Press Release

Kirkland Represents Merit Financial Advisors on Capital Partnership with Neuberger Berman Capital Solutions

Kirkland & Ellis advised Merit Financial Advisors, a portfolio company of HGGC, on a capital partnership with Neuberger Berman Capital Solutions. Merit is a hybrid, SEC-Registered Investment Adviser based in Atlanta, GA, that maintains 40 offices throughout the U.S. As of September 30, 2023, Merit managed $8.96 billion in client assets.

Read the transaction press release

The Kirkland team was led by corporate partners Travis Nelson, Rodin Hai-Jew, Cameron Leishman and Michael Cline; debt finance partners Sonali Jindal and Aditi Iyer; capital markets partners Joshua Korff and Ben Richards; and tax partner Kevin Coenen.