We advised the lenders on the transaction

Davis Polk advised the lenders with respect to its commitment to provide a $455 million senior secured holdco loan facility to the borrower, a financial planning and investment management firm. This commitment was provided in connection with the pending sale of a minority stake in the borrower. 

The Davis Polk finance team includes partner Scott M. Herrig and associate Jenny (Wenjing) Dai. Senior counsel Michael Farber and associate Bradford Sherman provided tax advice. All members of the Davis Polk team are based in the New York office.

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