Investment Management Mergers and Acquisitions

We advise many investment and commercial banks and other institutions seeking to acquire investment advisers. Our extensive investment management experience allows us to perform due diligence reviews of money managers effectively and efficiently. We regularly advise clients on compliance and other issues in connection with the integration of acquired businesses.

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We have worked on several of the largest M&A transactions in history involving investment advisers.

$38.6 billion merger between J.P. Morgan and Chase Manhattan Bank—a significant portion of both J.P. Morgan's and Chase Manhattan's business was asset management
$13.4 billion acquisition of DLJ by CSFB—a significant portion of both DLJ's and CSFB's business was asset management
$13 billion acquisition by Morgan Stanley of the majority of the U.S. real estate equity investment businesses of Lend Lease Corporation Limited
$10 billion stock merger between Morgan Stanley Dean Witter Discover—a significant portion of both Morgan Stanley's and Dean Witter Discover's business was asset management
$3.5 billion acquisition by Alliance Capital Management, a New York-based investment manager, of Sanford C. Bernstein, a New York-based investment adviser
$900 million stock purchase by J.P. Morgan of 45 percent of American Century, a Missouri-based mutual fund manager