Mergers & Acquisitions

Crow Point Partners has executed several strategic Fund adoptions and combinations, and we are always looking for interesting opportunities. As a larger Fund Family, Crow Point is able to bring operational scale to Funds that are otherwise sub-scale. We are also able to leverage our existing relationships, as well as marketing and distribution resources to accelerate asset growth.

  • New Products – Crow Point looks for opportunities to take over existing Funds in categories where we do not currently have a product offering. The Old Advisor may resign or may remain as Subadvisor, depending on whether we already have portfolio management team in place. The Old Advisor may or may not have portfolio management responsibilities.
  • Existing Products – Crow Point looks for opportunities to take over existing Funds in categories where we already have a product offering. The Old Advisor typically resigns or remains as Subadvisor, but will typically not share portfolio management responsibilities. These scenarios are generally more attractive for all parties, as they usually create sizable cost and revenue synergies.

Contact


Peter DeCaprio

President, Portfolio Manager

Tel: 781-875-3185
pdecaprio@crowpointpartners.com