Jordan Yellen

Jordan Yellen is an associate in the firm’s Private Equity group and Asset Management Transactions practice. Jordan represents a range of financial services firms including asset and wealth managers, private equity funds and venture capital funds. Jordan’s practice focuses on corporate transactions, including mergers and acquisitions, restructurings, and minority investments.

• NEPC, a global investment consultant, private wealth advisor and outsourced chief investment officer (OCIO) with more than $1.66 trillion in total assets, in its pending sale of a majority stake to Hightower
• Boyd Watterson in a strategic combination with Amber Infrastructure Group
• The Agility OCIO management team in Perella Weinberg’s sale of the Agility OCIO business to Cerity Partners
• Tinicum Incorporated in its sale of portfolio company PLX, Inc.
• Macquarie Capital in a minority equity investment
• Performance Equity Management in its sale to Sagard
• TA Associates in its preferred investment into Cliffwater
• Bridgeworth Wealth Management, a wealth management firm with approximately $2.2 billion in assets under management, in its sale to Savant Wealth Management
• Virtus Investment Partners in strategic acquisitions
• Segall Bryant & Hamill in its sale to CI Financial
• Gallatin Point Capital in various control and minority investments
• Kabbage in its sale to American Express
• Ascension Ventures in various growth equity investments

• Co-Presenter, “Unconscious Bias/Threat and Relevance in The Legal Field,” Cornell Law School, March 2021