Experience

Mark Yancey is a thirty-two-year investment industry veteran with knowledge and experience in building multiple investment management firms with multi-billions of assets under management (“AUM”) to highly respected, institutional-quality, multi-product, and successful investment management firms. As a key participant in building three successful investment management firms,  Mark has extensive knowledge in all non-investment functions including corporate strategy, corporate development, mergers & acquisitions, global marketing and sales, global distribution of product and corresponding channels, client retention/service, compliance, as well as day-to-day operations.

With thirty-two- years of financial industry experience, Mark’s relationships are global encompassing deep knowledge of the different channels of the market that are necessary to maximize the probability of success of each assignment. Attacca has been successful in completing transactions through our thorough understanding of broad industry dynamics, as well as the individual attributes and subtle nuances that characterize asset managers and institutional investment consulting firms. We share a conviction that asset management executives and their organizations are inherently unique and as such, they can benefit from long-term trusted advisory relationships with a firm that has a successful history of achievement in the asset management and/or institutional investment consulting space. Whether advising a buyer or seller, Attacca’s collegial and consultative approach is to exceed all client’s objectives.