Asset Management
Stacy R.  Anderson
Associate
(303) 892-7453
E-mail

Ron  Levine
Partner
(303) 892-7514
E-mail

Jennings J. Newcom
Partner
(303) 892-7318
E-mail

Peter H. Schwartz
Partner
(303) 892-7381
E-mail

Lee  Terry
Partner
(303) 892-7484
E-mail

Lester R. Woodward
Senior Of Counsel
(303) 892-7392
E-mail

Case Study:
Mutual Fund Management

We advised an SEC-registered investment adviser with substantial private account and mutual fund clients in connection with its sale to a larger, similarly structured investment advisory firm.  Our asset management attorneys worked to structure and negotiate terms and funding, prepared governing and ancillary agreements, assisted our client in completing its due diligence, and advised the parties to ensure regulatory compliance for the transaction.

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Related Expertise

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Read a Case Study

Mutual Fund Management
Hedge Fund Formation