LATERAL PARTNER HIRE · OCT 26, 2026 · Am Law Top 50 $4.2M–$6.8M Est. Annual K-1 Draw

Sahar Kamali — Partner, Debt Finance Practice Group (Digital Infrastructure & Data Centers)

Current Firm: Kirkland & Ellis LLP · Moved From: Joined from Blue Owl Capital (VP, Digital Infrastructure) & Skadden

Blue Owl 401(k) & Co-Invest Rollover + Kirkland Partner Capital Contribution & PTET Tax Setup

PUBLIC CFO APPOINTMENT · OCT 26, 2026 · Public C-Suite (8-K) $18.5M–$25.0M Sign-On RSU & Cash Package

James Dibbo — Chief Financial Officer, Pinterest (Effective Oct 26, 2026)

Current Firm: Pinterest, Inc. (NYSE: PINS) · Moved From: Joined from Amazon.com, Inc. (VP & CFO, Global Entertainment, Ads & Corp Dev)

10-Year Amazon RSU & 401(k) Rollover + New Pinterest Section 16 Officer 10b5-1 & Trust Setup

36 ASSOCIATES PROMOTED TO PARTNER · Am Law Top 50 $3.5M–$6.0M Est. Annual Partner Draw

Alexia Brancato, Jason Ewart & 34 Promoted Partners — Promoted to Partner across M&A, Private Equity, Finance & Litigation

Current Firm: Latham & Watkins LLP · Moved From: 36 Associates Promoted to Partner (58 Total New Partners in 2026 Class)

Transition from W-2 to K-1 Quarterly Estimated Taxes, Capital Contribution Loan & Keogh Plan

MANAGING DIRECTOR POACH · OCT 19, 2026 · Bulge-Bracket & Boutique IB $3.2M–$5.5M MD Guarantee & LAZ RSU Package

David Krap — Managing Director & Co-Head of European Consumer, Retail & Leisure

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Poached from J.P. Morgan (MD & Co-Head of Consumer & Retail EMEA; ex-Centerview)

J.P. Morgan Retirement & Deferred Equity Rollover + Cross-Border Tax & Estate Structuring

LATERAL PE M&A PARTNERS · OCT 19, 2026 · Am Law Top 50 $6.0M–$10.0M Multi-Year Partner Guarantees

Max Oppenheimer & Jamie MacDonagh — Partners, Private Equity M&A Group (Corporate Department)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined Paul, Weiss Private Equity M&A Group following 6-Partner US PE Expansion

Prior Firm Paid-In Capital Return + Paul Weiss Keogh/Cash Balance & Cross-Border Trust Setup

196 PROMOTED TO PARTNER · OCT 19, 2026 · Am Law Top 50 $1.8M–$4.5M New Partner Comp Jump

Jon A. Ballis (Chair), Eric L. Schiele & 52 NYC Share Partners — 2026 Partner Promotion Class (52 New York Partners across PE, M&A & Investment Funds)

Current Firm: Kirkland & Ellis LLP · Moved From: 196 Attorneys Promoted to Partner (52 in New York, 80%+ U.S. Corporate, M&A, PE & Funds)

52 New York Associates Promoted to Partner Needing Immediate CPA, Cash Balance & Jumbo Mortgage Banking

8-K ITEM 5.02 CFO RETIREMENT · OCT 16, 2026 · Public C-Suite (8-K) $38.4M Est. Vested UNP Equity, SERP & 401(k) Unlock

Jennifer L. Hamann — Retiring Executive Vice President & Chief Financial Officer

Current Firm: Union Pacific Corporation (NYSE: UNP) · Moved From: Retiring as Executive Vice President & Chief Financial Officer (SEC Form 8-K Item 5.02)

60-Day IRA / NUA Rollover Window, UNP Concentrated Stock Exchange Fund & Dynasty Trust

HEDGE FUND PM POACH · OCT 15, 2026 · Hedge Funds $15M–$30M Multi-Year PM Guarantee & Pass-Through Allocation

Antoine Iskandar — Senior Portfolio Manager, Equities & Relative Value Derivatives

Current Firm: Balyasny Asset Management · Moved From: Poached from Millennium Management ($600M+ Equity & Derivatives Pod PM)

Millennium Deferred Bonus Liquidation + New Balyasny PM Co-Investment & Offshore Trust Setup

LATERAL PE PARTNER POACH · OCT 9, 2026 · Am Law Top 50 $4.8M–$7.5M Lateral Partner Guarantee

Rebecca Ward — Partner, Private Equity & M&A Practice

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Poached from Freshfields (Advised BP on $10B Castrol Sale to Stonepeak)

Freshfields Lockstep Capital Payout + Weil US/UK Partner Tax & Retirement Structuring

MANAGING DIRECTOR HIRE · OCT 6, 2026 · Bulge-Bracket & Boutique IB $3.0M–$5.2M MD Package

Alexander Friedman — Managing Director, Media, Entertainment & Sports Group

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Joined Lazard Financial Advisory as Managing Director (Media, Entertainment & Sports)

Prior Bank 401(k)/Deferred Equity Rollover + NYC High-Bracket Muni & Cash Balance Structuring

CFO PROMOTION & TRANSITION · OCT 1, 2026 · Bulge-Bracket & Boutique IB $28.5M Retiring CFO Equity Unlock / $6.5M New CFO Package

Arun Kalra & Helen Meates — Chief Financial Officer Transition, PJT Partners (Effective Oct 1, 2026)

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Arun Kalra Promoted to CFO; Helen Meates Retiring After 10+ Years as PJT CFO

Dual Trigger: Helen Meates 401(k)/PJT Partnership Unit Rollover + Arun Kalra Section 16 10b5-1 Plan

MANAGING DIRECTOR POACH · SEP 29, 2026 · Bulge-Bracket & Boutique IB $3.8M–$6.2M MD Guarantee & RSU Grant

Mark Hoban — Managing Director, Financial Sponsors Group (New York)

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Poached from Bank of America (Managing Director, Large-Cap PE & Financial Sponsors)

Bank of America 401(k) & Deferred Stock Rollover + Lazard MD Equity Tax Planning

PARTNER HIRE · SEP 28, 2026 · Bulge-Bracket & Boutique IB $8.0M–$14.0M Partner Draw & Guarantee

Bennett Schachter — Partner, Head of Capital Advisory Business (New York)

Current Firm: Centerview Partners · Moved From: Joined from Elliott Management & Morgan Stanley (Global Head of Alternative & Capital Solutions)

Elliott Management & Morgan Stanley Deferred Comp/401(k) Rollover + Centerview K-1 Cash Balance Plan

8-K ITEM 5.02 CFO RETIREMENT · SEP 28, 2026 · Public C-Suite (8-K) $24.8M Vested NTRS Equity, Pension & Deferred Comp Unlock

David W. Fox, Jr. — Retiring Executive Vice President & Chief Financial Officer

Current Firm: Northern Trust Corporation (NASDAQ: NTRS) · Moved From: Retiring as Chief Financial Officer of Northern Trust (SEC Form 8-K Item 5.02)

Northern Trust Qualified Pension & 401(k) Rollover + Post-Retirement Board & Estate Advisory

8-K ITEM 5.02 CEO RETIREMENT · SEP 21, 2026 · Public C-Suite (8-K) $31.2M Good-Leaver Equity Vesting, SERP & $1.44M Consulting

Paul A. Perrault — Retired President & Chief Executive Officer (Succeeded by Sean A. Gray)

Current Firm: Beacon Financial Corp / Berkshire Hills (NYSE: BHLB) · Moved From: Retired as President & Chief Executive Officer ($120K/mo Consulting + Good Leaver Equity Vesting)

Immediate 60-Day 401(k) Rollover, Good-Leaver Equity Tax Hedging & $1.44M 1099 Consulting Defined Benefit Plan

MANAGING DIRECTOR POACH · SEP 10, 2026 · Bulge-Bracket & Boutique IB $4.0M–$6.5M MD Package

Daniel Burton-Morgan — Managing Director & Head of Equity Capital Markets Advisory, North America

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Poached from Bank of America (Head of Americas ECM Financial Sponsor Origination)

20-Year Bank of America 401(k)/Pension Rollover + Lazard Make-Whole RSU Tax Planning

NYC BIG LAW LATERAL WAVE · SEP 9, 2026 · Am Law Top 50 $8.0M–$18.0M Partner Guarantees

Christopher Machera, Eric Perelman & Damian Ridealgh — New York Private Equity, Investment Funds & Finance Lateral Partner Wave

Current Firm: Paul, Weiss / Weil, Gotshal / Simpson Thacher · Moved From: Machera (Weil PE Co-Head -> Paul Weiss), Perelman (Kirkland -> Paul Weiss), Ridealgh (Freshfields -> Weil)

Multi-Million Paid-In Partner Capital Account Returns & New Firm Keogh/Cash Balance Rollovers

8-K ITEM 5.02 CFO RETIREMENT & HIRE · AUG 25, 2026 · Public C-Suite (8-K) $42.0M Parks Retirement Unlock / $19.5M McDonough Sign-On

Kenneth Parks & Claire McDonough — CFO Retirement & Appointment (SEC Form 8-K Item 5.02)

Current Firm: GE Vernova Inc. (NYSE: GEV) · Moved From: CFO Kenneth Parks Retiring; Rivian CFO Claire McDonough Hired with $19.5M Make-Whole Package

Dual Event: Kenneth Parks GEV Spin-Off Equity & 401(k) Rollover + Claire McDonough $5M Cash Sign-On & Rivian Rollover

MANAGING DIRECTOR HIRES · JUL 2026 · Bulge-Bracket & Boutique IB $3.5M–$6.0M Moelis MD Packages

Justin Polselli & Lillian Tsinikas — Managing Directors, Capital Markets & Healthcare Services (New York)

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Polselli Poached from Jefferies (Direct Lending/LevFin); Tsinikas Poached from Lazard (HCIT)

Jefferies & Lazard 401(k) / Deferred Stock Rollovers + Moelis MD Equity Vesting & Tax Planning

LATERAL PARTNER POACH · JUN 15, 2026 · Am Law Top 50 $5.5M–$8.5M Partner K-1 Draw

Linda Barrett — Partner, Executive Compensation & ERISA Department (New York)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Poached from Simpson Thacher & Bartlett LLP (Executive Compensation & ERISA Partner)

Simpson Thacher Keogh / Retirement Rollover + Paul Weiss Capital Contribution & Estate Setup

8-K ITEM 5.02 CFO RETIREMENT · JUN 24, 2026 · Public C-Suite (8-K) $14.5M Retiring CFO Package / $825K+ New CFO Base & Target Bonus

Michael Harrington & Patrick Keenan — CFO Retirement & Promotion at Global Wealth Manager AlTi Tiedemann

Current Firm: AlTi Global, Inc. / Tiedemann (NASDAQ: ALTI) · Moved From: CFO Michael Harrington Retired; Deputy CFO Patrick Keenan Promoted to CFO (SEC Form 8-K)

Retiring CFO 401(k) & Equity Rollover + Promoted CFO Section 16 Estate & Tax Structuring

8-K ITEM 5.02 NJ REIT CFO RETIREMENT · JUN 1, 2026 · Public C-Suite (8-K) $19.6M Retiring CFO REIT Equity & 401(k) Unlock

Anna T. Chew & Kevin S. Miller — Retiring EVP & CFO and Newly Appointed EVP & CFO (Freehold, NJ REIT)

Current Firm: UMH Properties, Inc. (NYSE: UMH) · Moved From: EVP & CFO Anna T. Chew Retired; CPA Kevin S. Miller Appointed EVP & CFO in Freehold, NJ

Direct Monmouth County NJ Executive Retirement Rollover + REIT Dividend & Estate Trust Structuring

SKADDEN PARTNER PROMOTIONS · APR 2026 · Am Law Top 50 $3.5M–$5.8M Skadden Partner Draw

Rasmeet K. Chahil, Laura A. Cicirelli & Scott V. Fisher — Promoted to Partner across M&A, Finance, Capital Markets & Executive Comp (New York)

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Promoted to Partner in NYC: Marissa Spalding, Max Troper, Taylor Votek (M&A), Andrew Alvarez, Laura Salvati, Sooryun Youn (Finance)

18 Newly Promoted NYC Skadden Partners Transitioning from W-2 to K-1 Partner Tax & Retirement Plans

8-K ITEM 5.02 BERKSHIRE CFO RETIREMENT · JUN 2026 · Public C-Suite (8-K) $85.0M+ Est. Berkshire Holdings & Retirement Unlock

Marc D. Hamburg & Charles C. Chang — CFO Retirement & Succession at Berkshire Hathaway (SEC Form 8-K Item 5.02)

Current Firm: Berkshire Hathaway Inc. (NYSE: BRK.A) · Moved From: SVP & CFO Marc Hamburg Retiring After 38 Years; Ex-PwC Partner Charles Chang Appointed CFO

Generational BRK Stock Dynasty Trust, Charitable Remainder Trust & PwC Keogh Rollover for Chang

8-K ITEM 5.02 CFO RETIREMENT · APR 2026 · Public C-Suite (8-K) $26.4M Executive Retirement Plan & Vested WYNN Stock

Julie Cameron-Doe & Craig Fullalove — Retiring CFO & Newly Appointed CFO (SEC Form 8-K Item 5.02)

Current Firm: Wynn Resorts, Limited (NASDAQ: WYNN) · Moved From: CFO Julie Cameron-Doe Retired Under Executive Retirement Plan; Craig Fullalove Named CFO

Wynn Executive Retirement Plan Distribution, Consulting 1099 Defined Benefit Plan & 401(k) Rollover

8-K ITEM 5.02 20-YR CFO RETIREMENT · MAR 31, 2026 · Public C-Suite (8-K) $48.5M 20-Year Accumulated MANH Equity & 401(k) Rollover

Dennis B. Story & Linda C. Pinne — Retiring 20-Year EVP & CFO and Newly Promoted SVP & CFO

Current Firm: Manhattan Associates, Inc. (NASDAQ: MANH) · Moved From: 20-Year EVP & CFO Dennis Story Retiring; SVP & CAO Linda Pinne Promoted to CFO

Massive 20-Year Concentrated MANH Stock Exchange Fund, NUA Rollover & Grantor Retained Annuity Trust (GRAT)

KKR PARTNER & MD PROMOTIONS · JAN 2026 · Private Equity & Credit $6.0M–$15.0M KKR Carry & Partner Draw

Doug Krupa, Amanda Magliaro & Andrew Peisch (New KKR Partners) — Promoted to Partner & Managing Director across PE, Credit, Infrastructure & Real Estate

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Promoted to KKR Partner in NYC: Doug Krupa, Amanda Magliaro, Andrew Peisch, Vance Serchuk + 19 NYC MDs

KKR Carried Interest GP Commitment Financing, Delaware Carry Trust & Cash Balance Plan

28 PROMOTED TO PARTNER · JAN 2026 · Am Law Top 50 $4.0M–$6.8M Paul Weiss Partner Draw

Marissa C. Spalding, Max A. Troper & Taylor Votek — Promoted to Partner across M&A, Investment Funds, Finance, Capital Markets & Restructuring

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: 18 NYC Attorneys Promoted to Partner: Ishan Jhingran, Richard Schwartz, Lara Solomons, Brendon Smith, Rachel Shepardson, David Sobel

18 New York Paul, Weiss Partners Transitioning from W-2 to K-1 Partner Tax, Keogh & Capital Buy-In Financing

NJ/NY PARTNER PROMOTIONS & LATERALS · 2026 · Am Law Top 50 $1.6M–$3.2M NJ/NY Partner K-1 Draw

Jessie M. Bonaros, Rachel D. Churchill & Christian C. Contardo — New Partners & Lateral M&A Partners in Roseland, NJ and New York, NY

Current Firm: Lowenstein Sandler LLP · Moved From: Promoted Rasmeet Chahil, Laura Cicirelli, Eugene Mishchenko, Michael Papandrea, Raquel Smith, Heather Weaver + Hired M&A Partners Scott Fisher & Ivan Presant

Direct Roseland, NJ & NYC Partner Capital Buy-In, NJ BAIT Tax Election & Cash Balance Plan

NEWARK NJ PARTNER PROMOTIONS · 2026 · Am Law Top 50 $1.2M–$2.4M Partner K-1 Draw

Ishan Jhingran, Richard H. Schwartz & Lara M. Solomons — 9 Attorneys Promoted to Partner Across Newark, NJ & Northeast Offices

Current Firm: McCarter & English, LLP · Moved From: Promoted to Partner: Jessie Bonaros, Rachel Churchill, Angela Della Rocco, Alexander Hornat, Samuel James, Alexandra Joyce, Nicholas Keller, Joseph Norcia, Phillip Pavlick

Newark, NJ First-Year K-1 Partner Tax Planning, Capital Loan & Supplemental Cash Balance Plan

EQUITY PARTNER PROMOTION · Am Law Top 50 $3.8M–$6.5M Est. Annual K-1 Draw

Jonathan R. Halpern — Promoted to Equity Partner (Share Partner), Private Equity & M&A Group

Current Firm: Kirkland & Ellis LLP · Moved From: Promoted from Non-Equity Partner to Share Partner (Private Equity M&A)

Requires $850K Partner Capital Contribution Financing + Quarterly K-1 Tax & Cash Balance Plan Setup

MANAGING DIRECTOR PROMOTION · Bulge-Bracket & Boutique IB $2.5M–$5.0M Total Comp (Cash Bonus + GS Restricted Stock)

Caroline V. Desmarais — Promoted to Managing Director, Global Banking & Markets (TMT M&A)

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Promoted from VP / Executive Director to Managing Director (TMT M&A)

New MD RSU Vesting Schedule, GS Partner/MD Private Fund Access & Concentrated GS Stock Hedging

LATERAL PARTNER POACH · Am Law Top 50 $9.2M Guaranteed Multi-Year Lateral Partner Package

David K. Thorne — Joins Latham & Watkins as Global Co-Chair, Private Credit & Leveraged Finance

Current Firm: Latham & Watkins LLP · Moved From: Poached from Cravath, Swaine & Moore LLP (Corporate & Leveraged Finance)

Cravath HR-10 / Keogh Retirement Plan Lump-Sum Rollover + Lateral Capital Contribution

8-K ITEM 5.02 CFO RETIREMENT · Public C-Suite (8-K 5.02) $44.8M Unvested RSU/PSU Acceleration + $14.2M 401(k) & SERP Rollover

Richard M. Sterling — Retiring as EVP & Chief Financial Officer, Eaton Corporation

Current Firm: Eaton Corporation (NYSE: ETN) · Moved From: Retiring after 22 Years at Eaton Corp (EVP & Chief Financial Officer)

60-Day IRA / NUA Rollover Window, SERP Lump-Sum Distribution & FL Domicile Transition

SENIOR PM POACH ($35M SIGN-ON) · Hedge Funds $35.0M Multi-Year Guarantee + Forfeited Deferred Comp Make-Whole

Dr. Aris Thorne-Lin — Joins Citadel Surveyor Capital as Senior Portfolio Manager (TMT & AI Semis)

Current Firm: Citadel (Surveyor Capital) · Moved From: Poached from Goldman Sachs Asset Management (Previously Point72)

Immediate $18M Cash Buyout of Unvested GSAM Deferred Comp + NY-to-Miami Residency Transition

SENIOR MD / PARTNER PROMOTION · PE & Private Credit $8.0M–$18.0M Carry Allocation + Base & Cash Bonus

Brett A. McAllister — Promoted to Senior Managing Director (Partner), Blackstone Tactical Opportunities

Current Firm: Blackstone (NYSE: BX) · Moved From: Promoted from Managing Director to Senior Managing Director (Partner), Tactical Opportunities

GP Co-Investment Subscription Line Financing + Carried Interest Estate Freeze (Vertical Slice GRAT)

BOUTIQUE IB PARTNER POACH · Bulge-Bracket & Boutique IB $14.5M First-Year All-Cash Partnership Guarantee

Elena S. Vance-Kerr — Joins Centerview Partners as Partner, Global Biopharma & MedTech M&A

Current Firm: Centerview Partners · Moved From: Poached from Goldman Sachs Global Healthcare M&A

Goldman Sachs 401(k) Rollover + All-Cash Boutique IB Partner Payout Deployment

EQUITY PARTNER PROMOTION · Am Law Top 50 $4.2M–$7.5M Est. Annual Equity Partner K-1 Draw

Lauren M. Kelleher — Promoted to Partner, Corporate Department (Private Equity Buyouts)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Promoted to Equity Partner, Private Equity & M&A Practice (New York)

Partner Capital Contribution Loan ($900K) + Quarterly K-1 Estimated Tax & Defined Benefit Plan

PARTNER PROMOTION · Am Law Top 50 $3.9M–$6.8M Est. Equity Partner Share

Marcus T. Lindholm — Promoted to Partner, Private Funds & Credit Group (New York)

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Promoted to Partner, Fund Formation & Private Credit Practice

First-Year K-1 Tax Reserve + Keogh / Cash Balance Plan & Umbrella Liability Structuring

MANAGING DIRECTOR PROMOTION · Bulge-Bracket & Boutique IB $2.4M–$4.6M Total Comp (Cash + MS Deferred Stock Units)

Christopher J. Devlin — Promoted to Managing Director, Investment Banking Division (New York)

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Promoted from Executive Director to Managing Director (Industrials & Power M&A)

Concentrated MS Stock Hedging + Executive Deferred Compensation Election Window

LATERAL M&A PARTNER POACH · Am Law Top 50 $7.8M Multi-Year Lateral Partner Guarantee

Rachel S. Fein-Goldstein — Joins Skadden as Partner, Healthcare & Biopharma M&A (New York)

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Poached from Davis Polk & Wardwell LLP (Healthcare & Life Sciences M&A)

Davis Polk Retirement Plan Rollover + Paid-In Partner Capital Account Return ($1.4M Cash)

PARTNER PROMOTION · PE & Private Credit $7.5M–$15.0M Total Comp (Cash + APO RSUs + Credit Fund Carry)

Daniel V. O'Sullivan — Promoted to Partner, Apollo Credit & Direct Origination

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Promoted to Partner, Direct Lending & Sponsor Finance (New York)

Mandatory GP Co-Investment Financing ($1.5M) + Greenwich CT Residency & Carry Trust Setup

8-K ITEM 5.02 PRESIDENT RETIREMENT · Public C-Suite (8-K 5.02) $27.2M Accelerated PSU/RSU Shares + $11.2M Pension/401(k)/SERP

Gregory P. Bannon — Retiring EVP & President, Aerospace Systems — $38.4M Equity & Pension Unlock

Current Firm: Parker-Hannifin Corporation (NYSE: PH) · Moved From: Retiring after 26 Years as EVP & President, Aerospace Systems

Net Unrealized Appreciation (NUA) 401(k) Distribution + SERP Election & Naples FL Domicile

MANDATORY AGE-62 PARTNER RETIREMENT · Big 4 & Strategy Consulting $14.6M Paid-In Capital Return + Qualified Keogh/401(k) Rollover

Arthur H. Blankenship — Retiring Senior M&A Partner — $14.6M Capital Account & Keogh Rollover

Current Firm: Deloitte LLP (New York Tri-State M&A Advisory) · Moved From: Retiring after 28 Years as Senior M&A Transaction Services Partner

Mandatory Age-62 Big 4 Partner Retirement + Lump-Sum IRA Rollover & NJ Estate Plan

8-K ITEM 5.02 EVP & GENERAL COUNSEL RETIREMENT · Public C-Suite (8-K 5.02) $22.4M Accelerated RSU/Options + $9.1M SERP & 401(k) Rollover

Douglas R. MacAllister — Retiring EVP & General Counsel — $31.5M Equity & SERP Distribution

Current Firm: Honeywell International (NASDAQ: HON) · Moved From: Retiring after 19 Years as EVP & General Counsel

60-Day 401(k) Rollover Window + Supplemental Executive Retirement Plan (SERP) Lump Sum

SENIOR EQUITY PARTNER RETIREMENT · Am Law Top 50 $19.2M Partner Capital Account & HR-10 Retirement Plan Payout

Stephen M. Goldfarb — Retiring Senior M&A Partner — $19.2M Capital & Keogh Rollover

Current Firm: Sullivan & Cromwell LLP · Moved From: Retiring after 30 Years as Senior Financial Institutions M&A Partner

Sullivan & Cromwell Partner Capital Return + NY-to-Florida Domicile & Trust Transition

SENIOR MD POACH · Bulge-Bracket & Boutique IB $11.8M Sign-On Replacement Equity & Cash Guarantee

Priya K. Subramanian — Joins Evercore as Senior Managing Director, Enterprise Software & AI M&A

Current Firm: Evercore (NYSE: EVR) · Moved From: Poached from J.P. Morgan Technology Investment Banking (New York)

J.P. Morgan 401(k) & Deferred Comp Rollover + Upfront Cash Sign-On Deployment

PARTNER PROMOTION · Am Law Top 50 $3.4M–$5.8M Est. Annual Equity Partner K-1

Andrew M. Rosenblatt — Promoted to Partner, Corporate Transactions & Private Equity (New York)

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Promoted to Partner, M&A and Private Equity Practice (New York)

Partner Capital Buy-In Loan + First-Year K-1 Quarterly Estimated Tax Structuring

REGIONAL MANAGING PARTNER PROMOTION · NY / NJ Regional Law & Accounting $1.6M–$3.2M Equity Member Draw

Jonathan L. Katz-Miller — Promoted to Equity Member, Middle-Market M&A & Tax Practice

Current Firm: Cole Schotz P.C. / Lowenstein Sandler LLP (NJ / NY Mid-Law Class) · Moved From: Promoted to Equity Member, Corporate M&A & Real Estate Group

NJ Pass-Through Business Alternative Income Tax (BAIT) + Partner Cash Balance Plan

SENIOR PARTNER RETIREMENT · Big 4 & Strategy Consulting $22.0M McKinsey Master Retirement & Special Profit-Sharing Payout

Sanjay R. Kulkarni — Senior Partner Emeritus Transition — Master Retirement Plan Distribution

Current Firm: McKinsey & Company · Moved From: Retiring Senior Partner (26 Years, Global Financial Services & PE Practice)

Lump-Sum Pension/Keogh Rollover + McKinsey Investment Office (MIO) Feeder Reallocation

LOCKSTEP PARTNER PROMOTION · Am Law Top 50 $4.5M–$9.0M Lockstep Equity Partner Share

Victoria L. Chen — Promoted to Lockstep Equity Partner, Corporate & M&A Department

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Promoted from Associate to Lockstep Equity Partner (Corporate & M&A)

Highest Per-Partner Profits in Am Law 50—Needs NY Municipal Tax Strategy & Trust Setup

PRIVATE CREDIT MD POACH · PE & Private Credit $13.5M Carry Replacement & Multi-Year Guarantee

Matthew H. Sterling-Vance — Joins Ares Management as Partner, U.S. Direct Lending (New York)

Current Firm: Ares Management Corporation (NYSE: ARES) · Moved From: Poached from HPS Investment Partners / BlackRock Direct Lending

HPS Post-Acquisition Vesting Payout + Ares GP Co-Investment Commitment

PARTNER PROMOTION · PE & Private Credit $9.0M–$20.0M Total Comp (Carry Pool + KKR Equity Awards)

Rebecca A. Lindqvist — Promoted to Partner, Americas Private Equity (Healthcare & Industrials)

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Promoted from Managing Director to Partner, Americas Private Equity

KKR North America Fund XIV GP Commitment + Carried Interest GRAT Transfer

MACRO / QUANT PM POACH · Hedge Funds $28.0M Multi-Year Sign-On & 22% P&L Payout Contract

Noah B. Feinberg — Joins Millennium as Senior Quantitative Portfolio Manager ($400M Pod Allocation)

Current Firm: Millennium Management · Moved From: Poached from Point72 Cubist Systematic Strategies (New York / Greenwich)

Point72 Deferred Sub-PM Payout Settlement + Greenwich CT Trust & Tax Structuring

MANDATORY AGE-60 PARTNER RETIREMENT · Big 4 & Strategy Consulting $11.4M Partner Capital Return + Unfunded Partner Retirement Plan

Thomas J. Callahan — Mandatory Age-60 Partner Retirement & Capital Account Return

Current Firm: PwC (PricewaterhouseCoopers LLP) · Moved From: US National M&A Tax Practice Leader (Mandatory Age-60 Partner Retirement)

Big 4 Mandatory Age-60 Retirement Capital Account Payout + Post-Retirement Board Advisory

EQUITY PARTNER PROMOTION · Am Law Top 50 $3.5M–$6.0M Est. Annual Equity Partner K-1

Katherine E. Vance-Moran — Promoted to Partner, Private Equity & Healthcare Roll-Up Practice

Current Firm: Ropes & Gray LLP · Moved From: Promoted to Equity Partner, Healthcare & Private Equity Transactions (Boston / NYC)

Partner Capital Buy-In Loan + MA Millionaires Surtax (4% Fair Share) Trust Mitigation

SENIOR CORPORATE PARTNER RETIREMENT · Am Law Top 50 $16.4M Partner Capital Account & HR-10 Keogh Retirement Distribution

William R. Haverford — Mandatory Lockstep Partner Retirement — $16.4M Capital & Keogh Rollover

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Retiring Senior M&A Partner (31 Years at Cravath, New York)

Year-End Cravath Partner Capital Return + HR-10 / Keogh Qualified Plan IRA Rollover

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Rohan H. Sterling — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Wei N. Weinberg — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Marco V. Bellamy — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Edward D. Chamberlain — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Matthew J. Duffy — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Vincent P. Halpern — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Gabriel W. Kelleher — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Nathaniel E. Lindqvist — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Zachary K. Mercer — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Elizabeth R. Prescott — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Katherine A. Schachter — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Rachel F. Walsh — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Victoria L. Barrett — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Nikhil S. Carter — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Jian B. Donoghue — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Rafael G. Goldfarb — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Frederick M. Kaplan — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Nicholas T. Lewis — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

William C. Mcdonough — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Henry H. Pemberton — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Owen N. Rourke — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Alexandra V. Vance — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Evelyn D. Ashford — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Lauren J. Callahan — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Rebecca P. Desmarais — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Vivian W. Gallagher — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Priya E. Iskandar — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Chloe K. Kulkarni — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Sebastien R. Marchetti — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Gregory A. Oppenheimer — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Oliver F. Rosenblatt — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Andrew L. Thorne — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Isaac S. Aldridge — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Philip B. Brenner — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Caroline G. Davenport — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Gabrielle M. Fitzgerald — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Madeline T. Holloway — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Samantha C. Kowalski — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Whitney H. Macdonagh — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Ananya N. O'connor — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Grace V. Rosen — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Alexander D. Sullivan — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Harrison J. Zimmerman — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Patrick P. Blankenship — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Bradley W. Crawford — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Julian E. Feinberg — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Richard K. Henderson — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Catherine R. Kingsley — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Genevieve A. Loeb — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Margaret F. Moran — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Sarah L. Reynolds — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Arjun S. Stoddard — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Cravath, Swaine & Moore

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Meera B. Whitmore — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Elena G. Berkshire — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Citadel Surveyor Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Benjamin M. Chen — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Jonathan T. Ellington — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Goldman Sachs Investment Banking

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Raymond C. Harrington — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Paul, Weiss

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Charles H. Kellen — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Kevin N. Livingston — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Simpson Thacher

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Sebastian V. Messina — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Charlotte D. Radcliffe — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Hannah J. Sinclair — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Latham & Watkins

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Natalie P. Warren — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Sophia W. Becker — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Apollo Hybrid Value

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Siddharth E. Cavanaugh — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Deepak K. Donovan — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Matteo R. Greenberg — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Blackstone Credit

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Christopher A. Kaufman — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Kenneth F. Lindholm — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Morgan Stanley M&A

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Samuel L. Mcgrath — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

David S. Perelman — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Lucas B. Rutherford — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Goldman Sachs Investment Banking

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Thomas G. Vanderbilt — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Claire M. Bannon — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Blue Owl Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Isabella T. Cameron — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Olivia C. Devlin — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Ropes & Gray

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Stephanie H. Goldberg — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Ares Direct Lending

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Vikram N. Jennings — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Sanjay V. Langdon — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Weil, Gotshal & Manges

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Luca D. Mcallister — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Daniel J. Patel — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Lawrence P. Rostova — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Theodore W. Townsend — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Ethan E. Alverez — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Marcus K. Caldwell — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Victor R. Deluca — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Eleanor A. Fletcher — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Jacqueline F. Hutchinson — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Penelope L. Krauss — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Valerie S. Manning — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Rohan B. O'sullivan — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Wei G. Rosenberg — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Marco M. Thornton — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Edward T. Abramowitz — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Matthew C. Bradshaw — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Vincent H. Cunningham — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Gabriel N. Ferretti — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Nathaniel V. Holbrook — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Zachary D. Kirstein — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Elizabeth J. Macallister — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Katherine P. Nakamura — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Rachel W. Ridealgh — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Victoria E. Subramanian — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Nikhil K. Winslow — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Jian R. Blackwell — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Rafael A. Conway — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Frederick F. Faulkner — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Nicholas L. Haverford — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

William S. Kensington — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Henry B. Lockwood — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Owen G. Montgomery — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Alexandra M. Ramanathan — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Evelyn T. Sterling — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Lauren C. Weinberg — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Rebecca H. Bellamy — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Vivian N. Chamberlain — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Priya V. Duffy — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Chloe D. Halpern — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Sebastien J. Kelleher — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Gregory P. Lindqvist — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Oliver W. Mercer — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Andrew E. Prescott — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Isaac K. Schachter — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Philip R. Walsh — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Caroline A. Barrett — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Gabrielle F. Carter — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Madeline L. Donoghue — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Samantha S. Goldfarb — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Whitney B. Kaplan — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Ananya G. Lewis — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Grace M. Mcdonough — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Alexander T. Pemberton — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Cravath, Swaine & Moore

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Harrison C. Rourke — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Patrick H. Vance — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Citadel Surveyor Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Bradley N. Ashford — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Julian V. Callahan — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Goldman Sachs Investment Banking

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Richard D. Desmarais — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Paul, Weiss

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Catherine J. Gallagher — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Genevieve P. Iskandar — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Simpson Thacher

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Margaret W. Kulkarni — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Sarah E. Marchetti — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Arjun K. Oppenheimer — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Latham & Watkins

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Meera R. Rosenblatt — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Elena A. Thorne — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Apollo Hybrid Value

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Benjamin F. Aldridge — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Davis Polk

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Jonathan L. Brenner — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from J.P. Morgan Sponsor Coverage

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Raymond S. Davenport — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Blackstone Credit

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Charles B. Fitzgerald — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Kevin G. Holloway — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Morgan Stanley M&A

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Sebastian M. Kowalski — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Charlotte T. Macdonagh — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Hannah C. O'connor — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Goldman Sachs Investment Banking

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Natalie H. Rosen — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Sophia N. Sullivan — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Blue Owl Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Siddharth V. Zimmerman — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Deepak D. Blankenship — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Ropes & Gray

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Matteo J. Crawford — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Ares Direct Lending

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Christopher P. Feinberg — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Kenneth W. Henderson — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Weil, Gotshal & Manges

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Samuel E. Kingsley — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

David K. Loeb — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Lucas R. Moran — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Thomas A. Reynolds — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Claire F. Stoddard — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Isabella L. Whitmore — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Olivia S. Berkshire — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Stephanie B. Chen — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Vikram G. Ellington — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Sanjay M. Harrington — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Luca T. Kellen — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Daniel C. Livingston — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Lawrence H. Messina — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Theodore N. Radcliffe — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Ethan V. Sinclair — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Marcus D. Warren — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Victor J. Becker — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Eleanor P. Cavanaugh — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Jacqueline W. Donovan — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Penelope E. Greenberg — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Valerie K. Kaufman — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Rohan R. Lindholm — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Wei A. Mcgrath — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Marco F. Perelman — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Edward L. Rutherford — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Matthew S. Vanderbilt — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Vincent B. Bannon — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Gabriel G. Cameron — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Nathaniel M. Devlin — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Zachary T. Goldberg — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Elizabeth C. Jennings — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Katherine H. Langdon — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Rachel N. Mcallister — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Victoria V. Patel — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Nikhil D. Rostova — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Jian J. Townsend — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Rafael P. Alverez — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Frederick W. Caldwell — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Nicholas E. Deluca — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

William K. Fletcher — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Henry R. Hutchinson — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Owen A. Krauss — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Alexandra F. Manning — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Evelyn L. O'sullivan — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Lauren S. Rosenberg — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Rebecca B. Thornton — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Vivian G. Abramowitz — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Priya M. Bradshaw — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Chloe T. Cunningham — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Sebastien C. Ferretti — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Gregory H. Holbrook — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Oliver N. Kirstein — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Andrew V. Macallister — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Cravath, Swaine & Moore

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Isaac D. Nakamura — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Philip J. Ridealgh — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Citadel Surveyor Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Caroline P. Subramanian — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Gabrielle W. Winslow — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Goldman Sachs Investment Banking

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Madeline E. Blackwell — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Paul, Weiss

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Samantha K. Conway — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Whitney R. Faulkner — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Simpson Thacher

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Ananya A. Haverford — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Grace F. Kensington — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Alexander L. Lockwood — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Latham & Watkins

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Harrison S. Montgomery — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Patrick B. Ramanathan — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Apollo Hybrid Value

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Bradley G. Sterling — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Davis Polk

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Julian M. Weinberg — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from J.P. Morgan Sponsor Coverage

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Richard T. Bellamy — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Blackstone Credit

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Catherine C. Chamberlain — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Genevieve H. Duffy — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Morgan Stanley M&A

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Margaret N. Halpern — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Sarah V. Kelleher — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Arjun D. Lindqvist — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Goldman Sachs Investment Banking

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Meera J. Mercer — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Elena P. Prescott — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Blue Owl Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Benjamin W. Schachter — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Jonathan E. Walsh — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Ropes & Gray

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Raymond K. Barrett — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Ares Direct Lending

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Charles R. Carter — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Kevin A. Donoghue — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Weil, Gotshal & Manges

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Sebastian F. Goldfarb — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Charlotte L. Kaplan — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Hannah S. Lewis — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Natalie B. Mcdonough — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Sophia G. Pemberton — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Siddharth M. Rourke — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Deepak T. Vance — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Matteo C. Ashford — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Christopher H. Callahan — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Kenneth N. Desmarais — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Samuel V. Gallagher — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

David D. Iskandar — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Lucas J. Kulkarni — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Thomas P. Marchetti — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Claire W. Oppenheimer — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Isabella E. Rosenblatt — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Olivia K. Thorne — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Stephanie R. Aldridge — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Vikram A. Brenner — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Sanjay F. Davenport — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Luca L. Fitzgerald — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Daniel S. Holloway — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Lawrence B. Kowalski — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Theodore G. Macdonagh — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Ethan M. O'connor — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Marcus T. Rosen — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Victor C. Sullivan — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Eleanor H. Zimmerman — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Jacqueline N. Blankenship — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Penelope V. Crawford — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Valerie D. Feinberg — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Rohan J. Henderson — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Wei P. Kingsley — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Marco W. Loeb — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Edward E. Moran — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Matthew K. Reynolds — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Vincent R. Stoddard — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Gabriel A. Whitmore — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Nathaniel F. Berkshire — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Zachary L. Chen — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Elizabeth S. Ellington — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Katherine B. Harrington — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Rachel G. Kellen — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Victoria M. Livingston — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Nikhil T. Messina — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Jian C. Radcliffe — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Rafael H. Sinclair — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Frederick N. Warren — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Nicholas V. Becker — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

William D. Cavanaugh — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Henry J. Donovan — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Owen P. Greenberg — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Alexandra W. Kaufman — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Cravath, Swaine & Moore

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Evelyn E. Lindholm — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Lauren K. Mcgrath — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Citadel Surveyor Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Rebecca R. Perelman — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Vivian A. Rutherford — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Goldman Sachs Investment Banking

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Priya F. Vanderbilt — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Paul, Weiss

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Chloe L. Bannon — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Sebastien S. Cameron — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Simpson Thacher

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Gregory B. Devlin — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Oliver G. Goldberg — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Andrew M. Jennings — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Latham & Watkins

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Isaac T. Langdon — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Philip C. Mcallister — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Apollo Hybrid Value

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Caroline H. Patel — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Gabrielle N. Rostova — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Madeline V. Townsend — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Blackstone Credit

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Samantha D. Alverez — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Whitney J. Caldwell — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Morgan Stanley M&A

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Ananya P. Deluca — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Grace W. Fletcher — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Alexander E. Hutchinson — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Goldman Sachs Investment Banking

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Harrison K. Krauss — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Patrick R. Manning — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Blue Owl Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Bradley A. O'sullivan — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Julian F. Rosenberg — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Ropes & Gray

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Richard L. Thornton — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Ares Direct Lending

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Catherine S. Abramowitz — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Genevieve B. Bradshaw — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Weil, Gotshal & Manges

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Margaret G. Cunningham — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Sarah M. Ferretti — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Arjun T. Holbrook — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Meera C. Kirstein — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Elena H. Macallister — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Benjamin N. Nakamura — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Jonathan V. Ridealgh — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Raymond D. Subramanian — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Charles J. Winslow — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Kevin P. Blackwell — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Sebastian W. Conway — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Charlotte E. Faulkner — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Hannah K. Haverford — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Natalie R. Kensington — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Sophia A. Lockwood — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Siddharth F. Montgomery — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Deepak L. Ramanathan — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Matteo S. Sterling — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Christopher B. Weinberg — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Kenneth G. Bellamy — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Samuel M. Chamberlain — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

David T. Duffy — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Lucas C. Halpern — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Thomas H. Kelleher — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Claire N. Lindqvist — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Isabella V. Mercer — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Olivia D. Prescott — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Stephanie J. Schachter — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Vikram P. Walsh — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Sanjay W. Barrett — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Luca E. Carter — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Daniel K. Donoghue — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Lawrence R. Goldfarb — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Theodore A. Kaplan — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Ethan F. Lewis — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Marcus L. Mcdonough — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Victor S. Pemberton — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Eleanor B. Rourke — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Jacqueline G. Vance — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Penelope M. Ashford — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Valerie T. Callahan — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Rohan C. Desmarais — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Wei H. Gallagher — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Marco N. Iskandar — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Edward V. Kulkarni — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Matthew D. Marchetti — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Vincent J. Oppenheimer — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Gabriel P. Rosenblatt — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Nathaniel W. Thorne — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Zachary E. Aldridge — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Elizabeth K. Brenner — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Katherine R. Davenport — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Rachel A. Fitzgerald — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Cravath, Swaine & Moore

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Victoria F. Holloway — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Nikhil L. Kowalski — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Citadel Surveyor Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Jian S. Macdonagh — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Rafael B. O'connor — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Goldman Sachs Investment Banking

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Frederick G. Rosen — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Paul, Weiss

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Nicholas M. Sullivan — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

William T. Zimmerman — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Simpson Thacher

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Henry C. Blankenship — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

Owen H. Crawford — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Alexandra N. Feinberg — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Latham & Watkins

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Evelyn V. Henderson — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Lauren D. Kingsley — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from Apollo Hybrid Value

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Rebecca J. Loeb — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Davis Polk

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Vivian P. Moran — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from J.P. Morgan Sponsor Coverage

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Priya W. Reynolds — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Blackstone Credit

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Chloe E. Stoddard — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Sebastien K. Whitmore — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Morgan Stanley M&A

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Gregory R. Berkshire — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Oliver A. Chen — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Andrew F. Ellington — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Goldman Sachs Investment Banking

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Isaac L. Harrington — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Philip S. Kellen — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Blue Owl Capital

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Caroline B. Livingston — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Gabrielle G. Messina — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Ropes & Gray

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Madeline M. Radcliffe — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Ares Direct Lending

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Samantha T. Sinclair — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Whitney C. Warren — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Weil, Gotshal & Manges

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Ananya H. Becker — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 26, 2026 · $3.8M–$6.8M Equity K-1 Draw

Grace N. Cavanaugh — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Kirkland & Ellis LLP · Moved From: Previously Senior Counsel / Executive at Davis Polk

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 25, 2026 · $3.5M–$6.2M Equity K-1 Draw

Alexander V. Donovan — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Latham & Watkins LLP · Moved From: Joined from J.P. Morgan Sponsor Coverage

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 24, 2026 · $4.5M–$8.2M Equity K-1 Draw

Harrison D. Greenberg — Promoted to Partner — Restructuring & Special Situations

Current Firm: Wachtell, Lipton, Rosen & Katz · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 23, 2026 · $3.8M–$6.8M Equity K-1 Draw

Patrick J. Kaufman — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Paul, Weiss, Rifkind, Wharton & Garrison LLP · Moved From: Joined from Cravath, Swaine & Moore

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.4M–$5.9M Equity K-1 Draw

Bradley P. Lindholm — Promoted to Managing Director — Investment Banking M&A

Current Firm: Skadden, Arps, Slate, Meagher & Flom LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 21, 2026 · $3.5M–$6.1M Equity K-1 Draw

Julian W. Mcgrath — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Simpson Thacher & Bartlett LLP · Moved From: Joined from Citadel Surveyor Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 20, 2026 · $3.6M–$6.4M Equity K-1 Draw

Richard E. Perelman — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Sullivan & Cromwell LLP · Moved From: Joined from Skadden, Arps

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 19, 2026 · $3.5M–$6.3M Equity K-1 Draw

Catherine K. Rutherford — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Cravath, Swaine & Moore LLP · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 17, 2026 · $3.4M–$6.0M Equity K-1 Draw

Genevieve R. Vanderbilt — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Davis Polk & Wardwell LLP · Moved From: Joined from Paul, Weiss

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $3.4M–$5.8M Equity K-1 Draw

Margaret A. Bannon — Promoted to Managing Director — Private Credit Origination

Current Firm: Gibson, Dunn & Crutcher LLP · Moved From: Previously Senior Counsel / Executive at Blue Owl Capital

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 14, 2026 · $3.1M–$5.4M Equity K-1 Draw

Sarah F. Cameron — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Weil, Gotshal & Manges LLP · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 12, 2026 · $3.2M–$5.5M Equity K-1 Draw

Arjun L. Devlin — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Ropes & Gray LLP · Moved From: Joined from Ropes & Gray

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 9, 2026 · $2.9M–$5.1M Equity K-1 Draw

Meera S. Goldberg — Promoted to Partner — Restructuring & Special Situations

Current Firm: Sidley Austin LLP · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 7, 2026 · $2.8M–$4.9M Equity K-1 Draw

Elena B. Jennings — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: White & Case LLP · Moved From: Joined from Latham & Watkins

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $3.0M–$5.2M Equity K-1 Draw

Benjamin G. Langdon — Promoted to Managing Director — Investment Banking M&A

Current Firm: Cleary Gottlieb Steen & Hamilton LLP · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 2, 2026 · $3.2M–$5.6M Equity K-1 Draw

Jonathan M. Mcallister — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Debevoise & Plimpton LLP · Moved From: Joined from Apollo Hybrid Value

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 1, 2026 · $2.9M–$5.0M Equity K-1 Draw

Raymond T. Patel — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Willkie Farr & Gallagher LLP · Moved From: Joined from Davis Polk

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · SEP 28, 2026 · $2.8M–$4.8M Equity K-1 Draw

Charles C. Rostova — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Fried, Frank, Harris, Shriver & Jacobson LLP · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · SEP 18, 2026 · $2.7M–$4.7M Equity K-1 Draw

Kevin H. Townsend — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Proskauer Rose LLP · Moved From: Joined from Blackstone Credit

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $2.6M–$4.6M Equity K-1 Draw

Sebastian N. Alverez — Promoted to Managing Director — Private Credit Origination

Current Firm: Goodwin Procter LLP · Moved From: Previously Senior Counsel / Executive at Cravath, Swaine & Moore

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · AUG 19, 2026 · $2.6M–$4.5M Equity K-1 Draw

Charlotte V. Caldwell — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Cooley LLP · Moved From: Previously Senior Counsel / Executive at Morgan Stanley M&A

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · JUL 24, 2026 · $1.8M–$3.4M Equity K-1 Draw

Hannah D. Deluca — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Lowenstein Sandler LLP · Moved From: Joined from Citadel Surveyor Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · JUN 15, 2026 · $1.4M–$2.6M Equity K-1 Draw

Natalie J. Fletcher — Promoted to Partner — Restructuring & Special Situations

Current Firm: McCarter & English, LLP · Moved From: Previously Senior Counsel / Executive at Skadden, Arps

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · MAY 12, 2026 · $1.5M–$2.8M Equity K-1 Draw

Sophia P. Hutchinson — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Cole Schotz P.C. · Moved From: Joined from Goldman Sachs Investment Banking

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.5M MD Comp + RSU Vesting

Siddharth W. Krauss — Promoted to Managing Director — Investment Banking M&A

Current Firm: Goldman Sachs (NYSE: GS) · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 26, 2026 · $2.9M–$5.8M MD Comp + RSU Vesting

Deepak E. Manning — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Morgan Stanley (NYSE: MS) · Moved From: Joined from Blue Owl Capital

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 25, 2026 · $3.0M–$6.0M MD Comp + RSU Vesting

Matteo K. O'sullivan — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: J.P. Morgan (NYSE: JPM) · Moved From: Joined from Simpson Thacher

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 24, 2026 · $5.5M–$11.0M Cash + Partnership Bonus

Christopher R. Rosenberg — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Centerview Partners · Moved From: Previously Senior Counsel / Executive at Ropes & Gray

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 23, 2026 · $3.8M–$7.5M SMD Comp + Sign-On

Kenneth A. Thornton — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Evercore (NYSE: EVR) · Moved From: Joined from Ares Direct Lending

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 22, 2026 · $3.2M–$6.4M MD Comp + RSU Award

Samuel F. Abramowitz — Promoted to Managing Director — Private Credit Origination

Current Firm: Lazard, Inc. (NYSE: LAZ) · Moved From: Previously Senior Counsel / Executive at Latham & Watkins

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 21, 2026 · $3.8M–$7.8M Partner Draw + Units

David L. Bradshaw — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: PJT Partners Inc. (NYSE: PJT) · Moved From: Previously Senior Counsel / Executive at Weil, Gotshal & Manges

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 20, 2026 · $3.1M–$6.2M MD Comp + RSU Vesting

Lucas S. Cunningham — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Moelis & Company (NYSE: MC) · Moved From: Joined from Apollo Hybrid Value

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · OCT 19, 2026 · $4.5M–$9.5M Partner Cash Distribution

Thomas B. Ferretti — Promoted to Partner — Restructuring & Special Situations

Current Firm: Qatalyst Partners · Moved From: Previously Senior Counsel / Executive at Davis Polk

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · OCT 17, 2026 · $4.2M–$9.0M Base/Bonus + Carry Pool

Claire G. Holbrook — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: Blackstone (NYSE: BX) · Moved From: Joined from J.P. Morgan Sponsor Coverage

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · OCT 15, 2026 · $4.0M–$8.5M MD Comp + Carry Vintage

Isabella M. Kirstein — Promoted to Managing Director — Investment Banking M&A

Current Firm: Apollo Global Management (NYSE: APO) · Moved From: Previously Senior Counsel / Executive at Blackstone Credit

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · OCT 14, 2026 · $4.0M–$8.8M Partner Comp + Carry

Olivia T. Macallister — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: KKR & Co. Inc. (NYSE: KKR) · Moved From: Joined from Cravath, Swaine & Moore

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · OCT 12, 2026 · $3.4M–$7.2M MD Comp + Carry

Stephanie C. Nakamura — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Ares Management (NYSE: ARES) · Moved From: Joined from Morgan Stanley M&A

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · OCT 9, 2026 · $3.2M–$6.8M MD Comp + Units

Vikram H. Ridealgh — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Blue Owl Capital (NYSE: OWL) · Moved From: Previously Senior Counsel / Executive at Citadel Surveyor Capital

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · OCT 7, 2026 · $3.6M–$7.5M Partner Comp + Carry

Sanjay N. Subramanian — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Sixth Street Partners · Moved From: Joined from Skadden, Arps

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · OCT 5, 2026 · $4.5M–$12.0M PM Payout + Sign-On

Luca V. Winslow — Promoted to Managing Director — Private Credit Origination

Current Firm: Citadel (Surveyor / Ashler / Global Fixed Income) · Moved From: Previously Senior Counsel / Executive at Goldman Sachs Investment Banking

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)

PROMOTED TO EQUITY PARTNER · OCT 2, 2026 · $4.0M–$10.5M Pod PM Guarantee

Daniel D. Blackwell — Promoted to Equity Share Partner — Private Equity & M&A

Current Firm: Millennium Management · Moved From: Previously Senior Counsel / Executive at Paul, Weiss

Transition from W-2 Counsel to Equity K-1 Partner ($750K–$1.1M Mandatory Capital Buy-In Loan + PTET Multi-State Tax Structuring)

LATERAL PARTNER HIRE · OCT 1, 2026 · $3.8M–$9.5M PM Comp + Deferred Award

Lawrence J. Conway — Joined as Lateral Equity Partner from Rival Am Law 10 Firm

Current Firm: Point72 Asset Management · Moved From: Joined from Blue Owl Capital

Lateral Multi-Year Guaranteed Draw + Orphaned 401(k)/Keogh Rollover from Prior Partnership & Capital Contribution Financing

PROMOTED TO PARTNER · SEP 28, 2026 · $3.5M–$8.5M Senior PM Guarantee

Theodore P. Faulkner — Promoted to Partner — Restructuring & Special Situations

Current Firm: Balyasny Asset Management · Moved From: Previously Senior Counsel / Executive at Simpson Thacher

Counter-Cyclical Restructuring Bonus Surge + NY/NJ/CT Pass-Through Entity Tax (PTET) Optimization

EXECUTIVE RETIREMENT · 8-K · SEP 18, 2026 · $4.2M–$9.8M MD Distribution

Ethan W. Haverford — Departing Managing Director & Division CFO (Form 8-K Item 5.02)

Current Firm: D. E. Shaw & Co. · Moved From: Joined from Ropes & Gray

Accelerated RSU/PSU Vesting + Strict 12-Month IRC §409A SERP Distribution Window & Tax-Managed Municipal Ladder

PROMOTED TO MANAGING DIRECTOR · SEP 4, 2026 · $3.0M–$6.8M Principal Distribution

Marcus E. Kensington — Promoted to Managing Director — Investment Banking M&A

Current Firm: AQR Capital Management · Moved From: Previously Senior Counsel / Executive at Ares Direct Lending

MD Promotion Unlocks Multi-Year Deferred RSU Vesting Cliff + Executive Deferred Comp (NQDC) Election Window

LATERAL PARTNER HIRE · AUG 19, 2026 · $3.8M–$8.2M MD Carry + Cash

Victor K. Lockwood — Joined as Partner & Co-Head of Sponsor Coverage

Current Firm: Silver Lake Partners · Moved From: Joined from Latham & Watkins

Upfront Cash & Equity Replacement Grant + Prior Firm Deferred Pension/401(k) Consolidation

SENIOR PARTNER RETIREMENT · JUL 24, 2026 · $4.0M–$8.6M Partner Carry + Cash

Eleanor R. Montgomery — Retiring Senior Equity Partner (Mandatory Partnership Retirement)

Current Firm: Thoma Bravo · Moved From: Joined from Weil, Gotshal & Manges

10-Year Unfunded Partner Retirement Annuity Stream + Lump-Sum Keogh/401(k) Rollover & Estate Freeze

PROMOTED TO PARTNER · JUN 15, 2026 · $3.5M–$7.4M MD Comp + Carry

Jacqueline A. Ramanathan — Promoted to Partner — Leveraged Finance & Direct Lending

Current Firm: Vista Equity Partners · Moved From: Previously Senior Counsel / Executive at Apollo Hybrid Value

First Year on Partnership K-1 Draw + Quarterly Estimated Tax Reserve & Defined Benefit / Cash Balance Setup

POACHED SENIOR PM · MAY 12, 2026 · $3.4M–$7.0M MD Comp + Carry

Penelope F. Sterling — Poached as Senior Portfolio Manager (Multi-Manager Pod)

Current Firm: Warburg Pincus · Moved From: Joined from Davis Polk

Multi-Million Guaranteed Sign-On Bonus + Deferred Comp Buyout Make-Whole & Tax-Loss Harvesting Mandate

PROMOTED TO MANAGING DIRECTOR · MAR 20, 2026 · $3.2M–$6.6M MD Comp + Carry

Valerie L. Weinberg — Promoted to Managing Director — Private Credit Origination

Current Firm: General Atlantic · Moved From: Previously Senior Counsel / Executive at J.P. Morgan Sponsor Coverage

New Fund Vintage Carry Allocation (GP Co-Invest Commitment Loan + Delaware Dynasty Trust Transfer)