Representative Engagements

  • Echelon Partners LLC

    RIAs managing separately managed accounts, sub-advising mutual funds, and other investment vehicles. TJC Law Group also represents Echelon Partners LLC, a leading investment bank specializing in mergers, acquisitions, lift-outs, and other transactions involving RIAs and other investment advisory firms.

  • Vista Investments LLC

    Vista Investments LLC, a hotel management, development and design/build real estate firm that owns, develops and manages hospitality assets on the West Coast. Vista is also the owner of the Vagabond Inn franchise. We provide legal advice to Vista on general corporate and civil litigation matters, partnership and development deals, acquisitions, finance and employment matters.

  • Construction Protective Services

    Construction Protective Services, a nation-wide electronic security, guard company with advice on acquisitions, corporate, real estate and finance matters and civil litigation, and in its sale to Guarda Security Inc.

FIRM EXPERTISE

LIFT OUT’S & BREAKAWAYS

We are experts in litigation and arbitrations involving registered investment advisers (RIAs) and advisory representatives involved in lift-outs, breakaways other transactions, including issues related to alleged misappropriation of trade secrets and violations of non-compete and non-solicitation agreements.

CONTRACT NEGOTIATION

We frequently review and negotiate a wide variety of agreements including those related to limited liability companies, partnerships, joint ventures and employment, consulting and other commercial agreements.

COUNSEL TO HIGH NET WORTH INDIVIDUALS

TJC Law Group serves as counsel to high-net worth individuals and families in connection with their investment, real estate, general corporate, commercial/contract, employment and civil litigation matters.

Extensive M&A experience including:

  • Aristotle Capital Management, LLC

    Represented Aristotle Capital Management, LLC in its lift out of Aristotle Atlantic Partners, LLC (institutional asset manager then with $286 million in AUM) from Deutsche Investment Management Americas Inc.

  • Aristotle Capital Management, LLC

    Represented Aristotle Capital Management, LLC in its acquisition of Eagle Investment Management Boston (institutional asset manager then with $2.4 billion million in AUM) from Raymond James

  • Bradford & Marzec, LLC

    Represented Bradford & Marzec, LLC (institutional asset manager then with $4 billion in AUM at the time of the acquisition) in its acquisition by Tortoise Credit Strategies, LLC

  • West Gate Horizons Advisors, LLC

    Represented West Gate Horizons Advisors, LLC (institutional asset manager then with $1.5 billion in AUM at the time of the acquisition) in its acquisition by Rothschild North America Holdings Inc.

  • MetWest Ventures, LLC

    Represented MetWest Ventures, LLC in its acquisition of Aristotle Capital Management, LLC (fka Reed Conner & Birdwell, LLC) (institutional asset manager then with $13.7 billion in AUM)

  • U Brands

    Represented U Brands in its acquisition by The Smead Manufacturing Company

  • Wedbush Capital, LLC

    Represented Wedbush Capital, LLC in the formation of its hedge fund joint venture (TCW Sepulveda) with TCW Asset Management Company