The Paul Group, an ultra-high-net-worth advisory firm managing $1.1 billion in client assets, has been acquired by United Capital Financial Advisors (United Capital). With offices in the Los Angeles and New York City areas, The Paul Group is led by Geoffrey Paul, who has been affiliated with Morgan Stanley since 2016.
"This partnership with United Capital is the natural step in our mission to provide extraordinary care for our clients," Paul said. "We're excited to combine our deep client relationships and personalized approach with the entrepreneurial spirit of United Capital and the breadth of resources this partnership provides."
The addition of The Paul Group enhances United Capital's wealth management capabilities across key markets, bringing seasoned professionals with proven expertise in serving families through sophisticated planning and tailored investment strategies.
Warner represented The Paul Group in the transaction. The Warner team was led by Linda Paullin-Hebden and Robert Cambridge and included Matthew Koenders, Sean Cook and Lauren Moine.
"Our transaction was unique, so it was important that we were represented by legal experts with deep industry knowledge," Paul explained. "I could not be happier nor more impressed with the Warner team led by Linda Paullin-Hebden and Robert Cambridge. They were with us every step of the way. In hindsight, retaining the Warner teams was one of the best decisions we could have made."
Echelon Partners served as exclusive financial advisor to The Paul Group.
Warner's Merger and Acquisitions (M&A) Practice Group
As part of one of the largest and most successful law firms in Michigan, Warner's M&A group draws upon more than 85 years of experience to successfully and efficiently handle a wide range of M&A transactions for both private and publicly traded businesses, including mergers, acquisitions, divestitures, joint ventures and strategic business combinations of all types.
Warner's Funds and Investments Industry Group
As the only firm in the state of Michigan focused on the unique legal and compliance needs of investment advisers and broker-dealers, Warner regularly represents investment advisers in all their legal needs from guiding clients through the regulatory process to supporting our clients in acquisition or divestiture. Warner's unique knowledge of the investment adviser industry ensures that Warner attorneys will safely steer you through every aspect of the investment adviser regulatory or transactional landscape.
Warner's transaction team was led by Linda Paullin-Hebden and Robert Cambridge and included Matthew Koenders, Sean Cook and Lauren Moine.
