Alex Kelly

Partner

New York
alex.kelly@lw.com
+1.212.906.4615

PRACTICES

  • Investment Funds
  • Mergers & Acquisitions
  • Private Equity
  • Public Company Representation

INDUSTRIES

  • Energy & Infrastructure
  • Entertainment, Sports & Media
  • Financial Institutions
  • Fintech
  • Technology

BAR QUALIFICATIONS

  • New York

EDUCATION

  • JD, New York University School of Law, 2008
    cum laude
  • MA, University of Chicago, 2005
    with honors
  • BA, Binghamton University, 2004
    summa cum laude

PROFILE

Alex Kelly, Global Vice Chair of the firm’s Private Equity & Investment Funds Practice, represents market-leading clients in complex corporate transactions, particularly within the asset management and financial services industry.

Alex leverages her extensive experience to advise asset managers, financial institutions, and other public and private companies on a broad range of sophisticated matters involving:

  • Asset management transactions
  • Private equity firms and their portfolio companies
  • Strategic company representations

She develops trusted relationships with general counsel and C-suite executives to help clients unlock business value through corporate transactions, and guides asset managers across the full investment life cycle.

A recognized leader at the firm, Alex has served on Latham’s Associates Committee and Strategic Client Committee.

EXPERIENCE

Alex’s experience includes representing:

Asset Management – M&A Transactions (Majority Deals)

  • Ares in the acquisitions of:
    • GCP International, a real estate investment advisory firm
    • Black Creek Group, a real estate investment advisory and distribution firm
  • Argo Infrastructure Partners, an infrastructure private equity firm, in its proposed sale to Apollo
  • Special Committee of the Board of Sculptor Capital Management, an alternative asset manager, in its sale to Rithm Capital Management 
  • Corient in the acquisition of Gellar & Company, a wealth advisor  
  • PIMCO in the acquisitions of: 
    • Allianz Real Estate, a real estate asset manager 
    • Gurtin Municipal Bond Management, a fixed-income asset manager
  • Onex in the acquisition and subsequent sale of Falcon Investment Advisors, a private credit asset manager 
  • Bastion Asset Management, a private credit investment manager, in its sale to Mesirow Capital
  • Simon Property Group in its acquisition of a 50% interest in Jamestown, a real estate investment manager

Asset Management M&A – Minority / GP Stakes Representations

  • Hunter Point Capital in its investments in:
    • Pretium, an alternative asset manager 
    • Kohlberg & Company, a private equity firm
  • L Catterton, a consumer private equity firm, in the sale of a minority interest to Hunter Point Capital
  • VMG Partners, a consumer private equity firm, in the sale of a minority interest to Bonaccord Capital Partners
  • Lunate, in its investment in Cambridge Associates, a wealth advisor and investment manager
  • Azimut in its investments in:
    • Sanctuary Wealth, a wealth advisor platform
    • Roundshield Partners, a real estate investment management firm
    • Kennedy Capital Management, a private equity firm

Private Equity Representations

  • Hg Capital in the acquisitions of: 
    • NContracts, a provider of software solutions for the financial services industry  
    • Venminder, a provider of compliance, risk and vendor management solutions software 
  • Warburg Pincus in its:
    • Sale of Scale Microgrid Solutions, a renewables company
    • Investment in Everise, a global healthcare services outsourcing company
  • Antin Infrastructure Partners in:
    • The acquisition of a majority stake in Origis Energy, a vertically integrated renewable energy platform
    • Brookfield’s investment into Origis Energy
  • Carlyle, in its reinvestment into Sedwick, a claims management company and the sale of a minority interest to Altas Partners   
  • Entrepreneurial Equity Partners in:
    • The acquisition of Roskam Baking Company, a food contract manufacturing business
    • The acquisition of Organic Milling, a food contract manufacturing business
    • The acquisition of Marsan Foods, a food contract manufacturing business