The facts block is sourced from a single SEC filing: an 8-K filed with SEC EDGAR and published on January 15, 2026. The deal's current status is pending regulatory approval.
On the financial advisory side, Evercore acted as exclusive financial advisor to Clark Capital, the target, and is designated as lead advisor. On the acquirer side, Raymond James & Associates, Inc. acted as financial advisor to Raymond James (the parent acquirer) in connection with the transaction, with no lead designation specified.
Legal counsel was also disclosed for both sides. Paul Weiss acted as legal advisor to Clark Capital, the target. Eversheds Sutherland acted as legal advisor to Raymond James, the acquirer.
Beyond its characterization as an asset manager acquisition, the facts block provides no further detail on consideration structure, such as whether the purchase price is cash, equity, or some combination, nor on the specific assets under management or other operational metrics involved.
Several material facts are not disclosed in the source material. The overall deal value is not stated. The facts block does not specify the consideration structure for the acquisition, nor does it give an expected closing date.