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        "excerpt": " MHB - MHB Advisers, LLC Home About Services Transactions Insights Contact MHB Advisers, LLC Specialist Investment Bankers Serving the Global Asset and Wealth Management Industries Introduction Decades of experience providing investment banking services tailored to our clients’ needs MHB was founded over 10 years ago to help executives and owners of asset and wealth management firms navigate a variety of important strategic initiatives. ‍ Whether it’s helping our clients sell a stake in their firm, raise growth capital, acquire a new capability, execute a management buyout, or implement a succession plan, we provide steady guidance and practical advice every step of the way. Our advice is grounded in extensive experience, but our success lies in careful listening. Every engagement we take on is tailored to the needs of our client. We take the time to understand our clients’ goals, objectives, sensitivities and timeframes. We then work collaboratively with them to develop and implement effective strategies that lead to optimal outcomes for all relevant stakeholders. We’ve built our reputation as trusted advisors one client at a time, over a long period of time. While MHB is a decade old, the three of us have enjoyed working with one another for the better part of the last 20 years, first at Putnam Lovell and now MHB. Along the way we’ve been privileged to represent a variety of dynamic independent managers as well as some of the largest and most well-respected financial services firms in the world. Like many of our clients, we’re entrepreneurs who work hard every day on behalf of the clients we serve. Our success is completely aligned with our clients’ success. We love what we do and we’re passionate about helping clients solve important problems and achieve exceptional results. Our Firm MHB Advisers is an investment banking advisory firm focused exclusively on the global asset and wealth management industries Experienced Our three partners have over 75 years of combined financial services experience and more than 50 years of experience executing sell-side and buy-side M&A engagements, strategic consulting mandates and valuation assignments for clients around the world. Specialized Our exclusive focus is on the asset and wealth management industries where we have served as trusted advisors to a broad array of traditional, alternative and private wealth managers covering nearly every asset class and investment style. Connected We have cultivated deep networks of industry executives and influencers around the world, providing superior market intelligence and access for our clients. We have successfully completed engagements with buyers and sellers in the U.S., Canada, Australia, Hong Kong, India, Singapore and Europe. Aligned We are committed to providing unbiased advice and we have no other business lines that potentially create conflicts. Our engagements are highly customized such that our success is completely aligned with successful outcomes for our clients. Our Services We provide a variety of services focused on ownership transitions, from initial preparation through to transaction execution M&A Advisory Sell-Side M&A (Minority and Majority Sales) Buy-Side M&A (Acquisitions, Investments) Management-Led Buyouts Recapitalizations Strategic Advisory Business and Governance Reviews Equity Incentive Design Succession Planning Transaction Readiness and Valuations Learn More Our Clients Our partners have served as trusted advisors to a wide variety of investment firms since the mid-1990’s, from independent specialists to diversified global institutions Wealth Managers RIAs Private Wealth Advisors Family Offices Traditional Asset Managers Equity and Fixed Income Managers Listed Real Estate Managers Multi-Affiliate Managers Alternative Asset Managers Private Equity, Venture & Hedge Fund Managers Alternative Credit Managers Real Estate Managers Our Partners All three of our experienced partners are actively involved in each client engagement, delivering sound guidance, advice and analysis at every step along the way Roger Hartley Co-Founder and Managing Member hartley@mhb-advisers.com Cell: (510) 207-1675 BIO Jeff Bechtel Managing Member bechtel@mhb-advisers.com Cell: (415) 867-1230 BIO Robert Kennedy Managing Member kennedy@mhb-advisers.com Cell: (415) 794-8487 BIO Our Transactions We have advised on approximately 50 M&A transactions and numerous strategic advisory engagements, helping our clients transact more than $250 billion of assets under management Sold to Fairness Opinion Transacted AUM: $1.7 billion Fairness Opinion - Provided with Respect to Wealth Manager Sale Transaction We provided a Fairness Opinion to the board of directors of True Capital Management in connection with the sale of the firm to Cresset ‍ True Capital is a specialized wealth and business management firm based in San Francisco that is focused on professional athletes, entertainers, with $1.7bn of AUM Cresset is ",
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