March 19, 2026
Weil is advising Goldman Sachs Asset Management in its minority investment in GeoWealth, a proprietary technology and turnkey asset management platform. The investment is an expansion of GeoWealth’s Series C financing to support its rapid momentum with an additional growth investment, while also providing liquidity to shareholders.
With the latest investment, GeoWealth’s family office owner, The Globe Resources Group, retains majority ownership, while Apollo, BlackRock, J.P. Morgan Asset Management and Kayne Anderson Capital Advisors (sub-advised by Composition Capital) remain minority investors.
The Weil team is led by Private Equity partner Brian Parness and includes Private Equity associates Sam de Blecourt, Matt Tobolski and Katie DePaola; Private Funds partner David Wohl; International and Cross-border Tax Head Devon Bodoh and associate Carlos Parra and Stephanie Galvis; Executive Compensation & Benefits partners Jennifer Britz and Sarah Downie and associates Nate Gross and Amanda Houtz (Not Yet Admitted in New York); U.S. Privacy & Cybersecurity Head Olivia Greer; Technology & IP Transactions partner Dennis Adams, counsel Catherine Kim and associate Colleen Seidel; Employment partner Peter Mee and associate Katherine Strollo; Antitrust partners Kristin Sanford, Mark Seidman and Michael Naughton and associates Joon Cho and Katya Dajani; and Regulatory Transactions partner Antonia Tzinova and associate Sisi Liu.