Sidley is representing IEQ Capital, an approximately US$26.5 billion independent advisory firm, in IEQ Capital’s acquisition of EPIQ Capital Group, an approximately US$5.3 billion multi-family office and investment firm. The transaction is a partnership between the two RIAs, both specializing in providing customized wealth advisory, family office services, and select investment opportunities for ultra-high-net-worth families and individuals. Upon completion of the deal later this year, the combined company will have approximately US$32 billion in AUM with a client presence nationally.
The Sidley team is being led by Brien Wassner and Chaim Theil (M&A and Private Equity) and Elizabeth Shea Fries (Investment Funds), and includes Grace Jamgochian, George Brooks, Vince Luccisano, Jeremy Wiener, and law clerk Conor Gordon (M&A and Private Equity); Vadim Brusser (Antitrust and Competition); Christian Pilhofer, Eric Wolf, and Amanda Casanueva (Employee Benefits and Executive Compensation); Scott Goldstein (Insurance); Victoria Anglin and Zani Doumbia (Investment Funds); Katherine Roberts, Aimee Mackay, and Emily Wajert (Labor and Employment); Stephen McInerney and Philip Robbins (Privacy and Cybersecurity); Keith Hayden Del Prete (Real Estate); Rachel Kleinberg and Andy Lau (Tax); and E. Kyle Barnett (Technology).
For additional information, please refer to IEQ Capital’s press release.
