Vedder Price is pleased to have represented CAPTRUST in its investment in Boston Financial Management, a provider of wealth management and investment advisory services for individuals, families, endowments, and not-for-profit organizations.
The Vedder deal team was led by M&A shareholder Adam Lewis. The deal team also included M&A associates Miri Joo and Alec Lybik; Investment Services shareholder Joe Mannon and associate Adam Goldman; Labor & Employment shareholder Michelle Olson and associate Amal Rafiq; and Tax shareholder Matthew Larvick and associate Robbie Alipour.
Read more about the deal here.
Learn more about our Finance & Transactions practice here.