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Exclusive Financial Advisor To iM Global Partner

  • Oppenheimer
  • September 27, 2021

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.

tombstone im global partner
Deal team:
Financial Institutions Investment Banking

Gilbert Dychiao
Managing Director
Head of Financial Institutions Group

DISCLOSURES

This notice is provided for informational purposes only, and is not intended as a recommendation or an offer or solicitation for the purchase or sale of any security or financial instrument. Nothing contained herein shall constitute an offer or solicitation to buy or sell any securities discussed herein in any jurisdiction where such offer or solicitation would be prohibited.

This notice may contain statistical data cited from third-party sources believed to be reliable, but Oppenheimer & Co. Inc. does not represent that any such third-party statistical information is accurate or complete, and it should not be relied upon as such. All market prices, data and other information are not warranted as to completeness or accuracy and are subject to change without notice.

2021 Oppenheimer & Co. Inc. Transacts Business on all Principal Exchanges and Member SIPC 3780062.1