Funds/Investment Management in Europe

Experience

  • Fund Formation

    • GHO Capital Fund II, a €975 million fund which was Europe’s largest ever healthcare fund at the time of closing.
    • Glendower Capital Secondary Opportunities Fund IV, a $2.7 billion global secondary private equity fund.
    • LeapFrog Financial Inclusion Fund III, a $700 million emerging markets-focused impact fund.
    • DouglasBay Capital III Fund, a European fund making investments in small and micro-cap listed companies.
    • Apera Asset Management’s private debt platform, a €750 million platform focussing on senior secured loans to lower mid-market businesses in German-speaking Europe, France, Benelux, the UK and Northern Europe.
    • MCP Private Capital Fund III, an €850 million European special opportunities fund.
    • Park Square Capital Partners III, a €1.2 billion subordinated debt fund.
    • Deutsche Bank Secondary Opportunities Fund III, a $1.65 billion U.S. and Europe secondaries fund.
    • Europa Fund IV, a €603 million Europe real estate fund.
    • EQT Credit Fund II, an €874 million Europe credit opportunities fund.
    • Deutsche Bank Secondary Opportunities Fund II, a $614 million U.S. and Europe secondaries fund.
    • Baring Vostok Private Equity Fund V, a $1.5 billion Russia CIS buyout fund.
    • Baring Vostok Private Equity Fund V Supplemental Fund, a $359 million Russia CIS buyout fund.
    • Euro Choice IV, a €430 million European mid-market buyout fund of funds managed by Akina.
    • JFL Equity Investors III, a $576 million U.S. and UK buyout fund.
    • Capital Dynamics Europe Co-investment Fund, a €90 million Europe buyout fund.
    • WCTPT Choice, a €100 million Europe fund of funds.
    • Hexagone II FCPR, a €100 million fund for investments in France.
    • White Knight VII, a €650 million French LBO Fund.
    • Euro Choice IV (Scotland), a €438 million Europe fund of funds.
    • Mantra Investissement, a €108 million global fund of funds.
    • Red River Holding, a $276 million Vietnam-focused buyout fund.
    • The Central Asian Prosperity Fund, a $500 million Central Asia fund.
    • Exponent Private Equity Partners II, an £805 million UK buyout fund.
    • Exponent Private Equity Partners III, a £1 billion UK buyout fund.
    • Gartmore Private Equity III, a €238 million Europe buyout fund.
    • AAC Capital NEBO Fund II, a €965 million Northern Europe middle market buyout fund.
    • Kléber and La Pérouse, a €170 million France real estate fund.
    • Post 2012 Carbon Credit Fund, a €125 million Europe energy fund.
    • Carlyle Europe Technology Partners II, a €530 million Europe growth capital/technology fund.
    • OCM European Principal Opportunities Fund II, a €1.8 billion Europe buyout fund.
    • Pechel Industries Partenaires in the formation of a €30 million French fund aiming at investing in IT firms.
    • Verdoso Special Opportunities I, a €150 million France-focused distressed debt fund.
    • Doughty Hanson & Co. Fund V, a €3 billion European buyout fund.
    • Park Square Capital Credit Opportunities Fund, a €315 million Europe credit opportunities fund.
    • Mezzanine Management Fund IV, a €268 million U.S. and Western Europe mezzanine fund.
    • Odewald Private Equity Partners III, a €71 million Germany-focused buyout fund.
    • Baring Vostok Private Equity Fund IV, a $1.5 billion Russia, CIS buyout fund.
    • Marbleton Property Fund, a $315 million Russia/CIS real estate fund.
    • DB Secondary Opportunities Private Equity Fund, a $775 million U.S. and Western Europe secondaries fund.
    • AGF Private Equity in the formation of a €300 million fund of funds.
    • Baring Vostok Private Equity Fund IV Supplemental Fund, a $451 million Russia, CIS buyout fund.
    • FCPR Longchamp, a €107 million fund of funds.
    • White Knight VII FCPR, a €650 million France-focused buyout fund.
    • Winvest, a €780 million global buyout fund.
    • Doughty Hanson & Co European Real Estate II, a €587 million Europe real estate fund.
    • Sinergia con Imprenditori, a €278 million Italy-focused buyout fund.
    • Hg Renewable Power Partners, a €300 million Western Europe renewable energy fund.
    • AnaCap Financial Partners, a €287 million Europe buyout fund.
    • J.F. Lehman Equity Investors II, a $335 million U.S. and UK buyout fund.
    • Carlyle Europe Technology Partners, a €220 million Europe venture fund.
    • Mercator Risk Services, a newly formed, independent wholesale insurance broker.
    • North American Strategic Partners, a $74 million global buyout fund.
    • Lotus China Fund, a $96 million China venture fund.
    • Private Equity European Partners III, a $381 million fund of funds.
    • SUN-Apollo India Real Estate Fund, a $630 million Indian real estate fund.
    • Great Circle Fund, a $180 million private equity fund.
    • Euro Choice II, a €205 million Western Europe fund of funds.
    • Private Equity Technology Partners IV, a $300 million U.S. secondaries fund.
    • BVP Europe II, a $130 million Western Europe buyout fund.
    • Private Equity Technology Partners III, a $350 million U.S. secondaries fund.
    • Private Equity European Partners II, a €300 million fund of funds.
    • Doughty Hanson & Co European Real Estate, a $400 million Europe real estate fund.
    • Candover 1997 Fund, a $433 million UK buyout fund.
    • Park Square Capital Credit Opportunities II, a $2.4 billion senior debt programme.
  • Investment Management

    • HarbourVest Partners as lead investor in the GP-led restructuring of Bridgepoint Capital’s €4.8 billion crisis-era fund, Bridgepoint Europe IV.
    • HarbourVest Partners in its secondary acquisition of a majority interest in Digital Prosperity Fund I and an associated co-investment vehicle, both managed by Amadeus Capital Partners, from MTN Group.
    • TPG Growth in its takeover of the existing assets of the Abraaj Group’s $1 billion Global Healthcare Fund.
    • Prudential Financial in its $350 million partnership with LeapFrog Investments, targeting investments in life insurance companies in Africa.
    • Helios Investment Partners in the acquisition by Helios Towers Africa of 3,100 telecommunications towers, located throughout Africa, from Bharti Airtel.
    • A leading international private equity firm as co-investor in the €790 million tender offer, led by GP Investments and Investindustrial, to acquire a majority stake in Club Méditerranée.
    • Clayton, Dubilier & Rice and portfolio company B&M in its £590 million senior term and revolving credit facilities relating to B&M’s initial public offering.
    • Clayton, Dubilier & Rice in the financing aspects of its €1.2 billion acquisition of Mauser Group, one of the world’s leading industrial packaging companies.
    • A leading international private equity firm as co-investor in the acquisition, led by Astorg Partners and Montagu Private Equity, of Sebia from Cinven.
    • A leading international private equity firm as co-investor in the acquisition by Permira of TeamViewer from GFI Software.
    • GreyCastle in its $570 million acquisition, backed by a consortium of investors, of the run-off Life Reinsurance operations of XL Group.
    • Clayton, Dubilier & Rice as the majority shareholder of Exova in the company’s £220 million initial public offering.
    • Exova in its £260 million senior credit facilities agreement.
    • New Russia Generation Limited, a $200 million fund managed by Prosperity Capital Management and investing in the Russian power sector.
    • Prosperity Capital in relation to Prosperity Consumer Fund, a Guernsey investment company to be listed on AIM and investing in Russian companies.
    • 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.
    • Clayton, Dubilier & Rice in its $1.8 billion acquisition of Ashland Water Technologies.
    • Oaktree Capital Management in the finance aspects of its restructuring of its investment in Viken, a distressed Norwegian shipping group.
    • American International Group in the proposed sale, later terminated, of up to 90% interest in International Lease Finance Corporation to a consortium of Chinese investors in a transaction with an implied enterprise value of $27 billion.
    • Credit Suisse and Goldman, Sachs & Co. as joint bookrunners in the $755.5 million offering of common stock by KAR Auction Services.
    • DB Secondary Opportunities Fund D, LP in the €15 million uncommitted bridge facility provided by Lloyds TSB Bank PLC to DB Secondary Opportunities Fund D, LP to finance its investments going forward and to bridge investor calls for investments.
    • Najafi Companies in the restructuring of Actissia Retail, one of its subsidiaries in France.
    • Helios Investment Partners in its investment in MallforAfrica, a Nigerian e-commerce company.
    • Clayton, Dubilier & Rice in its acquisitions of Brand Energy and Harsco Infrastructure in a combined transaction valued at $2.5 billion.
    • Cinram, a portfolio company of Najafi Companies, in its acquisition of Saffron Digital Media from HTC.
    • A syndicate of investors in a stapled primary/secondary transaction with a value in excess of £400 million.
    • Crédit Agricole Corporate and Investment Bank, Natixis, Société Générale, BNP Paribas and CM-CIC Securities as joint bookrunners in the €380 million offering of 4.012% bonds due 2020 by Terisam, a subsidiary of Artémis Group.
    • Resolution Life in its formation and initial capitalization, related to its $587 million acquisition of Lincoln Benefit Life Company from Allstate Life Insurance Company, which included reserve financing, a reinsurance facility and bank debt.
    • Capital International and Acon Investments in their acquisition of Vetra Energia, S.L., an oil and gas exploration and development company operating primarily in Colombia.
    • One of Deutsche Bank's private equity platforms in its acquisition of interests in Calastone, Graze, Secret Escapes and Zoopla Property Group from Octopus, a leading specialist fund management company.
    • Management of Vue Cinemas in the £935 million sale of the company by Doughty Hanson to OMERS Private Equity and Alberta Investment Management Corporation.
    • Global Atlantic in its acquisition of the life insurance business of Aviva USA.
    • HarbourVest Partners in its co-investment in the €3.1 billion acquisition by CVC Capital Partners of a majority interest in Ista.
    • The executive directors of HellermannTyton in the company's £182 million initial public offering.
    • Baring Vostok Capital Partners in the sale by Baring Vostok-managed funds and other shareholders of $607 million of shares in Yandex, a Nasdaq-listed company.
    • Warner Music Group in its $765 million acquisition of the Parlophone Label Group from Universal Music Group.
    • The Special Committee of the Board of Directors of Dell in the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
    • Oaktree Capital Management in the establishment of a revolving credit facility for certain portfolio companies within its European Principal Opportunities Fund III.
    • Interros in an agreement with Millhouse and UC RUSAL on settlement of the shareholders’ conflict, corporate governance and sale of shares in MMC Norilsk Nickel.
    • Clayton, Dubilier & Rice in its acquisition of a significant stake in B&M Retail.
    • Clayton, Dubilier & Rice in the £585 million senior secured credit facilities for its investment in B&M Retail.
    • Cunningham Lindsey in its recapitalization by CVC Capital Partners.
    • A sovereign wealth fund in its purchase of limited partnership interests for in excess of €1 billion.
    • The Carlyle Group in fund and tax structuring advice relating to its acquisition of vwd Vereinigte Wirtschaftsdienste AG.
    • Clayton, Dubilier & Rice in its $1.05 billion acquisition of a majority ownership stake in Wilsonart International Holdings, the decorative surfaces unit of Illinois Tool Works.
    • The Carlyle Group in its $3.3 billion acquisition of Getty Images.
    • Ontario Teachers’ Pension Plan in its acquisition of a minority stake in aircraft lessor Aircastle Limited.
    • Senior management of The TCW Group, a leading diversified asset management company, in the acquisition of The TCW Group by management and private equity funds sponsored by The Carlyle Group.
    • Management of Novus Leisure in the company's £100 million acquisition by LGV Capital and Hutton Collins.
    • Oaktree Capital Management on regulatory aspects of its acquisition of a majority interest in Integrated Subsea Services.
    • Providence Equity Partners in U.S. tax matters relating to its acquisition of home shopping network in Germany.
    • HarbourVest Partners in its $1.4 billion acquisition of the private equity fund interests and direct co-investments of Conversus Capital.
    • Beacon Capital Partners in its €100 million acquisition of "Le Doublon," two buildings in France.
    • Najafi Companies in its acquisition of the European assets and business of Cinram International Income Fund, one of the world's largest providers of pre-recorded multimedia products and related distribution and logistics services.
    • Polyus Gold in the $635.5 million sale of its shares to Chengdong Investment Corporation and VTB Bank.
    • Park Square Capital Partners in its mezzanine loan facility to a vehicle sponsored by Altor relating to Altor's acquisition of Pantheon (Fund of Funds) from Russell Investments.
    • HarbourVest Partners in its investment in BenefitMall and CompuPay.
    • Stone Point Capital in the sale, to Lockton, of a minority stake in Lockton's international operations.
    • Global Infrastructure Partners in fund and tax structuring advice relating to its £807 million acquisition of Edinburgh Airport.
    • Beacon Capital Partners in its purchase of a building on rue Cambon in Paris from Unibail.
    • Lombard Odier Darier Hentsch in its investment in Vermeer Capital.
    • Management of Eurofiber in the company's acquisition by Doughty Hanson.
    • Inter RAO in the sale of its 26.43% share in Enel OGK-5 to a consortium of investors consisting of Xenon Capital Partners’ Rusenergo Fund, the Russian Direct Investment Fund, AGC Equity Partners and the Macquarie Renaissance Infrastructure Fund.
    • Goldman Sachs Reinsurance Group in its acquisition of the Bermuda-based reinsurance operations of Ariel Holdings.
    • DB Secondary Opportunities Fund in (a) the $15 million uncommitted bridge facility provided by Lloyds TSB Bank PLC to DB Secondary Opportunities Fund B, LP and (b) the $30 million uncommitted bridge facility provided by Lloyds TSB Bank PLC to DB Secondary Opportunities Fund C, LP, in each case to finance the fund’s investments going forward and to bridge investor calls for investments.
    • Exal Corporation, an Ontario Teachers portfolio company, in the sale of its European division to Ardagh Group.
    • Park Square Capital Partners on the subscription-line financing facility provided by Barclays Bank Plc and Sumitomo Mitsui Banking Corporation to Park Square Capital Partners II and Park Square Parallel Partners II to finance the fund's investments going forward and to bridge investor calls for investments.
    • Blenheim Capital Services in matters relating to a facility provided by Barclays Capital to the Abu Dhabi Airport Company.
    • Wendel in its €313 million sale of shares of Legrand.
    • TA Associates in its management buyout of Quotient BioScience Group.
    • Universal Cargo Logistics Holding in its $4.2 billion acquisition of Freight One and the related $3.75 billion financing provided by a syndicate of banks.
    • HarbourVest Partners in its funding of the take-private of Parseq plc.
    • Alibaba in its sale of a $1.6 billion stake to a consortium of investors including Silver Lake Technology Management, Digital Sky Technologies, Temasek Holdings and Yunfeng Capital.
    • Artémis in its acquisition of a majority stake in CAPI France, a real estate brokerage firm.
    • Clayton, Dubilier & Rice in its offering of high yield notes relating to its financing of the acquisition of Spie.
    • HarbourVest Partners its $806 million acquisition of Absolute Private Equity, of which $200 million was financed by Deutsche Bank Trust Company Americas.
    • DIH Deutsche Industrie Holding in its real estate portfolio acquisition.
    • Alpha Associes Conseil in its acquisition of Hans Anders.
    • 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.
    • HarbourVest Partners in the acquisition of Premetalco through a co-investment with Nova Capital Management Limited.
    • Clayton, Dubilier & Rice in the financing aspects of 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.
    • Macquarie Capital in the resolution of a dispute over a shareholders agreement relating to a French listed company.
    • Beacon Capital Partners in the €232 million sale of an office building situated at 5 avenue Kléber, Paris, to SCOR Group.
    • The Prudential Insurance Company of America in the establishment of a 2011 shelf facility for the issuance of additional senior notes by Zollner Elektronik AG.
    • The Carlyle Group in fund and tax structuring advice relating to its £1 billion acquisition of RAC.
    • Providence Equity Partners in its acquisition of AcadeMedia AB.
    • Reynolds Group in its $4.5 billion acquisition of Graham Packaging Company.
    • Clayton, Dubilier & Rice, AXA Private Equity and Caisse de dépôt et placement du Québec in the financing aspects of their €2.1 billion acquisition of SPIE from PAI Partners, which included a €1.335 billion senior term and revolving credit facility and a €375 million bridge loan.
    • Clayton, Dubilier & Rice, AXA Private Equity and Caisse de dépôt et placement du Québec in the senior and bridge financings of their acquisition of SPIE.  
    • A fund managed by HarbourVest Partners, as selling shareholder, in the $228 million initial public offering and Nasdaq OMX Stockholm listing of Transmode Holding.
    • Baring Vostok Capital Partners, as selling shareholder in the $1.4 billion Nasdaq initial public offering by Yandex, the leading internet company and most popular search engine in Russia.
    • Najafi Companies in its acquisition of DirectGroup France, Belgium, Switzerland and Quebec from Bertelsmann AG.
    • Najafi Companies in financing matters relating to its acquisition of DirectGroup France, Belgium, Switzerland and Quebec from Bertelsmann AG.
    • Ontario Teachers’ Pension Plan in the formation of a joint venture with Aircastle to invest in leased aircraft.
    • Access Industries in its $3.3 billion acquisition of Warner Music Group.
    • Beacon Capital Partners in the establishment of a joint venture for the holding and €210 million refinancing of Défense Plaza, an office building in the La Défense area of Paris, France.
    • HarbourVest Partners in its $806 million acquisition of Absolute Private Equity, a Swiss publicly-listed investment fund.
    • XL Capital Investment Partners in selling its stake in Finisterre Capital to Principal Global Investors.
    • Artemis in an exchangeable bond.
    • Two private equity firms in their $125 million investment in the world's second-largest razor blade manufacturer.
    • Oaktree Capital Management, with TPG Capital and JH Investments, in their $955 million acquisition of the North American businesses of Taylor Wimpey.
    • The Carlyle Group in U.S. tax matters relating to its acquisition of Metrologic Group.
    • Brookwell in its offering of D shares.
    • The Carlyle Group in tax matters relating to its acquisition of The Foundry Holdings.
    • Beacon Capital Partners in its €192 million acquisition from AXA Group, and related €600 million refinancing, of the remaining 50% in a joint venture holding the Tour First office building. Beacon initially acquired 50% of the joint venture vehicle in 2007.
    • HarbourVest Partners in its co-investment in the €1.2 billion acquisition by CVC Capital of Autobar Group.
    • Helios Investment Partners in the acquisition of a controlling stake in Interswitch, Nigeria’s largest electronic transaction switching and payment processing service provider, from several Nigerian banks.
    • Adveq Management in its investment in Edmond de Rothschild LBO Fund II.
    • BCA Osprey IV in its £217 million senior loan financing and sale to Clayton, Dubilier & Rice.
    • Prosperity Quest II Fund, a $150 million buyout fund investing in Russia/CIS.
    • Norilsk Nickel and Interros International Investments in a dispute with United Company Rusal, including LCIA arbitration proceedings and related court litigation in the United States, England, Russia, Switzerland, St. Kitts & Nevis and The Netherlands.
    • Ripplewood Holdings in its strategic combination with RHJ International SA. (2010)
    • A french sponsor in the formation of a €150 million Luxembourg fund organized as a SICAR.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of a 42.5% stake in Univar in a sponsored recapitalization transaction valuing Univar at $4.2 billion.
    • Exova in its £155 million high-yield offering of 10.5% senior notes.
    • Apax in its acquisition with Bridgepoint Capital of Histoire d'Or from Silverfleet Capital and Marc Orian from Qualium Investissement.
    • Fonds Stratégique d’Investissement in its sale of 6.8% of the shares of Edenred.
    • Rockefeller Group International in its acquisition of a majority interest in the European real estate fund management group Europa Capital.
    • The Carlyle Group in U.S. tax matters relating to the $652 million acquisition of B&B Hotels.
    • 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.
    • Reynolds Group in its $6 billion acquisition of Pactiv, a NYSE-listed global manufacturer and supplier of consumer food and beverage packaging and storage products.
    • Kelso & Company in its majority investment in Cronos Ltd. and related transactions resulting in a company with owned assets of $1 billion.
    • Clayton, Dubilier & Rice and GS Capital Partners in their acquisition of HGI Holdings, a leading distributor of medical products to chronic disease patients.
    • Misys in the combination of its healthcare business with Allscripts Healthcare Solutions, resulting in Misys owning a 54.5% interest in Allscripts-Misys Healthcare Solutions.
    • The Carlyle Group in its acquisition of Giannoni France.
    • Jupiter Asset Management in tax matters relating to its initial public offering.
    • Prometheus Capital in its acquisition of pet product retail chains Beethoven and ZooBoom.
    • Stone Point Capital and Hellman & Friedman in obtaining EU merger control approval for their $1.1 billion acquisition of Sedgwick Claims Management Services, the leading global provider of technology-enabled claims and productivity management solutions.
    • CBS Private Capital as underwriting advisor to Insurance Capital Partners in the formation of a £400 million fund that will provide entry to new investors to Lloyd's, with capital used directly in support of underwriting rather than for purchase of shares of insurance companies.
    • Wendel Investissement in the block trading, together with KKR, of 40 million of Legrand’s shares for €1.15 billion.
    • Abu Dhabi Investment Council in its loan to an affiliate of Morgan Stanley.
    • Clayton, Dubilier & Rice in its acquisition of British Car Auctions.
    • Wendel in the €567 million sale by Wendel and KKR of 23.7 million shares of Legrand.
    • Reynolds Group in its acquisition of Reynolds Consumer Products and Closure Systems International and the associated financings and refinancings, a group of transactions valued at $3.2 billion.
    • Artémis and Vinci in the €300 million offering of exchangeable bonds into Vinci shares.
    • Park Square Capital in the restructuring of the Gala gaming group.
    • United BioSource in its growth equity investment from Berkshire Partners.
    • Otkritie UES Capital Partners Fund in financing relating to funds.
    • HarbourVest Partners, as the lead in a consortium with Coller Capital, in the £100 million acquisition of a portfolio of 36 European venture capital investments from 3i Investments plc.
    • Ripplewood in its €532 million sale of AEG Power Solutions to Germany1 Acquisition.
    • Apollo Real Estate Advisors in financing matters relating to its third pan-European real estate fund.
    • HarbourVest Partners in its acquisition of an interest in Kreos Capital III from Merrill Lynch.
    • Kelso & Company in its acquisition of a portfolio of medical products from Q-Med.
    • Alfa Capital Partners as manager of a maritime infrastructure fund.
    • Progressive Asset Management, Marshall and Deloitte, as placement agent and nominated adviser, in the £13 million initial placing of B shares on the AIM exchange.
    • An international asset management firm in the enforcement of arbitral awards and judgments against sovereign debt of North Korea.
    • Cunningham Lindsey in its acquisition of GAB Robins' international businesses (excluding its U.K. operations) and its U.S. forensic engineering firm, EFI Global.