ASSIGNMENT

 

Hodes Weill Securities, LLC  acted as financial advisor to Pamfleet, a Hong-Kong based investment manager with US$1.1 billion in assets under management, on a strategic transaction driven by the desire to create a succession plan and to help accelerate the platform’s growth. 

 

OUTCOME/RESULTS

Pamfleet hired Hodes Weill to advise on the valuation of its business and stakes in its existing vehicles. Hodes Weill subsequently conducted an extremely confidential and highly targeted process to identify a strategic partner that was aligned culturally and could provide synergies and growth opportunities without disrupting a successful existing business model. Resulted in the sale of a majority stake in Pamfleet’s investment management platform as well as a relevant stake in an existing fund co-investment vehicle to UK-based Schroders.

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M&A ADVISORY

PAMFLEET

US $1.2 Billion

COMPLETED 2020