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Events | October 10, 2025
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DeVoe M&A Succession Summit 2025

Friday, Oct. 10, 2025
8 a.m. – 4 p.m. CT

In-person Event
Ritz-Carlton Chicago
160 E. Pearson St
Chicago, IL 60611

Warner Norcross + Judd is pleased to be among the sponsors of the 2025 DeVoe M&A Succession Summit in Chicago. The summit is an interactive experience for Registered Investment Adviser owners and principals contemplating transactions or transitions and will cover trends and best practices for RIAs considering strategic transactions as a buyer or seller.

Warner attorney Robert Cambridge will participate on the panel “The Fine Print: Legal and Tax Insights that Make or Break a Transition.” The panel includes legal, tax and transaction professionals discussing critical details impacting a transition. From structuring key terms to avoiding common pitfalls, this panel will share practical strategies to protect business interests, preserve value and set the stage for a smooth, successful transition.

At Warner, Cambridge concentrates his legal practice on a broad range of corporate matters, with particular emphasis on mergers and acquisitions, securities compliance and venture capital financing. He advises companies at all stages of growth helping them navigate complex transactions, structure strategic deals and meet regulatory requirements.

Warner is unique among law firms in that it provides both full service legal counsel and the highly specialized securities compliance guidance that investment advisers and broker-dealers require to navigate strict federal and state regulations. Understanding both the deal and compliance side of complex financial services transactions has positioned Warner as a go-to law firm in the space.

The three-day summit begins on Oct. 8 with registration and an evening river boat cruise. The conference programing continues on Oct. 9-10 with sessions, one-on-one expert meetings and networking opportunities at the Ritz-Carlton Chicago. For additional information, please click here