Jon-Micheal A. Wheat, P.C.

Kirkland & Ellis advised growth-focused investment firm Summit Partners in an investment in UHY, a leading accounting, tax, consulting and advisory services firm. The investment will support the continued expansion of UHY's team, technology and client service offerings, while helping to accelerate both organic and acquisition-driven growth. This funding represents UHY’s first institutional capital, signaling a significant milestone in the firm's growth and strategic development. Financial terms were not disclosed. Read the transaction press release The Kirkland team included corporate lawyers Jon-Micheal Wheat and Nils Remole; debt finance lawyers Andrew Idrizovic and Claire Rokita; and tax lawyers Mike Conroy and Mike Carew.

Dec 4

1 min

Kirkland & Ellis advised Thoma Bravo on its lead role in a $123 million round of Series E financing for Alation, a leader in enterprise data intelligence. The financing also included participation from Sanabil Investments, and Costanoa Ventures, with participation from new investor, Databricks Ventures. Existing and other investors that also participated include Dell Technologies Capital, Hewlett Packard Enterprise (HPE), Icon Ventures, Queensland Investment Corporation, Riverwood Capital, Salesforce Ventures, Sapphire Ventures and Union Grove. Total funding raised stands at $340 million, elevating the company’s current valuation to more than $1.7 billion amid the volatile late-stage software-as-a-service (SaaS) growth equity market. Read the Thoma Bravo press release The Kirkland team was led by corporate partner Leon Johnson and associates Niki Namazi and Andrew Daniels with assistance from corporate partner Jon-Micheal Wheat, technology & IP transactions partners Aaron Lorber and Seth Traxler and associate Aseem Jha, tax partners Kevin Coenen, Adam Kool and Steven Cantor, employee benefits partner Matt Antinossi and associate Iris Grossman, executive compensation partner Jared Whalen and associate Rebekah Kostelak, ESG & impact partner Abbey Raish and associates Maddy Foote and Kyle Guest, labor & employment partner Sydney Jones and associate Alexis Grinstead and international trade & national security partners Mario Mancuso and Luci Hague and associates Chad Crowell and Erika Krum.

Nov 2

1 min

Kirkland & Ellis advised software provider Trintech on the acquisition of Fiserv’s reconciliation business. Trintech provides cloud-based integrated reconciliation and financial close solutions for finance and accounting departments. The acquisition will provide Trintech with Frontier Reconciliation and Accurate Reconciliation, which are used by more than 400 blue-chip clients globally. The acquisition will bring Trintech’s headcount to nearly 700. Read the transaction press release The Kirkland team was led by corporate partner Amanda C. Border, debt finance partner Andrew Idrizovic and technology and IP transactions partner Jeff Seroogy, and included corporate partners Jon-Micheal Wheat and Matt Whited and associates Kamilya Jumagulova, Jessica Lowe and Andrew Zeller; debt finance associate Justin Greer; and technology & IP transactions associates Rebecca Brandel, Jessie Perlman and Colin Russell.

Jul 26

1 min

Kirkland & Ellis advised Madison Dearborn Partners, a leading private equity investment firm based in Chicago, and its portfolio company LinQuest, a leader in National Security space systems and technology solutions for the defense and intelligence communities, on the sale of LinQuest to KBR. KBR, a leading provider of science, technology and engineering solutions to governments and companies around the world, will acquire LinQuest in an all-cash transaction that is expected to be completed by the fourth quarter of 2024, pending regulatory approval and other customary closing conditions. Read the transaction press release The Kirkland team was led by corporate partners Adam Clifford and Jon-Micheal Wheat; debt finance partner Maureen Dixon; and tax partners Rachel Cantor and Christine Lehman.

Jul 17

1 min

Kirkland & Ellis advised Vertava Health of Mississippi, a comprehensive provider of addiction treatment and mental health services, on its sale to Bradford Health Services, a provider of addiction treatment and recovery services. The integration of Vertava Health of Mississippi into Bradford Health Services will allow Bradford to expand its presence in the Southeast and further enhance the quality of services it offers. Read Bradford’s press release The Kirkland team was led by corporate partner Jon-Micheal A. Wheat and associates Laura Nance, Meredith Bennett and Divya Gulati; debt finance partner Andrew Idrizovic; tax partner Mike Conroy; and technology & IP transactions partner Vladimir Khodosh and associate Derek Ventling.

Nov 16

1 min