Mergers & Acquisitions

FlowPoint principals have executed several strategic public fund adoptions and combinations, and we are always looking for interesting opportunities.  We have the resources and relationships to bring operational scale to Funds that are otherwise sub-scale.

New Products – FlowPoint looks for opportunities to take over existing funds in categories where we do not currently have a product offering.  The existing advisor may resign or may remain as subadvisor, depending on whether we already have portfolio management team in place. The old advisor may or may not have portfolio management responsibilities.

Existing Products – FlowPoint looks for opportunities to take over existing funds in categories where we already have a product offering.  Here, the old advisor typically resigns or remains as subadvisor, but will typically not share portfolio management responsibilities. These scenarios are generally more attractive for all parties, as they usually create sizable cost and revenue synergies.

Contact
Peter DeCaprio
Consultant

Tel: 617-951-9390

Resize Font
Contrast Mode