Simpson Thacher is representing Integrum Holdings LP in connection with a new strategic investment partnership co-led by Integrum, Lightyear Capital LLC and Ontario Teachers' Pension Plan with Allworth Financial. As part of the transaction, Allworth's management team will continue to lead the company, and existing employee and advisor shareholders will have significant ownership of Allworth.
Allworth Financial is a national, full-service registered investment advisory firm with approximately $35 billion in assets under management and administration. Serving clients in all 50 states through more than 40 offices nationwide, Allworth delivers integrated financial planning services, including investment management, tax planning and preparation, estate planning, insurance, and 401(k) management.
The Simpson Thacher team includes Michael Chao, Marni Lerner, Matthew Fisher, Matt Suhosky and Samuel Goldsmith (M&A); Eli Isak, Elizabeth Kates, Abdul Fasinro and Mary Cao (Banking and Credit); David Rubinsky, Laura Gallo and Shivani Motamarri (Executive Compensation and Employee Benefits); Sophie Staples, Edward Grais and Elizabeth Trask (Tax); Justin Browder and John Rupp (Investment Regulatory); Caroline Geiger, Dewey Kang and Corina DeFeo (Intellectual Property); Toby Chun and Erin Magoffie (Environmental) and Karen Kazmerzak and Matthew Evola (Antitrust).