Special Situations Debt Group led by Donald Sheets

Transaction overview

Reported joined

Exact closing date not established.

In a January 7, 2020 announcement, Broadshore Capital Partners, LLC reported adding the Special Situations Debt Group led by Donald Sheets, James Pomeranz and Kevin Pertsovsky. The team said it would continue overseeing its existing investment portfolio and managed accounts. This is a reported team and investment-business integration, not an asserted acquisition of Clarion Partners or an equity purchase. The source does not state an exact joining day or consideration.

Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.