Dechert Advises SHOOK Research in Strategic Investment by PPC Enterprises

August 11, 2025

Dechert advised SHOOK Research in connection with its strategic investment from PPC Enterprises, a middle-market private equity firm specializing in high-potential service businesses.

SHOOK, known for its rigorous qualitative and quantitative methodology, will continue to operate independently while leveraging PPC's resources and expertise to expand its market presence and enhance its service offerings. The partnership positions SHOOK Research, the organization behind Forbes' prestigious financial advisor rankings, for continued growth under founders R.J. and Elisabeth Shook.

A leader in research, rankings and experiences for financial advisors and asset managers, SHOOK identifies top advisors through rigorous qualitative and quantitative research including phone and in-person interviews.

The Dechert team that advised SHOOK Research included corporate partner Michael Darby along with associate Patrick Feeney; employee benefits and executive compensation partner Kevin Kay and associates Tabitha Crosier and Brie Michaelson; tax partner David Passey and associates Ishani Kundu and Josh Meyerson; intellectual property partner Thomas Rayski; private equity associate Sarah Wheaton; and antitrust counsel Beverly Ang.

About Dechert

Dechert is the law firm that helps business leaders lead.

For more than 150 years, we have advised clients on critical issues – from high-stakes litigation to first-in-market transaction structures and complex regulatory matters. Our nearly 1,000 lawyers in commercial centers worldwide are immersed in the key sectors we serve – financial services, private capital, real estate, life sciences and technology.

Dechert delivers unwavering partnership so our clients can achieve unprecedented results.

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