Fenwick Represents LearnVest in its Acquisition by Northwestern Mutual

Fenwick & West represented LearnVest, Inc., one of the leaders in online financial planning and client experience technology, in its recently announced acquisition by The Northwestern Mutual Life Insurance Company., an insurance provider helping families and businesses achieve financial security for nearly 160 years. LearnVest will become a wholly owned subsidiary of Northwestern Mutual and maintain its own brand, while enjoying the financial backing of a major industry player. The closing of the transaction is subject to satisfaction of standard closing conditions. Financial terms of the transaction were not disclosed.

The acquisition brings additional capabilities and assets that the consumer wants, including modern, easy-to-use financial planning technology, a complete financial education experience and the entrepreneurial passion of LearnVest's employees. More information about LearnVest’s acquisition by Northwestern Mutual can be obtained from the company press release.

The Fenwick transaction team included corporate attorneys Sayre Stevick, Kris Withrow, Kristine Di Bacco, Luis Bacalao, Ashley Walter, Ryan McRobert and Esther Chan; technology transactions attorneys Larry Granatelli, Jonathan Millard and Ethan Lee; executive compensation and employee benefits attorneys Blake Martell, Mona Clee, Dan Obuhanych, Laura McIntyre, Marshall Mort and Kristin O’Hanlon and tax attorney Jay Cosel.


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