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A prime brokerage A prime brokerage is a group of services offered to ultra-high-net-worthindividuals (UHNWI) or hedge funds. These services include cash and securities lending, risk management consulting, custody of assets (holding securities), and making introductions between clients and investors.
Prudent structuring of acquisitions can help maintain QSBS eligibility, particularly when evaluating majority versus minority interests in another entity. Key transaction considerations Mergers and acquisitions : Ensure that transaction steps do not invalidate stock qualification.
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We closed 32 deals in 2022 in various industries, including manufacturing, distribution, e-commerce, logistics, consulting and healthcare; generating $619 million in liquidity for our clients. Our partners have unparalleled experience, with involvement in over 200 sales and mergers since 1979.
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