Kirkland Advises Valeas Capital Partners on $200 Million Investment Commitment in Sequoia Financial Group

Kirkland & Ellis advised Valeas Capital Partners (Valeas), a growth-oriented equity investment firm, on its agreement to acquire a minority stake in Sequoia Financial Group (Sequoia), an SEC-registered wealth management firm with approximately $10 billion in client assets. Under terms of the agreement, Valeas is committing more than $200 million to support Sequoia's strategic growth plans. The transaction is expected to close on October 31, 2022.

Read Sequoia Financial Group’s press release

The Kirkland team was led by corporate partners Adam Phillips, Jonathan Manor and Kady Reese.