Request Deal Involvement
Ares to invest in EP Wealth Advisors.
Identify your role
Select the side you represented in this transaction, and provide your current job title.
Service Providers
financial advisors
Houlihan Lokey
pr advisors
Gregory FCA
financial advisors
William Blair & Co
financial advisors
Moelis & Co
financial advisors
Jefferies & Company
or
Principals
target
EP WEALTH ADVISORS
bidder
ARES MANAGEMENT
vendor
BERKSHIRE PARTNERS LLC
Principals or Service Provider not listed?Add missing Service Provider or Principal
Enter your Job Title on this deal
This title will appear on your profile next to this deal involvement.
To help us verify your involvement, please include links to any relevant publications that mention you or your company's role in this deal:
All rights reserved. Copyright © 2025 Datasite