Hi {{First name | there}},
We’re excited to announce our Succession Planning: Financial, Tax, and Legal breakout room speakers:
Thomas Liaudet, Partner and Global Head of GP Capital Advisory at Campbell Lutyens
Brian Rebhun, Managing Partner of Financial Services Tax at PwC
Rami Totari, Partner in Private Equity and M&A at Kirkland & Ellis
This breakout room is especially timely because succession planning is becoming a front-of-mind driver in GP Stakes transactions—offering a practical way for founders to monetize ownership as they near retirement, while signaling a sustained vision for the platform. We’ll dig into the financial, tax, and legal considerations that shape these deals, and how investors underwrite continuity—seeking clear visibility into next-generation leadership, governance, and alignment to preserve enterprise value.
For many firms, a GP Stakes deal is increasingly a succession-management tool: it can provide liquidity for retiring partners, establish a valuation for the management company, and give LPs clearer line of sight into leadership succession. Done well, it can also build an ownership culture—often using proceeds to increase next-generation ownership—strengthening incentives and retention for emerging leaders and helping institutionalize the platform beyond any single individual.
You can request to join the conference by clicking the image
Check out our corresponding LinkedIn announcement where you can show the speakers your support!
Bios on our speakers
Thomas Liaudet is a Partner and Global Head of GP Capital Advisory at Campbell Lutyens, and serves on the firm’s Management Committee. Thomas has over 27 years of experience acting as a trusted advisor to CEOs, Founders, Managing Partners and leadership teams of private markets focused GP and Asset Management firms. Thomas has advised on over 150 private capital mandates involving GP M&A, minority/GP stakes and primary/secondary transactions.
Brian Rebhun is a Managing Partner of PwC’s Financial Services Tax practice. Based in the New York metro area, Brian also serves as a partner in the Asset and Wealth Management Tax practice and is widely recognized for his expertise in the taxation of alternative asset managers—including private equity, credit, real estate, and hedge fund advisors. Brian’s knowledge spans to partnerships, corporations and individuals, with a particular focus on NYS and NYC audits.
Rami Totari is a corporate partner in the Dallas office of Kirkland & Ellis. Rami regularly represents public companies and private equity sponsors in strategic and financial transactions, including mergers, acquisitions and dispositions, joint ventures and private equity transactions. In addition, Rami has extensive experience in asset manager minority and control transactions, seeding arrangements and other upper-tier liquidity events.
Come hear from Thomas, Brian, Rami, and other leading GP Stakes funds, advisors, and investors on April 21 in NYC and request to join:
Yours truly,
Maxwell Greenstein
CEO, GP Stakes News
