Spark | 2Q2024
In this issue: Explore most read insights from across the firm, watch our new video series on financial planning, learn about recent industry recognition, a new partnership and hear from CEO Natalie Brown.
Insights 360
Review this quarter’s expert views from across Mesirow on Markets and Investing, Wealth Management and Retirement.
Mesirow Minute
Introducing “Mesirow Minute” a new video series featuring financial planning insights from Mesirow wealth advisors. Current topics include tax efficient investing, retirement myths, charitable giving strategies and financial planning for business owners.
Mesirow Equity Management named Zephyr’s PSN Manager of the Decade
Mesirow Equity Management was awarded Manager of the Decade by Zephyr’s PSN manager database. This award recognizes the top ten managers who successfully navigated market conditions and delivered strong performance in a ten-year span. Over the past ten years, Mesirow Equity Management outperformed the standard style benchmark while driving investor benefits, including a smoother return stream.
Mesirow Fiduciary Solutions launches Fiduciary Partnership at Capital Group
Introducing “Mesirow Minute” a new video series featuring financial planning insights from Mesirow wealth advisors. Current topics include tax efficient investing, retirement myths, charitable giving strategies and financial planning for business owners.
CEO Natalie Brown on the “Can You Hear Me?” podcast
Mesirow CEO Natalie Brown was the inaugural guest on a new segment called “How They Do It” where hosts Rob Johnson and Eileen Rochford interview top industry leaders on their leadership style and communication skills. Listen as Natalie shares what motivated her career in finance, the value of authenticity at work, and the value of putting solutions into action.
Earned media highlights
Investment News | April 9, 2024
Mesirow eyes organic growth, new products with strategy leader appointment
ConnectCRE | April 17, 2024
Mesirow adds real estate investment veteran as Managing Director
Institutional Real Estate, Inc. | April 22, 2024 (requires subscription)
Chicago Municipal Employees commits $25M to Mesirow Financial fund
Buyouts | May 7, 2024 (requires subscription)
Mesirow targets combined $1.4bn for fund and co-investments
Yahoo! Sports | March 1, 2020
Raiders sell practice facility for $191M, 30 times the purchase price, in leaseback deal
Plastics News | May 24, 2024
Tarp maker Shur-Co expands into airbags with acquisition
The Wall Street Journal | May 28, 2024 (requires subscription)
How an ex-teacher turned a tiny pension into a giant-killer
Chicago Tribune | June 5, 2024
Chicago-based Mesirow opens office in Aurora
Mergers & Acquisitions | June 20, 2024
Mesirow jumps into GP-led game with new fund
Label and Narrow Web | June 20, 2024
Mesirow advises Beyer Graphics on sale to Resource Label Group
Pensions & Investments | June 27, 2024 (requires subscription)
Chicago Park Employees allocates $15 million to private equity fund of funds
NAPA | June 27, 2024 (requires subscription)
Mesirow introduces Fiduciary Partnership Services at Capital Group
Rankings and/or recognition by unaffiliated rating services and/or publications are not indicative of a firm’s future performance nor do they evaluate the quality of services provided to clients nor should they be construed as a current or past endorsement of Mesirow by any of its clients. Please see this page for important information.
Spark
Our quarterly email featuring insights on markets, sectors and investing in what matters