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Our M&A lawyers are among the most experienced and effective in the world. We represent many of the world's largest publicly traded and privately held companies, as well as leading private equity firms, hedge funds, financial advisors and other financial institutions and investors on their most important merger, acquisitions and takeover transactions.

Viking Global Investors to Back Rockefeller Capital Management

Rockefeller Financial Services, Inc., the parent company of Rockefeller & co., and Gregory J. Fleming have agreed to form Rockefeller Capital Management, an independent financial services firm focused on wealth management, asset management and strategic advisory. Paul, Weiss is advising Viking Global Investors LP in its investment in the new firm via one of its investment funds. Under the terms of the venture, expected to closed in the first quarter of 2018, Rockefeller will be co-owned by a Viking investment fund, a trust representing the broader Rockefeller family, and the firm’s management. Financial terms of the transaction were not disclosed.

The Paul, Weiss team included corporate partners Steven Williams, Udi Grofman and Ariel Deckelbaum and counsel Yossie Horwitz and Philip Heimowitz; intellectual property partners Claudine Meredith-Goujon; employee benefits partners Andrew Gaines and counsel Jarrett Hoffman; and tax partner David Mayo and counsel Todd Hatcher.

October 4, 2017

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