Experience

• • Clayton, Dubilier & Rice in 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.
  • Clayton, Dubilier & Rice in its acquisition of a significant ownership position in Foundation Building Materials, a specialty building products distributor.
  • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
  • TPG in its acquisition of a majority interest in OneOncology, a network of leading oncology practices, in a transaction valued at $2.1 billion.
  • Pernod Ricard in its acquisition of a majority stake in Skrewball, a super-premium and fast-growing flavored whiskey.
  • Clayton, Dubilier & Rice in its acquisition, together with Greenbriar Equity Group, of Paradigm Precision and Whitcraft Group and the merger of the two companies.
  • Pernod Ricard in its acquisition of a majority stake in Código 1530 Ultra Premium and Prestige Tequila.
  • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisitions of EV Connect, an electric vehicle charging solutions provider, and EnergySage, an online marketplace for solar energy products and services.
  • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
  • Schneider Electric in the spin-off of Schneider Electric Russia to the local management team.
  • S&S Activewear, a leading American imprintable apparel wholesale company and Clayton, Dubilier & Rice portfolio company, in its acquisition of TSF Sportswear, a multi-line wholesaler.
  • White Cap, a Clayton, Dubilier & Rice portfolio company and leading North American distributor of specialty concrete and construction accessory, safety, and building products, in its acquisition of Ram Tool, a construction supply distribution company.
  • S&S Activewear in its acquisition of TSC Apparel, a leading national distributor of blank apparel and accessories.
  • Clayton, Dubilier & Rice in its acquisition of PwC’s Global Mobility Tax and Immigration Services practice, the global leader in employee tax, immigration, business travel, cross-border managed services, and payroll solutions to multinational organizations and their employees.
  • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
  • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus and in the sale of its insulated metal panels business to Nucor for $1 billion.
  • Domtar in its $3 billion sale to Paper Excellence.
  • Clayton, Dubilier & Rice and Capco in the $1.45 billion sale of Capco to Wipro.
  • Schneider Electric in its acquisition of a strategic minority stake in Uplight, the technology partner of energy providers transitioning to clean energy, in a transaction valuing Uplight at approximately $1.5 billion.
  • Clayton, Dubilier & Rice in its acquisition of S&S Activewear, a leading North American distributor of imprintable apparel and accessories.
  • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
  • Clayton, Dubilier & Rice in 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.
  • NaviHealth, a manager of post-acute healthcare services and a leading value-based care partner to health systems and providers, in its sale to UnitedHealth Group’s Optum unit.
  • Clayton, Dubilier & Rice in its acquisition of Radio Systems Corporation, a market-leading provider of innovative pet product solutions.
  • Clayton, Dubilier & Rice in its $250 million convertible preferred equity investment in Covetrus, a global leader in animal-health technology and services.
  • Schneider Electric in its acquisition of an 80% controlling stake in Operation Technology / ETAP Automation, the leading software platform for electrical power systems modeling and simulation.
  • Sonos in its acquisition of Snips, an artificial intelligence voice platform.
  • Pernod Ricard in its $223 million acquisition of Castle Brands.
  • Schneider Electric in the formation of AlphaStruxure, a joint venture with Carlyle to develop energy management and automation solutions for critical transportation and infrastructure projects.
  • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
  • Tribune Media Company in its $7.2 billion sale to Nexstar Media.
  • Nexstar in its acquisition of the television broadcast station KGBT, Harlingen, Texas.
  • Carlyle in its sale of a majority stake in Getty Images to the Getty family.
  • SunSource, a Clayton, Dubilier & Rice portfolio company, in its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
  • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
  • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
  • Clayton, Dubilier & Rice in its joint investment with Cardinal Health in naviHealth, the largest manager of post-acute benefits for health plans and a leading value-based care partner to health systems and providers.
  • SunSource, a Clayton, Dubilier & Rice portfolio company in its acquisition of Ryan Herco Flow Solutions, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
  • Carlyle in its strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
  • Clayton, Dubilier & Rice in its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
  • Pernod Ricard in its acquisition of the remaining stake in Avión Tequila.
  • Clayton, Dubilier & Rice in its acquisition of SunSource, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
  • Clayton, Dubilier & Rice in its $500 million preferred stock investment in Beacon Roofing Supply’s $2.625 billion acquisition of Allied Building Products.
  • Clayton, Dubilier & Rice in its $2.5 billion acquisition of HD Supply’s Waterworks Division, the largest distributor of waterworks products in the United States.
  • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
  • Tribune Media Company in its $6.6 billion sale, later terminated, to Sinclair Broadcast Group.
  • Schneider Electric in its $900 million divestiture of Telvent DTN, a leader in providing information services, supply chain connectivity tools and decision support solutions to the agricultural, energy and environmental industries, to TBG AG, a private Swiss holding company.
  • Clayton, Dubilier & Rice in its $2.3 billion sale of Mauser Group, a leading global supplier of industrial rigid packaging products and reconditioning services, to Stone Canyon Industries.
  • Tribune Media Company in the $560 million sale of Gracenote, a leading entertainment data provider, to the Nielsen Company.
  • Clayton, Dubilier & Rice in 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.
  • Envision Healthcare in its $15 billion merger with AMSURG, creating one of the largest U.S. providers of specialty physicians and hospital-related services.
  • TruGreen, a Clayton, Dubilier & Rice portfolio company, and CD&R in TruGreen’s merger with Scotts LawnService.
  • Univar in its $885 million initial public offering and concurrent private placement of $350 million of shares to Temasek and the additional purchase of 5 million shares of Univar common stock from selling stockholders by Temasek.
  • Tribune Media Company in its spin-off of Tribune Publishing Company.
  • Clayton, Dubilier & Rice in its $1.8 billion acquisition of Ashland Water Technologies.
  • Schneider Electric in the sale of its custom sensors and technologies division to Carlyle and PAI, based on an enterprise value of $900 million, and its reinvestment of approximately $100 million.
  • Tribune Media Company in its $2.7 billion acquisition of Local TV Holdings.
  • Clayton, Dubilier & Rice and US Foods in the $8.2 billion merger, later terminated, of US Foods with Sysco Corporation.
  • AssuraMed in its $2 billion sale to Cardinal Health.
  • Carlyle in its $3.3 billion acquisition of Getty Images.
  • Clayton, Dubilier & Rice in its $1.05 billion acquisition of David's Bridal.
  • Schneider Electric in its $2 billion acquisition of Telvent GIT, a software and solutions provider to the electricity, water, transportation and oil and gas industries.
  • Clayton, Dubilier & Rice in its $3.2 billion acquisition of Emergency Medical Services Corporation.
  • Clayton, Dubilier & Rice in its acquisition of a 60% stake in Hussmann International, a leading global manufacturer of refrigerated display merchandizing equipment and refrigeration systems for the retail food industry, from Ingersoll Rand.
  • Pernod Ricard in its investment in Tequila Avión.
  • Schneider Electric in its acquisition of Lee Technologies, a U.S.-based service provider specializing in large-scale data centers in the North American market.
  • Schneider Electric in its acquisition of Summit Energy Services, a leader in outsourced energy procurement and sustainability services to industrial, commercial and institutional enterprises.
  • Prudential Financial in its $4.8 billion acquisition of Japan-based AIG Star Life Insurance and AIG Edison Life Insurance from American International Group.
  • Pernod Ricard in its sale of the Cruzan rum business to Fortune Brands.
  • Pernod Ricard in its €5.6 billion acquisition of the Vin & Sprit Group, makers of Absolut vodka, from the Kingdom of Sweden in one of the largest cross-border privatizations of 2008.
  • Bain Capital, Carlyle and Clayton, Dubilier & Rice in their $8.5 billion acquisition of HD Supply from The Home Depot, which Private Equity Analyst named "LBO Deal of the Year."
  • Clayton, Dubilier & Rice in its acquisition of a 42.5% stake in Univar, a global distributor of commodity and specialty chemicals, in a sponsored recapitalization transaction valuing Univar at $4.2 billion.
  • Sears Holding Corporation in the spin-off of its Hometown and Outlet stores business via a rights offering and the sale of up to 23.1 million shares of common stock of Sears Hometown and Outlet stores.
  • Pernod Ricard in its $575 million sale of the Wild Turkey business to Gruppo Campari.
  • Galderma in its $420 million cross-border cash tender offer for Collagenex Pharmaceuticals.
  • Carlyle in its $1.5 billion acquisition of PQ Corporation from J.P. Morgan Partners, and PQ Corporation’s follow-on acquisition of the Ineos Silicas business from Ineos Group.
  • The supervisory board of ABN AMRO in its €72 billion combination with a consortium led by the Royal Bank of Scotland. The IFLR 2008 Europe Awards named this transaction “M&A Deal of the Year.”
  • Domtar in its $6 billion combination with Weyerhaeuser's fine paper business in a "reverse Morris Trust" transaction; the new Domtar became the largest manufacturer of uncoated freesheet paper in North America.
  • Carlyle in its proposed $1 billion acquisition of ElkCorp and related acquisition of Atlas Roofing from Hood Companies (later terminated).
  • Clayton, Dubilier & Rice in its $3 billion “sponsored spin-off” transaction to acquire a 47.5% interest in Sally Beauty, the beauty supplies business spun off by Alberto-Culver.
  • Pernod Ricard in its $2.43 billion sale of Dunkin’ Brands, which includes Baskin Robbins, Dunkin’ Donuts and Togo’s Eatery, to a consortium consisting of Bain Capital, Carlyle and Thomas H. Lee Partners.
  • Pernod Ricard in its $14 billion acquisition of Allied Domecq.
  • Equant in its €1.26 billion synthetic merger with France Telecom resulting in France Telecom’s going private acquisition of the 46% public stake in Equant.
  • General Electric and NBC in their acquisition of Vivendi Universal Entertainment and formation of NBC Universal, a $43 billion broadcast, cable, studio, film and diversified entertainment company owned 20% by Vivendi and 80% by General Electric.