Exclusive Financial Advisor To iM Global Partner
September 2021
Oppenheimer & Co. Inc. acted as the exclusive financial advisor to iM Global Partner on its acquisition of a minority stake in Asset Preservation Advisors, LLC
iM Global Partner is a worldwide asset management network. It selects and builds long-term partnerships with talented and independent asset management companies through direct capital ownership. iM Global Partner is present in 16 locations across Europe and the United States and provides its clients with access to the best investment management strategies of its Partners. iM Global Partner represents around $37 billion of assets under management as of September 2021. iM Global Partner is led by Founder and CEO Philippe Couvrecelle.
Deal team:
Financial Institutions Investment Banking
Gilbert Dychiao
Managing Director
Head of Financial Institutions Group
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