Ranan Well

• Gallatin Point Capital, a private investment firm with approximately $6 billion in assets under management, in its sale of a minority stake to Wafra
• FCP Fund Manager, a privately held real estate investment manager with approximately $3.8 billion in assets under management, in its sale of a majority stake to Federated Hermes
• Austin Private Wealth, an independent wealth manager with approximately $1.4 billion in assets under management, in its sale to Cerity Partners
• Reinsurance Group of America, a leading global life and health reinsurer, in its strategic investment in and multi-fund anchor commitment to FoxPath Capital Partners, a New York-based specialist credit secondaries investment firm
• WisdomTree, a global financial innovator, in its acquisition of Ceres Partners, an alternative asset manager specializing in farmland investments with over $1.8 billion in assets under management
• A private investment firm specializing in commercial real estate bridge loans in its sale of a minority stake to a global provider of specialty risk solutions
• Tecum Capital Management, a private investment firm that manages Small Business Investment Company (SBIC) licensed funds, in its sale of a minority stake to Cantilever Group, an independent investment firm specializing in middle-market GP stakes
• Sheaff Brock Investment Advisors and Salzinger Sheaff Brock, wealth management firms with over $1.5 billion in combined assets under management, in their sale to Allworth Financial
• Ellevest in the sale of its automated investing business to Betterment
• The controlling partner of a hedge fund in the global settlement of all disputes with the founding partner over control of the firm
• Reinsurance Group of America in its strategic investment in and anchor commitment to PACT Capital, an independent investment firm focused on providing capital and strategic support to middle market alternative asset managers
• NEPC, a global investment consultant, private wealth advisor and outsourced chief investment officer (OCIO) with more than $1.66 trillion in total assets, in its sale of a majority stake to Hightower
• Citi in connection with LuminArx Capital’s launch of Cinergy, a strategic private lending vehicle
• Bridgeworth Wealth Management, a wealth management firm with approximately $2.2 billion in assets under management, in its sale to Savant Wealth Management
• Pacific Life Insurance Company in the sale of its third-party credit asset management firm, Pacific Asset Management, and certain assets relating to the management of its mutual fund complex, Pacific Funds, to Aristotle Capital Management; the transaction represented approximately $22 billion in assets under management, and, as part of the transaction, Pacific Life received a minority stake in Aristotle and certain of the Pacific Funds were reorganized into Aristotle mutual funds*
• Berkshire Asset Management, an independent investment adviser with approximately $3.96 billion in assets under management, in its sale of a strategic, non-controlling stake to iM Global Partner, a leading global asset management network*
• Macquarie / Delaware Investments in the sale of its business relating to the management of its U.S. closed-end funds complex to abrdn*
• McGervey Wealth Management, a wealth management firm with approximately $105 million in assets under management, in its sale to Mariner Wealth Advisors*
• FTV Capital, a sector-focused growth equity investment firm, as regulatory counsel, in its growth equity investment in Tidal Financial Group, a leading all-in-one ETF investment and technology platform*
• Galapagos Partners, a multi-family office with approximately $868 million in assets under management, in its sale to Cl Financial*
• Adams Chetwood Wealth Management, a wealth management firm with approximately $300 million in assets under management, in its sale to Allworth Financial*
• Affiliates of Littlejohn & Co. and Wellfleet Credit Partners in the sale of Wellfleet Credit Partners, a collateralized loan obligation (CLO) manager with approximately $6.5 billion in assets under management, to Blue Owl Capital*
• Columbia Pacific Advisors, an alternative asset management firm with approximately $3.5 billion in assets under management, in its sale of a minority stake to Cl Financial*
• Columbia Pacific Wealth Management, a wealth management firm with approximately $6.4 billion in assets under management, in its sale to Cl Financial*
• Next Generation Wealth Management, a wealth management firm with approximately $563 million in assets under management, in its sale to Beacon Pointe Advisors*
• Precipio Wealth Management, a wealth management firm with approximately $250 million in assets under management, in its sale to Mercer Advisors*
• O'Shares ETFs in the sale to SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, of a portion of the business of O'Shares ETFs relating to the management of exchange-traded funds (ETFs), with approximately $1.5 billion in assets under management, and the reorganization of such ETFs into SS&C ALPS Advisors ETFs*
• A private equity firm that purchases non-controlling, minority GP interests in alternative asset management firms in the sale of its minority stakes in affiliated alternative asset management firms back to the asset management firms*
• Hancock Whitney Bank and its division, Horizon Advisers, in the sale to Federated Hermes of a portion of the business of Horizon Advisers relating to the management of nine Hancock Horizon Funds, with approximately $562 million in assets under management, and the reorganization of such funds into Federated Hermes funds*
• UMB Financial Corporation and its wealth management subsidiary, Prairie Capital Management, in the sale of Prairie Capital Management and related general partner interests, with approximately $5 billion in assets under management*
• Great Valley Advisor Group, a technology-driven full-service registered investment adviser, in its acquisition of U.S. Financial Advisors, a registered investment adviser with over $725 million in assets under management*
• Union Square Capital Partners, an investment management firm, in its acquisition of the management of PREDEX, a real estate focused interval fund with approximately $163 million in assets under management*
• Longview Innovation, a hard science investment firm, in the restructuring of its North American platform and in multiple rounds of funding by leading investment firms and institutional investors*
• Bridgeway Capital Management, a registered investment adviser with approximately $5.5 billion in assets under management, in a corporate restructuring designed to facilitate succession planning and implementation*
• Artivest Holdings in the sale of its advisory, mutual fund, commodity pool and broker-dealer businesses to Altegris Holdings*
• James Alpha Advisors, a boutique asset management firm, as regulatory counsel, in its sale of a minority stake to Easterly, a private asset management holding company*
• Lovell Minnick Partners and its portfolio company, CenterSquare Investment Management, a global investment manager focused on actively managed real estate and infrastructure strategies with approximately $12.5 billion in assets under management, in CenterSquare's acquisition of RCG Longview, a private real estate investment manager focused primarily on private real estate debt strategies*
• Driehaus Capital Management, an independent investment adviser with approximately $8.4 billion in assets under management, in its acquisition of the Small-Cap Value Team of Opus Capital Management*
• Lovell Minnick Partners in its majority investment in CenterSquare Investment Management in connection with the acquisition by Lovell Minnick Partners and CenterSquare's management of CenterSquare's business from BNY Mellon Investment Management*
• UMB Financial Corporation and its institutional investment management subsidiary, Scout Investments, in the sale of Scout Investments, with approximately $27.3 billion in assets under management, to Carillon Tower Advisors, a unit of Raymond James Financial*
• Pacific Life Insurance Company and its subsidiary, Pacific Global Advisors, a registered investment adviser, in the sale of Pacific Global Advisors' solutions business, with total assets under supervision of over $18 billion, to Goldman Sachs Asset Management*
• Pacific Global Asset Management, the asset management business of Pacific Life Insurance Company, in its acquisition of Cadence Capital Management, a registered investment adviser with approximately $4 billion in assets under management*
• A global investment management firm in its runner-up bid for Bank of America's $87 billion money-market fund business (work involved full M&A negotiation / representation)*
• A leading financial services firm in its successful bid for a registered investment adviser with over $10 billion in assets under management*
• Nationwide Financial in its acquisition of a portion of the business of HighMark Capital Management, a subsidiary of Union Bank, relating to the management of 17 mutual funds, with approximately $3.6 billion in assets under management, and the reorganization of such funds into Nationwide funds*
• Hancock Whitney Bank and its division, Horizon Advisers, in the sale to Federated Hermes of a portion of the business of Horizon Advisers relating to the management of three Hancock Horizon Funds, with approximately $435 million in assets under management, and the reorganization of such funds into Federated Hermes funds*
• Pioneer Investment Management in its acquisition of a portion of the business of Morgan Asset Management, a subsidiary of Regions Financial, relating to the management of 11 Regions Morgan Keegan Select mutual funds, with approximately $2 billion in assets under management, and the reorganization of such funds into Pioneer funds*
• High Mark Capital Management in its acquisition of a portion of the business of Ziegler Capital Management, relating to the management of eight North Track Funds, with approximately $614 million in assets under management, and the reorganization of such funds into HighMark funds*
• Pinhook Capital, a registered investment adviser, in the sale to Destra Capital Advisors, a registered investment adviser, of a portion of the business of Pinhook Capital relating to the management of Multi­Strategy Growth & Income Fund, a closed-end interval fund, and the adoption of such fund by Destra*
• The Special Committee of the Board of Directors of Oaktree Specialty Lending Corporation (OCSL), a BDC, in the merger of Oaktree Strategic Income Corporation, a BDC, with and into OCSL; the combined company has over $2 billion in assets under management*
• Rosemont Investment Partners in its minority investment in Riverview Alternative Investment Advisors, a fund of hedge funds manager*
• Clover Capital Management, a registered investment adviser with approximately $2.8 billion in assets under management, in the sale of its business to Federated Hermes*
• The chief executive (primary founding partner) in the formation with Evercore Partners of Evercore Wealth Management, a registered investment adviser that delivers customized investment management, financial planning, and trust and estate services*
• Bingham Legg Advisers, a wealth management firm with approximately $1.5 billion in assets under management and another $887 million in assets under supervision, and its global asset management firm and global law firm owners in the sale of Bingham Legg Advisers to Wilmington Trust FSB, a federally chartered savings bank and an affiliate of Wilmington Trust Corporation*
• Wilmington Trust FSB in its acquisition of AST Capital Trust Company of Delaware, a provider of retirement plan and personal trust services with more than $28 billion in assets under administration*
• Certain employee members of Amherst Holdings, a financial services holding company, in an investment in Amherst Holdings by a group of investors led by Stone Point Capital*

* Denotes experience prior to joining Goodwin.

• Pacific Life Insurance Company in its:
• Growth capital investment in Policygenius, a leading tech-enabled platform for insurance distribution*
• Seed financing of Micruity Inc., a financial technology infrastructure company on a mission to improve retirement income security*
• A robo-adviser in its acquisition of a portion of the business of a wealth management firm*
• A global financial services firm in its successful bid for a data analytics company focused on the financial services industry*
• A full service financial institution in its investment in the preferred equity of a fintech company focused on payment and financing products that promote financial wellness*
• An Israeli-based fintech company in the retail industry, as US counsel, in its Series A financing from multiple venture capital firms*

* Denotes experience prior to joining Goodwin.

• 1315 Capital, a healthcare growth equity firm, as regulatory counsel, in 1315 Capital's acquisition of a majority interest in Homestead Smart Health Plans, one of the fastest-growing organizations in the reference­based pricing solutions market*
• The Penn Mutual Life Insurance Company in its acquisition of Vantis Life Insurance Company, a provider of affordable life insurance and annuity products*
• Freedom Advantage Insurance Company, a provider of workers compensation for transportation risks, in its sale to Wilmington Insurance Company, an insurance holding company*
• Capitol Insurance Company, a provider of competitively priced personal motor vehicle insurance, in its sale to Reservoir Capital Group, LLC, a privately held investment firm, and Tuscarora Wayne Mutual Group Inc., a specialty property & casualty mutual insurance company*
• NTP Acquisition, North America's leading independent provider of extended warranty and service contracts to the trucking industry, in leveraged dividend recapitalizations, the equity and debt financings of which were provided by Fidus Mezzanine Capital, Saratoga Investment Corp. and Brookside Mezzanine Fund*
• The financial guarantors of Special Revenue Obligation bonds in the restructuring of over $2 billion of debt of the Mashantucket (Western) Pequot Tribe relating to the Foxwoods Resort Casino*

* Denotes experience prior to joining Goodwin.

• Salamander Collection in its:
• Partnership with Henderson Park, a private equity real estate manager, and South Street Partners, a private equity real estate investment firm, in connection with the acquisition and management of PGA National Resort
• Partnership with Henderson Park in connection with the acquisition, rebranding and management of the Mandarin Oriental Hotel as the Salamander Washington DC*
• Partnership with South Street Partners relating to the Residences at Salamander*
• Sale of equity to, and joint venture with, Junius Real Estate Partners, a specialized real estate investment unit of J.P. Morgan Asset Management, relating to the development, construction and management of Salamander Resort & Spa, a luxury resort in Middleburg, Virginia*
• Negotiation and execution of management agreements for the management and operation of:
  • Aurora Anguilla Resort & Golf Club, a luxury resort in Rendezvous Bay, Anguilla*
  • Aspen Meadows Resort, an iconic resort in Aspen, Colorado*
  • Half Moon, a luxury resort in Montego Bay, Jamaica*
  • The Henderson, a grand beach resort in Destin, Florida*
  • NOPSI New Orleans, a luxury hotel in New Orleans, Louisiana*
  • Hotel Bennett, a luxury hotel in Charleston, South Carolina*
• Negotiation and execution of tournament facilities agreements relating to the PGA Tour’s Valspar Championship at lnnisbrook, a Salamander Golf and Spa Resort*
• A market-leading specialty finance company in its acquisition of a minority stake of a restaurateur which operates restaurants and retail concepts in airports across North America*

* Denotes experience prior to joining Goodwin.