- Represented wealth management clients in sell-side transactions valued over $7 billion and in over 50 buy-side transactions since 2023.
- Serving as outside-inside counsel to several registered investment advisor (RIA) firms.
- Counsel to a prominent ultra net high worth national RIA in multiple sponsor transactions and eight acquisitions.
- Counsel to the largest independent RIA in the United States in 15 acquisition transactions.
- Represented an Atlanta-based RIA in multiple private equity recapitalizations and several strategic acquisitions.
- Counsel to a California-based RIA for private equity investment and 20+ subsequent acquisitions.
- Represented a California-based RIA in two sponsor transactions and 20+ strategic acquisitions.
- Represented a California-based RIA in its sale to a national insurance company and 10 subsequent acquisitions.
- Represented an Alabama-based hybrid RIA in a material private equity growth investment.
- Counsel to Omaha-based RIA in its sale of a minority interest to a prominent wealth management capital partner.
- Counsel to a Maryland-based RIA in its acquisition of a New York-based peer firm.
- Counsel to a private equity firm in its majority investment in a Texas-based national RIA.
Ian Calhoun
Partner,
- Phone: +1 404 881 7889
- Email: ian.calhoun@alston.com
Ian advises wealth and asset management firms and their owners on mergers, acquisitions, sponsor investments, and platform transactions, serving as trusted outside–inside counsel on strategic growth, governance, and regulatory matters throughout the company’s lifecycle.