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...
Genstar Capital’s Acquisition of Numerix
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...
Orion Advisor Solutions’ Acquisition of Redtail Technology
Willkie Farr & Gallagher advised Orion Advisor Solutions on the transaction. Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive...
Aquiline Capital Partners’ Acquisition of Majority Stake in Distinguished Programs
Willkie Farr & Gallagher advised Aquiline Capital Partners in the transaction. Aquiline Capital Partners had entered into a definitive agreement to acquire a majority stake in Distinguished...
Foreside Financial Group’s Acquisition of Alaric Compliance Services
Willkie Farr & Gallagher advised Foreside on the deal. Foreside, a portfolio company of Genstar Capital, announced its acquisition of Alaric Compliance Services, a provider of...
ACA Group’s Combination with Foreside
Kirkland & Ellis advised ACA, while Willkie Farr & Gallagher advised Genstar and Foreside on the deal. ACA Group, the leading governance, risk, and compliance advisor...
Covius’ Acquisition of Nationwide Title Clearing
Willkie Farr & Gallagher represented Covius in the transaction. Covius Holdings, Inc., a leading provider of technology-enabled solutions to the financial services industry, has reached an agreement...
Genstar Capital’s Acquisition of Majority Stake in Foreside Financial Group
Morgan Lewis advised Foreside Financial Group LLC, while Willkie represented Genstar in the transaction. Genstar Capital (“Genstar”), a leading private equity firm focused on investments in...