Experience

  • Healthcare

    • Evercore and J.P. Morgan as financial advisors to Akebia Therapeutics in its $1.3 billion merger with Keryx Biopharmaceuticals.
    • TPG Capital and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
    • Guggenheim and J.P. Morgan as financial advisors to Bioverativ, a global biopharmaceutical company, in Bioverativ’s $11.6 billion sale to Sanofi.
    • Deutsche Bank as financial advisor to Mallinckrodt in its $1.2 billion acquisition of Sucampo Pharmaceuticals.
    • TPG Capital and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
    • Sawai Pharmaceutical in the sale of a minority stake of its U.S. subsidiary, Upsher-Smith Laboratories, to Japanese trading house Sumitomo.
    • Deutsche Bank as financial advisor to Halyard Health in the $710 million sale of Halyard’s surgical and infection prevention business to Owens & Minor.
    • J.P Morgan Securities as financial advisor to Akorn, in its sale to Fresenius Kabi for $4.3 billion.
    • Sawai Pharmaceutical in its $1.5 billion acquisition of the generic pharmaceuticals business of Upsher-Smith Laboratories.
    • J.P. Morgan as financial advisor to Surgical Care Affiliates, a leading ambulatory surgery center and surgical hospital provider, in its $2.3 billion combination with Optum, a leading health services company and part of UnitedHealth Group.
    • Allergan in its $2.47 billion acquisition of ZELTIQ, a medical technology company focused on utilizing its proprietary CoolSculpting controlled-cooling technology platform, the sales leader in the fast-growing body contouring segment of medical aesthetics.
    • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
    • PharMEDium, a Clayton, Dubilier & Rice portfolio company and the leading national provider of outsourced compounded sterile preparations to acute care hospitals in the United States, in its $2.6 billion sale to AmerisourceBergen.
    • Johnson & Johnson in its $330 million acquisition from AstraZeneca of the global rights outside of the U.S. to Rhinocort Aqua, a line of nasal sprays used to treat allergies.
    • Allergan in its $639 million acquisition of Vitae Pharmaceuticals, a clinical-stage biotechnology company.
    • Clayton, Dubilier & Rice in its acquisition of a controlling stake in Drive DeVilbiss Healthcare, a global manufacturer of medical products.
    • Noven Pharmaceuticals in the sale of its Brisdelle and Pexeva product lines to Sebela International.
    • Ally Bridge in its PIPEs transaction with Nasdaq-listed Sorrento Therapeutics.
    • Nestlé Skin Health in its $1 billion acquisition of Guthy Renker’s worldwide Proactiv business, the world’s leading non-prescription acne brand.
    • Allergan in its global collaboration agreement with AstraZeneca to develop and commercialize ATM-AVI, an investigational, fixed-dose antibiotic.
    • Lannett in its acquisition for $1.23 billion in cash, plus additional contingent consideration, of Kremers Urban Pharmaceuticals, the U.S. specialty generic pharmaceuticals subsidiary of global biopharmaceuticals company UCB.
    • Guggenheim Securities and Goldman Sachs as financial advisors to Pfizer in its $160 billion acquisition of Allergan (subsequently terminated).
    • Envision Healthcare in its $620 million acquisition of Rural/Metro Corporation.
    • J.P. Morgan as financial advisor to Allergan in its $40.5 billion sale of a generics unit to Teva Pharmaceutical Industries.
    • Actavis in the sale of its branded respiratory business in the U.S. and Canada to AstraZeneca for $600 million, and an additional payment of $100 million in connection with certain other agreements.
    • J. P. Morgan as financial advisor to Salix Pharmaceuticals in its $15.8 billion sale to Valeant Pharmaceuticals.
    • Actavis in the sale of Aptalis Pharmaceutical Technologies, a pharmaceutical outsourcing and R&D business in the U.S., to TPG.
    • Morgan Stanley as financial advisor to Nasdaq-listed life science and technology company Sigma-Aldrich in the $17 billion acquisition of Sigma-Aldrich by Merck KGaA.
    • Actavis in its acquisition of Nasdaq-listed Durata Therapeutics, a pharmaceutical company focused on the development and commercialization of therapeutics for patients with infectious diseases and acute illnesses, for $675 million plus contingent value rights.
    • Stone Point Capital in its sale of Genex, a provider of healthcare and disability management services, to Apax Partners.
    • Diamond Castle in the acquisition by its portfolio company Beacon Health of ValueOptions, the largest independent behavioral healthcare and wellness company in the U.S.
    • Forest Laboratories in its sale of the generic drug Propranolol to Catalent.
    • Clayton, Dubilier & Rice in its $910 million acquisition of Healogics, the largest advanced wound care services provider in the U.S.
    • Guggenheim Securities as financial advisor to Pfizer in Pfizer's $119 billion unsuccessful hostile bid for AstraZeneca.
    • Forest Laboratories in its $2.9 billion acquisition of Aptalis, a gastrointestinal and cystic fibrosis company, from TPG.
    • Noven Pharmaceuticals in its acquisition from Novartis of the commercial rights to Minivelle, an estradiol transdermal system, in the U.S. and Canada.
    • Guggenheim Securities as financial advisor to Pfizer in Pfizer's $2.38 billion sale of Capsugel, a leading maker of hard capsule and other drug-delivery systems, to Kohlberg Kravis Roberts.
    • Forest Laboratories in its acquisition of the Colistin business of Grünenthal GmbH.
    • Misys in its $915 million acquisition of Medic Computer Systems.
    • Gen-Probe in its collaboration agreement with Pacific Biosciences of California in the research and development of third-generation DNA testing systems for use in disease diagnosis and blood screening.
    • An investor in the $113 million taking private of a pre-clinical trial company.
    • Lehman Brothers in numerous financial advisory assignments, including Thermo Electron’s $10.6 billion acquisition of Fisher Scientific Industries to create Thermo Fisher Scientific, and Medco Health Solutions’ $2.3 billion acquisition of Accredo Health, creating the largest specialty pharmacy business in the U.S.
    • North Castle Partners in the $650 million recapitalization of Leiner Health Products.
  • Other

    • J.P. Morgan Securities as financial advisor to Leggett & Platt in its $1.25 billion acquisition of Elite Comfort Solutions.
    • J.P. Morgan Securities as financial advisor to CommScope in its $7.4 billion acquisition of ARRIS.
    • J.P. Morgan Securities, as financial advisor to Quad/Graphics, in its $1.4 billion acquisition of LSC Communications.
    • J.P. Morgan as financial advisor to FS Investment Corporation in its $8 billion merger with Corporate Capital Trust.
    • P2 Capital, alongside Silver Lake, in the $3.5 billion acquisition of Blackhawk, a global financial technology company.
    • Deutsche Bank as financial advisor to Invitation Homes in its $20 billion merger with Starwood Waypoint Homes.
    • American International Group in several transactions with Fairfax Financial, a leading global property and casualty insurer and reinsurer, as part of a strategic partnership in 12 jurisdictions across Latin America and Central and Eastern Europe.
    • Deutsche Bank as financial advisor to the special committee of Affinity Gaming in its $580 million acquisition by Z Capital Partners.
    • J.P. Morgan Securities as financial advisor to CIFC, a U.S. private debt investment manager, in its acquisition by F.A.B. Partners.
    • J.P. Morgan Securities and Morgan Stanley as financial advisors to American International Group in its $3.4 billion sale of United Guaranty Corporation, the leading private mortgage insurance company in the United States, to Arch Capital Group.
    • J.P. Morgan Securities as financial advisor to Walmart in its $3.3 billion acquisition of Jet.com.
    • Hussmann, a Clayton, Dubilier & Rice portfolio company, in its $1.5 billion sale to Panasonic.
    • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
    • P2 Capital, with Goldman Sachs Capital Partners, in its $1.6 billion sale of Interline Brands to Home Depot.
    • J.P. Morgan Securities as financial advisor to Markit in its merger with IHS, valued at more than $13 billion.
    • J.P. Morgan Securities as financial advisor to AspenTech in its offer for KBC Advanced Technologies.
    • Deutsche Bank Securities as financial advisor to Marriott International in its $12.2 billion acquisition of Starwood Hotels and Resorts Worldwide.
    • MBIA in its sale of Cutwater Asset Management, an investment management company with $23 billion in assets under management, to BNY Mellon.
    • Morgan Stanley and Zaoui & Co. as financial advisors to NYSE-listed oil-equipment maker Dresser-Rand Group in the $7.6 billion acquisition of Dresser-Rand by Siemens.
    • Atkore International in its redemption of Tyco International’s minority investment in Atkore’s parent company, Atkore International Group.
    • American International Group in the $7.6 billion sale of its 100% interest in International Lease Finance Corporation to NYSE-listed AerCap Holdings N.V.
    • Clayton, Dubilier & Rice in its acquisition of a 60% stake in John Deere Landscapes, a unit of Deere & Company’s Agriculture & Turf segment, in a transaction valued at $465 million.
    • Clayton, Dubilier & Rice in its acquisitions of Brand Energy and Harsco Infrastructure in a combined transaction valued at $2.5 billion.
    • Highland Capital Management in its sale of Communications Corporation of America and White Knight Broadcasting to Nexstar Broadcasting Group and Mission Broadcasting.
    • Highland Capital Management, Contrarian, J.P. Morgan and Black Diamond Capital Management in Clean Harbors' $1.25 billion acquisition of Safety-Kleen.
    • P2 Capital Partners in its $1.1 billion take-private acquisition, together with funds managed by the private equity arm of Goldman Sachs, of Interline Brands, a leading distributor of broad-line maintenance, repair and operations products.
    • NCI Building Systems in its acquisition of Metl-Span, a leading insulated panel supplier.
    • Prudential Financial in its sale of Afore XXI, a Mexican private pension manager, to Banorte.
    • Clayton, Dubilier & Rice in its $1 billion acquisition of a 51% ownership stake in Tyco International’s Electrical and Metal Products business.
    • American International Group in the proposed sale, later terminated, of AIA Group Limited to Prudential plc for $35.5 billion.
    • Prudential Financial in its $4.5 billion sale of a noncontrolling interest in its joint brokerage venture, Wells Fargo Advisors, to Wells Fargo.
    • Prudential Financial in the sale of its Mexican asset management business to Grupo Actinver.
    • NCI Building Systems in its $245 million acquisition of CENTRIA.
    • Morgan Stanley as financial advisor to The Pepsi Bottling Group in its $7.8 billion acquisition by PepsiCo.
    • J.P. Morgan Securities in numerous financial advisory assignments, including to Equinix in its pending $689 million acquisition of Switch & Data Facilities Company, to CorSolutions in the $445 million sale of the company to Matria Health Care, to IAC/InterActiveCorp in its $2 billion acquisition of Ask Jeeves and to VNU in its $226 million minority buy-in of NetRatings.
    • HarbourVest Partners in its acquisition of the Lehman Brothers Venture Partners business.
    • EDO Corporation in its $1.7 billion acquisition by ITT Corporation.
    • Babcock & Brown in its $1.33 billion acquisition of Coinmach, a leading supplier of outsourced laundry equipment services.
    • Clayton, Dubilier & Rice, Bruckmann, Rosser, Sherrill & Co. and other shareholders of RACI Holding in RACI Holding’s sale of Remington Arms to Cerberus Capital.
    • Bairnco in the acquisition by Steel Partners II of all of the Bairnco stock that it did not already own.
    • Aggreko in its acquisition of General Electric's GE Energy Rentals business.
    • The Carlyle Group in its $2.1 billion acquisition, with the company’s controlling shareholders, of Insight Communications.
    • Cogentrix Energy in its $2.4 billion sale to The Goldman Sachs Group.
    • Deutsche Bank as financial advisor to a number of highly publicized transactions, including Retek in its $670 million contested sale to Oracle, Coors in its $4.9 billion merger of equals with Molson, and Apollo Management and Texas Pacific Group in their $25.9 billion acquisition of Harrah’s.

Education

  • Columbia Law School, 1992, J.D.
  • Yale University, 1986, B.A.

Languages

  • English