Experience

• • TA Associates and PMA Financial Network in PMA’s Combination with Public Trust Advisors.
  • Everest Group in its strategic agreement for Ryan Specialty to acquire certain assets of Everest’s EverSports and Entertainment Insurance business, an MGU serving customers in the Sports, Leisure, and Entertainment market.
  • Prudential Financial in the $11 billion reinsurance transaction of a portion of its guaranteed universal life block with Wilton Re, a provider of In Force and reinsurance solutions.
  • Guardian in its strategic partnership with HPS Investment Partners, a leading global credit investment firm with $116 billion in assets under management.
  • TA Associates in its acquisition of PMA Financial Services from Estancia Capital Partners and PMA senior management.
  • Prudential Financial in the formation of Prismic Life Reinsurance, a licensed Class E Bermuda-based life and annuity reinsurance company.
  • Swiss Re in a strategic partnership with Resolution Life in support of its transaction with Farmers New World Life Insurance Company.
  • Brookfield Reinsurance in its acquisition of American Equity Investment Life Holding Company in a transaction valued at approximately $4.3 billion.
  • KKR and Global Atlantic, a retirement and life insurance company, in their strategic partnership with Japan Post Insurance.
  • Bregal Sagemount in its strategic growth investment in Neptune Flood Incorporated, a leading digital insurtech platform and private flood insurance provider.
  • Prudential Financial in the acquisition of a majority interest in Deerpath Capital Management and its associated affiliates by PGIM, the $1.2 trillion global investment management business of Prudential.
  • Brookfield Reinsurance in its acquisition of Argo in a transaction valued at approximately $1.1 billion.
  • Wilton Re, a majority-owned reinsurance company of CPP Investments, in its sale of Ivari, a Toronto-based life insurance company, to Sagicor Financial Company.
  • Blackstone, as investor in Annexus, a leading designer of annuities and insurance-based retirement products, in the sale of Annexus to Integrity Marketing Group LLC.
  • TA Associates, in its acquisition of TouchTunes, an in-venue, interactive music and entertainment platform, from funds advised by Searchlight and Newlight.
  • Oaktree Capital Management, a leader among global investment managers specializing in alternative investments, in its acquisition of Velocity Risk, a catastrophe-focused property and specialty insurance risks managing general agent.
  • Manulife, a Canadian multinational insurance company and financial services provider, in its reinsurance deal with Venerable, a provider of risk transfer solutions to variable annuity issuers, releasing approximately $2 billion in capital.
  • Sun Life in its $2.475 billion acquisition of DentaQuest.
  • Jackson and Prudential plc in the separation of Jackson through a demerger, in a transaction valued at approximately $2.5 billion and that establishes Jackson as an independent, publicly-traded company.
  • Prudential Financial in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
  • Assurant in the $1.3 billion sale of its Global Preneed business to CUNA Mutual Group.
  • Aquarian in its acquisition of Pavonia Life Insurance Company of New York from a wholly-owned U.S. subsidiary of Enstar Group Limited.
  • MassMutual in its $3.5 billion acquisition of Great American Life, a wholly owned subsidiary of American Financial Group.
  • Entities managed by Blackstone in the $2.8 billion acquisition of Allstate Life Insurance Company.
  • Blackstone's Tactical Opportunities Group in its investment in SUNZ Holdings, a leading provider of workers compensation insurance and related services such as claims administration, policy administration, and customer support.
  • Steven Cohen and Cohen Private Ventures in the $2.4 billion acquisition of the New York Mets.
  • Third Point Re in its $788 million merger with Sirius Group.
  • Prudential plc and Jackson National in the reinsurance to Athene of $27.6 billion of Jackson’s in-force fixed and fixed index annuities and a $500 million equity investment in Jackson’s holding company.
  • Prudential Financial in its $1.9 billion sale of Prudential Life Insurance of Korea to KB Financial Group.
  • Dealer Tire, a Bain Capital portfolio company, in its acquisition of Dent Wizard.
  • Morgan Stanley, as financial advisor to Cincinnati Bell, in the $2.75 billion acquisition of Cincinnati Bell by Brookfield. (Terminated)
  • Carlyle in its investment in American Express Global Business Travel. (Terminated)
  • Pernod Ricard in its $223 million acquisition of Castle Brands.
  • Morgan Stanley Private Equity in its acquisition of Impact Fitness, a franchisee of Planet Fitness and formerly a Bain Capital portfolio company.
  • Elliott in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
  • SouthernCarlson in its sale to Kyocera Corporation.
  • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
  • 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.
  • Blackstone, a significant shareholder in Annexus, in Integrity Marketing Group LLC’s acquisition of Annexus.
  • Dealer Tire in a significant investment by Bain Capital Private Equity.
  • Carlyle in its sale of a majority stake in Getty Images to the Getty family.
  • HCA Healthcare in its $1.5 billion acquisition of Mission Health, a nonprofit North Carolina health system.
  • Dealer Tire in its significant investment in SimpleTire.
  • 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.
  • J.P. Morgan Securities, as financial advisor to Salesforce, in Salesforce's $1.4 billion acquisition of ClickSoftware.
  • Johnson & Johnson in its global co-development and commercialization agreement with Theravance Biopharma, relating to various compounds being developed for the treatment of inflammatory bowel disease, including Crohn's and ulcerative colitis.
  • Pernod Ricard in its acquisition of the remaining stake in Avión Tequila.
  • TPG and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
  • Time Inc. in its $2.8 billion sale to Meredith.
  • International Paper in the $1.8 billion combination of its North America Consumer Packaging business with Graphic Packaging.
  • Discovery, Inc. in its $14.6 billion acquisition of Scripps Networks Interactive.
  • The Special Committee of the Board of Directors of BGC Partners in BGC Partners’ acquisition of Berkeley Point Financial, a leading commercial real estate finance company.
  • Evercore, as financial advisor to the Special Committee of Fortress Investment Group, in Fortress Investment’s $3.3 billion acquisition by SoftBank.
  • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
  • Morgan Stanley, as financial advisor to Consolidated Communications Holdings, in Consolidated Communications Holdings's $1.5 billion acquisition of FairPoint Communications, a business and broadband communications provider.
  • Apollo Global Management in a significant equity investment in Genco Shipping & Trading.
  • Clayton, Dubilier & Rice in its acquisition of a controlling stake in Drive DeVilbiss Healthcare, a leading global manufacturer of medical products.
  • Verizon in its acquisition of Telogis, a provider of Software-as-a-Service (SaaS) technology and services, specifically in the connected vehicle and mobile enterprise management sectors.
  • Envision Healthcare in its $15 billion merger with AMSURG, creating one of the largest U.S. providers of specialty physicians and hospital-related services.
  • Nestlé Skin Health in its $1 billion acquisition of Guthy Renker’s worldwide Proactiv business, the world’s leading non-prescription acne brand.
  • Eaton Partners in its sale to Stifel Financial.
  • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
  • J.P. Morgan Securities, as financial advisor to AMD, in the $436 million joint venture of AMD with Nantong Fujitsu Microelectronics.
  • Kelso & Company in its acquisition of Sirius Computer Solutions, a leading national IT solutions integrator.
  • Envision Healthcare in its $620 million acquisition of Rural/Metro Corporation, the second largest provider of ambulatory services in the U.S.
  • Verizon in the $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
  • Dealer Tire in its receipt of a significant investment by Lindsay Goldberg and redemption of TA Associates’ ownership interests.
  • Johnson & Johnson in the sale of its worldwide intimate health business to Reckitt Benckiser, a UK-based consumer goods company.
  • International Paper in the combination of its xpedx distribution solutions business with Unisource in a “Reverse Morris Trust” transaction.
  • The Special Committee of the Board of Directors of Dell in litigation challenging the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
  • 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.