M&A: VALUED ADVISERS TRUST

Form Type: PRE 14A

Filing Date: 2024-09-24

Corporate Action: Acquisition

Type: New

Accession Number: 000158064224005715

Comments: Valued Advisers Trust filed a preliminary proxy statement regarding a special meeting of shareholders for the Summitry Equity Fund. The meeting aims to seek shareholder approval for a new investment advisory agreement necessitated by a forthcoming acquisition of Summitry LLC by Aspen Standard Group, LLC. As a result of the transaction, the current owners of Summitry will transfer their membership interests, leading to Aspen becoming the sole owner. The new agreement promises to maintain the existing fee structure and continuity of service without impacting the fund's operations or expenses. Shareholders are encouraged to vote promptly as the agreement must be approved to ensure uninterrupted management of the Fund. The proxy statement outlines the necessary details and invites shareholding participation in the voting process.

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