EXPERIENCE

Nick has been involved in many of the largest transactions in the asset management, broker dealer and financial services industries over the past decade, including advising:

• Blackrock in its:
  • $12.5 billion acquisition of Global Infrastructure Partners
  • acquisition of Citigroup’s Mexican asset management business
  • acquisition of a minority investment in Circle Internet Financial
• Lincoln Financial Group in its sale of its wealth management business to Osaic
• Wells Fargo in connection with its $2.1 billion sale of its asset management business to GTCR and Reverence Capital Partners
• Affiliated Managers Group in its:
  • acquisition of Parnassus Investments and Abacus Capital Group
  • acquisition of minority equity interests in Baring Private Equity Asia, Garda Capital Partners, Comvest Partners, Jackson Square Partners, OCP Asia, Forbion and Ara Partners
• Sun Life Financial in its acquisitions of InfraRed Capital Partners, Crescent Capital Group and Advisors Asset Management
• Pagaya Technologies Ltd. in its $8.5 billion de-SPAC business combination with EJF Acquisition Corp.
• Aquarian Holdings in its acquisition of a 43% ownership stake in Obra Capital
• Betterment in its acquisition of Makara
• Vantiv in its $12 billion merger with Worldpay
• Foresters Financial in its sale of assets related to its U.S. asset management business, including First Investors mutual funds, to Macquarie Investment Management, and assets related to its U.S. broker-dealer and advisory business to Cetera Financial Group
• Tennenbaum Capital Partners in its acquisition by BlackRock
• Resolute Investment Managers in its acquisition of an interest in RSW Investments
• Tunbridge Partners in its acquisition of a minority interest in Savanna Capital Partners
• Eurazeo in its acquisition of a minority interest in private equity manager Rhône Group
• American Capital in its merger with Ares Capital and the sale of American Capital Mortgage Management to American Capital Agency
• Raymond James Financial in its acquisition of the Private Client Services business of Deutsche Bank Securities (the legacy business of Alex. Brown)
• DST Systems/ALPS Advisors in the acquisition of Red Rocks Capital
• John Hancock in its acquisition of the retirement plan services business of New York Life Investment Management