Experience
Acquisition of Investment Advisory Firms
Represented multiple investment adviser firms in acquisitions from 2020-2023, including a registered investment adviser with more than $20 billion in assets under management in multiple acquisitions, and multiple other SEC-registered firms in the sale of their assets.
$95 Million Sale of Health Care Financing Company
Served as lead counsel to the seller in the sale of a health care financing company with an enterprise value of approximately $95 million. The sale was to a private-equity-backed purchaser and involved a post-closing transition period for state licensing issues.
