"Weil Advises EP Wealth Advisors on $400 Million Term Loan and $100 Million Credit Facility"

"Weil advised EP Wealth Advisors LLC and Berkshire Partners on securing a $400 million seven-year term loan and a $100 million revolving credit facility to support EP Wealth's growth strategy. This financing is part of an agreement for Ares Management's Private Equity funds to become significant minority investors in the company. The Weil team included various partners and associates from different legal specialties."

Weil Gotshal & Manges LLP advised EP Wealth Advisors LLC and its sponsor, Berkshire Partners, in a significant financial transaction. The deal involved a $400 million seven-year term loan due October 16, 2032, and a $100 million revolving credit facility maturing October 16, 2030. This financing is intended to support EP Wealth’s long-term growth strategy and was arranged in connection with a definitive agreement for Ares Management’s Private Equity funds to become significant minority investors alongside Berkshire Partners in the company. The Weil team was led by Banking & Finance partner Andrew Yoon, with contributions from Banking & Finance associates Virginia Dwyer, Richard Kenny, and Tess Savage. Additionally, Tax partner Graham Magill and associate Dylan Lionberger were involved, as well as Executive Compensation & Benefits partner Sarah Downie and associate Rustin Armknecht. The team also included Real Estate Co-Head Jannelle Seales and associate Douglas Illsley, along with Environmental Head Annemargaret Connolly.

"Weil Advises EP Wealth Advisors on $400 Million Term Loan and $100 Million Credit Facility"

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