Employee Benefits & Executive Compensation

Experience

    • NJRetina in the formation of a strategic affiliation with NJEye and Quad-C Management.
    • 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.
    • The Carlyle Group 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.
    • The Carlyle Group in its acquisition of an outstanding interest in NEP Group from Crestview Partners.
    • Kelso & Company in its sale of PowerTeam Services to Clayton, Dubilier & Rice.
    • Clayton, Dubilier & Rice, The Carlyle Group and Merrill Lynch Private Equity in the senior credit and high yield financings of the $15 billion acquisition of The Hertz Corporation.
    • Johnson & Johnson Consumer in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
    • SunSource, a Clayton, Dubilier & Rice portfolio company, in its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • 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.
    • Clayton, Dubilier & Rice in its joint investment with Cardinal Health in naviHealth, the largest manager of post-acute benefits for health plans and a leading value-based care partner to health systems and providers.
    • Citizens Financial in its acquisition of Franklin American Mortgage.
    • Dealer Tire in its significant investment in SimpleTire.
    • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
    • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
    • SunSource, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Ryan Herco Flow Solutions, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • 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.
    • TPG Capital and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
    • Prosperity Life Insurance in its sale to an investor group.
    • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
    • Nationstar Mortgage, a leading mortgage servicer and originator, in its $3.8 billion merger with WMIH.
    • Clayton, Dubilier & Rice in its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.
    • P2 Capital, alongside Silver Lake, in the $3.5 billion acquisition of Blackhawk, a global financial technology company.
    • TPG Capital and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
    • The Carlyle Group in its acquisition of MedRisk, a provider of managed physical medicine to the workers’ compensation industry.
    • Cornell Capital as a leading 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 acquisition of Ashmere Insurance, a workers’ compensation specialty insurance company.
    • Time Inc. in its $2.8 billion sale to Meredith.
    • AmTrust Financial Services in a strategic transaction with Madison Dearborn for a portion of AmTrust’s U.S. fee businesses valued at $1.15 billion.
    • Clayton, Dubilier & Rice in its acquisition of SunSource, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • CoAdvantage, a portfolio company of Morgan Stanley Private Equity, in its acquisition of Progressive Employer Management Company.
    • American International Group in the sale of its medical stop-loss operations to Tokio Marine HCC.
    • Resolution Life in its sale of Lincoln Benefit Life to Global Bankers Insurance Group.
    • Pacific Life and Aviation Capital Group in the minority investment by Tokyo Century in Aviation Capital Group, a transaction which won the Airline Economics Aviation 100 “2017 Overall Equity Deal of the Year” award.
    • Eagle Foods, a Kelso & Company portfolio company, in its acquisition of Popcorn, Indiana, a maker of ready-to-eat popcorn products.
    • Kuvare in its acquisition of United Life Insurance Company.
    • Clayton, Dubilier & Rice in its $500 million preferred stock investment in Beacon Roofing Supply’s $2.625 billion acquisition of Allied Building Products.
    • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
    • Discovery Communications in its $14.6 billion acquisition of Scripps Networks Interactive.
    • HarbourVest Partners in the formation of HarbourVest Partners Co-Investment Fund IV, a $1.75 billion global buyout/growth equity fund.
    • Kelso & Company in its investment in Oasis Outsourcing, the nation's largest privately held professional employer organization.
    • Clayton, Dubilier & Rice in its $2.5 billion acquisition of HD Supply’s Waterworks Division, the largest distributor of waterworks products in the U.S.
    • RWL Water in the merger by acquisition of Emefcy Group and RWL Water.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Verizon Communications in its $3.1 billion acquisition of Straight Path Communications, a leading wireless spectrum holder.
    • Tribune Media Company in its $6.6 billion sale, later terminated, to Sinclair Broadcast Group.
    • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
    • Clayton, Dubilier & Rice in the acquisition of Carestream Dental, the digital dental business of Carestream Health.
    • Sawai Pharmaceutical in its $1.5 billion acquisition of the generic pharmaceuticals business of Upsher-Smith Laboratories.
    • 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.
    • Johnson & Johnson in its purchase of an exclusive option to acquire Bird Rock Bio, a clinical stage biopharmaceutical company focused on innovative immuno-inflammatory regulators that can be used in the treatment of liver disease.
    • Argenta in the sale of Syndicate 2121 at Lloyd's and the Argenta members' agency to Hannover Re.
    • Clayton, Dubilier & Rice and Brand Energy and Infrastructure Services in the transformational merger of Brand Energy and Safway Group, forming the leading global industrial service business with an enterprise value of approximately $5 billion.
    • 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.
    • Empowerment Ventures and its wholly-owned subsidiary UniRush, a pioneer in the development of reloadable prepaid debit cards, in the sale of UniRush to Green Dot.
    • Rockwood Capital in the formation of Rockwood Capital Real Estate Partners Fund X, a $1.1 billion U.S. real estate fund.
    • High Ridge Brands, a leading personal care consumer products company and a portfolio company of Clayton, Dubilier & Rice, in the financing aspects of its acquisition of Dr. Fresh.
    • New York Life Investments in its acquisition of a majority interest in Credit Value Partners, a distressed and high-yield debt investment management business.
    • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
    • Tribune Media Company in the $560 million sale of Gracenote, a leading entertainment data provider, to the Nielsen Company.
    • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
    • The Dolan family, controlling stockholders of Cablevision Systems Corporation, in Cablevision’s $17.7 billion sale to Altice.
    • 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.
    • Canada Pension Plan Investment Board in its $12 billion acquisition of GE Capital’s sponsor lending business, including Antares Capital, the leading lender to middle market private equity sponsors in the U.S.
    • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
    • Apollo Global Management in its acquisition of a majority interest in the asset management business of AR Capital (subsequently withdrawn), its acquisition of the wholesale distribution business of RCS Capital and its substantial minority equity investment in RCS Capital.
    • Roofing Supply Group, a Clayton, Dubilier & Rice portfolio company, in its $1.1 billion sale to Beacon Roofing Supply.
    • StanCorp Financial Group in its $5 billion sale to Meiji Yasuda Life Insurance Company.
    • Clayton, Dubilier & Rice in its acquisition of PharMEDium, the leading national provider of outsourced compounded sterile preparations to acute care hospitals in the United States.
    • Clayton, Dubilier & Rice in its $1.8 billion acquisition of Ashland Water Technologies.
    • The Board of Directors of Sotheby’s in the structuring and negotiation of an employment agreement with Thomas S. Smith, entered into on his appointment as Sotheby’s Chief Executive Officer.
    • Verizon Communications in the financing aspects of its $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
    • Protective Life in its $5.7 billion merger with a subsidiary of Dai-ichi Life, a life insurance company listed on the Tokyo stock exchange.
    • TIAA-CREF in its $6.25 billion acquisition of Nuveen Investments, a diversified investment management company with $221 billion in assets under management.
    • HC2 Holdings in its acquisition of American Financial Group’s long-term care businesses.
    • Pediatric Services Holding Corporation, the parent of Pediatric Services of America, in its sale to J.H. Whitney Capital Partners.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to Kimberly-Clark Corporation.
    • Providence Equity Partners and SRA in the merger of SRA with the government services unit of CSC, creating the largest pure-play IT services provider serving the U.S. government sector.
    • Truck-Lite, a Kelso & Company portfolio company, in its sale to Koch Equity Development and BDT Capital Partners.
    • J.C. Flowers and Ascensus in the sale of Ascensus to Genstar Capital and Aquiline Capital Partners.
    • Actavis in the sale of Aptalis Pharmaceutical Technologies, a pharmaceutical outsourcing and R&D business in the U.S., to TPG.
    • Altegrity, a global, diversified risk and information services company, together with its operating businesses Kroll, HireRight and USIS, in their pre-negotiated Chapter 11 proceedings in the United States Bankruptcy Court for the District of Delaware, in which they successfully restructured more than $1.8 billion in funded indebtedness.
    • Standard General in its acquisition of over 1,700 RadioShack stores in alliance with Sprint as part of RadioShack’s Chapter 11 bankruptcy case.
    • The Prudential Insurance Company of America in the sale of a group annuity contract to The Timken Company to pay future pension benefits for approximately 5,000 U.S. Timken retirees.
    • Morgan Stanley Private Equity in its $410 million sale of EmployBridge, a leading provider of outsourced human resource and temporary staffing services, to Select Staffing, an Anchorage Capital backed competitor.
    • Stone Point Capital in its significant equity investment in specialty insurance broker Alliant Insurance Services, with KKR retaining a significant equity investment in the business.
    • New York Life Investments in its acquisition of IndexIQ, a leader in the liquid alternative exchange-traded fund industry.
    • Dealer Tire in its receipt of a significant investment by Lindsay Goldberg and redemption of TA Associates’ ownership interests.
    • Kelso & Company in its acquisition with Estancia Capital Management of American Beacon.
    • NCI Building Systems in its $245 million acquisition of CENTRIA.
    • Blackstone Group’s Tactical Opportunities Group in the acquisition of Philadelphia Financial Group from Tiptree Financial.
    • MBIA in its sale of Cutwater Asset Management, an investment management company with $23 billion in assets under management, to BNY Mellon.
    • 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.
    • The Prudential Insurance Company of America in the sale to a Motorola Solutions retirement plan of a group annuity contract that will provide annuity payments for approximately 30,000 Motorola salaried retirees as part of Motorola's plan to reduce pension obligations by $3 billion.
    • Clayton, Dubilier & Rice in its acquisition of up to a 49% stake in NYSE-listed CHC Group, the world's largest commercial helicopter operator with an enterprise value of $1.9 billion.
    • One Equity Partners, the principal investment arm of JPMorgan, in its spin-out and related primary and secondary transactional matters.
    • Tribune Media Company in its spin-off of Tribune Publishing Company.
    • 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.
    • Tribune Media Company in the listing of its Class A common stock on the New York Stock Exchange.
    • Global Atlantic Financial Group in the sale of its Bermuda and Lloyd’s insurance and reinsurance businesses to BTG Banco Pactual.
    • TPG Growth in its investment in Big River Steel.
    • Northwestern Mutual in its $2.7 billion sale of Russell Investments to the London Stock Exchange Group.
    • Guardian Life Insurance in its $450 million offering of 4.875% Surplus Notes due 2064.
    • Stone Point Capital in its sale of Genex, a provider of healthcare and disability management services, to Apax Partners.
    • Tribune Media Company in its $2.7 billion acquisition of Local TV Holdings.
    • Clayton, Dubilier & Rice in the financing aspects of its $910 million acquisition of Healogics, the largest advanced wound care services provider in the U.S.
    • Syniverse, a Carlyle Group portfolio company, in its $290 million acquisition of Aicent.
    • Morgan Stanley Private Equity in its sale of Learning Care Group, a leading provider of early education and child care services, to American Securities.
    • Chemtura in the $1 billion sale of its agrochemicals business, Chemtura AgroSolutions.
    • 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.
    • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a U.S. life insurance and reinsurance provider.
    • 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.
    • Eutelsat Communications in its $1.14 billion acquisition of Satélites Mexicanos.
    • Tribune Media Company in its acquisition of Gracenote, the global leader in music technology and metadata, from Sony Corporation of America.
    • Clayton, Dubilier & Rice in its acquisition of PharMEDium, a leading provider of sterile compounding services to hospital pharmacies.
    • 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.
    • Fidelity & Guaranty Life in its $190.6 million initial public offering.
    • PSAV, a Kelso & Company portfolio company, in its acquisition by affiliates of Goldman Sachs.
    • 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.
    • Wilsonart, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Durcon, a manufacturer of laboratory-grade work surfaces.
    • Forethought Financial Group in its cash merger with a subsidiary of Global Atlantic Financial Group.
    • New York Life Investments in its €380 million acquisition of Dexia Asset Management.
    • Clayton, Dubilier & Rice in its acquisitions of Brand Energy and Harsco Infrastructure in a combined transaction valued at $2.5 billion.
    • StoneRiver Group in the formation of a joint venture with funds managed by Kelso & Company in which StoneRiver Group’s Progressive Medical was merged with PMSI.
    • Envision Healthcare in its $1.1 billion initial public offering of common stock.
    • Tribune Company in the financing aspects of its $2.7 billion acquisition of Local TV Holdings.
    • HD Supply in its $1.1 billion initial public offering of common stock.
    • New Young Broadcasting in its $2.2 billion merger with Media General to combine the two local broadcast television and digital media companies.
    • The Special Committee of the Board of Directors of Dell in the financing aspects of the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
    • Gogo, the world’s leading provider of in-flight connectivity, in its $187 million initial public offering of common stock.
    • Prudential Financial in its acquisition of The Hartford’s Individual Life Insurance business.
    • 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.
    • Prudential Financial in the sale to a General Motors retirement plan of a group annuity contract that will provide annuity payments for certain GM salaried retirees as part of GM's plan to reduce pension obligations by approximately $26 billion.
    • Prudential Financial in the sale of a single premium group annuity contract to the Verizon Management Pension Plan to settle approximately $7.5 billion of pension liabilities of the Plan by providing future annuity payments to approximately 41,000 members of the Verizon Management Pension Plan.
    • American International Group in its $6 billion sale of a portion of its controlling stake in AIA Group Limited.
    • International Paper in its $4.3 billion acquisition of Temple-Inland.
    • The Carlyle Group in its $3.3 billion acquisition of Getty Images.
    • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
    • The Carlyle Group in its $3.3 billion acquisition of Getty Images.
    • Sun Life Financial in the $1.35 billion sale of certain of its U.S. subsidiaries.
    • 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.
    • 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.
    • Clayton, Dubilier & Rice in its $1.05 billion acquisition of David's Bridal.
    • Verizon Communications in its $612 million acquisition of Hughes Telematics.
    • Sears Holding Corporation in its sale of up to 23.1 million shares of common stock of Sears Hometown and Outlet stores.
    • Clayton, Dubilier & Rice in its acquisition of Roofing Supply Group, a distributor of residential and non-residential roofing materials.
    • Goldman Sachs Reinsurance Group in its acquisition of the Bermuda-based reinsurance operations of Ariel Holdings.
    • Crump Group (a JC Flowers portfolio company) in the sale of its retirement business to BB&T.
    • 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.
    • Oriental Trading Company in its sale to Berkshire Hathaway.
    • Stone Point in its sale of Cunningham Lindsey to CVC.
    • Access Industries in its $3.3 billion acquisition of Warner Music Group.
    • Clayton, Dubilier & Rice in its $3.2 billion acquisition of Emergency Medical Services Corporation.
    • Providence Equity Partners in its $1.9 billion going private acquisition of SRA International, a provider of technology and strategic consulting services.
    • The Dolan family in the tax-free spin-offs of AMC Networks and Madison Square Garden and related businesses from Cablevision Systems Corporation.
    • Culligan in the sale of its vended water business owned and operated by Culligan Store Solutions, LLC, to Primo Water Corporation.
    • Schneider Electric in its acquisition of Lee Technologies, a US-based service provider specializing in large-scale data centers in the North American market.
    • Verizon Communications in the $8.6 billion spin-off and merger of its wireline businesses in 14 states to Frontier Communications Corporation.
    • 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.
    • Hewitt Associates in its $4.9 billion merger with Aon Corporation.
    • 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.
    • New York Life Investments in its acquisition of a majority interest in Private Advisors, a manager of private equity and hedge funds of funds with $3.9 billion in assets under management.
    • Altegrity and Providence Equity Partners in their $1.13 billion acquisition of Kroll from Marsh & McLennan.
    • Stone Point Capital and Hellman & Friedman in their $1.1 billion acquisition of Sedgwick Claims Management Services.
    • United BioSource in its $730 million sale to Medco Health Solutions.
    • Pan-American Life Insurance in its acquisition of select businesses and assets from MetLife in the Caribbean, Panama and Costa Rica.
    • Clayton, Dubilier & Rice and GS Capital Partners in their acquisition of HGI Holdings from The Jordan Company and members of the Harrington family.
    • American International Group in the sale of its investment advisory and asset management business to Pacific Century Group.
    • Verizon Wireless in its $28.1 billion acquisition of Alltel Corporation.
    • American International Group (AIG) and American International Assurance Company in AIG's agreement with the Federal Reserve Bank of New York to reduce the debt AIG owes the FRBNY by $25 billion and position AIA and American Life Insurance Company for initial public offerings.
    • The Dolan family in its $22 billion effort to take Cablevision private.
    • American International Group (AIG) and American International Assurance (AIA) in the transfer of interests in AIA to the Federal Reserve Bank of New York in exchange for cancellation of debt owed by AIG to FRBNY in the amount of $16 billion.
    • Clayton, Dubilier & Rice in its 46% investment in JohnsonDiversey, a transaction valued at $2.6 billion.
    • Verizon Wireless in its $2.35 billion sale of wireless assets to AT&T and $240 million acquisition of wireless assets from AT&T.
    • Hisamitsu Pharmaceutical, a leading transdermal patch manufacturer listed on the Tokyo stock exchange, in its $428 million acquisition of Nasdaq-listed Noven Pharmaceuticals via an all-cash tender offer.
    • Pernod Ricard in its €5.6 billion acquisition of the Vin & Sprit Group, makers of Absolut vodka.
    • International Paper in its $6 billion acquisition of Weyerhaeuser's packaging business.
    • NBC Universal in its $3.5 billion acquisition of the Weather Channel.
    • Verizon communications in the $2.72 billion spin-off and merger of Verizon’s local exchange business in Maine, New Hampshire and Vermont with Fairpoint Communications.
    • The Rank Group in its $2.7 billion acquisition of the consumer products division of Alcoa.
    • The Carlyle Group in its $2.54 billion acquisition of Booz Allen Hamilton’s U.S. government consulting business.
    • Phelps Dodge in its $26 billion merger with Freeport-McMoRan Copper & Gold, forming the world’s largest publicly traded copper company.
    • Bain Capital, The Carlyle Group and Clayton, Dubilier & Rice in their $8.5 billion acquisition of HD Supply from The Home Depot, which Private Equity Analyst named "LBO Deal of the Year."
    • Liberty Mutual Group in its $6.2 billion acquisition of Safeco Corporation and in its $2.7 billion acquisition of Ohio Casualty Group.
    • Clayton, Dubilier & Rice in its $5.5 billion going private acquisition of The ServiceMaster Company, and in its $3 billion “sponsored spin-off” acquisition of a 47.5% interest in Sally Beauty, the beauty supplies business spun off by Alberto-Culver.
    • The Carlyle Group in its $1.5 billion acquisition of Niagara Holdings and PQ Corporation from J.P. Morgan Partners and PQ Corporation’s follow-on acquisition of the INEOS Silicas business from INEOS Group.
    • Verizon in the $13 billion spin-off of its U.S. print and Internet yellow pages directories business, forming a new public company called Idearc and in its $8.5 billion acquisition of MCI.
    • Pernod Ricard in its $2.43 billion sale of Dunkin’ Brands to the consortium of Bain Capital, The Carlyle Group and Thomas H. Lee Partners.