April 23, 2025

Milbank Advises on Financing for Investment in Ultimus Fund Solutions by Stone Point

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Milbank LLP advised the financing sources in connection with the definitive agreement by Stone Point Capital to invest in Ultimus Fund Solutions (“Ultimus”). 

Ultimus is an independent provider of fund administration services and solutions to investment advisors. 

The Milbank team was led by New York-based Global Leveraged Finance partners Marcus Dougherty and Benjamin Sayagh along with associates George Miller, Danielle Valentino and Alvaro Aleman.