Sidley is representing Apollo-managed hybrid strategy funds (the Apollo Funds) in their strategic minority equity investment in Charles Monat Associates (CMA) a leading global life insurance brokerage firm with more than 250 professionals across Hong Kong, Singapore, Malaysia, Dubai, the United States, and Switzerland. The firm currently serves over 11,000 clients based in 80+ countries globally and celebrates its 55th Anniversary in 2026.
The strategic investment into CMA will support their global growth strategy and reinforce the firm’s client-focused model. The Apollo Funds will act as a long-term growth partner to CMA, with no changes made to CMA’s control, governance, or branding. CMA’s existing management team will continue to lead the business.
The transaction is expected to close in the first quarter of 2026, subject to regulatory approvals.
The Sidley team is led by partners Ramy Wahbeh and Parthiv Rishi, counsel Florian Kamp, managing associate Sarangan Rajesh Kumar, and associate Silvia Maglio (M&A/Private Equity). The broader cross-office and cross-practice team includes James Phythian-Adams, Stephanie Dobecki, Andrea Hynes, Hannie Syeda, Sophia Archos, and Jennifer Petch (Insurance); Fatima Butt, Esther Lo, Kevin See, Taran Narula, and Ryan Yeap (M&A/Private Equity); Kenny Wong (China Corporate and Finance); Coco Liu (Energy and Infrastructure); IP Transactions Specialist Raza Siddiqui (Technology and Life Sciences Transactions); Peter McCorkell and Jennifer Hargraves (Labor, Employment and Immigration); Margaret Huang, Andrea Tan, and Colbert Hung (White Collar Defense and Investigations); Jason Menzies, Ellie Verran, Avi Kaye, Andy Lau, and Harsimran Kundi (Tax); and Nicole Ho (Investment Funds).
