Investment Management – Mergers and Acquisitions

The investment management industry continues to experience significant change – from the way companies operate to shifting investment priorities. Fee pressures and new technologies have players eyeing consolidation while an increased emphasis on digital assets and ESG investing strategies has dominated the landscape. Acquisition activity remains steady as more companies look to accelerate their growth.

Whether you’re looking to acquire or sell, it’s critical to understand the implications of the industry-specific issues for your transaction. Osler’s market-leading M&A team can provide you with the insight and expertise you need to make the decisions that are right for your business. Leveraging our deep experience in this space, including our knowledge of the relevant tax, regulatory and antitrust concerns, we advise both domestic and foreign investment management firms as they navigate complex deals.

As the industry continues to evolve, it’s important to work with a law firm with the sector knowledge and M&A expertise to help you take advantage of the opportunities that will position you for ongoing success.     

Recent experience

Purpose Investments Inc.

Purpose Investments in its purchase and sale agreement providing for the acquisition by Purpose of substantially all of the retail asset management agreements ‎owned by LOGIQ and its affiliates for approximately $32 million.

Learn more about this acquisition
signing a cheque

Morgan Stanley

Morgan Stanley in its acquisition of Calgary-based Solium Capital Inc., a leading global provider of Software-as-a-Service (Saas) for equity administration, financial reporting and compliance. The deal positions Morgan Stanley, a top global financial services firm, to be an industry leader in workplace wealth solutions.

Learn more about our work with Morgan Stanley
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