PanMar has a lengthy record of successful investment banking transactions and a wealth of relationships in the financial services industry, particularly in the asset management sector. Our transaction experience covers a unique cross-section of strategic advisory and capital markets activities, combined with the structuring and distribution of investment funds and permanent capital vehicles.
The breadth and depth of this experience provides us valuable insight into the constantly evolving financial services industry and the strategic implications for our portfolio companies and clients, as well as the ability to advise on current financial, managerial, operational and investment product issues.
Capital Markets
The Global Asset Management Investment Banking team at UBS, led by PanMar’s Managing Partner, has been lead or book running manager of initial public offerings and follow-on financings for various prominent asset management companies in the US and UK. This provides our portfolio companies and clients with important hands-on experience on capital structure composition, accessing capital markets and managing Wall Street relationships.
Selected corporate capital markets transactions include the following:
Initial Public Offerings |
£301 million
Ordinary Shares (LSE)
by
Ashmore Group PLC
$414 million
Common Stock (Nasdaq)
by
Calamos Asset Management, Inc.
£120 million
Ordinary Shares (AIM)
by
Charlemagne Capital Limited
$98 million
Common Stock (NYSE)
by
Cohen & Steers, Inc.
$333 million
Common Stock (NYSE)
by
Federated Investors, Inc.
£104 million
Ordinary Shares (AIM)
by
New Star Asset Management Group PLC
Follow-on Financings |
$250 million
Convertible Bonds
by
BlackRock, Inc.
£314 million
Ordinary Shares (LSE)
by
HHG PLC
$300 million
Senior Notes
by
AMVESCAP PLC
$400 million
Floating Rate Notes
by
Man Group plc
$550 million
Senior Notes
by
John Nuveen & Co.
$1.3 billion
Common Stock (NYSE) of
John Nuveen & Co.
by
St. Paul Companies