Karpus Investment Management

Rochester, NYkarpus.com/1expert edge

Rochester-based SEC-registered investment adviser managing $4 billion in assets for individuals, families, and institutional clients since 1987, emphasizing conservative long-term wealth management.

Why interesting to a deal team

Completed merger with City of London Investment Group with Jasinski's M&A advisory counsel. Demonstrates the asset management sector's consolidation dynamics and valuation benchmarks for wealth/asset management platform combinations.

Experts connected to this company

Jonathan R. JasinskiAdvised on merger with City of London Investment Group

Jonathan R. Jasinski

Partner, M&A Practice

Harter Secrest & Emery LLP

LawyerBuffalo

Buffalo-based M&A partner who has led sell- and buy-side deals for PE sponsors and RIAs, with growing profile as a regional dealmaker connector.

Sources

Structured dataPrimary
karpus.com
Page titleOther
hselaw.com/news-and-information/press-releases/harter-secrest-emery-advises-karpus-investment-management-in-merger-with-city-of-london-investment-group

Strongest evidenceStructured data2 public sourcesHow the grades work