Investment Management M&A Roundtable

MFA Seminars and Symposiums

Investment Management M&A Roundtable

Co-Hosted by:

Tuesday, May 23, 2017
5:00 p.m. – 6:45 p.m.
(Networking and Cocktail Reception to immediately follow)

K&L Gates LLP and the Managed Funds Association (MFA) invite you to join us for an engaging roundtable discussion on current trends in mergers and acquisitions of investment managers. We will focus on the market drivers for these transactions, such as the need for accelerated growth, the desirability of economies of scale, enhancing distribution capabilities, and the ability to offer a more diversified product set. We will also discuss the types of attributes that acquirers are looking for, how investment managers can best position themselves for sale and transaction structures, including joint ventures, lift-outs, and seeding platforms.

Presenters include:

Thomas F. Cooney, III, Partner, K&L Gates

Edward Dartley, Partner, K&L Gates

Stuart Kaswell, General Counsel, Managed Funds Association

Brendan K. Kelly, Vice President, Berkshire Capital

D. Mark McMillan, Partner, K&L Gates

Cary J. Meer, Partner, K&L Gates

(Registration is open to MFA fund manager members)

For registration or questions please contact Shayla Campbell at or 212.542.8469