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THE BENEFICIENT COMPANY GROUP

Deals Overview

Total Deals1

Valued Deals1

Total Value£ 3.09 B

Avg. Deal Size£ 3.09 B

Market Context

Senior Management

Brad Heppner
Founder and CEO
Derek Fletcher
President & Chief Fiduciary Officer Wealth Strategies Director
James Silk
Executive Vice President & Chief Legal Officer

Senior Management

Brad Heppner
Founder and CEO
Derek Fletcher
President & Chief Fiduciary Officer Wealth Strategies Director
James Silk
Executive Vice President & Chief Legal Officer

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houlihan lokey

HQ - Los Angeles

financial advisors (1)

1 Shared Deal

1 Opposite

£ 3.09 B

Total Value

venable

HQ - Washington

legal advisors (1)

1 Shared Deal

1 Opposite

£ 3.09 B

Total Value

haynes and boone

legal advisors (1)

1 Shared Deal

1 For

£ 3.09 B

Total Value

lazard

HQ - New York

financial advisors (1)

1 Shared Deal

1 For

£ 3.09 B

Total Value

longacre square partners

pr advisors (1)

1 Shared Deal

1 For

£ 3.09 B

Total Value

sullivan & cromwell

HQ - New York

legal advisors to financial advisors (1)

1 Shared Deal

1 For

£ 3.09 B

Total Value

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