PanMar has a lengthy record of successful investment banking transactions and a wealth of relationships in the financial services industry, particularly in the asset management sector. Our transaction experience covers a unique cross-section of strategic advisory and capital markets activities, combined with the structuring and distribution of investment funds and permanent capital vehicles.
The breadth and depth of this experience provides us valuable insight into the constantly evolving financial services industry and the strategic implications for our portfolio companies and clients, as well as the ability to advise on current financial, managerial, operational and investment product issues.
Strategic Advisory
While at UBS and PaineWebber, Oscar Junquera and his team directly executed or participated in a variety of landmark domestic and cross-border M&A transactions. We have provided strategic and financial advice to Boards, CEOs and management teams on traditional sell-side and buy-side transactions, as well as management buyouts, minority stake investments and the formation of strategic alliances and partnerships. Clients have included a broad spectrum of private and publicly listed investment management firms, as well as banks, insurance and diversified financial services companies.
Selected strategic advisory transactions include the following:
Sale of
Alcentra Group Limited
to
Bank of New York
(Prior to merger creating BNY Mellon)
Merger of
Mellon Financial Corporation
with
Bank of New York
Sale of
Gartmore Global Investments
to
Nationwide Mutual
Sale of
RCM Capital Management
to
Dresdner Bank
(Prior to its acquisition by Allianz)
Sale of
Royce & Associates
to
Legg Mason
Sale of
Threadneedle Asset Management
to
American Express
(Prior to spin-off of Ameriprise)
Acquisition by
US Trust
of
State Street Private Asset Management
Acquisitions of
Atlanta Capital Management
Fox Asset Management
and
Parametric Portfolio Associates
Acquisitions of
NM Capital Management
and
The Patriot Group
Acquisition of
Newport Pacific Management
from
Progress Investment Management
Acquisition of
Baring Asset Management
from
ING Group
Acquisition of
Flagship Resources
| MBOs, Minority Stakes and Joint Ventures |
Joint Venture of
NationsBank
with
Gartmore Investments
Structured Financing /
Minority Stake Investment
by
TA Associates
Management Buyout
of
Stein Roe & Farnham
Minority Stake Investment
by
Convergent Capital Management
Minority Stake Investment
in
FRM
(Financial Risk Management Limited)
Minority Stake Investment
in
AIM Management Group
(Prior to its acquisition by Invesco)