Asset Management and Closed-End Funds

Raymond James acts as a trusted advisor to asset management companies, guiding management teams with in-depth industry and financial analysis and the creative structuring necessary to complete corporate transactions and successfully raise capital. We focus on long-term collaboration, leveraging both our industry expertise and the breadth and depth of our relationship network, across the entire FIG spectrum, to assist our asset management clients in achieving their strategic objectives.

Our broad range of investment banking services includes strategic and M&A advisory as well as debt and equity capital formation through public and private offerings. Whatever your objective – raising capital, responding to a potential buyer, determining if your company is in the right position to acquire a business or penetrating new markets through an acquisition – we provide the advice and structuring vital to success.

Raymond James also collaborates with some of the world’s premier money managers, assisting in their efforts to sell quality investments to the Raymond James retail investor. Our decision to underwrite and distribute products is grounded in solid principles of due diligence and our emphasis on client suitability. We are continually invited to lead or co-manage new closed-end funds for our clients based on our broad experience in both bull and bear markets.

Raymond James has acted as a co-manager on approximately 120 closed-end fund IPOs since 2000 with an average deal value of over $575 million.

Banker Contact:
Jack MacDonald
Dietrich Moor
Brian Nestor

Past performance is not indicative of future results.