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Davis Polk Advises Fiera Capital on Its Acquisitions of Bel Air Investment Advisors and Wilkinson O’Grady & Co.

06 Sep 2013

Davis Polk is advising Fiera Capital Corporation in connection with $156.25 million of acquisitions of Bel Air Investment Advisors, LLC, as well as its affiliate Bel Air Securities LLC, and of Wilkinson O’Grady & Co., Inc. The transactions are subject to customary conditions, including applicable regulatory approvals, and are expected to close on or about October 31, 2013.

Fiera Capital is one of a handful of full-service, multi-product investment firms in Canada, offering clients a proven top tier track record in Canadian and foreign equity and fixed income management. Founded in 1997, Bel Air is a prominent private wealth management firm focused on the ultra-high net worth segment of the private wealth market. Founded in 1972, Wilkinson O’Grady is a well-established private wealth firm that manages for individuals, families, trusts, endowments and foundations located around the world.

The Davis Polk corporate team includes partner John D. Amorosi and associates Boyoon Choi and Alice Z. Chen. Partner Gregory S. Rowland and associates Richard J. Egelhof and Beth M. Bates are providing investment management advice. Counsel Ron M. Aizen is providing executive compensation advice. Associates Anthony L. Oliva and Ethan R. Goldman are providing tax advice. Associate Zachary J. Zweihorn is providing financial institutions advice. Members of the Davis Polk team are based in the New York and Washington DC offices.

Matter Type
M&A: Acquiror's Counsel
Industry
Fund/Investment Management
News Category
M&A