Team Liftouts

Few firms can match Westwood Partners' successful track record of identifying and executing team lift outs for both sell-side and buy-side financial institutions, including teams within Global Banking and Asset Management. Westwood has executed team lift outs across a broad range of fixed income and equity strategies, both traditional and alternative investments, many of whom have been able to attract billions of dollars in new assets under management after transferring to our clients.

Recent examples of Westwood's buy-side team lift outs include:

  • Fundamental Long/Short Equity
  • US Small Cap Equity
  • Domestic Opportunities All Cap
  • Global Growth Equity
  • Global/International Opportunities
  • International Long/Only and Long/Short Equity
  • US High Grade Fixed Income
  • Global Fixed Income
  • High Yield
  • Structured Credit
  • ABS and MBS CDOs
  • Real Estate Mezzanine

Westwood's sell-side team lift outs include:

  • Equity Research
  • Equity Research Sales
  • Equity Derivatives Sales and Trading
  • Fixed Income Sales and Trading
  • Prime Brokerage Sales
  • Corporate Finance Coverage
  • Restructuring Advisory
  • Private Wealth Management

Our experience obtained through the completion of numerous mandates provides the Westwood team with deep knowledge and expertise with respect to the detailed strategy and process involved in properly executing a team lift out. Westwood maintains the highest level of confidentiality and discretion while executing these extremely complicated transactions, and advises the client throughout the entire process to ensure a successful close.

For more information please contact Jacob Navon