Experience

    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Presidio, a leading technology services and solutions provider, from BC Partners.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition, together with Stone Point Capital, of Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, at an enterprise value of $15.5 billion.
    • The Special Committee of SiriusXM in the financing aspects of its agreement to combine SiriusXM with Liberty Media’s Liberty SiriusXM tracking stock group to create New SiriusXM, a new public company.
    • TPG Growth in the financing aspects of its acquisition of a majority stake in Crowe Healthcare Consulting, establishing it as an independent entity.
    • TPG Rise Climate, the dedicated climate investing strategy of TPG's global impact investing platform TPG Rise, in the financing aspects of the equity portion of a $700 million investment in Hybar, a newly formed company, to start up and operate a technologically advanced, environmentally sustainable scrap metal recycling steel rebar mill.
    • Booz Allen Hamilton in the amendment of its approximately $2.62 billion existing credit facility in connection with the company’s achievement of investment grade status.
    • TPG in the financing aspects of its acquisition of a majority interest in OneOncology, a network of leading oncology practices, in a transaction valued at $2.1 billion.
    • SiteOne Landscape Supply in its raising of $120 million of incremental debt under its existing first lien term loan facility.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Focus Financial Partners at an enterprise value of approximately $7 billion.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of a majority stake in the industrial businesses of Roper Technologies, which operates market-leading businesses that design and develop vertical software and application-specific products, in a transaction valued at $3.7 billion.
    • Clayton, Dubilier & Rice and TPG in the financing aspects of their $4 billion take-private of Covetrus, a global animal-health technology and services company.
    • Carlyle, as majority owner of Syniverse, in the financing aspects of Twilio’s $750 million investment in Syniverse.
    • Discovery, Inc. in the offering of $30 billion of senior unsecured notes in the acquisition of WarnerMedia.
    • Clayton, Dubilier & Rice in the financing aspects of its $5.8 billion acquisition of Cornerstone Buildings Brands, the largest manufacturer of exterior buildings products in North America.
    • Elliott Management, in the financing aspects of its $16.5 billion acquisition of Citrix, a cloud computing and virtualization technology company.
    • Clayton, Dubilier & Rice, Huntsworth and Sharp in obtaining $787.5 million in debt financing for Huntsworth’s spin-off of Sharp.
    • Carlyle in the financing aspects of its investment in Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment industries, valuing the company at approximately $2.25 billion.
    • Clayton, Dubilier & Rice in the financing aspects of its $2.5 billion sale of Sirius, a leading provider of secure, mission-critical technology-based solutions for approximately 3,900 large and mid-sized customers, to CDW.
    • Carlyle, as majority owner of Syniverse, in the financing aspects of Syniverse’s $2.85 billion merger, later terminated, with special purpose acquisition company M3-Brigade Acquisition II Corp. resulting in Syniverse becoming a publicly traded company.
    • Cornerstone Building Brands in the financing aspects of the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
    • Booz Allen Hamilton in the refinancing of its $2.67 billion senior secured credit facilities and the issuance of $500 million of new senior unsecured notes.
    • Cornerstone Building Brands in the financing aspects of the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
    • Clayton, Dubilier & Rice and KKR in the financing aspects of their $5.3 billion acquisition of Cloudera.
    • Electrical Components International, a Cerberus Capital Management portfolio company and leading wire harness, electrical components, and sub-assembly supplier for the diversified industrial markets, in the financing aspects of its acquisition of Omni Connection International.
    • Discovery, Inc. in the financing aspects of the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
    • Clayton, Dubilier & Rice in the financing aspects of its $3.7 billion take-private acquisition of UDG Healthcare.
    • Domtar in the financing aspects of its $3 billion sale to Paper Excellence.
    • Cornerstone Building Brands in the refinancing of its senior credit facilities, including its existing $611 million asset-based revolving credit facility and its $115 million cash flow-based revolving credit facility, and its $2.6 billion term loan facility.
    • Carlyle in the financing aspects of its sale of MedRisk to CVC Capital Partners.
    • White Cap Parent in the offer and sale of $300 million of 8.25%/9.00% Senior PIK toggle notes due 2026 to fund a dividend payment to the company's equity holders.
    • Domtar in the financing aspects of the $920 million sale of its personal care business to American Industrial Partners.
    • Kindred Healthcare in the financing aspects of its sale of its RehabCare business line, a provider of contract therapy services in 43 states, to Select Rehabilitation, a leading provider of contract rehabilitation services.
    • Cornerstone Building Brands in the financing aspects of the pricing of its $500 million offering of 6.125% unsecured senior notes due 2029.
    • Steven Cohen and Cohen Private Ventures in the financing aspects of the $2.4 billion acquisition of the Mets.
    • Verizon in the financing aspects of its $6.25 billion acquisition of Tracfone, the largest reseller of wireless services in the U.S.
    • Clayton, Dubilier & Rice in the financing aspects of its $2.9 billion acquisition of White Cap, a leading distributor of specialty concrete and construction products, and its combination of White Cap with CSG, a leading U.S. distributor of specialty concrete and masonry accessories, for a total transaction value of approximately $4 billion. The financing for the transaction includes a $2.38 billion cash flow-based facility, a $700 million asset-based revolving facility and $640 million in senior unsecured notes.
    • TPG in the financing aspects of the sale of Adare Pharmaceuticals, a leading specialty contract development and manufacturing organization, to Thomas H. Lee Partners and Frazier Healthcare Partners and the related separation of Adare’s Eosinophilic Esophagitis product into a TPG-backed entity.
    • Clayton, Dubilier & Rice in the financing aspects of its partnership investment in Cheney Brothers, a leading family-owned and operated regional food distributor serving the Southeastern United States.
    • Booz Allen Hamilton in its $700 million offering of 3.875% Senior Notes due 2028 and the redemption of its existing 5.125% Senior Notes due 2025.
    • Carlyle in the financing aspects of its investment in American Express Global Business Travel.
    • Carlyle in the financing aspects of its $1.8 billion acquisition, with T&D Holdings, of a majority interest in Fortitude Re.
    • Clayton, Dubilier & Rice in the financing aspects of its proposed $4 billion take private acquisition of Anixter International, a NYSE-listed company. (Terminated)
    • The Special Committee of the Board of Directors of Dell in the financing aspects of the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
    • Envision Healthcare in the financing aspects of its $15 billion merger with AMSURG, creating one of the largest U.S. providers of specialty physicians and hospital-related services. This included $6.3 billion of committed debt financing.
    • Discovery, Inc. in the financing aspects of its $14.6 billion acquisition of Scripps Networks Interactive.
    • Access Industries, as part of a consortium with Apollo Global Management and Riverstone Holdings, in the financing aspects of its $7.15 billion acquisition of the oil and gas exploration and production assets of El Paso. This transaction was named "Private Equity Deal of the Year" by International Financial Law Review."
    • Activision Blizzard in the financing aspects of its $5.9 billion acquisition of King Digital.
    • Ply Gem and Clayton, Dubilier & Rice in the financing aspects of Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • Clayton, Dubilier & Rice in the financing aspects of its $4.3 billion sale of Diversey Holdings to Sealed Air.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of a 42.5% stake in Univar in a sponsored recapitalization transaction valuing Univar at $4.2 billion.
    • TPG and Welsh, Carson, Anderson & Stowe in the financing aspects of their $4.1 billion acquisition of Kindred Healthcare.
    • Tribune Media in the refinancing of its $3.773 billion term loan facility and its $1.1 billion offering of 5.875% senior notes due 2022.
    • Clayton, Dubilier & Rice in the financing aspects of its $3.2 billion acquisition of Emergency Medical Services Corporation.
    • Activision Blizzard in the $3.125 billion refinancing of its existing credit facilities.
    • Tribune Company in the financing aspects of its $2.7 billion acquisition of Local TV Holdings.
    • Activision Blizzard in the $2.55 billion refinancing of its existing term loan credit facility.
    • Carlyle in its $2.54 billion acquisition of Booz Allen Hamilton’s U.S. government consulting business.
    • Clayton, Dubilier & Rice in its $1.755 billion secured term loan facility, $115.0 million secured cash flow revolving credit facility, $360.0 million ABL facility and $645.0 million offering of senior unsecured notes in connection with its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
    • Booz Allen Hamilton, a Carlyle portfolio company, in its $2.25 billion leveraged recapitalization.
    • CF Corporation and Blackstone in the financing aspects of the $1.835 billion acquisition of Fidelity & Guaranty Life.
    • Emergency Medical Services, a Clayton, Dubilier & Rice portfolio company, in the repricing of and incremental issuances under its $1.59 billion term loan facility and its $450 million asset-backed-loan facility.
    • Booz Allen Hamilton, a Carlyle portfolio company, in the refinancing of its $1.58 billion term loan credit facility.
    • Clayton, Dubilier & Rice in the financing aspects of its $1.5 billion acquisition of Sirius Computer Solutions, a leading national IT solutions integrator.
    • TPG and Welsh, Carson, Anderson & Stowe, with Humana, in the financing aspects of their $1.4 billion acquisition of Curo Health Services.
    • Booz Allen Hamilton, a Carlyle portfolio company, in its $1.33 billion refinancing of its secured credit facilities.
    • Clayton, Dubilier & Rice in the financing aspects of its €1.2 billion acquisition of Mauser Group, one of the world’s leading industrial packaging companies.
    • Booz Allen Hamilton, a Carlyle portfolio company, in the $1.2 billion refinancing of its senior secured and mezzanine credit facilities.
    • Clayton, Dubilier & Rice and TRANZACT in the financing aspects of the $1.3 billion sale of TRANZACT to Willis Towers Watson.
    • Roofing Supply Group, a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its $1.1 billion sale to Beacon Roofing Supply.
    • Syniverse, a Carlyle portfolio company, in the $1.1 billion refinancing of its senior secured credit facilities.
    • Stone Point Capital and Hellman & Friedman in the financing aspects of their $1.1 billion acquisition of Sedgwick Claims Management Services.
    • Clayton, Dubilier & Rice in the financing aspects of its $1.1 billion acquisition of a majority ownership stake in Wilsonart International Holdings, the decorative surfaces unit of Illinois Tool Works.
    • Clayton, Dubilier & Rice in the financing aspects of its $1.05 billion acquisition of David's Bridal.
    • Booz Allen Hamilton, a Carlyle portfolio company, in its $1.0 billion refinancing of its secured credit facilities.
    • Wilsonart International Holdings, a Clayton, Dubilier & Rice portfolio company, in the repricing and incremental issuance under its $915 million term loan credit facility.
    • Envision Healthcare, in its offering of $750 million of senior notes and in its $1.1 billion initial public offering of common stock.
    • Domtar Corporation in the refinancing of its outstanding loans and commitments under its respective credit facilities, including a $700 million revolving credit facility.
    • Envision Healthcare in the financing aspects of its $620 million acquisition of Rural/Metro Corporation.
    • Morgan Stanley Private Equity in the financing aspects of the $600 million sale of Creative Circle, a leading professional staffing firm specializing in advertising, creative and marketing talent, to NYSE-listed On Assignment for a mix of stock and cash consideration.
    • Clayton, Dubilier & Rice in the financing aspects of its $465 million acquisition of John Deere Landscapes.
    • Booz Allen Hamilton, a Carlyle portfolio company, in the $399 million refinancing of its existing term loan B credit facility.
    • Booz Allen Hamilton, a Carlyle portfolio company, in its $350 million offering of 5.125% senior notes due 2025.
    • Syniverse, a Carlyle portfolio company, in exploring and implementing balance sheet alternatives, including closing a successful exchange offer with respect to approximately $367 million of Syniverse’s outstanding senior notes.
    • Syniverse, a Carlyle portfolio company, in its $290 million acquisition of Aicent.
    • Learning Care Group, a Morgan Stanley Global Private Equity portfolio company, in the $260 million refinancing of its secured credit facilities.
    • SunSource, a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
    • SunSource, a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its acquisition of Ryan Herco Flow Solutions, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • Cerberus Capital Management in the financing aspects of its acquisition of Electrical Components International, the world’s leading manufacturer of wire harnesses, control boxes and value-added assembly services, from KPS Capital Partners.
    • Carlyle in the financing aspects of it strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
    • Cerberus Capital Management in the financing aspects of its acquisition of Cyanco International, the largest global producer of sodium cyanide.
    • Carlyle in the financing aspects of its acquisition of MedRisk, a provider of managed physical medicine to the workers’ compensation industry.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of SunSource, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Carestream Dental, the digital dental business of Carestream Health.
    • Carlyle in the financing aspects of its investment in NEP Group, the leading worldwide provider of outsourced production solutions offering technical services for remote production, studio production, video display, host broadcasting, post production, smart asset / media management, multi-screen delivery and end-to-end OTT solutions.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Tranzact Holdings, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the U.S., from White Mountains Insurance Group.
    • Blackstone Group in the financing aspects of its acquisition of Philadelphia Financial Group.
    • Astra Capital Management in the financing aspects of its acquisition of Logix Communications.
    • Logix Communications, an Astra Capital Management portfolio company, in the financing aspects of its acquisition of Alpheus Holdings.
    • SiteOne Landscape Supply, a Clayton, Dubilier & Rice portfolio company, in its leveraged recapitalization and the refinancing of its existing term loan facility.
    • Morgan Stanley Global Private Equity in the financing aspects of its sale of EmployBridge.
    • Tribune Media in the financing aspects of its leveraged spin-off of Tribune Publishing Company.
    • Morgan Stanley Global Private Equity in the financing aspects of its sale of Learning Care Group.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of PharMEDium.
    • Wilsonart, a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its acquisition of Durcon, a manufacturer of laboratory-grade work surfaces.
    • Syniverse, a Carlyle portfolio company, in the financing aspects of its acquisition of W.P. Roaming III S.a r.l..
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Roofing Supply Group.
    • Clayton, Dubilier & Rice and GS Capital Partners in the financing aspects of the acquisition of HGI Holdings.
    • International Lease Finance Corporation in the financing aspects of its acquisition of AeroTurbine.

Education

  • Cornell Law School, 1999, J.D.
  • University of Melbourne, 1997, M.A.
  • Columbia University, 1995, B.A.