Experience

    • PGIM in its acquisition of Montana Capital Partners, a European-based private equity secondaries asset manager.
    • Canada Pension Plan Investment Board in its joint venture with Greystar Real Estate Partners to pursue life science real estate development opportunities in leading U.S. life science markets.
    • NLMK in its €500 million Eurobond offering of 1.45% notes due 2026 and a related tender offer for outstanding notes due 2023 and 2024 for the aggregate principal amount of $470.6 million.
    • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Feeney Utility Services Group.
    • 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 its acquisition of Omni Connection International.
    • The largest investor in a $190 million concentrated portfolio continuation fund sponsored by a U.S. mid-market buyout firm.
    • Spirit Airlines in its common stock offering of over 10.5 million shares, $500 million aggregate principal amount of new convertible notes offering 1.00% convertible senior notes due 2026, $146.8 million repurchase of its existing 4.75% existing convertible senior notes due 2025 and redemption of $340 million of its existing 8.00% senior secured notes due 2025.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
    • HarbourVest Partners as a co-lead investor in a continuation fund sponsored by Arclight Capital Partners for a single energy asset, an interest in the 192MW Sidney Murray Hydroelectric Project.
    • One Rock Capital Partners in the formation of One Rock Capital Partners III, a $2 billion U.S. buyout fund.
    • GoDaddy in its acquisition of the .club domain extension.
    • JPMorgan Asset Management in a joint venture with Realterm Logistics to acquire a 53-property portfolio of last-mile logistic facilities located in 21 states across the U.S.
    • Third Point in the refinancing of a luxury resort located in the Dominican Republic.
    • Kelso & Company in its investment in Inmark.
    • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
    • Kelso & Company and US LBM in Bain Capital Private Equity’s acquisition of a majority interest in US LBM.
    • Ardian and Pantheon as co-lead investors in a €1.2 billion annex fund, sponsored by Antin Infrastructure Partners, to buy minority stakes in four assets held by Antin’s 2016-vintage Fund III.
    • Kelso & Company, as part of a consortium with Arch Capital Group and Warburg Pincus, in the $700 million acquisition of Watford Holdings, a global property and casualty insurance and reinsurance company.
    • Stone Point Capital in its investment in Lone Wolf Technologies, the North American leader in residential real estate software.
    • JetBlue in its $808 million 2020-1 EETC offering and $116 million 2019-1B EETC offering.
    • Steven Cohen and Cohen Private Ventures in the $2.4 billion acquisition of the Mets.
    • Gogo in the $400 million sale of its commercial aviation business to Intelsat.
    • Oak HC/FT in the formation of Oak HC/FT Partners IV, a $1.4 billion U.S. venture fund investing in healthcare and financial services sectors.
    • Alaska Airlines and Horizon Air Industries in their $1.17 billion inaugural EETC offering.
    • Clayton, Dubilier & Rice in its $4.7 billion acquisition of Epicor Software, a global provider of cloud-based, industry-specific Enterprise Resource Planning software to industrial-focused sectors.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Otis Eastern Service.
    • Warner Music Group in its initial public offering of 77 million shares of Class A common stock at a public offering price of $25.00 per share, representing an approximately $1.925 billion offering.
    • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
    • Stone Point Capital in its acquisition of Safe-Guard.
    • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
    • JPMorgan Asset Management as adviser to an institutional investor in the formation of two joint ventures with JBG SMITH Properties in the development of the Potomac Yard Innovation District in Alexandria, VA, which development will include certain infrastructure and community features that will serve Virginia Tech’s state-of-the-art Innovation Campus, set to open in Spring 2022.
    • Resolution Life in its $1.25 billion acquisition of Voya Financial’s individual life in-force business.
    • Emergent Cold Storage, an Elliott Management portfolio company, in its sale to Lineage Logistics, the world’s largest refrigerated-storage company by space.
    • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of two of Gowrie Holdings subsidiaries, Maritime Program Group and Gowrie Group.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
    • Amazon as strategic partner to Yankee Global Enterprises in the acquisition of the YES Network from The Walt Disney Company at a total enterprise value of $3.47 billion.
    • One Rock Capital Partners in its acquisition of the Engineered Components and Systems segment of Actuant Corporation.
    • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
    • Kelso & Company in its acquisition of J.S. Held, a global consulting firm focused on high value insurance claims and construction-related matters.
    • SouthernCarlson in its sale to Kyocera Corporation.
    • Sirius Computer Solutions, a leading IT solutions integrator, and its majority owner, Kelso & Company, in the sale of a majority equity interest in Sirius to Clayton, Dubilier & Rice.
    • Delta Air Lines in its $500 million offering of enhanced equipment trust certificates (“EETC”) secured by two Airbus A220-100 aircraft, six Airbus A321-200 aircraft, four Boeing 737-900ER aircraft and two Airbus A350-900 aircraft, in two non-amortizing tranches, the first EETC offering by a major U.S. airline to include Airbus A220 aircraft as collateral.
    • Elliott Management in a $450 million equity rights offering of Roadrunner Transportation Systems, resulting in Elliott acquiring 90% of Roadrunner.
    • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Krauter & Company, a leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide.
    • Citizens Financial in its agreement to purchase certain assets of Bowstring Advisors, an Atlanta-based merger and acquisition advisory firm.
    • Canaccord Genuity Group on its acquisition of Petsky Prunier, a preeminent boutique M&A advisory firm.
    • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
    • 4Refuel and its equityholders, including Kelso & Company and Penske Truck Leasing, in the sale of 4Refuel, the leading mobile on-site refueling company in Canada, to Finning International.
    • Quarton International in its sale to Cowen.
    • Tishman Speyer in the formation of Tishman Speyer European Real Estate Venture Fund VIII, a €750 million Europe real estate fund.
    • Kelso & Company in its sale of PowerTeam Services to Clayton, Dubilier & Rice.
    • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Oxford Risk Management, an established leader in alternative risk and captive insurance and consulting.
    • Citizens Financial in its acquisition of Franklin American Mortgage.
    • A Japanese utility as a member of an investor group in the group’s acquisition of majority ownership interests in Kleen Energy Systems, LLC, which operates a 620-megawatt natural gas-fired power plant located in Middletown, Connecticut. As part of the transaction, an affiliate of Ares EIF will manage the Kleen Energy power plant on behalf of the investor group.
    • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
    • Cerberus Capital Management in 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.
    • Principal Financial Group in the offer and sale of $400 million P-Caps of High Street Funding Trust I Redeemable 2028.
    • Cerberus Capital Management in its acquisition of Cyanco International, the largest global producer of sodium cyanide.
    • PJSC Polyus and its indirect subsidiary Polyus Finance in the issue of $250 million senior bonds convertible into global depositary receipts representing ordinary shares of PJSC Polyus.
    • PJSC Polyus and its indirect subsidiary Polyus Finance in the $500 million Eurobond offering of 4.70% guaranteed notes due 2024.
    • HarbourVest Partners in its role as a lead investor in the restructuring of Eos Capital Partners III and Eos Capital Partners IV.
    • Kelso & Company in its equity investment in Zenith Energy U.S.
    • EIG in the formation of a joint venture with FS Investments to manage the $4 billion FS Energy and Power Fund.
    • Cornell Capital as a lead investor in the $2.05 billion acquisition of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
    • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
    • Bedrock Insurance in its proposed acquisition of Ashmere Insurance, a workers’ compensation specialty insurance company. (Terminated)
    • Eagle Foods, a Kelso & Company portfolio company, in its acquisition of Popcorn, Indiana, a maker of ready-to-eat popcorn products.
    • NLMK in its $500 million Eurobond offering of 4% notes due 2024, and a related tender offer for outstanding notes due 2018 and 2019 for the aggregate principal amount of $317 million.
    • A U.S. private equity fund in a complex GP fund restructuring involving the establishment of a new fund to acquire assets.
    • PJSC Polyus in a public offering of shares and depositary receipts pursuant to Regulation S/Rule 144A and listing of depositary receipts on the LSE.
    • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
    • Kelso & Company in its investment in Oasis Outsourcing, the nation's largest privately held professional employer organization.
    • Elliott Management in its $540 million redeemable preferred stock investment in Roadrunner Transportation Systems, a leading asset-right transportation and asset-light logistics service provider.
    • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
    • Rockwood Capital in the formation of Rockwood Capital Real Estate Partners Fund X, a $1.1 billion U.S. real estate fund.
    • Prudential Capital Partners in the formation of Prudential Capital Partners V, a $1.825 billion North America mezzanine fund.
    • Kelso & Company in its investment in Premia Holdings, a newly-formed property and casualty insurance and reinsurance group focused on providing runoff solutions.
    • Warner Music Group in a two–part refinancing transaction, including its offer and sale of $250 million 4.875% dollar-denominated senior secured notes due 2024 and an offering of €345 million 4.125% euro-denominated senior secured notes due 2024 and the retirement of $450 million of outstanding dollar-denominated senior notes and €157 million of euro-denominated senior notes.
    • Reynolds Group Holdings in the issuance of $2.1 billion senior secured fixed and floating rate notes and $800 million senior notes.
    • Kelso & Company in its acquisition of the J.M. Smucker Company’s U.S. canned milk brands and operations.
    • Kelso & Company in its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
    • Fifth Third Bank in the sale of its Pennsylvania branch presence to First National Bank of Pennsylvania, and the sale of its Missouri branch presence to Great Southern Bank.
    • Kelso & Company in its acquisition of Sirius Computer Solutions, a leading national IT solutions integrator.
    • Spirit Airlines in its $576.6 million offering of EETCs secured by 15 Airbus aircraft, which was Spirit Airlines’ inaugural EETC offering.
    • Kelso & Company in its acquisition of US LBM Holdings, a building products distributor, from BlackEagle Partners.
    • UCI in the $257 million sale of its Wells vehicle electronics business to NGK Spark Plug Co.
    • Marquis Energy in securing a $228 million loan from AgCountry Farm Credit Services, including a construction loan, term loan, revolver and refinancing of existing indebtedness.
    • Tenaska Power Fund II in its $1.6 billion term loan to repay acquisition and project-level debt at seven electric generating facilities in the U.S. plus additional construction and term loan facilities, a transaction awarded the IJGlobal “2014 North American Portfolio Deal of the Year” award.
    • MBIA in its sale of Cutwater Asset Management, an investment management company with $23 billion in assets under management, to BNY Mellon.
    • JPMorgan Asset Management in a $1.5 billion equity transaction with national retail real estate investment company Edens Investment Trust.
    • PSAV, a Kelso & Company portfolio company, in its acquisition by affiliates of Goldman Sachs.
    • Kelso & Company in its acquisition of PowerTeam Services, a provider of infrastructure services to the gas and electric utility industry.
    • Warner Music Group in its $765 million acquisition of the Parlophone Label Group from Universal Music Group.
    • Kelso & Company in its all-cash offer for EACOM Timber Corporation.
    • Kelso & Company in its acquisition of Power Holdings, comprised of sister companies T&D Solutions and Associated Diversified Services, which offers a full range of outsourced maintenance and construction services to the electric utility industry, from Huntsman Gay.
    • Cunningham Lindsey in its recapitalization by CVC Capital Partners.
    • Reynolds Group in its $3.25 billion offering of 5.75% senior secured notes due 2020, at the time the third-largest single-tranche issue on record in the high-yield market and the largest issue since 2008.
    • Clayton, Dubilier & Rice in its $1.05 billion acquisition of David's Bridal.
    • Stone Point Capital in the formation of a partnership with KKR to establish KKR - SPC Merchant Advisors, a provider of capital markets services to mid-market and sponsor-backed companies.
    • Access Industries, as part of a consortium with Apollo Global Management and Riverstone Holdings, in its $7.2 billion acquisition of the oil and gas exploration and production assets of El Paso, which were sold in connection with Kinder Morgan's $38 billion acquisition of El Paso.
    • Oceana Therapeutics in its sale to Salix Pharmaceuticals.
    • JPMorgan Asset Management in its joint venture acquisition and financing, and in a subsequent refinancing, of 200 Fifth Avenue in New York City.
    • Access Industries in its $3.3 billion acquisition of Warner Music Group.
    • Cunningham Lindsey in its acquisition of GAB Robins North America's U.S. loss adjusting business.
    • Prudential Financial in its formation of Prudential Capital Partners IV, a $1 billion mezzanine fund.
    • The Carlyle Group in its formation of a $1 billion fund for investments in Brazil and South America.

Education

  • New York University School of Law, 2004, J.D.
  • Columbia University, 2001, B.A.