580+ total transactions representing $3.6T+ in aggregate value — 12 tracked below spanning 2022–2026 · 1 industry
Advisor to Infinity Financial Consultants on strategic investment by Merchant Wealth Partners (US-backed capital partner), with Nelson Lam leading engagement.
Exclusive financial advisor to Matthews Asia on recapitalization transaction providing liquidity planning and long-term governance expertise for founder.
Advisor to Wealthcare Capital Management (190+ affiliated advisors, $8B AUM, top 100 RIA per Barron's five consecutive years) on acquisition by Sammons Financial Group. Transaction expanded Sammons' wealth management platform and independent advisor network.
Exclusive financial advisor to Guardian Life Insurance on private markets transaction.
Exclusive sell-side advisor to Churchill Management Group (founded 1963, $9.4B AUM, 7,000+ clients) on acquisition by Focus Financial Partners through Focus Partners Wealth. Churchill brings national team of advisors and strong growth-oriented capabilities.
Advisor on Post Road Group's sale of Digital Infrastructure business to Future Standard, optimizing portfolio value.
Exclusive financial advisor to Mesirow on major traditional investment management transaction.
Exclusive advisor to FCP Fund Manager (real estate investment manager with $14.6B+ in gross asset value and 75,000+ multifamily units) on 80% acquisition by Federated Hermes for $331M aggregate purchase price. Transaction expanded Federated Hermes' private markets/alternatives offerings into US real estate market.
Exclusive financial advisor on the merger of InvestSense and Betashares, combining wealth management capabilities.
Financial advisor to Boyd Watterson (founded 1928, $18.2B AUM in real estate and fixed income) on strategic combination with Amber Infrastructure Group ($17.5B AUM, infrastructure investing). Transaction created global alternatives investment platform with 300+ investment personnel across 8 US cities and 12 countries.
Financial advisor to Ironbark Asset Management on wealth management transaction.
Exclusive sell-side advisor to Regis Management Company ($5B+ AUM, significant multi-office family office operation) on acquisition by Mercer Advisors. Industry observers described this as an 'industry-transforming' transaction that consolidated two major players.