AssetMark Financial Holdings, Inc., a leading wealth management technology platform for financial advisors, has announced the closing of its acquisition by GTCR, a leading private equity firm with substantial investment expertise in financial technology, wealth, and asset management.
Latham & Watkins LLP represented the lenders in a financing to support the acquisition with a team led by banking partners Jesse Sheff, Michele Penzer, and Brianna Oller, with associates Eric Dang and Eric Raff. Advice was also provided on tax matters by partner Bora Bozkurt; and on uniform commercial code matters by partner Brian Rock.
Where the legal industry reads first.
Enjoyed this article? Get the biggest legal industry updates, deals, appointments, insights and expert interviews in your inbox, free.
No spam. Unsubscribe anytime.From Legal Desire
Is your firm the one being cited, or the one being skipped?
We ran the test. On several everyday legal questions, software companies are answering and law firms are not. We help firms fix that, and we build the technology behind the practice.
The advising firms, the named deal team, the value and the parties, with every other announced deal by the same firms and lawyers. Open the deal record
