Ardea Partners LP served as exclusive advisor to CAPTRUST. Alston & Bird LLP served as CAPTRUST’s legal counsel. J.P. Morgan served as lead advisor to Carlyle....
Carlyle’s Investment in CAPTRUST
Pathstone’s Acquisition of Brainard Capital Management
Alston & Bird represented Pathstone on the deal. Pathstone, a New Jersey-based wealth management advisor, in its acquisition of Brainard Capital Management, an independent advisory boutique...
Crestview Partners’ Investment in Modern Wealth Management
Alston & Bird represented Modern Wealth Management on the deal. Modern Wealth Management, a national registered investment advisory (RIA) firm, announced its launch with an investment of...
Pathstone’s Recapitalization
Alston & Bird advised Pathstone, Kirkland & Ellis advised LMP, Debevoise & Plimpton advised Kelso on the deal. Kelso & Company announced its investment in Pathstone, an...
CI Financial Corp.’s Acquisition of Corient Capital Partners
Alston & Bird advised Corient Capital Partners LLC on the deal. Corient Capital Partners LLC, a California-based wealth management firm, has entered into a definitive agreement...
KKR’s Investment in Beacon Pointe
Alston & Bird advised Beacon Pointe LLC on the deal, while Kirkland & Ellis advised KKR. Beacon Pointe LLC, parent company of Beacon Pointe Advisors LLC,...