Finn Dixon & Herling is representing Winged Keel Group (the “Company”) with respect to a strategic investment in the Company by GTCR, a leading private equity firm. As the Company's first outside investor, GTCR will become the majority stakeholder in Winged Keel Group.
Winged Keel Group is an independent life insurance brokerage firm specializing in inter-generational wealth accumulation and estate planning strategies.
The deal was previously announced in a January 13th press release. Terms of the transaction were not disclosed.
The FDH team included corporate/M&A partners Charles J. Downey III and Colin McKeon, counsel Andrea Mirabito, and private equity associates Chris Losito, Jeff Lord and Maggie Klin; debt financing partners Chris Craig and Matt Donaher, counsel Ben Smyser and associate Lauren Williams; tax partner Michael Spiro; and executive compensation, benefits and employment partner Jen Gong and counsel Oleg Zakatov.