Chris Frieden, Ian Calhoun, David Baum, Brian Harvel, Maki DePalo, Brett Coburn, Blake MacKay, John Gerl, John Hobgood, Lizzie Dunn, and Jack Stephens are noted for representing Corient Capital Partners in its planned acquisition by CI Financial Corp.
In the News
March 15, 2022
Global Legal Chronicle | CI Financial Corp.’s Acquisition of Corient Capital Partners
Related News & Insights
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Press Release March 7, 2022Corient Capital Partners to Be Acquired by CI FinancialAlston & Bird client Corient Capital Partners LLC, a California-based wealth management firm, has entered into a definitive agreement to be acquired by CI Financial Corp., an independent company offering global asset management and wealth management advisory services.
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Press Release May 16, 2023Pathstone Acquires Brainard Capital Management and Receives New Private Equity InvestmentsAlston & Bird represented Pathstone, a New Jersey–based wealth management advisor, in its acquisition of Brainard Capital Management, an independent advisory boutique located in Austin, Texas, as well as in its new strategic private equity investment from Kelso & Company and its additional private equity investment from Lovell Minnick Partners (LMP).
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Press Release March 7, 2023Pathstone Receives New Private Equity InvestmentsAlston & Bird represented Pathstone, a New Jersey-based wealth management advisor, in its new strategic private equity investment from Kelso & Company and its additional private equity investment from Lovell Minnick Partners (LMP).
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Press Release November 17, 2021Beacon Pointe Receives KKR InvestmentAlston & Bird client Beacon Pointe LLC, parent company of Beacon Pointe Advisors LLC, has entered into a definitive agreement with global investment firm KKR under which it will receive an investment to help continue the company’s national expansion through new office openings and acquisitions.
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Press Release November 10, 2021WestEnd Advisors to Be Acquired by Victory Capital for $480 MillionAlston & Bird client WestEnd Advisors LLC, an independent institutional asset management firm, has entered into a definitive agreement to be acquired 100% by global asset management company Victory Capital Holdings Inc.
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