Edelman Financial Engines’ Acquisition of Viridian Advisors

Baker McKenzie advised Edelman Financial Engines.

Edelman Financial Engines completed the acquisition of Viridian Advisors, an independent firm offering financial planning, investment management, and tax planning and preparation services. 

Edelman Financial Engines is a leading independent financial planning and investment management firm.

The Baker McKenzie deal team was led by New York Transactional Partner Steven Canner (Picture), Financial Regulation Partners Jennifer Klass and Amy Greer, Counsel Federico Cuadra Del Carman, and also included Corporate: Nina Nolan, Jieun Tak, Financial Regulation: Jonathan Hoffman, Terence Gilroy, Tax: Kai Kramer, Ross Staine, Employment: Liz Ebersole, Benefits: Chris Guldberg, IP: Pamela Church, Dominic Panakal, Alysha Preston and Trade: Michael Egan.

Involved fees earner: Steven Canner – Baker McKenzie; Pamela Church – Baker McKenzie; Federico Cuadra del Carmen – Baker McKenzie; Elizabeth Ebersole – Baker McKenzie; Michael Egan – Baker McKenzie; Terence Gilroy – Baker McKenzie; Amy Greer – Baker McKenzie; Christopher Guldberg – Baker McKenzie; Jonathan Hoffman – Baker McKenzie; Jennifer Klass – Baker McKenzie; Kai Kramer – Baker McKenzie; Nina Nolan – Baker McKenzie; Dominic Panakal – Baker McKenzie; Alysha Preston – Baker McKenzie; Ross Staine – Baker McKenzie; Jieun Tak – Baker McKenzie;

Law Firms: Baker McKenzie;

Clients: Edelman Financial Engines ;

Martina Bellini

Author: Martina Bellini