Leech Tishman’s Corporate Team successfully advised a wealth management firm in the sale of a minority stake in the company to a private equity firm, helping the client complete a complex transaction while protecting its business and ownership interests.
The legal team included Alexander J. Gase (Partner), Pete A. Fuscaldo (Partner), and Brett J. Warren (Partner). They guided the matter from negotiation through closing, including transaction document review, purchase agreement development, disclosure schedule preparation, tax information reporting coordination, and a pre-transaction reorganization needed to facilitate the investment.