Kudu Investment Management’s Investment in Douglass Winthrop Advisors

Dechert has advised Douglass Winthrop Advisors on the deal.

Douglass Winthrop Advisors secured a minority investment from Kudu Investment Management. The agreement was announced on September 15 and terms were not disclosed.

Douglass Winthrop Advisors is an SEC-registered investment advisor managing more than $4.8 billion in assets.

Kudu provides long-term capital solutions—including generational ownership transfers, management buyouts, acquisition and growth finance, as well as liquidity for legacy partners—to asset and wealth managers globally.

The Dechert team included financial services partners Douglas Dick (Picture), Corey Rose and Michael Sherman; corporate partner Michael Darby, and associates Chris Polisano, Raymond Wilson and Shannon Footer; tax partner Ari Zak and associate Elizabeth Guidi; and labor counsel Ian Downes.

Involved fees earner: Michael Darby – Dechert; Douglas Dick – Dechert; Ian Downes – Dechert; Shannon Footer – Dechert; Elizabeth Guidi – Dechert; Chris Polisano – Dechert; Corey Rose – Dechert; Michael Sherman – Dechert; Raymond Wilson III – Dechert; Ari Zak – Dechert;

Law Firms: Dechert;

Clients: Douglass Winthrop Advisors;

Author: Martina Bellini