Asset Management

MPA brings specialized expertise with a team dedicated to the asset management sector. In addition to seasoned investment bankers, our team includes two former CEOs and shareholders of investment management firms. We have recent, hands-on experience advising and executing M&A transactions across both investment and fund management. Our deep industry connectivity and ongoing dialogue with key stakeholders enables us to provide clients with real-time market intelligence, valuation insights, and direct access to decision-makers in the asset & wealth management industries.

Transactions

Exclusive Financial Advisor to Forge First Asset Management on its sale to CI Global Asset Management

Fairness Opinion on a $2.4B CBCA restructuring Transaction

Fairness Opinion to the Board of SaskCentral on the sale of its stake in Concentra Bank for $470M

Fairness Opinion to Special Committee regarding Front Street Capital acquisition

Advisor to the Special Committee of the BOD in relation to a Strategic Review Process

Advisor on senior debt refinancing and equity raise from Alaris Royalty

Fairness Opinion to Special Committee regarding the tender offer for 29.4% of C.A. Bancorp shares

Expert Opinion

Fairness Opinion

Advisor on sale of its interest in Ascendant Group to Algonquin Power