M.D. Sass seeks to invest in new and early stage, next generation asset management businesses in a differentiated business model.  The firm has 46 years of operating expertise in starting and building 33 investment management businesses across a broad range of investment strategies, geographies and sectors.  Since its inception, M.D. Sass has started, grown and sold its stake in investment managers with over $35Bn in AUM.

  • We focus on highly differentiated investment strategies implemented by managers with specialized expertise in given markets

  • We provide track record capital, working capital and a full suite of marketing, legal/compliance, finance, operations, technology, real estate and strategic advice in exchange for equity stakes and/or revenue shares

  • Build on M.D. Sass’ vast experience and knowledge of seeding, growing and monetizing early stage investment management businesses
     

Over time, M.D. Sass has seeded and grown businesses in the following areas:

Long-Only
Value Equities
Fixed Income
Dividend Recapture
Variable Annuities/    Mutual Funds
Equity
Muni-Treasuries
Corporate Cash
   Management
Cash Management

Real Estate
Direct Real Estate
Tax Liens
REITs
Tax Liens Real
   Estate
Mezzanine Lending

Equity Alternatives
Risk Arbitrage
Market Neutral
Equity Hedge Fund
Statistical Arbitrage
Middle Eastern
  Equities
Hedged U.S.
   Equities
Hedged Financials
Long-Short Asian Equities
Telecom/Utilities
Long-Short Concentrated
   Asian Equities
Micro/Small Cap Activism
Long-Short Financials
Covered Call Equities

Commodities
Energy Arbitrage
Metals/Mining
   Private Equity &
   Project Finance
Agricultural Finance
   & Private Equity

Credit Alternatives
Distressed Securities
Asset Backed
   Securities & Non-
   Performing Loans

 

Other
Fund of Hedge   
   Funds
Wealth Management
   Platform

For more information on our Seeding & Incubation Platform, please call 212.730.2000 or complete the short template in the Contact Us page.