M&A transactions in asset management require concurrent assessment of ownership structures, portfolio management activities, fiduciary responsibilities and investors' interests. In addition to general corporate transaction issues, this sector also involves governance requirements, conflict-of-interest management and sector-specific legal conditions.
At HM&P, we assist investors and asset management organizations in assessing transaction structures, conducting legal due diligence on target companies, reviewing licenses and management obligations, drafting transfer agreements and developing operational transition plans. Matters relating to clients' rights, asset management agreements, custody arrangements and disclosure obligations are considered in light of the specific operating model.
HM&P focuses on the continuity of asset management operations, the ability to meet legal requirements following changes in ownership and the protection of the interests of relevant parties. A transaction's value is determined not only by its purchase price but also by the ability to maintain trust and governance effectiveness following the transfer.
