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Adam Phillips, Jonathan Manor, Kady Reese
January 24, 2026
Kirkland Advises Valeas Capital Partners on $200 Million Investment Commitment in Sequoia Financial Group

1 min
AI-made summary
- Kirkland & Ellis represented Valeas Capital Partners in its agreement to acquire a minority stake in Sequoia Financial Group, an SEC-registered wealth management firm managing about $10 billion in client assets
- Valeas will invest over $200 million to support Sequoia's strategic growth initiatives
- The transaction is anticipated to close on October 31, 2022
- The Kirkland legal team was led by corporate partners Adam Phillips, Jonathan Manor, and Kady Reese.
Kirkland & Ellis advised Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, on its agreement to acquire a minority stake in Sequoia Financial Group (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets. Under terms of the agreement, Valeas is committing more than $200 million to support Sequoia's strategic growth plans. The transaction is expected to close on October 31, 2022. Read Sequoia Financial Group’s press release The Kirkland team was led by corporate partners Adam Phillips, Jonathan Manor and Kady Reese.
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Adam Phillips, Jonathan Manor, Kady Reese
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