Sandler O’Neill + Partners to receive Minority Equity Investment from Kelso and Carlyle

Sandler O’Neill + Partners, L.P., a full-service investment banking firm specializing in financial services companies, is closing an agreement to receive a “substantial” minority equity investment from Kelso & Company and The Carlyle Group.
The transaction, which is expected to close at the end of the year, will support the next level of growth and expansion of the company and the development and enhancement of its client services.
Sandler O’Neill’s current management team, led by James J. Dunne III and Jonathan Doyle, will remain in place and continue to make all strategic and management decisions for the firm. All the existing partners of Sandler O’Neill are participating in the proposed transaction.
Founded in 1988, Sandler O’Neill + Partners specializes in strategic business planning, mergers and acquisitions, capital markets, mutual-to-stock conversions, investment portfolio and interest rate risk management, fixed income securities transactions and mortgage finance restructurings.
FinSMEs
05/11/2010

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