Aligning interest is our ultimate goal and objective...

Attacca International is focused exclusively in the financial services industry. From our Dallas, Texas, and Jacksonville, Florida offices, we advise financial institutions undergoing transformational events, including recapitalization, mergers & acquisitions, corporate divestitures, growth capital, strategic management consulting, joint ventures, and strategic alliances.

Clients include a wide range of financial services and related institutions, including wealth management firms, Broker-Dealers, institutional asset management firms, multi-family offices, trust companies, insurance companies, and institutional investment consulting firms.

Attacca has extensive experience in team lift-outs. Team lift-outs of entire investment teams have become increasingly prevalent as a growth strategy within the financial services industry, often substituting for acquisitions or an “organic” build-out approach. Team lift-out transactions are inherently complex and can be difficult to execute. Executing a successful lift-out requires careful consideration of the investment team’s contractual obligations and understanding potential risks to both the acquirer and acquiree.