Case Study: Trade Sale of an Established Asset Management Firm

Company Overview: An asset management firm with over 20 years of successful operations, known for its innovative investment strategies and strong client relationships, sought a strategic exit to enhance its growth trajectory.

Challenge: The firm was looking for a buyer who could provide not only a fair valuation but also opportunities for the owner to remain involved in a strategic capacity, ensuring the continuity of the firm’s legacy and strategic direction.

Archer Fleming Approach: Archer Fleming was tasked with orchestrating the sale, focusing on finding a buyer that matched the firm's long-term vision and could offer strategic benefits beyond financial compensation. The team leveraged its expertise in the financial services sector to identify potential buyers who could bring additional resources and strategic alignment.

Outcome: The firm was sold in its entirety to a privately owned investment company, renowned for its strategic investments and financial prowess. The transaction included not only a competitive purchase price but also a significant equity stake for the owner in the investment company, along with a seat on the board. This arrangement ensured the owner could continue to influence the strategic direction of the firm while benefiting from the resources and network of the investment company.

Client Testimonial: "Partnering with Archer Fleming was a transformative experience. They not only secured a lucrative deal but also ensured my continued involvement in a strategic capacity, aligning perfectly with my vision for the firm’s future." - Former Owner and Board Member