Pathstone’s Acquisition of Eaton Vance WaterOak Advisors Assets

Willkie advised Eaton Vance WaterOak Advisors on the transaction.

Pathstone, an independently operated, partner-owned investment advisory firm, has agreed to acquire certain assets of Eaton Vance WaterOak Advisors.

Based in Winter Park, Florida, Eaton Vance WaterOak Advisors provides institutional and private wealth clients with custom investment solutions. It advises on approximately $3 billion in assets.

Eaton Vance Corp. and its subsidiaries, including Eaton Vance WaterOak Advisors, were acquired by Morgan Stanley in March 2021. 

The Willkie team was led by partners Gregory Astrachan (Picture) and Manuel Miranda and included associate Justin Sommerkamp.

Involved fees earner: Gregory Astrachan – Willkie Farr & Gallagher; Manuel Miranda – Willkie Farr & Gallagher; Justin Sommerkamp – Willkie Farr & Gallagher;

Law Firms: Willkie Farr & Gallagher;

Clients: Eaton Vance Corp.;