Why CCM?

If you are looking to expand or diversify your business, and are looking for a partner to help facilitate your growth, you want a partner whose business objectives align with your own.

Consider the implications of CCM's growth strategy:

• CCM recognizes that each acquisition is unique.
  Terms of the transaction can be structured to meet the needs of the sellers. Whatever the terms, the money manager is assured that the transaction will be confidential, efficient and fair. We take the time to get it right–and to put together a win/win deal that everyone's comfortable with. Further, CCM will make minority as well as majority investments, but insists on a significant amount of equity ownership stays in the hands of management.
  
  
• CCM considers it counterproductive to acquire a successful firm and then meddle with what made it a success.
  The acquired money management firm will continue to operate under its own name and with total independence.
  
  
• CCM views its relationship with its affiliates as a partnership.
  The affiliates are the "clients" of the holding company, which works with each affiliate in that manner. Holding company resources are focused on enhancing the affiliates’ growth characteristics and business savvy through CCM assistance in management, technology, marketing and distribution.
  
  
• CCM actively seeks mid-sized money management and support firms that possess a sustainable competitive advantage in the asset management industry.
  
  
• The money manager's profits are considered ordinary income and taxed accordingly.
  However, upon affiliation with CCM, a significant portion of the firm’s selling price would be considered capital gains, which are taxed at a much lower rate.
  
  
• Managers of affiliate firms have a voice in shaping the direction of CCM.

For more information on the value we add for our affiliates, please contact us.