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August 6, 2021

FL Putnam buys alternative investment consulting firm Atrato Advisors

F.L.Putnam Investment Management Company has acquired Atrato Advisors, an alternative investment research and advisory firm, for an undisclosed amount.

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How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
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by GlobalData
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Co-founded by Brian Reich and Janna Sobolev, Atrato Advisors specilises in sourcing, investment manager research, and portfolio advisory services.

Its customers include single and multi-family offices, endowments, foundations, and independent wealth management firms.

The firm is based in New York, with staff in Los Angeles and Florida.

The deal adds a full-service consulting offering within F.L.Putnam, bringing together the firm’s existing capabilities in traditional and impact investments with Atrato’s expertise in alternative strategies.

Commenting on the deal, F.L.Putnam CEO Tom Manning said: “Expanding the opportunity set for our clients has been a strategic focus for F.L.Putnam since our founding more than three decades ago.

“Atrato is one of the premier alternative investment advisory boutiques and will significantly enhance our sourcing, diligence, and reporting capabilities across all asset classes, from private equity to impact-related investments.”

The combined practice will operate as Atrato Consulting and will be led by Brian Reich, Janna Sobolev and Michael Boensch.

It will provide customised investment consulting solutions to F.L.Putnam’s high-net-worth and institutional clients.

Reich said: “This transaction validates our team’s accomplishments and the quality of the client relationships we’ve been fortunate to serve over the past 12 years.

“Looking towards the future, this partnership will allow us to collaborate with the entire lineup of highly talented investment professionals at F.L.Putnam to bring innovative consulting solutions to our existing and prospective clients.”

As part of the deal, the entire Atrato team has joined F.L.Putnam. The combined firm has 63 employees and over $5bn in assets under advisory.

Free Report
img

How attractive are current investment opportunities in Europe?

Europe has been identified as one of the most favorable regions for investors, seeing high investment activity in the past year. Most of these investments have been through Debt Offering, valued at close to $700 billion. The region has provided attractive investments in a diverse set of companies. Companies who tend to major themes such Digital Media, Cloud, Artificial Intelligence, E-commerce, and Big Data are recording the highest number of deals, with Digital Media recording close to 2,000 deals. However, GlobalData’s whitepaper offers a full view of the market, analyzing less successful or attractive points of investment as well, examining statistics on Equity Offering investments and PE/VC deals. Understand how government agencies for economies around the world use GlobalData Explorer to:  
  • Track the M&A and Capital Raising volumes into their target market
  • Identify the top sectors in the target market attracting the investments
  • For any investment segment, identify the top Investors inside and outside the target economy that are already investing in the Segment
  • Assess and showcase the growth potential for various Industries in the target economy
Don’t miss out on key market insights that can help optimize your next investment – read the report now.
by GlobalData
Enter your details here to receive your free Report.

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