The Deal | Golden Gate Recaps Parallel Advisors

Alston & Bird advised Homrich Berg, an Atlanta-based independent wealth management firm, in its acquisition of WMS Partners, a $6.4 billion multifamily office and registered investment adviser based in Towson, MD, which will become part of HB Family Office.

Alston & Bird represented Homrich Berg, an Atlanta-based national independent wealth management firm, in its strategic minority investment from TPG Growth, the middle market growth equity platform of TPG, a leading global alternative asset management firm.

Alston & Bird represented Pathstone, a New Jersey–based wealth management advisor, in its acquisition of Brainard Capital Management, an independent advisory boutique located in Austin, Texas, as well as in its new strategic private equity investment from Kelso & Company and its additional private equity investment from Lovell Minnick Partners (LMP).

Alston & Bird represented Pathstone, a New Jersey-based wealth management advisor, in its new strategic private equity investment from Kelso & Company and its additional private equity investment from Lovell Minnick Partners (LMP).

Alston & Bird client Corient Capital Partners LLC, a California-based wealth management firm, has entered into a definitive agreement to be acquired by CI Financial Corp., an independent company offering global asset management and wealth management advisory services.