Sidley represented Apexium Financial in its sale to wealth management firm United Capital Financial Advisors. Apexium Financial is a registered investment advisor with offices across the U.S. The transaction is the largest to date for United Capital since being bought by Creative Planning in 2023 and adds US$4 billion assets under management and a seasoned wealth management team to their company.
The Sidley team was led by Aaron Rigby (M&A and Private Equity), and includes Jack Zeringue and John Walker (M&A and Private Equity); Tara Lancaster, Richard Leavy, and Tyler Combest (Tax); Eric Winwood (Employee Benefits and Executive Compensation); and Cathryn Le Regulski (Employment).
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