Sheppard represented leading global active asset manager Janus Henderson Group (NYSE: JHG) in its acquisition of Richard Bernstein Advisors, a research-driven, macro multi-asset investment manager overseeing approximately $20 billion in client assets.
Following the closing, Janus Henderson now ranks among the top 10 model portfolio providers in North America, placing it at the forefront of an industry that is well positioned for growth. In addition, Richard Bernstein’s deep expertise in model and SMA distribution allows Janus Henderson to strengthen its distribution capabilities, including with wirehouses and registered investment advisors.
The Sheppard deal team was led by Andrew Felner, Adam Shipley and Patrick Quine, with invaluable assistance from Sidrah Amin, Daniel Clausen, Brian Egan and Ines Briand.
Read the press release here.