Silver Lake’s $1.2 Billion Strategic Investment in Integrity Marketing Group

Simpson Thacher represented Silver Lake on the deal.

Silver Lake announced $1.2 billion strategic investment in Integrity Marketing Group, alongside GIC.

Integrity is a leading distributor of life and health insurance and provider of solutions for wealth management and retirement planning. Integrity’s 5,500 employees work with more than 420,000 agents and advisors to serve more than 10 million clients annually. In 2021, Integrity expects to help carriers place more than $7 billion in new sales and will oversee more than $20 billion AUM through its RIA and broker-dealer platforms.

The Simpson Thacher team included Katie Sudol (Picture), Frederick W.P. De Albuquerque and Kira Shannahan (Corporate); Russell Light and Jacqueline Clinton (Tax); Jennifer Levitt, Jonathan Lindabury and Mimi Cheng (Credit); Jordan Cross, Demetrius Baefsky and Chris Zheng (Funds); Lori Lesser and Corina McIntyre (IP); Brian Robbins, Tristan Brown, Jeanne Annarumma, Alyssa Ohanian and Brian Chung (Executive Compensation and Employee Benefits); Peter Guryan, Kelly Karapetyan and Jamie Logie (Antitrust); Steven DeLott (Insurance); and Vanessa Burrows (Healthcare). 

Involved fees earner: Steven Declercq – Eubelius; Jeanne Annarumma – Simpson Thacher & Bartlett; Demetrius Baefsky – Simpson Thacher & Bartlett; Tristan Brown – Simpson Thacher & Bartlett; Vanessa Burrows – Simpson Thacher & Bartlett; Mimi Cheng – Simpson Thacher & Bartlett; Brian Chung – Simpson Thacher & Bartlett; Jacqueline Clinton – Simpson Thacher & Bartlett; Jordan Cross – Simpson Thacher & Bartlett; Frederick De Albuquerque – Simpson Thacher & Bartlett; Peter Guryan – Simpson Thacher & Bartlett; Kelly Karapetyan – Simpson Thacher & Bartlett; Kathryn King Sudol – Simpson Thacher & Bartlett; Lori Lesser – Simpson Thacher & Bartlett; Jennifer Levitt – Simpson Thacher & Bartlett; Russell Light – Simpson Thacher & Bartlett; Jonathan Lindabury – Simpson Thacher & Bartlett; James Logie – Simpson Thacher & Bartlett; Corina McIntyre – Simpson Thacher & Bartlett; Alyssa Ohanian – Simpson Thacher & Bartlett; Brian Robbins – Simpson Thacher & Bartlett; Kira Shannahan – Simpson Thacher & Bartlett; Xiuyi Zheng – Simpson Thacher & Bartlett;

Law Firms: Eubelius; Simpson Thacher & Bartlett;

Clients: Silver Lake;

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Author: Youness Semri