Investment Management

Experience Highlights

Merger of mutual funds company
Represented $100 million mutual fund family and registered investment adviser with merger. 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
Registered INHAM adviser to major U.S. timber producer
Represented registered corporate "INHAM" adviser to a major U.S. forest products manufacturer. Ongoing representation of INHAM more
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

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