Kanaly is a Houston-based comprehensive wealth management firm.
Willkie advised Mercer Advisors, a portfolio company of Genstar Capital in its acquisition of Kanaly Holdings, creating one of the largest U.S. independent wealth managers.
Kanaly Holdings is the parent company of Kanaly Trust, a Houston-based comprehensive wealth management firm managing and advising more than $2 billion of assets.
Genstar Capital is a San Francisco-based private equity firm.
The Willkie deal team was led by partners Jeffrey Poss and Manuel Miranda and included partners Jeffrey Goldfarb, David Katz, Jordan Messinger, Christopher Peters and Mark Vandehaar; counsel Elliot Gluck; and associates Abby Branigan, Patrick Horan, Halie Klein, Anton Brett, Justin Browder, Katharine Donaldson, Geri Anne McEvoy, Ryan Stott and Edward Torres.