Sidley represented Bixby Wealth Solutions (Bixby) on its strategic minority investment in F.L.Putnam Investment Management Company, an independent registered investment advisor that manages more than $11 billion in assets for clients, including individuals, single and multi-family offices, endowments, foundations and RIAs. Bixby, an arm of Moontower Group with the backing of Carlyle’s (NASDAQ: CG) Global Credit Business, is a specialist investor in independent wealth management firms and similar professional services businesses.
The Sidley team was led by Brien M. Wassner, Daniel S. Rawner (M&A and Private Equity) and Steven R. Rutkovsky (Global Finance), and included Aaron J. Rigby, Fares Chehabi and Adriana P. Ramirez Mateo (M&A and Private Equity); Bill Turnbull III and Brent M. Harding (Global Finance); and Greg Featherman (Tax).
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