Jason W. Capps
Jason W. Capps is a trusted corporate and M&A advisor to asset managers, investment advisers, private fund sponsors, founders, strategic buyers and sellers, private equity sponsors, portfolio companies, and family offices in complex M&A and business transactions. Jason has particular experience in asset management transactions and private company M&A, including buyouts, acquisitions and sales of investment advisory businesses, minority and strategic investments, joint ventures, reorganizations, succession and liquidity transactions, equity financings, GP- and sponsor-led strategic transactions, continuation vehicles, GP stakes-style transactions, and other complex transactions involving investment management platforms.
Clients rely on Jason for practical, hands-on deal leadership across US and cross-border transactions. As lead transaction counsel, Jason helps clients structure, negotiate and execute complex transactions from initial strategy through signing, closing, and post-closing implementation.
A significant part of Jason’s practice focuses on transactions involving asset managers and investment advisers. Jason represents registered investment advisers seeking to acquire, sell, or invest in other advisory businesses, as well as founders and sellers of investment management firms evaluating strategic combinations, succession alternatives, minority investments, and liquidity opportunities. Drawing on market knowledge, transaction experience, and close coordination with regulatory, tax, employment, executive compensation, intellectual property, real estate, and commercial specialists, Jason helps clients navigate the legal, business, and execution issues that frequently arise in asset management transactions. Jason also frequently advises private equity sponsors, portfolio companies, and other financial investors in M&A transactions across a range of industries.
In addition to asset management and private equity transactions, Jason has substantial experience in energy M&A, including transactions involving sponsors, investors, and developers of renewable and other energy projects. Jason advises clients on acquisitions, dispositions, joint ventures, and development-related transactions, bringing practical judgment to transactions involving complex assets, multiple stakeholders, and evolving market conditions.
Clients value Jason as a practical, business-minded advisor and deal leader. Jason works directly with clients’ management, business, finance, and legal teams, coordinates multidisciplinary deal teams, and helps clients identify and resolve issues efficiently while keeping strategic objectives in focus.
Jason's practice encompasses a broad range of strategic transactions involving investment management businesses, including asset management M&A, RIA acquisitions and sales, minority investments, GP stakes-style investments, founder liquidity and succession transactions, strategic partnerships, joint ventures, platform investments, reorganizations, and equity financings. He also advises private equity sponsors, portfolio companies, strategic buyers, sellers, and family offices on middle-market M&A transactions and represents sponsors, investors, and developers in energy transactions involving renewable and other energy projects.
