Mintz represented Breed’s Hill Capital, a multi-family office overseeing approximately $3.5 billion in assets, in its acquisition by Corient, one of the nation’s leading wealth management firms. The transaction enhances Corient’s footprint in New England and advances its ability to deliver personalized fiduciary wealth management services across the region.
The transaction draws on Mintz’s experience advising clients across the asset management sector on complex, high-value transactions, both domestically and internationally. The firm’s Financial Services Practice is recognized for its depth in securities, regulatory, and tax matters, reflecting its strength in guiding clients through the legal and structural considerations of asset management M&A.
The Mintz team included Private Equity Practice Co-chair Kurt Steinkrauss, Mergers & Acquisitions Practice Co-chair Marc Mantell, Associate Jon Taylor, Partner Matthew Atkey, Executive Compensation and Employee Benefits Practice Chair Benjamin Ferrucci, Members Marguerite McConihe, Breton Leone-Quick, David Adams, Timothy Santoli, Of Counsel Michelle Capezza, and Associates Tom Pagliarini, Christopher Buontempo, Brooke Siegal, and Helen Huang.
Additional information about the deal is available here.