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Transactions / C••••••••• C•••••• P•••••••• L••

N••• • P•••• L••• A••••••• Enters into Strategic Partnership with C••••••••• Capital Partners to Invest in Growth

Platform acquisitionannouncedannounced May 25, 2021Fact
What happened
Platform
not an add-on on record
Control
Control
Share acquired
unknown
Industry
unknown
Target location
unknown
Seller kind
unknown
Rollover
unknown
Values, only where disclosed
Enterprise value
Not disclosed
Purchase price
Not disclosed
Equity value
Not disclosed
Target revenue
Not disclosed
Target EBITDA
Not disclosed
Multiple
Not disclosed
Parties and roles
8 named
Buy side
  • N••• • P•••• L••• A••••••• Enters into Strategic Partnership with C••••••••• Capital Partners to Invest in Growth | published on L•••'s own news page www.lidoadvisors.com
Advisory side
  • A••••• • B•••Legal adviserconfirmed
    R•••• • G••• L•• and A••••• • B••• LLP served as legal counsel to C•••••••••.
  • R•••••• • H•••••• L••Legal adviserconfirmed
    Sheppard, Mullin, R•••••• • H•••••• L•• and H•••••• F•••••••• L•• served as legal counsel to L•••.
  • H•••••• F•••••••• L••Legal adviserconfirmed
    Sheppard, Mullin, R•••••• • H•••••• L•• and H•••••• F•••••••• L•• served as legal counsel to L•••.
  • R•••• • G••• L••Legal adviserconfirmed
    R•••• • G••• L•• and A••••• • B••• LLP served as legal counsel to C•••••••••.
  • A•••• P••••••• L•Sell-side adviserconfirmed
    A•••• P••••••• L• served as financial advisor to C•••••••••.
Side not stated
  • “We are thoroughly impressed by L•••’s client-first approach and differentiated capabilities and feel privileged to partner with this talented management team as they continue to build L••• into the premier independent wealth management platform,” said M•••••• C•••, Managing Director & CEO of C•••••
  • N••• • P•••• L••• A••••••• Enters into Strategic Partnership with C••••••••• Capital Partners to Invest in Growth
Evidence
N••• • P•••• L••• A••••••• Enters into Strategic Partnership with C••••••••• Capital Partners to Invest in Growth
N••• • P•••• L••• A••••••• Enters into Strategic Partnership with C••••••••• Capital Partn | Private Equity Intelligence | DFX