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K&L Gates Advises Edward Jones in Acquisition of Natixis IM's Overlay Management Services Capabilities

7 July 2025

Global law firm K&L Gates LLP advised leading North American financial services firm Edward Jones in its acquisition of Natixis Investment Managers' Overlay Management Services capabilities through the purchase of select assets and an exclusive license for certain proprietary technology. The deal is intended to further bolster Edward Jones’ ability to provide comprehensive financial planning and investment management services for clients and add deeper value for branch teams. The closing of the transaction is subject to customary closing conditions.

The K&L Gates team was led by Chicago partner Brent Williams and included Seattle partner Trevor Gates, New York partner Jennifer Klass, and Chicago associates Matt King and Jake Annunziata.

K&L Gates’ Corporate practice is one of the most substantial in the legal industry, with hundreds of lawyers in offices on five continents providing clients with practical legal solutions in the structuring, financing, and completion of domestic, international, and cross-border transactions.

K&L Gates is a fully integrated global law firm with lawyers located across five continents. The firm represents leading multinational corporations, growth and middle-market companies, capital markets participants and entrepreneurs in every major industry group as well as public sector entities, educational institutions, philanthropic organizations and individuals.

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