Leadership

Bailey & Company Names Tim Scallen As CEO

By Amit Chowdhry ● May 17, 2024

Bailey & Company, a Nashville-based merchant banking platform focused on growth and late-stage healthcare and technology companies, has appointed Tim Scallen as its chief executive officer. Scallen joined the firm in 2020 and previously served as its chief operating officer and managing partner of its principal investing business.

Baker McKenzie KLP JV Names Sunyoung Kim As Partner In Seoul

By Amit Chowdhry ● May 16, 2024

Baker McKenzie announced that leading international arbitration practitioner Sunyoung Kim will be joining Baker McKenzie & KL Partners Joint Venture Law Firm (Baker McKenzie KLP JV) as a partner effective May 20, 2024. This hiring further supports the Baker McKenzie KLP JV's bench strength and boosts Baker McKenzie's dispute resolution and international arbitration capabilities, a strategic area of focus for the firm globally.

Integrated Partners Names Andree Mohr As President

By Amit Chowdhry ● May 16, 2024

Integrated Partners - a national financial planning and registered investment advisory (RIA) firm that serves $18+ billion in assets under advisement (AUA) - announced the promotion of Andree Mohr to president. Mohr has frequently earned recognition among her peers via accolades and industry awards, playing a major role in the firm's development since joining in 2015.

Squire Patton Boggs: Chris Hastings Named As Partner In London

By Amit Chowdhry ● May 15, 2024

Squire Patton Boggs has announced the appointment of Chris Hastings as a partner in its Financial Services Practice Group in London. Hastings - who joins from Eversheds Sutherland - is a finance lawyer focused on leveraged and acquisition financing. He acts for PE firms and their portfolio companies, corporate borrowers, and private credit funds related to transactions at all levels of capital structures. His experience includes complex domestic and international transactions in support of M&A activity, leveraged buyouts, refinancing, and distressed or opportunistic investments.

Blue Wolf Capital: William MacColl Named As Director Of Investor Relations

By Amit Chowdhry ● May 15, 2024

Blue Wolf Capital Partners, a middle market private equity firm specializing in the industrial and healthcare sectors, announced that William MacColl has joined the firm as Director of Investor Relations. Before joining Blue Wolf, he was Director of North America Investor Relations for European private equity platform IK Partners.

Paul, Weiss Adds Silvia Menendez As Finance Partner In London

By Amit Chowdhry ● May 10, 2024

Paul, Weiss, Rifkind, Wharton & Garrison LLP announced that Silvia Menendez has joined the firm as a partner in the Finance Group in the Corporate Department, resident in London.

LPL: $830 Million Thimble Island Private Wealth Team Launches Independent Practice

By Amit Chowdhry ● May 9, 2024

LPL Financial announced that financial advisors Logan Reed, CFP, CEPA, CIMA, CLU, AIF, James “Jim” English III, Michael Allegra Jr., CRPC, and Matthew Fleming, CFP, launched a new independent practice, Thimble Island Private Wealth, through affiliation with LPL Financial’s supported independence model LPL Strategic Wealth Services. The team reported having served approximately $830 million in advisory, brokerage, and retirement plan assets* while at Janney Montgomery Scott.

Raymond James Brings In $200 Million OK-Based Husband-Wife Financial Advisor Team

By Amit Chowdhry ● May 9, 2024

Raymond James’ Central division director for the firm’s independent advisor channel, Raymond James Financial Services (RJFS), Kirk Bell, announced that the firm has welcomed financial advisors Mike Sikes and Shaley Sikes to RJFS. The husband-and-wife team are founding partners of Sikes Wealth Partners in Edmond, Oklahoma, where they are joined by client service manager Susan Moore.

Darrow: Mathew Keshav Named As Chief Revenue Officer

By Amit Chowdhry ● May 9, 2024

Darrow, a leading AI-powered justice intelligence platform, announced the appointment of Mathew Keshav Lewis as its first Chief Revenue Officer and US General Manager. Lewis has over 20 years of experience driving revenue and growth for high-profile legal and technology companies, including Dealpath, Yieldstreet, and Axiom Law.

Bernhard Capital: Jeff Baudier Named As Senior Managing Director

By Amit Chowdhry ● May 9, 2024

Bernhard Capital Partners, a services and infrastructure-focused private equity management firm, announced that Jeff Baudier has rejoined the firm as a Senior Managing Director. He will focus primarily on leading and supporting the firm's infrastructure-related investment activities.

Dentons: Laura Whyatt Named As Competition Partner In London

By Amit Chowdhry ● May 9, 2024

Dentons announced it had hired contentious competition lawyer Laura Whyatt as a Partner in London. Whyatt joins from Willkie Farr & Gallagher, having previously worked at Quinn Emanuel Urquhart & Sullivan and Sherman & Sterling, both in London and Brussels.

Clifford Chance: Todd Lowther Named As Partner In Houston

By Amit Chowdhry ● May 9, 2024

Clifford Chance announced it has hired Todd Lowther as a partner in its US Tax practice. This move is part of the continuing expansion of its US Energy & Infrastructure practice and the growth of its Houston office. Lowther offers significant energy sector taxation experience, further strengthening the firm's global tax offering to clients.

White & Case: Eriko Sakata Named As Partner In Tokyo

By Amit Chowdhry ● May 9, 2024

White & Case LLP announced it has added funds partner Eriko Sakata in Tokyo. Sakata is an investment funds partner with additional expertise in real estate, infrastructure, financial regulation, and structured finance.

Dentons: Jason Brooks Added To Papua New Guinea Office

By Amit Chowdhry ● May 9, 2024

Dentons announced it has welcomed Partner Jason Brooks to its Litigation team in Papua New Guinea (PNG). Brooks is an experienced commercial litigation lawyer who specializes in all aspects of litigation, including judicial review, tax litigation, customs litigation, employment law, and regulatory and advisory work.

Dentons: Raphael Tachie Named As Partner In Trusts, Estates And Wealth Preservation Group

By Amit Chowdhry ● May 8, 2024

Ropes & Gray Adds Former Assistant U.S. Attorney Sarah Walters As Partner In Boston Office

By Amit Chowdhry ● May 8, 2024

Law firm Ropes & Gray announced it expanded its award-winning litigation & enforcement practice again with the arrival of former federal prosecutor and experienced trial lawyer Sarah Walters as a partner in the firm’s Boston office.

DLA Piper Adds David Kreisler As Partner In Investment Funds Practice

By Amit Chowdhry ● May 8, 2024

DLA Piper announced it welcomes David Kreisler as a partner in the firm’s Investment Funds Practice. And he will be based in the firm’s Boston office.

Investec Names Michael Miller As Head Of Private Credit Management In Direct Lending Expansion

By Amit Chowdhry ● May 7, 2024

Investec Bank plc announced the expansion of its Direct Lending platform by hiring Michael Miller to lead and grow its newly established Private Credit Management (PCM) team. Investec Direct Lending is a European private credit manager offering institutional investors, family offices, and UHNW Individuals exclusive access to higher growth lower mid-market borrowers. The creation of the PCM team also marks the next stage in the evolution of Investec’s proposition to private debt borrowers.

MAI Capital Management Brings In $312 Million Harbor Wealth Management Team

By Amit Chowdhry ● May 7, 2024

MAI Capital Management, a registered investment adviser (RIA) specializing in comprehensive investment and financial planning for high-net-worth individuals and families, announced the acquisition of Harbor Wealth Management. The terms of the transaction were not disclosed.

Colbeck Capital: Jared Talisman Joins As Managing Director And Head Of Originations

By Amit Chowdhry ● May 6, 2024

Colbeck Capital Management, a middle-market private credit manager focused on strategic lending, announced today that Jared Talisman has joined the firm as a Managing Director and Head of Originations. Talisman most recently served as a Managing Director at Principal Alternative Credit, where he led and managed the sourcing, structuring, and due diligence of non-sponsored private credit investments.

DLA Piper: Xavier Guzman Named Country Managing Partner for Luxembourg

By Amit Chowdhry ● May 3, 2024

Global law firm DLA Piper appointed Xavier Guzman as the Country Managing Partner for Luxembourg, effective May 1, 2024. Guzman will succeed Catherine Pogorzelski, who has successfully led DLA Piper’s Luxembourg office since its inception. The firm is marking 10 years in the location. This announcement follows the office's relocation in early April to a new central Luxembourg address.

LPL Brings In $860 Million Strategic Wealth Partners Team

By Amit Chowdhry ● May 3, 2024

LPL Financial announced that the advisors at Strategic Wealth Partners have joined LPL Financial’s broker-dealer, RIA and custodial platforms. This team reported serving about $860 million in advisory, brokerage and retirement plan assets and joins LPL from Lincoln Financial.