Experience

• • IDB Bank, the largest Israeli bank operating in the U.S., in the creation of IDB Lido Wealth, a new strategic partnership and joint venture with Lido Advisors, a full-service, independent RIA.
  • Third Point Re in its $788 million merger with Sirius Group.
  • International Paper in the sale of its Brazilian corrugated packaging business to Klabin.
  • The Carlyle Group in its investment in American Express Global Business Travel. (Terminated)
  • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of two of Gowrie Holdings subsidiaries, Maritime Program Group and Gowrie Group.
  • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.