13 May 2023

Kirkland Represents Bain Capital on pre-IPO Minority Investment in CI Financial’s U.S. Wealth Management Business

Advising firms

26 lawyers named

Lawyer	Firm	Seniority	Practice	Office
Michael Kim Lead	Kirkland	Partner	capital markets	Not stated
Matthew O'Brien Lead	Kirkland	Partner	corporate	Not stated
Thomas Dobleman Lead	Kirkland	Partner	debt finance	Not stated
Michael Thorpe	Kirkland	Partner	antitrust and competition	Not stated
Peter McCormack	Kirkland	Partner	antitrust and competition	Not stated
Mark Gardner	Kirkland	Partner	antitrust and competition	Not stated
Catherine Kordestani	Kirkland	Associate	antitrust and competition	Not stated
Josh Korff	Kirkland	Partner	capital markets	Not stated
Zoey Hitzert	Kirkland	Partner	capital markets	Not stated
Kaangrok Yoo	Kirkland	Associate	capital markets	Not stated
Anna Ren	Kirkland	Associate	capital markets	Not stated
Ziyad Ziyadzade	Kirkland	Partner	corporate	Not stated
Brian Arnfelt	Kirkland	Associate	corporate	Not stated
Austin Witt	Kirkland	Partner	debt finance	Not stated
Jocelyn Hirsch	Kirkland	Partner	debt finance	Not stated
Sydney Jones	Kirkland	Partner	employment and labor	Not stated
Wes Benter	Kirkland	Associate	employment and labor	Not stated
Ivan Schlager	Kirkland	Partner	international trade	Not stated
Norm Champ	Kirkland	Partner	investment funds	Not stated
Alpa Patel	Kirkland	Partner	investment funds	Not stated
Xiao-Hong Jing	Kirkland	Partner	investment funds	Not stated
Josh Greenblatt	Kirkland	Partner	litigation	Not stated
Mike Carew	Kirkland	Partner	tax	Not stated
Meg Dewar	Kirkland	Partner	tax	Not stated
Vlad Khodosh	Kirkland	Partner	technology and IP transactions	Not stated
Alex Barata	Kirkland	Associate	technology and IP transactions	Not stated

Stated value: USD 1bn (US$1.0 billion)
What the figure measures: Total transaction value
Client: Bain CapitalInvestor
Counterparties: CI Financial Corp. (Other)
Abu Dhabi Investment Authority (Investor)
Flexpoint Ford (Investor)
Ares Management (Investor)