Focus Areas
- Represented private equity firm and its multi-channel wealth management portfolio company (with its broker-dealers and registered investment advisers managing approximately $100 billion of brokerage and advisory assets) in a wide variety of general corporate and regulatory matters and the following transactions:
- $100 million acquisition of a wealth management firm with approximately $15 billion of assets under administration, and
- $1 billion sale to a leading financial services company.
- Represented private equity firm in its acquisition of a distributor of HVAC and electrical equipment.
- Represented a leading supplier of systems engineering solutions for optical transceivers in its $290 million sale to a global, publicly traded industrial automation solutions company.
- Represented HVAC services provider in its sale to a private equity-backed buyer.
Education
- University at Buffalo School of Law, J.D., 2022,
magna cum laude; articles editor, Buffalo Law Review
- Cornell University, B.S., 2017
Bar Admissions
- New York
- Karthik is admitted to practice in New York; he is certified under Ohio Gov. Bar R. I § 19 to practice in Ohio while his application for admission is pending.