David C. Hepp

Private Equity and M&A Transactions

BlackRock in its $12.55 billion acquisition of Global Infrastructure Partners
Apollo Global Management in its $1.5 billion acquisition of Bridge Investment Group Holdings and its acquisition of Argo Infrastructure Partners
Neuberger Berman Group in the $12.5 billion combination of its Dyal Capital Partners division and Owl Rock Capital Group to form Blue Owl Capital
E*TRADE in its $13 billion acquisition by Morgan Stanley in an all-stock transaction
Resolute Investment Managers in numerous transactions, including its acquisitions of Crest Investment Partners, Shapiro Capital Management, Green Harvest Asset Management, RSW Investments, and SSI Investment Management

Asset Management and Financial Services

Lincoln Financial in its sale of its Wealth Management Business to Osaic
Hall Capital Partners in its sale to Pathstone
Wells Fargo in its $2.1 billion sale of its asset management business to GTCR and Reverence Capital
Callodine Group in its acquisition of Corrum Capital Management and Thorofare Capital
Sun Life Financial in numerous transactions including its acquisition of InfraRed Capital Partners, Advisors Asset Management and Crescent Capital Group

Minority Investments and Strategic Partnerships

BlackRock in numerous transactions including its minority investment in Circle Internet Financial and the establishment of its wealth management joint venture in China with China Construction Bank and Temasek
Affiliated Managers Group in its sale of its interest in Comvest Partners’ private credit business and numerous minority investment transactions
Axiom Asia in its sale of a minority interest to GLP
Caxton Alternative Management in its minority investment by the Goldman Sachs Petershill Fund in Caxton Associates
Russell Investments in a minority investment by Hamilton Lane and a related strategic partnership

Corporate Advisory and Restructurings

Fortress in its minority investment in Stronghold Investment Management Holdings
Wilshire Associates in its sale to Motive Partners and CC Capital
Solus Alternative Asset Management in its sale of a minority interest to Blackstone Capital Partners and restructuring of the ownership and structure of the business
Tennenbaum Capital Partners in a minority investment by CNO Financial Group and in its sale to BlackRock

Paul, Weiss