Overview

What sets us apart? Extensive knowledge of our core markets, combined with the creativity and experience of our senior bankers.

Mergers. Divestments. Acquisitions. Asset swaps. Spinoffs.. Putnam Lovell is an acknowledged expert in structuring US and cross-border transactions involving companies in the Asset Management, Financial Technology and Securities Brokerage industries. This sharp focus enables us to closely monitor industry trends, conduct detailed research, and develop innovative, proprietary ideas – to help clients capitalize to maximum advantage.

We were among the first to structure reverse mergers in the Asset Management industry, to legitimize hedge fund administrators and fund of funds as acquisition targets, and to sell a minority stake in a multi-strategy fund to a public company. Along with this kind of breakthrough thinking and implementation, clients benefit from the personal hands-on attention of our most senior executives, who have been with us an average of more than nine years. Our highly experienced investment banking professionals in New York, San Francisco and London work directly on identifying opportunities and developing acquisition strategies and solutions. This combination of creativity and continuity define client engagements from first contact to final execution.