Nathan R. Pusey

Nate’s practice is dedicated to navigating clients through the intricacies of investing, selling interests, and forging strategic transactions with leading investment management firms. He brings a unique blend of pattern recognition and market insight, enabling him to understand critical issues and devise innovative solutions. His goal is to ensure successful transaction structuring, negotiation, and execution across a diverse range of strategic transactions in the investment management industry.

• Virtus Investment Partners in several transactions, including its majority acquisition of Sustainable Growth Advisers, its acquisition of AlphaSimplex Group, and its strategic partnership with Allianz Global Investors
• 1251 Capital in several transactions, including its acquisitions of Ziegler Capital Management and F/m Acceleration and its investments in Greenbacker Group, GIA Partners, Mar Vista Investment Partners, Wavelength Capital Management, and Gitterman Wealth Management
• Vanguard in its sale of its individual 401(k), SEP, and SIMPLE IRA Plans business to Ascensus
• Corient in its acquisitions of several wealth management firms
• Lincoln Peak in its minority investments in Anchor Capital Advisors, BBR Partners, Harvest Volatility Management, The London Company, RWC Partners, Westchester Capital, and Meadow Partners
• Macquarie in its acquisition of Central Park Group and in the sale of its minority investment in Jackson Square Partners to Affiliated Managers Group 
• LPL in its acquisitions of several wealth management firms
• Insigneo Financial Group in its acquisitions of Latin American wealth management business units from Citigroup and PNC
• Digital Bridge Holdings in its sale to Colony Capital and its sale of a minority stake to Wafra
• Capital Constellation (Wafra) in its minority investment in Avista Capital Partners 
• Calamos Investments in its acquisition of Timpani Capital Management
• Rex Capital Advisors in its sale to Pathstone
• Bank of America in the sale of its alternative investment feeder fund business to iCapital
• Blackstone Strategic Capital in its minority investments in several leading alternative asset management firms
• SCS Financial Services in its sale to Focus Financial Partners
• Dynasty Financial Partners in several minority investments in wealth management firms
• Huntington National Bank in several transactions, including the sale of its 401(k) advisory and retirement plan servicing business to OneDigital
• Beacon Trust in its acquisition of Tirschwell & Loewy
• Galton Funding in its sale to Western Alliance Bank
• Centerbridge Partners in its minority investment in Focus Financial Partners
• Citigroup in its sale of Nikko Cordial Securities to Sumitomo Mitsui Banking Corporation and its sale of its retail banking businesses in Texas, Puerto Rico, and other markets
• General Atlantic in its minority investments in Sura Asset Management and Santander Asset Management
• IndexIQ in its sale to New York Life Insurance Company
• QS Investors in its sale to Legg Mason
• MD Sass in its sale of Waterfall Asset Management to Neuberger Berman (Dyal)
• ORIX in its majority investment in Mariner Investment Group and its minority investments in Caspian Capital and New Health Capital Partners
• Religare Enterprises in its majority investments in, and sales of, Northgate Capital and Landmark Partners
• Mitsubishi Corporation in its acquisition of MC Asset Management and its joint venture with Seamax Partners
• Ric Edelman in the sale of Edelman Financial Services to Hellman & Friedman
• Thoma Bravo in its majority investment in Segall, Bryant & Hamill