Alex Kelly

Alex’s experience includes representing:

Asset Management – M&A Transactions (Majority Deals)

• Sixth Street Partners on its acquisition stake in L+M Companies, one of the country’s leading affordable and mixed-income housing developers
• Ares in the acquisitions of:
  • GCP International, a real estate investment advisory firm
  • Black Creek Group, a real estate investment advisory and distribution firm
• Argo Infrastructure Partners, an infrastructure private equity firm, in its proposed sale to Apollo
• Special Committee of the Board of Sculptor Capital Management, an alternative asset manager, in its sale to Rithm Capital Management 
• Corient in the acquisition of Gellar & Company, a wealth advisor  
• PIMCO in the acquisitions of: 
  • Allianz Real Estate, a real estate asset manager 
  • Gurtin Municipal Bond Management, a fixed-income asset manager
• Onex in the acquisition and subsequent sale of Falcon Investment Advisors, a private credit asset manager 
• Bastion Asset Management, a private credit investment manager, in its sale to Mesirow Capital
• Simon Property Group in its acquisition of a 50% interest in Jamestown, a real estate investment manager

Asset Management M&A – Minority / GP Stakes Representations

• Hunter Point Capital in its:
  • Acquisition and strategic partnership with Equitix
  • Investments in Pretium, an alternative asset manager 
  • Investments in Kohlberg & Company, a private equity firm
• L Catterton, a consumer private equity firm, in the sale of a minority interest to Hunter Point Capital
• VMG Partners, a consumer private equity firm, in the sale of a minority interest to Bonaccord Capital Partners
• Lunate, in its investment in Cambridge Associates, a wealth advisor and investment manager
• Azimut in its investments in:
  • Sanctuary Wealth, a wealth advisor platform
  • Roundshield Partners, a real estate investment management firm
  • Kennedy Capital Management, a private equity firm

Private Equity Representations

• Hg Capital in its:
  • Strategic investment in A-LIGN
  • Acquisition of NContracts, a provider of software solutions for the financial services industry
  • Acquisition of Venminder, a provider of compliance, risk, and vendor management solutions software
• Warburg Pincus in its:
  • Sale of Scale Microgrid Solutions, a renewables company
  • Investment in Everise, a global healthcare services outsourcing company
• Antin Infrastructure Partners in:
  • The acquisition of a majority stake in Origis Energy, a vertically integrated renewable energy platform
  • Brookfield’s investment into Origis Energy
• Carlyle, in its reinvestment into Sedwick, a claims management company and the sale of a minority interest to Altas Partners   
• Entrepreneurial Equity Partners in:
  • The acquisition of Roskam Baking Company, a food contract manufacturing business
  • The acquisition of Organic Milling, a food contract manufacturing business
  • The acquisition of Marsan Foods, a food contract manufacturing business