Leading Wealth Advisory Firm – Strategic Investment
Represented Lido Advisors (“Lido”), a leading wealth advisory firm with over $30 billion in regulatory assets under management, in the closing of its strategic investment from funds managed by HPS Investment Partners (“HPS”). HPS joined Lido’s existing investors Charlesbank Capital Partners and Constellation Wealth Capital, along with Lido’s more than 160 employee-owners, to support the firm’s continued growth and client-first mission.