Recent transactional representations include:

Registered funds

• Advised Silver Spike Capital on the launch of its BDC, Silver Spike Investment Corp.
• Counsel to ETF fund complex with over $400 billion in combined AUM
• Counsel to J.P. Morgan in connection with the Six Circles mutual fund complex, which has over $50 billion in AUM across multiple funds
• Counsel to the independent directors of multiple fund complexes

Digital currency funds

• Numerous asset managers on the structuring, launch and operation of private digital currency funds

Mergers & acquisitions transactions

• Charles Schwab Corporation on its $1.8 billion acquisition of assets of USAA’s Investment Management Company, including brokerage and managed portfolio accounts
• Charles Schwab Corporation on its $26 billion all-stock acquisition of TD Ameritrade Holding Corporation
• Morgan Stanley on its acquisition of Eaton Vance
• Morgan Stanley on its $13 billion acquisition of E*TRADE Financial Corporation
• Morgan Stanley in the sale of its retail investment management business to Invesco
• A large asset manager on the sale of its exchange-traded funds (ETF) business
• KKR on its BDC joint venture and related transactions with FS Investments
• Lightyear Capital on its sale of RidgeWorth Investments to Virtus Investment Partners
• Citigroup in the formation of the Morgan Stanley Smith Barney joint venture
• Morgan Stanley in its investments in various hedge fund managers (including Avenue Capital Group and Lansdowne Partners)