2023 Transition Management Survey

Transition Manager Profiles


Abel Noser, LLC
www.abelnoser.com

Summary of Offering

Abel Noser’s mission, at its founding and now, is to provide the institutional investor community with tools and services to allow them to interact with capital markets more efficiently. Each of Abel Noser’s main business activities – transaction cost analysis, execution-only brokerage, and global transition management services – is an extension of this mission. Industry-leading analytics and a deeply experienced staff are at the core of the Abel TM offering.

Client Restrictions: Clients must be institutional and US-based. There is no size requirement.

Business Summary (as of 09/30/2022)

Total TM clients 240
Total TM events 145
Total assets transitioned $32.0B
Have provided TM services to clients since 1986

Total TM Projects Won

Calendar year 2021 142
Calendar year 2022 157

Organization’s Staffing Information

Total full-time staff employed by company—i.e., all staff, not limited to TM 65
Total full-time staff dedicated to TM practice 4

Asset Size of Completed TM Events

<$50MM
$50MM – $100MM
>$100MM – $250MM
>$250MM – $500MM
>$500MM – $1B
>$1B – $5B
>$5B – $10B
>$10B
NR = Not Reported in time for publication
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