Fort Worth
817.420.8285 Direct
817.420.8201 Fax
jwatkins@winstead.com
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Jarratt Watkins focuses his practice on mergers and acquisitions, and has extensive experience representing wealth management, investment advisory, and financial services firms in connection with strategic acquisitions, dispositions and investments. He advises sponsor-backed firms as they build out their platform and expand their assets under management through acquisitions of independent RIAs and lift out transactions of adviser teams from large financial institutions, as well as guides independent RIAs through complex auction processes to identify the right buyer.  In addition to his work on mergers and acquisitions, he also regularly assists wealth management firms with internal restructurings, private securities offerings to raise capital for operations and acquisitions, and general corporate governance.

Representative Experience

  • Represented buyers and sellers in over 20 acquisitions of independent wealth management firms in Texas, New York, Tennessee and California
  • Represented a Texas based national RIA in the negotiation of a private equity investment and subsequent acquisitions
  • Represented a registered investment advisory firm with $2.3 billion in assets under management as it joined a nation-wide partnership of wealth management firms
  • Represented a family office in the acquisition of a chain of over 20 restaurants in Arizona and Colorado
  • Represented a multiple family office in the $80 million acquisition of a Colorado based shipping logistics provider
  • Represented a distributor of foreign television and movie content in connection with a sale of its business to a strategic buyer for a purchase price of $140 million

Education

  • Southern Methodist University, Dedman School of Law
    • J.D., 2013
    • cum laude
    • Editor of the 47th Annual Air Law Symposium, SMU Law Review Association
    • Hatton W. Sumners Foundation Scholarship Recipient
  • University of Texas at Austin
    • B.A., 2007
    • Distinguished College Scholar

Admissions

  • Texas, 2013

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