Donald H. Putnam

"DON PUTNAM IS A NOTED "SEER" OF THE INVESTMENT MANAGEMENT INDUSTRY WHO SPEAKS AND WRITES FREQUENTLY ON THE SUBJECT."

Donald Putnam

Managing Partner

TRANSACTIONS
 

Don has been involved in numerous transactions including:

LBO of Adelante Investors from Lend Lease Corporation
Deutsche Bank AG's acquisition of Zurich Scudder Investment
Royal Bank of Canada's sale of RT Capital Management Inc. to UBS AG
Allianz Group's acquisition of PIMCO Advisors LP
Pacific Mutual's sale of PIMCO and PFAMCO to Thomson Advisory Group
New England Investment Companies' sale to Reich & Tang LP
Jurika & Voyles' acquisition by New England Investment Companies
New England Investment Companies' acquisition of Harris Associates
Allegis Realty Investors' sale to UBS Brinson
Pilgrim Capital's sale to Reliastar Financial Corp
Zweig Funds' sale to Phoenix Investment Partners'
Axa Investment Managers' acquisition of Barr Rosenberg Group (shared credit with third party)
Miller Anderson & Sherrerd's sale to Morgan Stanley Group, Inc.
Numeric Investors' recapitalization, supported by TA Associates
Tremont Advisors' sale to Oppenheimer Acquisition Corp
National Asset Management's sale to AMVESCAP plc
Nuveen Investments' acquisition of NWQ from Old Mutual

At Grail Partners, Don has been responsible for several M&A advisory engagements, including:

RS Investments' sale to Guardian Insurance
MBO of Munder Capital Management
FrontPoint Partners' sale to Morgan Stanley
LPL Financial Services' acquisition of Pacific Life Co.'s Broker-Dealers
Perkins, Wolf, McDonnell and Company's sale of an additional 50% interest to Janus Capital Group
Management of a top 10 asset management organization implemented a significant long-term equity ownership plan in coordination with its institutional owner
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