Weil advised EP Wealth Advisors LLC and its sponsor, Berkshire Partners, on a $400 million seven-year term loan due October 16, 2032, and a $100 million revolving credit facility maturing October 16, 2030. The financing supports EP Wealth’s long-term growth strategy and was arranged in connection with a definitive agreement for Ares Management’s Private Equity funds to join Berkshire Partners as significant minority investors in the company.

The Weil team was led by Banking & Finance partner Andrew Yoon and included Banking & Finance associates Virginia Dwyer, Richard Kenny, and Tess Savage; Tax partner Graham Magill and associate Dylan Lionberger; Executive Compensation & Benefits partner Sarah Downie and associate Rustin Armknecht; Real Estate Co-Head Jannelle Seales and associate Douglas Illsley; and Environmental Head Annemargaret Connolly.