Skyler Green

• Assisting Park National Corporation in its proposed acquisition of First Citizens Bancshares, Inc., valued at approximately US$317 million.

• Assisted Vista Bancshares, Inc., the holding company for Vista Bank, in its US$377 million merger with National Bank Holdings Corporation.

• Assisted Seacoast Banking Corporation of Florida, the holding company for Seacoast National Bank, in its US$710.8 million acquisition of Villages Bancorporation, parent company of Citizens First Bank.*

• Assisted a Fortune 10 healthcare and financial services company in connection with its proposed US$3 billion acquisition of a healthcare payments and technology provider via a reverse triangular merger.*

• Assisted a private equity-backed healthcare services platform in connection with its proposed acquisition of a regional multispecialty provider group through a structured equity and rollover transaction.*

• Assisted Beacon Pointe Advisors, one of the largest independent registered investment advisory firms in the nation, in its acquisition of the following entities:*

  • Hart & Patterson Financial Group, a Massachusetts-based registered investment advisory firm with over US$275 million assets under management (AUM)*

  • Dubis Financial Planning, a Wisconsin-based registered investment advisory firm with over US$250 million AUM*

  • A California-based registered investment advisory firm with over US$1 billion AUM*

  • A Maryland-based registered investment advisory firm with over US$700 million AUM*

  • An Ohio-based registered investment advisory firm with over US$500 million AUM*

  • A Texas-based registered investment advisory firm with over US$315 million AUM*

  • An Indiana-based fiduciary financial planning and wealth management firm*

• Assisted Homrich Berg, a national independent wealth management firm, with its acquisition of WMS Partners, a US$6.4 billion multifamily office and registered investment adviser.*

• Assisted Homrich Berg in its strategic minority investment from TPG Growth, the middle market growth equity platform of TPG, a leading global alternative asset management firm.*

• Assisted Pathstone, a leading wealth management advisor with over US$100 billion in AUM, in its acquisition of Crestone Capital, a Colorado-based investment management and wealth advisory firm with US$3.5 billion AUM.*

• Assisted Beacon Pointe Advisors, one of the largest independent registered investment advisory firms in the nation, in its acquisition of the following entities:*

  • Bridge Advisory, a Southern California-based wealth management firm with over US$450 million AUM*

  • Charleston Investment Advisors, a South Carolina-based wealth management firm with over US$200 million AUM*

  • Joslin Capital Advisors, a Washington-based registered investment advisory with over US$450 million AUM*

• Assisted Arkatechture, a data and analytics consulting firm, with a strategic growth investment from LoneTree Capital and TruStage Ventures, which involved the issuance of preferred equity interests and a post-closing ownership recapitalization.*

• Assisted True North Advisors, a Texas-based registered investment adviser, in its strategic partnership with Wealth Partners Capital Group, a financial services holding company, and HGGC, a firm focused on partnership investing.*

• Assisted The Connable Office, one of the nation’s oldest multifamily offices, in its acquisition by Cresset Asset Management, with the combined firm managing over US$50 billion in AUM.*

• Assisted AndCo Consulting, a Florida-based independent, Securities and Exchange Commission (SEC) registered institutional investment consulting firm, in its acquisition by national wealth advisory firm Mariner Wealth Advisors, leading to the creation of Mariner Institutional.*

• Assisted Avior Wealth Management, a Nebraska-based registered investment advisor (RIA), in the sale of a minority stake to private equity firm Constellation Wealth Capital.*

• Assisted Oconee Financial, the holding company of Oconee State Bank, in its US$4.3 million offering of common stock related to its acquisition of Elberton Federal Savings & Loan Association.*

• Assisted Fidelity Bancshares, the holding company of Fidelity Bank of Texas, in its acquisition by Lamar Street Investment Partners, LLC.*

• Assisted Pathstone, a New Jersey-based wealth management advisor backed by Lovell Minnick Partners, in its acquisition of Rhode Island-based investment advisory firm Rex Capital Advisors with over US$1.5 billion AUM.*

• Assisted RFG Advisory, an Alabama-based hybrid registered investment adviser with over US$4 billion in AUM, in its growth investment from Long Ridge Equity Partners.*

* Matter handled prior to joining the firm.