- Represented wealth management and investment advisory firms in acquisition and corporate reorganization transactions.
- Represented The CapFinancial Group, the country’s largest independent Registered Investment Advisor, in eight successful acquisitions.
- Represented Pathstone, a New Jersey-based wealth management advisor, in its strategic private equity investment from Kelso & Company and its additional private equity investment from Lovell Minnick Partners (LMP). Completed five other successful acquisitions for this client.
- Represented FLEETCOR Technologies, a leading global business payments company, in its acquisition of Accrualify, an accounts payable (AP) automation software company.
- Represented Great Hill Partners-backed Versapay in its acquisition of U.S.-based fintech company DadeSystems.
- Represented Seacoast Banking Corporation of Florida (NASDAQ: SBCF) in three successful bank acquisitions.
Associate,
- Phone: +1 404 881 7437
- Email: caroline.dailey@alston.com
Financial services companies rely on Caroline’s tenacity and critical thinking when it comes to closing the deal.