The Deal | Golden Gate Recaps Parallel Advisors

Alston & 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).

Alston & 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).

Alston & 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.

Alston & Bird advised CAPTRUST Financial Advisors on a minority growth investment from funds managed by global investment firm Carlyle.

Alston & Bird represented Modern Wealth Management, a national registered investment advisory (RIA) firm, in its launch with an investment of $200 million from funds managed by Crestview Partners.