The Cambridge Strategy

Our Approach

  • We have extensive knowledge of currency and broader asset management sector
  • We are experienced in handling complex corporate ownership structures
  • We offer an open approach to multiple transaction solutions and earn-out arrangements

We employed these capabilities when we advised The Cambridge Strategy (TCS) on its sale to Mesirow Financial.


Financial Services
The Cambridge Strategy
Mesirow Financial

Public or Private: Private

Client Position: Seller

  • Company Profile
  • Transaction Background
  • What We Did
  • Outcome

The Cambridge Strategy (TCS) is an institutional asset management firm with a core focus on currency strategies and emerging markets established in 2003. At the time of the transaction the firm had $3bn in AUM.

  • TCS was seeking a partner that would understand the specific asset class and be able to leverage the opportunity to scale via global distribution channels
  • Combined with the right partner, TCS was aiming to diversify into complementary currency strategies
  • Worked with TCS to identify the key characteristics that they were seeking in a partner and used a data-led and proactive approach to select suitable counterparties
  • We spent time with TCS to understand their business, which enabled us to prepare marketing materials that highlighted their strengths effectively
  • Through our process, we sourced multiple appropriate partners, of which Mesirow Financial was identified as the counterparty most aligned with the long-term objectives of TCS
  • Mutually rewarding outcome for both parties, providing an optimal partner for TCS and helping Mesirow to expand its currency offering