Financial Markets and Funds Global Chair Lance Zinman and Investment Management and Trading Co-Chair Christopher Shannon led the Katten team representing premier global financial services firm Cantor Fitzgerald in its milestone acquisition of the renowned multi-strategy hedge fund platform UBS O'Connor.
The team, assisted by Katten Partner Jonah Roth and Associate Jack West, provided comprehensive, end-to-end legal counsel, advising on and negotiating all transaction documents, deal mechanics, fund structure and regulatory matters, and will continue to provide ongoing fund counsel to the UBS O’Connor business now known as O'Connor Alternative Investments.
"It was a privilege to be part of this pivotal acquisition," Lance said. "We are honored to continue serving as trusted counsel to O'Connor Alternative Investments as it embarks on this exciting new chapter."
"Cantor Fitzgerald Announces Successful First Close of O'Connor Transaction," BusinessWire, December 31, 2025
