Eric M. Diamond

Investment Management

• Regulatory, compliance and strategic advice to numerous investment management firms, including Apollo, Blue Owl, Canapi Ventures, Citadel, DigitalBridge, Goldman Sachs Asset Management, Millennium, Morgan Stanley Investment Management, Pershing Square Capital Management, SoftBank, Tudor Investment Corporation and others
• Apollo in its exclusive agreement with Citi to form a $25 billion private credit, direct lending program
• Apple Bank in its partnership with Eagle Point to establish Newton Commercial Finance
• Bank of America in connection with investments in multiple venture capital funds, small business investment companies and public welfare funds

• Barclays in its exclusive cooperation agreement with AGL Credit Management and the launch of a private credit investment platform, AGL Private Credit
• Dell Family Office in connection with:
• its investment in vehicles sponsored by Silver Lake in the take-private of Endeavor Group Holdings, Inc.
• multiple investments in hedge funds, private equity funds and private credit funds
• Independent Trustees of the Board of the Fidelity Fixed Income & Asset Allocation Funds
• Investment Company Institute as a member of its Outside Counsel Advisory Group
• Managed Funds Association in connection with various advocacy efforts, including recent SEC and DOL rulemaking initiatives
• Pershing Square in its $900 million investment in Howard Hughes Holdings (HHH) to enable HHH to pursue its new strategy to operate as a diversified holding company by acquiring controlling stakes in high-quality, durable growth public and private operating companies
• Pinegrove Capital Partners and its Founder & CEO in connection with its formation and governing arrangements with its sponsors, Brookfield Asset Management and Sequoia Heritage
• Rockefeller Family Trust in connection with the acquisition of Rockefeller & Co. by Viking Global Investors and the formation of Rockefeller Capital Management and subsequent transactions, including the $6.6 billion recapitalization of Rockefeller Capital Management in 2025
• SoftBank Group in connection with the Stargate Project, a new company which intends to invest $500 billion in building new AI infrastructure for OpenAI in the United States
• Truist Financial:
• as anchor investor in connection with the formation of the Mission-Driven Bank Fund, a target $1 billion social impact investment fund established to support minority depository institutions (MDIs) and community development financial institutions (CDFIs)
• in connection with investments in multiple venture capital funds
• U.S. Bancorp in connection with investments in multiple venture capital funds and small business investment companies
• Wells Fargo in its strategic relationship with Centerbridge focused on direct lending to middle-market companies and the launch of Overland Advantage
• A confidential insurance company in connection with its seed arrangements and investments of up to $1 billion with a newly-established private equity firm
• A confidential sovereign wealth fund in connection with multiple private equity fund investments

Financial Services M&A

• Ally Financial in its acquisition of TradeKing Group
• Bank of New York Mellon in its sale of Alcentra to Franklin Templeton
• Citizens Financial in its acquisition of JMP Group
• DigitalBridge in its acquisition of AMP Capital’s global infrastructure equity investment management business
• Genworth Financial in the sale of its asset management businesses to a private equity consortium
• Great-West Lifeco in the sale of Putnam Investments to Franklin Templeton
• Goldman Sachs in connection with multiple transactions, including its investment in Digital Asset Holdings
• ING Groep in the $3.1 billion sale of ING Bank of Canada to The Bank of Nova Scotia
• Moneris Solutions Corporation in connection with the sale of its U.S. subsidiary Moneris Solutions to Vantiv
• Popular in multiple transactions, including:
• subsidiary Banco Popular de Puerto Rico’s acquisition of certain assets and liabilities related to Wells Fargo’s auto finance business in Puerto Rico
• the sale of its operations in California, Illinois and central Florida, including 41 branches, approximately $1.8 billion in related loan portfolios, and approximately $2.1 billion in deposits, to three different buyers
• Raymond James in its acquisition of a majority stake in GreensLedge Holdings
• SoftBank Group in multiple transactions, including:
• the formation of Twenty One Capital, the first Bitcoin-native public company, in a business combination with Cantor Equity Partners
• the pending $4 billion acquisition of DigitalBridge
• SVB Financial Group in the sale of SVB Capital