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Latham & Watkins Advises on Private Credit Financing for Baker Tilly and Moss Adams’ US$7 Billion Strategic Merger
June 3, 2025
Firm represents the private credit lenders in the financing for the completed combination creating an industry-defining advisory and accounting firm backed by Hellman & Friedman.
On June 3, 2025, Baker Tilly and Moss Adams completed their combination, creating the sixth largest advisory CPA firm in the US. The combination strengthens the firms' industry specialization, expands its geographic reach, and enhances its capabilities across advisory, tax, and assurance services.
Latham & Watkins LLP represented the private credit lenders in the transaction with a team led by partners Paul Bonewitz and Josh Holt and counsel Juan Carlos Olivares, with associates Dan Ovadia, Jack Klein, and Yoojin DeNiro. Advice was also provided on regulatory matters by partner Jack Barber; and on tax matters by partners Bora Bozkurt and Kathryn Harrington.