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29 Jul 2026

Gibson Dunn Advises Investcorp on Investment in Berger Financial Group

"Gibson Dunn advised Investcorp on its investment in Berger Financial Group, a leading full-service wealth management platform serving individual investors and retirement savers across the United States."

Gibson Dunn advised Investcorp on its investment in Berger Financial Group, Inc. The transaction involves Investcorp’s investment in Berger Financial Group, a full-service wealth management platform that provides comprehensive financial advisory services to individual investors and retirement savers across the United States. Gibson Dunn represented Investcorp with a team composed by: partners Sean Griffiths (co-lead, corporate) and Christopher Lang (co-lead, corporate); associates Haley Moritz (corporate), Kristen Lee (corporate), Aliya Zuberi (corporate) and Emily Harvey (corporate). Partner Edward Wei and associates Eytan de Gunzburg and Duncan Hamilton advised on tax aspects. Partner Michael Collins advised on benefits. Partner Meghan Hungate and associate Carli Zimelman advised on intellectual property aspects. Partner Marian Fowler advised on investment funds aspects. Associates Stanton Burke and Kyle Clendenon advised on data privacy aspects.
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