategic goals of both parties.
Significant Transactions:
- The $3.2 billion acquisition of KBOGC
- The acquisition of Fuchs Global
- The $2.2 million acquisition of DMG Finance
- The acquisition of a minority investment in FinCi International
The acquisition of Raleigh Todd Wellington