Cases & Deals

  • Home
  • Practices
  • Leading financial services company provides $650 million syndicated senior secured credit facility to private-equity backed wealth management and financial planning company

Share

Leading financial services company provides $650 million syndicated senior secured credit facility to private-equity backed wealth management and financial planning company

November 2023

Client(s) Leading financial services company

Jones Day represented a leading financial services company, as lead arranger and administrative agent, in connection with a $650 million syndicated senior secured incremental term loan facility to a private-equity backed wealth management and financial planning company to finance its acquisition of a retail wealth management business.

Contacts

Before sending, please note:

Information on www.jonesday.com is for general use and is not legal advice. The mailing of this email is not intended to create, and receipt of it does not constitute, an attorney-client relationship. Anything that you send to anyone at our Firm will not be confidential or privileged unless we have agreed to represent you. If you send this email, you confirm that you have read and understand this notice.