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Latham & Watkins Advises on Modern Wealth Management’s US$200 Million Hybrid Capital Investment From Centerbridge
November 13, 2026
Firm represents the private equity and structured capital strategy in the transaction.
Modern Wealth Management, a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, has announced a US$200 million hybrid debt-and-equity investment from funds managed by Centerbridge Partners to support the firm's next phase of growth. Funds managed by Harvest Partners SCF also invested.
Latham & Watkins LLP advised Harvest Partners SCF in the transaction with a corporate deal team led by partners Kristen Grannis and John Miller, with associates Adam Weber and Gordon Wilford. Advice was also provided on tax matters by partner Pardis Zomorodi, with associate Jeremiah Cowen.