Hedge Fund M&A



   Thursday June 6th   |  Hedge Fund M&A

In 2012 we saw several high profile hedge fund acquisitions and M&A activity in 2013 is off to another strong start. As institutional investors have become the dominate investor channel, hedge fund firms may seek strategic partnerships as they grapple with the problem of how to create an institutional quality, multi-generational business. Please join us for an evening of high level discourse, as we bring together a panel of experts from Sandler O’Neill + Partners, Dyal Capital and the Carlyle Group to discuss the strategy and mechanics of past deals as well as the industry dynamics spurring more firms to examine merger partners and strategic investors.

Indian Harbor Yacht Club in Greenwich, CT
710 Steamboat Road
Greenwich, CT 06830
(203) 869-2484


Registration is now closed

5:30 - 6:30 - Registration, Cocktails and Networking
6:30 - 7:30 - Main program
7:30 - 8:30 - Cocktails and Networking



Michael Rees, Managing Director and a Senior Principal of Dyal Capital Partners

Michael Rees is a Managing Director and a Senior Principal of Dyal, was a founding employee and shareholder of Neuberger Berman Group, transitioning from Lehman Brothers as part of the management buyout transaction in May of 2009. Michael is a Managing Director in the NB Alternatives business. Michael was with Lehman Brothers from April of 2001 through May of 2009. Michael had numerous roles at Lehman Brothers and was responsible for strategic acquisitions for the Investment Management Division at Lehman Brothers. He was also a leading member of management’s negotiation team in the management buyout that created Neuberger Berman.

Michael was previously a member of the Hedge Fund Banking unit where he helped lead a newly created group focusing on hedge funds at the enterprise level. From 2003 through 2006, Michael was Head of Asset Management Strategy, a role in which he managed the strategy team and led the process of evaluating and acquiring new business, including the acquisition of major components (e.g., Neuberger Berman and Lincoln Capital) of the Investment Management Division, as well as the strategic investments by Lehman Brothers in the hedge fund industry (such as D.E. Shaw and Spinnaker). Prior to joining Lehman Brothers, he was an associate at Marakon Associates.

Michael received a BS in Mechanical Engineering and a BA in Political Science from the University of Pittsburgh. He also received MS degrees in both Mechanical Engineering and Technology Policy from the Massachusetts Institute of Technology.


Michael J. Petrick is a Managing Director and Head of Global Market Strategies at the Carlyle Group

Michael J. Petrick is a Managing Director and Head of Global Market Strategies at the Carlyle Group, as well as a member of the firm’s Management and Operating Committees. Mr. Petrick leads Carlyle’s array of leveraged finance, mezzanine and distressed teams. He is based in New York.

Prior to joining Carlyle, Mr. Petrick had a 20-year career at Morgan Stanley. In addition to being Global Head of Institutional Sales and Trading, he presided over numerous businesses at Morgan Stanley during his 20-year career, including: Global Head of Corporate Credit; Global Head of Non-Investment Grade; Global Head of Distressed Investing; and Global Head of Leveraged Finance and Restructurings. In these various capacities, Mr. Petrick was responsible for a diverse set of asset classes including: equities, commodities, corporate, residential, commercial, proprietary trading, tax and direct investments.

Mr. Petrick has served on the boards of DigitalGlobe and TVN Entertainment, American Household, Marvel Entertainment, Premium Standard Farms, Pacific & Atlantic and CHI Energy.

Mr. Petrick graduated with a B.A. in chemistry and economics from Grinnell College, and earned his M.B.A. in finance from the University of Chicago. From 1990 to 2010, Mr. Petrick held Series 7, 8, 24 and 55 licenses. Mr. Petrick currently holds Series 3, 7, 8, 24, 55 and 63 licenses.


Aaron H. Dorr, Sandler O'Neill + Partners | Investment Banking

Aaron H. Dorr is a Managing Director in the Investment Banking Group of Sandler O’Neill + Partners, L.P., where he heads the firm’s asset management investment banking practice. Mr. Dorr has more than 15 years of asset management advisory experience and has advised on more than 30 completed M&A transactions, with a cumulative deal value of over $10 billion.

Before joining Sandler O’Neill, Mr. Dorr was a managing director and head of Jefferies & Co's asset management Investment Banking Group. Prior to his role at Jefferies, Mr. Dorr was a Managing Director at Putnam Lovell Securities from 1998 until Putnam Lovell’s sale to Jefferies in 2007. Previously, he worked in the Financial Institution Group for Deutsche Bank from 1995-1998 and held positions at Putnam Investments and Marsh & McLennan Companies.

Mr. Dorr holds a Bachelor of Arts from Loyola University Maryland.


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