Seward & Kissel Represents Mission Wealth in connection with its minority investment from Great Hill Partners

May 5, 2025

Seward & Kissel’s Business Transactions Group Focusing on the Middle Market

On May 1, 2025, coinciding with its 25th anniversary, Mission Wealth announced a minority investment from Great Hill Partners, a private equity firm that invests in high-growth companies. The partnership will fuel Mission Wealth’s industry-leading organic growth, enhance its client service offering, and support the firm’s national expansion plans. Seward & Kissel is pleased to have represented Mission Wealth in connection with this investment management industry transaction.

Mission Wealth, based in Santa Barbara, California, is a leading wealth management firm that provides comprehensive financial services, including financial planning, investment management, estate planning, tax planning, retirement planning, asset protection, charitable giving, and support for personal life goals. Great Hill Partners is a private equity firm targeting investments in high-growth companies across the software, financial services, healthcare, consumer, and business services sectors.

Seward & Kissel LLP (www.sewkis.com) is a leading New York law firm, originally established in 1890, offering legal advice emphasizing business, financial and commercial law and related litigation. The firm’s Business Transactions Group handles middle-market M&A, private equity, venture capital and joint venture transactions involving a wide variety of industries. The firm is ranked as Highly Regarded for Corporate/M&A by Chambers USA and is recommended by The Legal 500 in the middle-market M&A category, stating that Seward & Kissel “advises on market-leading transactions within the industries where the firm has an international reputation, namely investment management and shipping.”

The company’s press release describing this transaction is available here.

Seward & Kissel Represents Mission Wealth in connection with its minority investment from Great Hill Partners

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