OUR FOCUS
Stradley Ronon’s investment management M&A lawyers handle a broad range of transactions, including:
- Mergers and acquisitions
- Sales and dispositions
- Fund adoptions
- Control and minority investments
- Management buyouts
- Investment team lift outs
- Restructurings
- Carve outs
- Joint ventures and strategic transactions
OUR CLIENTS
- Assisting both purchasers and sellers in structuring, negotiating and closing transactions in the asset management and wealth management industries.
- Representing a wide array of clients, including:
- Registered investment advisers
- Registered investment companies
- Independent directors/trustees
- Banks
- Insurance companies
- Broker-dealers
- Alternative Asset Managers
- Private investment funds
- ETF sponsors
- Business development companies
- Robo-advisers
- TAMPs
- Working closely and effectively with the business, legal and compliance teams of both those engaging in their first transaction and those that have done many.
OUR COLLABORATIVE TEAM
Investment Management M&A Practice Group
- Active team of M&A lawyers dedicated to transactions in the asset management and wealth management industries.
- Seamless collaboration with, and efficient participation by, Stradley Ronon’s complementary practices, including tax, employment, executive compensation, ERISA, finance, restructuring and intellectual property.
- Represent clients in their day-to-day operations and all stages of the business life cycle, including with respect to succession planning.
Investment Management Group
- Our clients include more than 1,500 separate funds with combined assets under management exceeding $3.5 trillion, including several of the top 20 investment company complexes in the country by assets under management.
- 70+ dedicated investment management professionals, including several former members of the SEC staff.
- Highly skilled team that is deeply rooted in the industry and known for its ability to provide a variety of perspectives on complicated issues.
- Regularly contribute to shaping the investment management industry by assisting with the creation of innovative investment strategies, products and services.