- Category
- Defining Matters
- Date
- Feb. 28, 2019
- Title
-
Kramer Levin Advises Kestra Advisor Services in Sale of Majority Stake to Warburg Pincus
On Feb. 22, 2019, Kramer Levin client Kestra Advisor Services entered into an agreement to sell a majority stake to certain affiliates of Warburg Pincus LLC. Kestra owns wealth management companies, including a broker-dealer, registered investment advisers and insurance agencies, through which it provides a platform supporting independent financial advisors. Kestra is currently majority-owned by the Trident funds managed by Stone Point Capital LLC.
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