MHB was founded over 10 years ago to help executives and owners of asset and wealth management firms navigate a variety of important strategic initiatives. Whether it’s helping our clients sell a stake in their firm, raise growth capital, acquire a new capability, execute a management buyout, or implement a succession plan, we provide steady guidance and practical advice every step of the way.
Our advice is grounded in extensive experience, but our success lies in careful listening. Every engagement we take on is tailored to the needs of our client. We take the time to understand our clients’ goals, objectives, sensitivities and timeframes. We then work collaboratively with them to develop and implement effective strategies that lead to optimal outcomes for all relevant stakeholders.
We’ve built our reputation as trusted advisors one client at a time, over a long period of time. While MHB is a decade old, the three of us have enjoyed working with one another for the better part of the last 20 years, first at Putnam Lovell and now MHB. Along the way we’ve been privileged to represent a variety of dynamic independent managers as well as some of the largest and most well-respected financial services firms in the world.
Like many of our clients, we’re entrepreneurs who work hard every day on behalf of the clients we serve. Our success is completely aligned with our clients’ success. We love what we do and we’re passionate about helping clients solve important problems and achieve exceptional results.
MHB Advisers is an investment banking advisory firm focused exclusively on the global asset and wealth management industries
Our three partners have over 75 years of combined financial services experience and more than 50 years of experience executing sell-side and buy-side M&A engagements, strategic consulting mandates and valuation assignments for clients around the world.
Our exclusive focus is on the asset and wealth management industries where we have served as trusted advisors to a broad array of traditional, alternative and private wealth managers covering nearly every asset class and investment style.
We have cultivated deep networks of industry executives and influencers around the world, providing superior market intelligence and access for our clients. We have successfully completed engagements with buyers and sellers in the U.S., Canada, Australia, Hong Kong, India, Singapore and Europe.
We are committed to providing unbiased advice and we have no other business lines that potentially create conflicts. Our engagements are highly customized such that our success is completely aligned with successful outcomes for our clients.
We have skillfully guided our clients through each step of a broad range of successful transaction and consulting engagements
Our partners have served as trusted advisors to a wide variety of investment firms since the mid-1990’s, from independent specialists to diversified global institutions
All three of our experienced partners are actively involved in each client engagement,
delivering sound guidance, advice and analysis at every step along the way
Co-Founder and Managing Member
Prior Experience
Coast Asset Management: COO of long-established alternative investment manager
Putnam Lovell: Managing Director, asset and wealth management investment banking
Union Bank and Standard Chartered Bank:
International banking through roles in California, Hong Kong, the United Arab Emirates and the United Kingdom
Education
University of Oxford: M.A. with Honors in Politics, Philosophy and Economics
21
Years of asset and wealth management investment banking experience
30
Years of financial services experience
Managing Member
Prior Experience
Jefferies and Putnam Lovell: SVP, asset and wealth management investment banking
Bank One: M&A and corporate finance advisory roles in capital markets group
Education
Kellogg School of Management, Northwestern University: MBA with concentrations in Finance, Management and Strategy, and Technology
University of Wisconsin-Madison: BBA in Finance and Marketing, with Honors
18
Years of asset and wealth management investment banking experience
23
Years of financial services experience
Managing Member
Prior Experience
Independent Consultant in US and internationally
Putnam Lovell: Asset and wealth management investment banking
Commissioned Officer in the Royal Australian Regiment
Education
University of Colorado at Boulder: BS in Finance, with Honors
15
Years of asset and wealth management investment banking experience
24
Years of financial services experience
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Florida, USA
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Florida, USA
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Florida, USA
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Florida, USA
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Florida, USA
700 Larkspur Landing Circle, Suite 199
Larkspur, California 94939
