The Firm represented Sageview Capital LP in connection with its $30 million equity investment in an aggregate $38 million fund-raising by United Capital Financial Partners, Inc., a nationwide registered investment advisory firm. The investment signed and closed on October 14, 2013.

United Capital Financial Partners, Inc. is a national partnership of private wealth counseling offices providing advice on approximately $17.8 billion in client assets at 47 offices around the country. Sageview Capital LP is a private investment firm focusing on growth equity investments in small and mid-sized companies, founded in 2006 by former partners of Kohlberg Kravis Roberts & Co.

The Simpson Thacher team for the transaction included Sean Rodgers, Jakob Rendtorff, Grant Manning and Christopher Dass (M&A), Tristan Brown and Scott Mathias (Executive Compensation and Employee Benefits), Katherine Moir and Daniel Foster (Tax) and Marcela Robledo (IP).


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