Litman Gregory Joins iM Global Partner: A Strategic Alliance
We are honored to have served as the exclusive financial advisor to Litman Gregory on its sale to iM Global Partner. The combination is founded on a similar commitment to investment management and research capabilities, and a shared commitment to clients, culture and employees. Litman Gregory will benefit from iM Global Partner’s resources, global network and enhanced distribution to deliver the best possible offering to the combined clientele.
The deal team was led by Liz Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking and Ralph Puthota, Vice President, with support from other colleagues from Asset & Wealth Management Investment Banking, including Geoff Newman, Associate, and Abraaz Khan, Analyst. Special thanks to our collaborative counsel – WilmerHale as legal counsel to Litman Gregory and Seward & Kissel as legal counsel to iM Global Partner.
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