Willkie Farr & Gallagher LLP

07/30/2024 | News release | Distributed by Public on 07/30/2024 14:46

Willkie Represents BMO in Financing for Charlesbank Capital Partners’ Acquisition of Kleer and Membersy

Willkie Represents BMO in Financing for Charlesbank Capital Partners' Acquisition of Kleer and Membersy

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July 30, 2024

Willkie represented Bank of Montreal in connection with financing for the acquisition and combination by Charlesbank Capital Partners of Kleer and Membersy, forming the single largest dental membership plan software provider in the U.S. market.

Charlesbank announced on May 7 that it acquired and merged Kleer and Membersy, the nation's two largest providers of technology-driven dental membership plans, to form Kleer-Membersy.

The Willkie team was led by partners Jacob Schtevie and Viktor Okasmaa and included associates Lee Henderson and Shelby Epstein.
Jacob Schtevie PartnerFinance
Chicago [email protected] +1 312 728 9131
Viktor Okasmaa PartnerFinance
New York [email protected] +1 212 728 8270
Lee Henderson AssociateFinance
New York [email protected] +1 212 728 8575
Shelby Epstein AssociateFinance
New York [email protected] +1 212 728 3252