Investment management firms require capital or liquidity at key stages in their development to accomplish various strategic initiatives.
AMF RSIs can be used to finance the following:
| Strategic Initiative | Description | |
| Monetize embedded value | Provide liquidity and diversification to owners | |
| Succession | Achieve generational transfer of firm ownership | |
| Buyouts | Fund a spin-off from a parent company owner | |
| Recapitalization | Assist in retiring outstanding debt or private equity obligations | |
| Acquisitions | Support expansion through acquisition of professional teams or blocks of business | |
| Extend business depth or breadth |
Introduce new products or distribution channels |