Perkins Coie Represents Peloton Capital Management and Stephen Smith in Glass Lewis Acquisition

SEATTLE (March 17, 2021)—Perkins Coie is pleased to announce that it represented Peloton Capital Management and Stephen Smith in the acquisition of Glass Lewis from the Ontario Teachers' Pension Plan Board and the Alberta Investment Management Corporation.

The Perkins Coie M&A team that represented Peloton Capital Management and Stephen Smith as legal counsel for the transaction was led by partners Sonny Allison and Jessica Batzell, and also included counsel Joe Wyss and associate Stefan Andreev.

Peloton Capital Management is a private equity firm that utilizes a long-term investment philosophy and sector-focused strategy to partner with founders and management teams to help build exceptional businesses and create attractive returns for investors. Stephen Smith, one of Canada's leading financial services entrepreneurs, is the chairman, CEO, and co-founder of First National Financial Corporation, Canada's largest nonbank mortgage lender with over $115 billion of mortgages under administration.

Glass Lewis is the leading provider of independent global governance solutions. Its customers include the majority of the world's largest pension plans, mutual funds, and asset managers who collectively manage over $40 trillion in assets.