Technology

Fact Sheet

Experience

  • Clean Tech | Renewable Energy

  • Software, Hardware & Semiconductors

    • Qatalyst Partners, as financial advisor to Matterport, a spatial data company, in the sale of Matterport to CoStar Group.
    • Clayton, Dubilier & Rice in its acquisition of Presidio, a leading technology services and solutions provider, from BC Partners.
    • Five Arrows, the alternative assets arm of Rothschild & Co, and n2y in the merger of Texthelp with n2y.
    • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
    • DoubleVerify, a leading software platform for digital media measurement and analytics, and Providence Equity Partners in the secondary public offering and sale of $380 million of DoubleVerify common stock.
    • DoubleVerify, a leading software platform for digital media measurement and analytics, and Providence Equity Partners in the secondary public offering and sale of $408 million of DoubleVerify common stock.
    • Bregal Sagemount in its strategic growth investment in Neptune Flood Incorporated, a leading digital insurtech platform and private flood insurance provider.
    • Five Arrows, the alternative assets arm of Rothschild & Co., in its acquisition of a majority stake in n2y, a provider of comprehensive, SaaS-based solutions for students with unique learning challenges.
    • Brigade Capital Management, the second largest holder of secured debt issued by Avaya, in Avaya’s pre-packaged chapter 11 bankruptcy proceeding.
    • DoubleVerify, a Providence Equity Partners portfolio company and leading software platform for digital media measurement and analytics, and Providence Equity Partners in their secondary public offering of 14.375 million shares of DoubleVerify common stock at $26.50 per share.
    • True North in its acquisition of a significant minority stake in Accion Group Holdings, a Pittsburg-based digital and innovation engineering company, from TA Associates and other shareholders.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its secondary public offering of 11.5 million shares of common stock at $26.40 per share.
    • Helios Investment Partners, the leading Africa-focused private investment firm, in its acquisition of a majority stake in Maroc Datacenter, a carrier neutral data center in Morocco.
    • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisitions of EV Connect, an electric vehicle charging solutions provider, and EnergySage, an online marketplace for solar energy products and services.icon-alt
    • Clayton, Dubilier & Rice in its acquisition of a majority stake in the industrial businesses of Roper Technologies, which operates market-leading businesses that design and develop vertical software and application-specific products, in a transaction valued at $3.7 billion.
    • J.P. Morgan Securities, as financial advisor to multi-cloud services provider VMware, in its sale to global technology leader Broadcom, in a transaction valued at approximately $61 billion.
    • Verizon in its investment in Casa, a provider of physical and cloud-native infrastructure technology solutions.
    • Elliott Management, in the financing aspects of its $16.5 billion acquisition of Citrix, a cloud computing and virtualization technology company.
    • Goldman Sachs Asset Management and Pantheon as co-lead investors in a secondary acquisition vehicle formed as part of a Nordic Capital-led consortium to invest in Vizrt, a global leader in production software for live video production.
    • Smartly.io, the leading social advertising platform, in its acquisition of Ad-Lib.io, the creative optimization platform.
    • Smartly.io, the leading social advertising platform, in its acquisition of Viralspace.ai, a startup in artificial intelligence-driven creative optimization for digital advertising.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its secondary public offering of 9.2 million shares of common stock at $31.25 per share.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of OpenSlate, a content-focused measurement and analytics company.
    • Clayton, Dubilier & Rice in the financing aspects of its $2.5 billion sale of Sirius, a leading provider of secure, mission-critical technology-based solutions for approximately 3,900 large and mid-sized customers, to CDW.
    • CPP Investments in the growth equity financing by Clarifai, a developer of AI management solutions.
    • Consilio in its acquisition of the Adecco Group’s legal consulting and eDiscovery Business Units.
    • Providence Equity Partners in the combination of Blackboard, a leading global educational technology software and solutions company, and Anthology, a leading provider of proven higher education solutions.
    • Lone Wolf, a Stone Point Capital portfolio company, in its acquisition of Propertybase, a leading global real estate and mortgage software company.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its agreement to acquire Meetrics, a European ad verification company, in an all-cash transaction.
    • Carlyle, as majority owner of Syniverse, in Syniverse’s $2.85 billion merger, later terminated, with special purpose acquisition company M3-Brigade Acquisition II Corp. resulting in Syniverse becoming a publicly traded company.
    • Clayton, Dubilier & Rice and KKR in the financing aspects of their $5.3 billion acquisition of Cloudera.
    • Temasek, a shareholder of BluJay Solutions (BluJay), in the $1.7 billion sale of BluJay to E2open Parent Holdings.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its $414 million initial public offering.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • J.P. Morgan Securities, as financial advisor to Magnachip, in Magnachip’s $1.4 billion take private transaction with Wise Road.
    • LeapFrog Investments in its $500 million partnership with Temasek, including Temasek taking a minority stake in LeapFrog, and a multi-fund investment by Temasek to anchor LeapFrog’s future funds.
    • Schneider Electric in its acquisition of a strategic minority stake in Uplight, the technology partner of energy providers transitioning to clean energy, in a transaction valuing Uplight at approximately $1.5 billion. icon-alt
    • Carlyle, as majority owner of Syniverse, in Twilio’s $750 million investment in Syniverse.
    • J.P. Morgan Securities, as financial advisor to Citrix, in Citrix's $2.25 billion acquisition of Wrike.
    • Schneider Electric in its acquisition of an 80% controlling stake in Operation Technology / ETAP Automation, the leading software platform for electrical power systems modeling and simulation.
    • VMWare, a global technology company, in a settlement with the SEC involving revenue recognition and other accounting issues.
    • Stone Point Capital in its investment in Lone Wolf Technologies, the North American leader in residential real estate software.
    • 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.
    • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
    • Verizon in its acquisition of BlueJeans, a market-leading cloud-based video conferencing and event platform.
    • The Board of a technology company in an investigation into allegations of sexual harassment by a senior member of management.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of Ad-Juster, a market-leading SaaS provider of unified data reporting and analytics for digital advertising.
    • J.P. Morgan Securities, as financial advisor to Marvell Technology Group, in Marvell’s acquisition of Inphi Corporation creating a semiconductor company with an enterprise value of $40 billion.
    • InterXion in its combination with Digital Realty, valuing InterXion at $8.4 billion.
    • OEConnection (OEC) and Providence Equity in the sale of a majority stake in OEC to Genstar Capital.
    • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
    • A major domain registrar and web hosting company as cybersecurity counsel in the corporate defense of a European subsidiary facing a publicized data breach of personal data of more than 200k customers.
    • 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.
    • A major fantasy sports provider in multiple issues relating to the legality of daily fantasy sports and allegations of false advertising.
    • Carlyle in its strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
    • A world-leading blockchain company following a cybersecurity incident, resulting in efforts by the hacker to defraud investors.
    • HarbourVest Partners in its direct co-investment in Innova Capital’s acquisition of a majority interest in Inelo Sp. z o. o. and OCRK Sp. z o. o. S.k.
    • FanDuel in defending Attorney General actions seeking to prohibit the fantasy sports contests it sponsors as illegal gambling.
    • Moxie Software in a trademark infringement action filed in the Southern District of New York by Zenith Optimedia and its subsidiary Moxie Marketing Services.
    • Guggenheim Securities and Morgan Stanley, as financial advisors to Red Hat, in its $34 billion sale to IBM.
    • HarbourVest Partners in numerous direct co-investments in various technology companies.
    • Evercore, as financial advisor to CSRA, in the $9.6 billion sale of CSRA to General Dynamics.
    • Schneider Electric in its $900 million divestiture of Telvent DTN, a leader in providing information services, supply chain connectivity tools and decision support solutions to the agricultural, energy and environmental industries, to TBG AG, a private Swiss holding company.
    • Sequoia Capital as a shareholder of Qualtrics International in Qualtric’s $8 billion sale to SAP.
    • Temasek in its strategic investment in BluJay Solutions, a leading provider of supply chain software and services.
    • J.P. Morgan Securities, as financial advisor to Salesforce, in Salesforce's $1.4 billion acquisition of ClickSoftware.
    • OEConnection, a Providence Private Equity portfolio company, in its acquisition of Bluegrasscoms.
    • Dover Corporation in its €35 million acquisition of Caldera, a wide-format imaging software company headquartered in France.
    • HarbourVest Partners in its direct co-investment in Leonard Green & Partners’ acquisition of CPA Global.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Carlyle and Conifer in the sale of Conifer Financial Services, an asset services firm, to SS&C Technologies.
    • Russia China Investment Fund in its investment in TutorGroup.
    • Verizon Communications 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.
    • Providence Equity Partners in its acquisition from General Motors and Ford of a majority stake in OEConnection, the established market leader in cloud-based technology solutions that facilitate the efficient location, sale, distribution and dynamic pricing of automotive parts.
    • Caisse de dépôt et placement du Québec in its investment in Datamars.
    • AltaOne Capital in its acquisition, with Silver Lake, of a 37.6% interest in Cegid Group, valuing the company at ‎€580 million.
    • Evercore, as financial advisor to Rovi Corporation, in Rovi Corporation's $1.1 billion acquisition of TiVo.
    • J.P. Morgan Securities, as financial advisor to AMD, in the $436 million joint venture of AMD with Nantong Fujitsu Microelectronics.
    • Schneider Electric in its acquisition of Lee Technologies, a U.S.-based service provider specializing in large-scale data centers in the North American market.
    • Providence Equity Partners in its $1.9 billion going private acquisition of SRA International, a provider of technology and strategic consulting services.
    • The Special Committee and independent members of the Board of Directors of Dell Inc. in 26 shareholder class action lawsuits seeking to enjoin the $24.9 billion proposed take-private transaction by Michael Dell and Silver Lake Partners.
    • 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.

  • Internet & Digital Media

    • Qatar Investment Authority in its $375 million co-investment in Elon Musk’s take private acquisition of Twitter.
    • Morgan Stanley and Evercore as placement agents in a $150 million PIPE transaction in connection with the merger of Innovid and Ion.
    • Waitr in its acquisition of Delivery Dudes.
    • GoDaddy in its acquisition of the .design domain extension.
    • GoDaddy in its acquisition of the .club domain extension.
    • GoDaddy in its acquisitions of the .club and .design domain extensions, as well as 28 domain extensions (and certain other business assets) owned and operated by Minds + Machines Group Limited (MMX).
    • Booking.com NV, one of the world’s leading digital travel companies, in its U.S. Supreme Court case – the first ever case argued by telephone in the Supreme Court – where the Court ruled 8-1 that Booking.com NV’s eponymous domain name is not generic and could register as a trademark.
    • Ozon in its $1.1 billion initial public offering of American depositary shares on Nasdaq.
    • The Special Committee of the Board of Directors of Match Group, a dating company with a market value of over $30 billion, in its separation from IAC.
    • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
    • A large mortgage securitization platform on cyber investigation and related litigation strategy.
    • Snap Inc. in defense of a trademark infringement lawsuit brought by Snap Interactive, Inc. with respect to Snap, Inc.'s corporate name.
    • Providence Equity Partners in its majority investment of €200 million in Smartly.io.
    • Ozon in its $750 million offering of 1.875% senior bonds due 2026 convertible into American depositary shares representing ordinary shares of Ozon.
    • J.P. Morgan Securities, as financial advisor to LogMeIn, in the $4.3 billion acquisition of LogMeln by Francisco Partners and Elliott Management.
    • Alibaba in the joint venture of its AliExpress business in Russia with the Russian Direct Investment Fund, MegaFon and Mail.ru, aimed at integrating Russia’s key consumer internet and e-commerce platforms.
    • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
    • An American publicly traded Internet domain registrar and web hosting company with corporate defense in a major data breach case.
    • A technology company in an SEC investigation related to key performance indicators.
    • Twitter in Department of Justice and Congressional investigations into Russian interference in the 2016 presidential election.
    • VEON (formerly VimpelCom) in an LCIA arbitration of a contractual dispute arising out of the purchase of assets in multiple jurisdictions, winning a complete victory on indemnification claims of over €139 million, defeating counterclaims of over €84 million, and obtaining a substantial costs award.
    • Capital Group in its investment in Go-Jek, an Indonesian hyperlocal transport, logistics and payments startup that operates a leading online delivery and ride-hailing platform in Southeast Asia.
    • A technology company in a congressional inquiry related to the alleged use of private email servers by government personnel.
    • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
    • Twitch Interactive in its acquisition of Curse, a leading global multimedia and technology company focused on creating content and products specifically for gamers.
    • Amazon in its $970 million acquisition of Twitch Interactive, the leading live video platform for gamers.
    • 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.
    • Amazon in its acquisition of Goodreads.
    • Amazon in its $545 million acquisition of Quidsi, which operates Diapers.com, an online baby care specialty site, Soap.com, an online site for everyday essentials, and BeautyBar.com, a prestige beauty boutique.
    • LivingSocial in its acquisition of Ticket Monster, the leading social commerce website in South Korea.
    • Discovery, Inc. in its acquisition of HowStuffWorks.com.

  • Fintech & Insurtech

    • Baring Vostok Capital Partners in the $85 million sale of global depositary receipts representing common shares of Kaspi.kz, the Kazakh tech and financial services company, through an accelerated bookbuild.
    • Intact Financial Corporation, the largest provider of property and casualty insurance in Canada and a leading provider of global specialty insurance, in its minority investment in Cartan Trade, the French new credit insurance provider.
    • Total Financial Solutions (d/b/a Total Bank Solutions) in its merger with Reich & Tang Deposit Networks.
    • Fifth Wall in the formation of its European Real Estate Technology Fund, a €140 million fund targeting investments in high-potential European startups, and potential co-investing opportunities alongside Fifth Wall’s North American Real Estate Tech funds.
    • AIA in its pan-Asian health insurtech joint venture with Discovery.
    • Oaktree Capital Management as a lead investor in the $890 million recapitalization of Patriot National Bancorp, parent company of a nationally chartered bank, in its merger with American Challenger, an entity formed in 2020 to establish a new digital national bank.
    • D1 Capital as the lead investor in a convertible preferred shares investment in XTransfer, a China-based FinTech company providing cross-border payment services.
    • AIA Group in its investment in Tiki, an all-in-one e-commerce platform in Vietnam, and entry into an exclusive 10 year partnership, the first of its kind between a life insurer and a digital platform in Vietnam.
    • AIA Malaysia in its investment in TNG Digital Sdn. Bhd., owner of Touch ‘n Go eWallet, Malaysia’s largest e-wallet provider, and entry into a long term strategic partnership.
    • Robinhood Markets and affiliates in multiple putative class action lawsuits arising from outages on Robinhood’s trading platform.
    • A securities brokerage platform in an internal investigation into recent outage issues and responding to related regulatory inquiries.
    • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
    • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
    • A global money transmission company in a comprehensive risk assessment regarding consumer financial protection matters.
    • A global FinTech company in multiple internal investigations focused on compliance and personnel issues.
    • Clayton, Dubilier & Rice in its acquisition of Tranzact Holdings, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the U.S., from White Mountains Insurance Group.
    • Ripple in a ruling against the SEC in the SDNY holding that Ripple’s digital token XRP is not a security or “investment contract” in many circumstances.
    • A publicly traded technology company to assist in investigating and responding to apparent malicious behavior by a former employee.
    • P2 Capital, alongside Silver Lake, in the $3.5 billion acquisition of Blackhawk, a global financial technology company.
    • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
    • A major Silicon Valley technology company, in an independent investigation of alleged retaliation against a whistleblower.
    • A global, publicly traded financial technology company in responding to and investigating security vulnerabilities in one of its newly acquired subsidiaries, as well as addressing inquiries from multiple state regulators.
    • A high-profile financial information content provider in an SEC investigation.
    • A leading FinTech company in successful resolution of an anti-money laundering investigation by the DOJ.
    • Ingenico Group in advice on sanctions issues.
    • Helios Investment Partners in its sale of a minority stake in Interswitch to TA Associates. Helios Investment Partners remains the majority shareholder following the transaction.
    • Ingenico in its acquisition of its major distributor in Russia and CIS.

  • Biotech & Healthcare IT

    • TPG Growth in its acquisition of a majority stake in Crowe Healthcare Consulting, establishing it as an independent entity.
    • Mitsui in its agreement to tender its minority stake in Thorne to L Catterton in a take-private transaction with an aggregate value of approximately $680 million.
    • Kelso & Company in its investment in Valenz.
    • Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment, in its acquisition of EaglePicher Medical Power, a medical device manufacturer.
    • Evercore, as financial advisor to Vocera Communications, in its sale to medical technologies company Stryker for a total enterprise value of approximately $3.09 billion.
    • Carestream Dental, a Clayton, Dubilier & Rice portfolio company and leading provider of dental technology, in the $600 million carve-out sale of its Scanning Technology business to Envista, a leading global dental products company.
    • Gympass, a corporate wellbeing platform, in the acquisition of Trainiac, a leading one-on-one personal training fitness platform.
    • Carlyle in its investment in Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment industries, valuing the company at approximately $2.25 billion.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Wellframe, a digital health management company.
    • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
    • Blackstone in its investment in Ginger, a leader in on-demand behavioral healthcare.
    • CPP Investments as lead investor in a $400 million Series C financing for insitro, a machine learning-driven drug discovery and development company.
    • Carlyle in the $2.5 billion merger of Grand Rounds and Doctor on Demand.
    • Carlyle in its majority investment in TriNetX, a leading global health research network optimizing clinical research to bring new therapies to market faster.
    • Special Committee of R1 RCM in its conversion of all of the Series A Convertible Preferred Stock held by an investment vehicle jointly owned by Ascension and TowerBrook to common stock.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Altruista, a care management software company that delivers care management and population health management solutions that support value-based and person-centered care models.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of The Burgess Group, an innovative payment integrity software company focused on improving healthcare payment operations through a cloud-based technology platform.
    • Blackstone in its investment in Bright Health as part of a $500 million Series E financing round.
    • Blackstone in its acquisition of HealthEdge, a leading technology business that delivers next generation Core Administrative Processing Systems (CAPS) solutions to healthcare businesses.
    • Johnson & Johnson in its acquisition of TARIS, a biotechnology company specializing in the development of a novel drugs and delivery technologies for the treatment of cancer.
    • Centerbridge Partners in its investment in GoHealth.
    • Providence Service Corporation and LogistiCare in LogistiCare’s acquisition of Circulation, a provider of technology-enabled logistics solutions and analytics for managing non-emergency transportation across healthcare.
    • A technology-enabled healthcare company in responding to and containing a significant ransomware attack that disrupted certain company operations.
    • AIA in its cornerstone investment in a Chinese healthcare online start-up, WeDoctor, and related preferred distribution arrangements.
    • Clayton, Dubilier & Rice in the acquisition of Carestream Dental, an industry-leading provider of dental digital product lines and services, from Carestream Health/Onex.
    • P2 Capital Partners as a significant investor in Envigo International in Envigo’s $924 million acquisition by Avista Healthcare Public Acquisition Corp.
    • Carlyle in its acquisition of MedRisk, a leading provider of tech-enabled services to payors, TPAs and providers in the workers’ compensation space.
    • Clayton, Dubilier & Rice in the formation of agilon health, a new healthcare technology and services platform, through the acquisition and merging of Primary Provider Management and Cyber-Pro Systems.
    • 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.
    • United BioSource in its acquisition of ClinResearch GmbH, a global leader in technology solutions and services for flexible, or adaptive, clinical trials in the pharmaceutical industry.
    • J.P. Morgan Securities, as financial advisor to CorSolutions, in the $445 million sale of CorSolutions to Matria Health Care.

  • Artificial Intelligence & Machine Learning

    • Carlyle in its strategic growth investment and acquisition of a majority stake in Saama, a leading AI-driven intelligent clinical cloud company that enables the life sciences industry to conduct faster and safer clinical developments and regulatory programs, valuing the company at up to $430 million.
    • A leading cybersecurity ratings company in AI, cybersecurity and data privacy advice and assistance.
    • Morgan Stanley, as financial advisor to Veoneer, in its sale to Magna, later terminated, and in its subsequent sale to SSW Partners.
    • Blackstone as a lead investor in the formation of Hydrogen Health.
    • Toyota Motor Corporation, as an investor in Uber Technologies' self driving unit Advanced Technologies Group (Uber ATG), in its sale of Uber ATG to Aurora.
    • Sonos in its acquisition of Snips, an artificial intelligence voice platform.
    • Toyota Motor Corporation in its $394 million investment in Joby Aviation, an aerospace company that is developing and commercializing all-electric vertical takeoff and landing aircraft to enable the deployment of fast, quiet and affordable air taxi services.
    • The Special Committee of the Board of Directors of Yandex in a restructuring of its corporate governance.
    • HarbourVest Partners in its investment with Thoma Bravo in PLATO Learning.
    • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
    • Toyota Motor Corporation in its $500 million investment in Uber to jointly develop Uber’s self-driving business.
    • Perform in antitrust and competition aspects of its combination with STATS and investment from Vista.
    • Toyota Motor Corporation in its strategic investment in Getaround, a leading carsharing platform.
    • Viewdle, a facial recognition technology provider, in its sale to Google.
    • Asia Mezzanine Capital in its investment in SFO Technologies Private Limited of India, an IT design and manufacturing services provider to leading original equipment manufacturers worldwide.