The Firm is representing Hellman & Friedman in connection with its strategic investment, alongside Valeas Capital Partners, in Baker Tilly US, LLP (”Baker Tilly”). As part of this transaction, Baker Tilly will be restructured as two entities: Baker Tilly Advisory Group, LP will provide business advisory, tax and other services and Baker Tilly US, LLP will provide attest services. Following the restructuring, both firms will remain partnerships, with all partners holding equity alongside Hellman & Friedman and Valeas Capital Partners in Baker Tilly Advisory Group, LP. The investment is estimated to close in early June 2024.
Baker Tilly is a leading advisory CPA firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles and Chicago. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 41,000 professionals and a combined worldwide revenue of $4.7 billion.
The Simpson Thacher team includes Atif Azher, Fred de Albuquerque, Naveed Anwar, Megan Whitman, Michaela Dion, Shaneel Parikh, Christian Sheets and Madeline Cole (M&A); Brian Steinhardt, Benjamin Persina and Taylor Nefussy (Banking and Credit); Russell Light, Lina Pan and Elizabeth Trask (Tax); David Rubinsky, Scott Schilson and Sam Elmi (Executive Compensation & Benefits); Lori Lesser and Kate Mirino (IP); Sara Razi, Kelly Karapetyan and Max Fischer-Zernin (Antitrust); Mick Tuesley, Samantha Sergent and Thomas Lopez (Regulatory); David Blass and Meredith Abrams (U.S. Broker Dealer and Investment Advisory); and Vanessa Burrows and Nawa Lodin (Healthcare).