21 April 2025 • 2 minute read
DLA Piper advises 4U Platform in its sale to Red Oak
DLA Piper advised 4U Platform, a premier content distribution, engagement, and analytics platform for the investment industry, in connection with its sale to Red Oak, a leader in advertising compliance and marketing review software.
This strategic combination merges Red Oak’s industry-leading compliance technology with 4U’s seamless connectivity between investment companies and wealth management firms, establishing Red Oak as the industry’s first Compliance Connectivity Platform.
“This sale was a major moment for our company, and we are incredibly grateful to have Scott and Shaked and the entire DLA Piper team’s thoughtful and diligent counsel throughout the entire process,” said Denise Wypiszenski, Founder and Co-CEO of 4U.
“It was a pleasure to work with 4U on the closing of this sale, which will enable both companies to streamline compliance from review to distribution and enhance their offerings,” said Scott Kapp, the DLA Piper partner who led the deal team.
The DLA Piper team was co-led by Scott Kapp (Chicago) and Shaked Hoter (Washington, DC) and included partners Richard Ashley (Chicago), William Bartow (Philadelphia), Stephan Harris (Boston), and Jimmy Rusert (Atlanta); of counsels Nia Brown (Washington, DC), Atul Jain (Atlanta), and Rachael Myung (Chicago); and associates Landon Wilneff (Chicago), and Melissa Lucar and Molly McBride (both in Los Angeles).
With more than 1,000 corporate lawyers globally, DLA Piper helps clients execute complex transactions seamlessly while supporting clients across all stages of development. The firm has been rated number one in global M&A volume for 15 consecutive years, according to Mergermarket, and ranked as number one in VC, PE and M&A in combined global deal volume according to PitchBook.
This strategic combination merges Red Oak’s industry-leading compliance technology with 4U’s seamless connectivity between investment companies and wealth management firms, establishing Red Oak as the industry’s first Compliance Connectivity Platform.
“This sale was a major moment for our company, and we are incredibly grateful to have Scott and Shaked and the entire DLA Piper team’s thoughtful and diligent counsel throughout the entire process,” said Denise Wypiszenski, Founder and Co-CEO of 4U.
“It was a pleasure to work with 4U on the closing of this sale, which will enable both companies to streamline compliance from review to distribution and enhance their offerings,” said Scott Kapp, the DLA Piper partner who led the deal team.
The DLA Piper team was co-led by Scott Kapp (Chicago) and Shaked Hoter (Washington, DC) and included partners Richard Ashley (Chicago), William Bartow (Philadelphia), Stephan Harris (Boston), and Jimmy Rusert (Atlanta); of counsels Nia Brown (Washington, DC), Atul Jain (Atlanta), and Rachael Myung (Chicago); and associates Landon Wilneff (Chicago), and Melissa Lucar and Molly McBride (both in Los Angeles).
With more than 1,000 corporate lawyers globally, DLA Piper helps clients execute complex transactions seamlessly while supporting clients across all stages of development. The firm has been rated number one in global M&A volume for 15 consecutive years, according to Mergermarket, and ranked as number one in VC, PE and M&A in combined global deal volume according to PitchBook.
