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Latham Advises on Osaic’s US$4 Billion Credit Facilities
August 1, 2025
Firm represents the financing sources in the financing to support, in part, Osaic’s acquisition of CW Advisors, LLC.
Latham & Watkins represents the financing sources in Osaic, Inc.’s (Osaic) US$4 billion credit facilities, a portion of which will be used to finance Osaic’s previously announced acquisition of CW Advisors, LLC, a Boston-based registered investment advisor (RIA) managing US$13.5 billion in fee-only client assets.
Partners Jesse Sheff and Andrew Baker led the Latham team, with counsel Preeta Paragash and Gemma Mootoo Rajah, banking associates Diana Duan and Youn Song, and capital markets associates Ian Lachow, Gabriella Tang, and Robin Spiess, with assistance from Chanie Saltzman.