Alston & Bird advised Pathstone Family Office, a New Jersey-based multifamily office backed by Lovell Minnick Partners and Kelso & Company, in its acquisition of Hall Capital Partners, a bi-coastal independent advisory firm based in San Francisco and New York. The combination elevates Pathstone's position as the largest independent registered investment advisor serving ultra-high-net-worth families, endowments, foundations, and other similarly situated institutions.
Representing Pathstone was an Alston & Bird team led by partners Chris Frieden and Ian Calhoun, senior associates Jordan Jensen and Adria Moshe, and associates Caroline Dailey, Zach Newquist, and Janelle Owusu (Financial Services - Mergers & Acquisitions); partner Maki DePalo, senior associate Dorian Simmons, and associate Santiago Villar (Technology); partner Tim Selby and associates Anna Alpern and Katherine Zeng (Investment Funds); counsel Abigail Cessna and associate Trenton Hafley (Antitrust); partner Blake MacKay (Employee Benefits & Executive Compensation); partner Brett Coburn (Labor & Employment); and associate Drew Wilson.