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988 KB
Extraction Summary
7
People
10
Organizations
5
Locations
1
Events
4
Relationships
4
Quotes
Document Information
Type:
Press release / corporate announcement (fragment)
File Size:
988 KB
Summary
This document is a fragment of a press release or corporate announcement detailing a transaction between Rockefeller Financial Services (RFS) and Viking Global Investors LP to form a new firm. It lists the incoming board members, including David Rockefeller Jr. and Brian Kaufmann, and outlines the financial scale of both entities, with RFS advising $16.2 billion and Viking managing $25 billion. The document identifies legal and financial advisors for both parties and provides media contact information for Teneo Strategy and Vested. It bears a 'HOUSE_OVERSIGHT' Bates stamp.
People (7)
| Name | Role | Context |
|---|---|---|
| Mr. Fleming | Board Member |
Member of the board of the new firm
|
| David Rockefeller, Jr. | Board Member |
Member of the board of the new firm
|
| Peter M. O’Neill | Board Member |
Member of the board of the new firm
|
| Reuben Jeffery III | Board Member |
Member of the board of the new firm
|
| Brian Kaufmann | Board Member |
Member of the board of the new firm (representing Viking)
|
| Stephen Cohen | Media Contact |
Contact for Teneo Strategy
|
| Binna Kim | Media Contact |
Contact for Vested
|
Timeline (1 events)
First quarter of next year
Expected closing of transaction between RFS and Viking
N/A
Locations (5)
| Location | Context |
|---|---|
Relationships (4)
Forming a 'new firm' together, transaction expected to close next year.
financial advisor to RFS
legal advisor to RFS
legal advisor to Viking
Key Quotes (4)
"The board of the new firm will include Mr. Fleming, David Rockefeller, Jr., Peter M. O’Neill, Reuben Jeffery III, and Brian Kaufmann of Viking."Source
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Quote #1
"Ardea Partners acted as the financial advisor to RFS, and Willkie Farr & Gallagher LLP was the legal advisor to RFS."Source
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Quote #2
"Paul, Weiss, Rifkind, Wharton & Garrison LLP was the legal advisor to Viking."Source
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Quote #3
"As of June 30, 2017, Rockefeller & Co. has approximately $16.2 billion in assets under advisement"Source
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Quote #4
Full Extracted Text
Complete text extracted from the document (1,799 characters)
The board of the new firm will include Mr. Fleming, David Rockefeller, Jr., Peter M. O’Neill, Reuben Jeffery III, and Brian Kaufmann of Viking. Additional independent directors will be added in due course.
The transaction is subject to certain customary closing conditions and is expected to close in the first quarter of next year.
Ardea Partners acted as the financial advisor to RFS, and Willkie Farr & Gallagher LLP was the legal advisor to RFS. Paul, Weiss, Rifkind, Wharton & Garrison LLP was the legal advisor to Viking.
Ardea Partners acted as the financial advisor to RFS, and Willkie Farr & Gallagher LLP was the legal advisor to RFS. Paul, Weiss, Rifkind, Wharton & Garrison LLP was the legal advisor to Viking.
About Rockefeller Financial Services
As of June 30, 2017, Rockefeller & Co. has approximately $16.2 billion in assets under advisement for individuals and families, family offices, nonprofit organizations, foundations, endowments, and global institutions. This number includes net assets under management of approximately $10.9 billion plus approximately $5.3 billion in advisory assets. Advised assets represent non-managed assets that receive services, such as financial planning, administration and/or consulting for open architecture programs or other assignments, consolidated reporting, and accounting and tax return preparation services.
About Viking
Viking Global Investors LP is a global investment firm founded in 1999, with offices in Greenwich, New York, San Francisco, Hong Kong and London. The firm manages approximately $25 billion in capital and uses fundamental analysis to select investments, primarily public and private equity securities, from a wide range of industries globally. Viking is registered as an investment adviser under the U.S. Investment Advisers Act of 1940.
Contacts
Media:
Teneo Strategy
Stephen Cohen, 212-886-9332
stephen.cohen@teneostrategy.com
or
Vested
Binna Kim, 917-765-8720
binna@fullyvested.com
Media:
Teneo Strategy
Stephen Cohen, 212-886-9332
stephen.cohen@teneostrategy.com
or
Vested
Binna Kim, 917-765-8720
binna@fullyvested.com
HOUSE_OVERSIGHT_012049
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