Willkie Farr & Gallagher advised Cetera Financial Group and Genstar Capital on the transaction. Genstar Capital (“Genstar”) announced it has executed a reinvestment in Cetera Financial Group...
Genstar Capital’s Equity Reinvestment in Cetera
Cetera Holdings’ $1.2 Billion Acquisition of Avantax
Willkie Farr & Gallagher is serving as legal counsel to Cetera, and Sidley Austin and Haynes and Boone are serving as legal counsel to Avantax. Latham...
Aldi and Fresco Retail Group’s Acquisition of Southeastern Grocers’ Business Lines
Willkie Farr & Gallagher LLP is acting as transactional counsel, and Kirkland & Ellis is providing antitrust advice to Southeastern Grocers. Southeastern Grocers Inc. (SEG), parent...
Cetera’s Acquisition of The Retirement Planning Group
Willkie represented Cetera Financial Group in the transaction. Cetera Financial Group, one of America’s largest networks of financial professionals, announced its acquisition of The Retirement Planning...
Numerix’s Acquisition of FINCAD
Willkie represented Numerix in the transaction. Numerix, a leader in capital markets risk management technology, announced its acquisition of FINCAD, a leading analytics company in the...
Cetera’s Acquisition of Securian Financial’s Retail Wealth Business
Willkie advised Cetera Financial Group on the deal. Cetera Financial Group, one of America’s largest networks of financial professionals, entered into a definitive agreement to acquire the...
Genstar Capital’s Acquisition of Numerix
Willkie advised Genstar Capital, while Davis Polk advised Numerix in the transaction. Genstar Capital executed the acquisition of Numerix, the leader in capital markets risk management...
Advisor Group’s Acquisition of American Portfolios Financial Services
Willkie Farr & Gallagher advised American Portfolios on the deal. Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the acquisition...
Cerity Partners’ Recapitalization
Davis Polk & Wardwell advised Cerity Partners and Lightyear Capital, while Willkie Farr & Gallagher advised Genstar on the deal. Lowenstein represented Cerity Partners EOE LLC....
Orion Advisor Solutions’ Acquisition of TownSquare Capital
Willkie Farr & Gallagher advised Orion Advisor Solutions on the deal. Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive...
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...
CI Financial’s Acquisition of Eaton Vance WaterOak Advisors Assets
Willkie advised Eaton Vance WaterOak Advisors on the transaction. CI Financial, an integrated global wealth and asset management company, has agreed to acquire certain assets of...