Press Release March 7, 2023

Pathstone Receives New Private Equity Investments

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).

The investments from Kelso & Company and LMP are expected to close in the second quarter of 2023. The deal marks Alston & Bird’s latest collaboration with Pathstone; the firm advised on six acquisitions since 2020 and a prior investment by LMP in 2019.

Representing Pathstone is an Alston & Bird team led by partners Chris Frieden, Ian Calhoun, David Baum, Tim Selby and associates Caroline Dailey, Nathan Tyre, Jack Stephens, and MaryKate Kustas (Financial Services & Products); partner Jordan Myers and senior associate Lindsey Arthur (Finance); partner Brian Harvel (Federal & International Tax); associate Trenton Hafley (Litigation & Trial Practice); partner Daniel Felz and associate Sara Guercio (Privacy, Cyber & Data Strategy); partner Blake MacKay (Compensation, Benefits & ERISA Litigation); partner Brett Coburn (Labor & Employment); and partner Adam Biegel (Antitrust).

Media Contact
Alex Wolfe
Communications Director

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