BOSTON – Mintz has served as legal counsel to wealth-management firm Lido Advisors LLC, a Charlesbank Capital Partners portfolio company, in its partnership with Colorado Financial Management (CFM).

Lido Advisors, whose main clients are high-net-worth individuals and has over $12 billion assets under management, will deepen its family office offering and presence in the Western U.S. through the partnership with CFM, which is a Colorado-based independent registered investment advisor (RIA) offering comprehensive financial planning and personalized investment management. The transaction is expected to close in Q12023.

Mintz Private Equity Co-Chair Matthew T. Simpson led the Mintz team acting for Lido Advisors, which included Members Steve Ganis, Timothy Santoli and Alexander Song, and Senior Associate Zachary Liebnick.

Our Private Equity / Mergers & Acquisitions Practice includes 50+ professionals from many different legal areas who focus on executing transactions that meet our clients’ wide-ranging legal, business, and operational goals. Singled out by BTI Consulting Group as one of 32 “Deft Dealmaker” firms for 2022, Mintz develops winning transaction strategies for deals of virtually every size and type, including strategic acquisitions and divestitures, private equity platform and roll-up acquisitions and exits, spin-offs, joint ventures, asset and IP acquisitions, distressed sale transactions, complex earn-out and contingent value rights transactions, tender offers, and going private transactions and recapitalizations.  Mintz’s Private Equity / Mergers & Acquisitions Practice is also bolstered by its nationally-recognized Litigation and Intellectual Property practices, as well as industry-leading energy, healthcare and communications regulatory teams.