Cambridge Associates’s Institutional Financing

Foley Hoag served as legal adviser to Cambridge Associates on the transaction

Cambridge Associates completed its institutional financing and equity transaction for the company.

This transaction represents the first significant change to the ownership structure of Cambridge Associates in nearly 20 years, and a move into the next phase of the company’s highly successful history as a leader in the financial services industry.

Cambridge Associates LLC provides independent investment advice and research services to institutional investors and private clients worldwide. It offers outsourcing and discretionary management, advisory, and performance monitoring services.

Foley Hoag served as legal adviser to Cambridge Associates on the transaction with a team including Robert Sawyer (Picture), Paul Bork and Patrick Connolly, Gabrielle Bernstein and Anne Seymour on transactional matters, and partners Teresa Martland and Kip Cawley on tax and employee benefits aspects of the transaction.

 

Involved fees earner: Robert Sawyer – Foley Hoag; Paul Bork – Foley Hoag; Patrick Connolly – Foley Hoag; Gabrielle Bernstein – Foley Hoag; Anne Seymour – Foley Hoag; Teresa Martland – Foley Hoag; Christopher Cawley – Foley Hoag;

Law Firms: Foley Hoag;

Clients: Cambridge Associates LLC;

Author: Ambrogio Visconti