Bio

David Hepp serves as co-head of the firm’s Financial Institutions Group and leads the firm’s asset management transactions practice. His practice focuses on transactions involving public and private asset management, broker-dealer, wealth management and other financial services firms. He has been involved in many of the largest transactions in these industries over the past 20 years. Mr. Hepp is a trusted partner and dealmaker for many of the largest asset management firms in the world and has a diverse corporate practice representing public and private acquirers and target companies, private equity firms, management teams and investment banks. These representations have included a variety of U.S. and international mergers and acquisitions, capital-raising transactions, joint ventures, restructurings and other corporate matters. In addition, he advises clients on corporate governance, regulatory matters, takeover preparedness and SEC reporting obligations. Mr. Hepp has significant and long-standing experience working with investors and firms on GP stakes and other minority investment transactions. He has been involved in these transactions for more than a decade, working with a range of clients, including firms (and their funds) focused on these investments, insurance companies and other strategic investors. In addition, he works with clients in the structuring and/or restructuring of compensation, retention and equity ownership arrangements for asset management and other financial services firms and their principals, both in connection with contemplated transactions and independently to address succession planning and other objectives.