Visión general

Clients turn to our Financial Services M&A practice for deal-savvy advisors who take a practical, commercial approach to and deliver best-in-class client service on M&A transactions of all sizes. Whether navigating intricate regulatory frameworks, structuring deals, or conducting due diligence, we work as trusted partners for clients seeking success in the dynamic world of financial services transactions.


Recent experience includes:

  • Represented Assured Guaranty Ltd. in the $429 million sale of its entire equity interest in Assured Investment Management LLC, the local investment management firm managing assets in hedge funds, private capital vehicles, single-investor funds and CLOs, to Sound Point Capital Management, L.P. 
  • Represented Canadian Imperial Bank of Commerce in its $5 billion acquisition of NASDAQ-listed Private-Bancorp, Inc. and its subsidiary The PrivateBank, a middle market commercial bank with $17.7 billion in assets. 
  • Represented Envestnet in the acquisition of substantially all of the intellectual property assets of Apprise, LLC, a financial planning technology solutions provider, through Envestnet's wholly-owned subsidiary, Envestnet Financial Technologies, Inc. 
  • Represented Finaro, a financial technology company engaged with payment processing and acquiring bank solutions, in its $575 million sale to Shift4 Payments, Inc.
  • Represented Fortress Investment Group in its acquisition of Guardian Asset Management, a leading investment advisor and provider of property management, inspection and repair services for REO properties.
  • Represented Global Atlantic Financial Company in the acquisition of eRESI Mortgage LLC, a mortgage funding platform that offers comprehensive private capital solutions to the residential mortgage market.
  • Represented IPFS Corporation in the acquisition of substantially all of the premium finance assets of various U.S. and Canadian subsidiaries of the H.W. Kaufman Group, a provider of insurance wholesale brokerage and underwriting services.
  • Represented Loan Star Funds in the $1.675 billion divestment of Caliber Home Loans to New Residential Investment Corp. 
  • Represented the special committee of the board of directors of Oaktree Capital Group in the $4.7 billion acquisition by Brookfield Asset Management Inc. of a 62 percent interest in Oaktree. 
  • Represented Ocwen Financial in its joint venture with Oaktree to launch a MSR investment vehicle with $250 million of expected investment capital. 

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