18 June 2025
Latham & Watkins Advises on Osaic’s US$13.5 Billion Acquisition of CW Advisors
Advising firms
Deal team
15 lawyers named| Lawyer | Firm | Seniority | Practice | Office |
|---|---|---|---|---|
| Jesse Sheff Lead | Latham & Watkins LLP | Partner | finance | New York |
| Preeta Paragash | Latham & Watkins LLP | Counsel | finance | New York |
| Youn Song | Latham & Watkins LLP | Associate | finance | Not stated |
| Sam Wintergreen-Arthur | Latham & Watkins LLP | Not stated | finance | Not stated |
| Bora Bozkurt | Latham & Watkins LLP | Partner | tax | New York |
| Michael Yu | Latham & Watkins LLP | Associate | tax | Not stated |
| Katherine Page | Latham & Watkins LLP | Counsel | banking | Los Angeles |
| Nilam Faqhir | Latham & Watkins LLP | Associate | banking | Not stated |
| Benjamin Rosemergy | Latham & Watkins LLP | Partner | benefits and labor | Chicago |
| Kevin Matheny | Latham & Watkins LLP | Associate | benefits and labor | Not stated |
| Zachary Shufro | Latham & Watkins LLP | Associate | intellectual property | Not stated |
| Kiara Vaughn | Latham & Watkins LLP | Associate | data privacy | Not stated |
| Tanisha Mugwimi | Latham & Watkins LLP | Associate | data privacy | Not stated |
| Aaron Gilbride | Latham & Watkins LLP | Partner | investment advisory | Washington, D.C. |
| Nathan Saper | Latham & Watkins LLP | Counsel | litigation | Los Angeles |
12 more lawyers on this deal. Register free to see the full deal team, with seniority, practice and office.
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Stated terms
- Stated value
- USD 13.5bn (US$13.5 billion)
- What the figure measures
- Enterprise value
- Client
- Latham & Watkins LLPLenders
- Counterparties
- Osaic, Inc. (Buy-side)
CW Advisors, LLC (Target)