FR EA

Extract to table

Pull the structured facts out of a document: parties, dates, amounts, obligations.

Extract to table / antitrust-risk-assessment-memo.docx
antitrust-risk-assessment-memo.docx · 1003-00001

Parties

Harrowgate Capital Management LLC
Harkness LLP
Dunmore Asset Management LLC
Pennington LLP
Greycastle Partners LLC
Cairnstone Advisory Group LLC
Hardin LLP

Dates

June 10, 2024
June 4, 2024
March 31, 2024
June 3, 2024
May 28, 2024
June 18, 2024
July 18, 2024
June 14, 2024

Amounts

$370
$328
$42
$160,000
$6.2
$4.7
$58.3
$51.1
$7.2
$16.8

Obligations

Because the proposed transaction meets the notification thresholds described below, premerger notification filings are required by both the Acquiring Person (HCM, as UPE) and the Acquired Person (Ridgemark), and a mandatory waiting period must be observed before the transaction can be consummated
0 million, the size-of-persons test must also be satisfied
Managers must maintain relationships with institutional investors, investment consultants, and gatekeepers over extended periods to build a pipeline of potential mandates