Funds/Investment Management

Experience

    • Glendower Capital in the formation of Glendower Capital Secondary Opportunities Fund IV, a $2.7 billion global secondary private equity fund.
    • Vinci Partners in the formation of Vinci Capital Partners Fund III, a $1 billion private equity fund program.
    • Vinci Capital Partners Fund III, a $1 billion private equity fund program.
    • LeapFrog Investments in the formation of LeapFrog Financial Inclusion Fund III, a $700 million emerging markets-focused impact fund.
    • LeapFrog Financial Inclusion Fund III, a $700 million emerging markets-focused impact fund.
    • DBAY Advisors in the formation of DouglasBay Capital III Fund, a European fund making investments in small and micro-cap listed companies.
    • DouglasBay Capital III Fund, a European fund making investments in small and micro-cap listed companies.
    • Schneider Electric in its joint venture with The Carlyle Group to develop energy management and automation solutions for critical infrastructure projects.
    • 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.
    • Tishman Speyer in the formation of Tishman Speyer European Real Estate Venture VIII, a €750 million European real estate fund.
    • Tishman Speyer European Real Estate Venture VIII, a €750 million European real estate fund.
    • Canson in the formation of its $100 million co-investment fund, which will co-invest in the acquisition of a majority stake in the Financial and Risk division of Thomson Reuters.
    • Canson Capital Partners (York) Co-Investment, a $100 co-investment fund.
    • The Carlyle Group in its strategic partnership with AIG to position DSA Re as a platform to provide solutions for insurance liabilities globally.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • 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.
    • Canada Pension Plan Investment Board in its formation of a joint venture with WPT Industrial REIT and AIMCo to aggregate a portfolio of industrial properties in the U.S.
    • Advantage Partners on the formation of its inaugural Asia Fund investing in small to mid-cap companies across Asia, with total commitments of $380 million.
    • Advantage Partners’ Asia Fund, a $380 million fund investing in small to mid-cap companies across Asia.
    • Glendower Capital in its role as part of a consortium of blue-chip institutional investors to invest approximately $530 million in six companies controlled by Argonne Capital Group.
    • Canada Pension Plan Investment Board in the formation of a joint venture with JBG SMITH to develop and own 1900 N Street, an office building located in the Dupont Circle area of Washington, D.C.
    • HarbourVest Partners in its role as a lead investor in the restructuring of Eos Capital Partners III and Eos Capital Partners IV.
    • EIG Global Energy Partners in the formation of a joint venture with FS Investments to manage the $4 billion FS Energy and Power Fund.
    • HarbourVest Partners Co-Investment Fund IV, a $1.75 billion global buyout/growth equity fund.
    • EQT Real Estate I, a €420 million Europe real estate fund.
    • HarbourVest Partners in its acquisition of stakes in MML Capital Partners Funds V and VI from Varma Mutual Fund Pension Insurance Company.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund X, a $10 billion North America and Western Europe buyout fund.
    • Clayton, Dubilier & Rice Fund X, a $10 billion North America and Europe buyout fund.
    • MCP Private Capital Fund III, an €850 million European special opportunities fund.
    • One Rock Capital Partners II, a $964 million U.S. buyout fund.
    • VIG Partners in the formation of VIG Partners International Fund III, a $600 million fund targeting investment in Korea.
    • One Equity Partners VI, a $1.65 billion U.S. and Western Europe buyout fund.
    • One Equity Partners in the formation of One Equity Partners VI, a $1.65 billion U.S. and Western Europe buyout fund.
    • Carmel Partners in the formation of Carmel Partners Investment Fund VI, a $1 billion U.S. real estate fund.
    • Crescent Mezzanine Partners VII, a $4.6 billion U.S. mezzanine fund.
    • Carmel Partners Investment Fund VI, a $1 billion U.S. real estate fund.
    • Rockwood Capital Real Estate Partners Fund X, a $1.1 billion U.S. real estate fund.
    • Crescent Capital Group in the formation of Crescent Mezzanine Partners VII, a $4.6 billion U.S. mezzanine fund.
    • Rockwood Capital in the formation of Rockwood Capital Real Estate Partners Fund X, a $1.1 billion U.S. real estate fund.
    • Kelso & Company in its investment in Premia Holdings, a newly-formed property and casualty insurance and reinsurance group focused on providing runoff solutions.
    • Morgan Stanley Investment Management in the formation of North Haven Capital Partners VI, a $1.5 billion global buyout fund.
    • Prudential Capital Partners in the formation of Prudential Capital Partners V, a $1.825 billion North America mezzanine fund.
    • Prudential Capital Partners V, a $1.8 billion U.S. mezzanine fund.
    • Glendon Opportunities Fund II, a $2.5 billion global credit opportunities fund.
    • Littlejohn & Co. in the sale of a minority interest in the firm’s management companies and general partners to Goldman Sachs Alternative Investments & Manager Selection (AIMS) Group.
    • Park Square Capital Partners III, a €1.2 billion subordinated debt fund.
    • HarbourVest Partners in its acquisition from Bank of America of the BAML Capital Access Funds group, a private equity fund-of-funds manager focused on opportunities with emerging managers, diverse managers, the lower middle market and other underserved markets.
    • Prudential Financial in its $350 million partnership with LeapFrog Investments, targeting investments in life insurance companies in Africa.
    • Newport Global Advisors in the recapitalization of Newport Global Opportunities Fund LP. In the transaction, investment funds managed by Morgan Stanley, LGT Capital and other syndicate investors committed capital to a newly formed Newport-managed fund that acquired substantially all of the portfolio of the existing fund. Existing limited partners elected to either roll their interests into the new fund or receive cash in respect of their interest.
    • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
    • Guardian Life in its sale of RS Investments to Victory Capital.
    • Eaton Partners in its sale to Stifel Financial.
    • Newport Global Advisors in the recapitalization of Newport Global Opportunities Fund LP.
    • 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.
    • Exponent Private Equity Partners in the formation of Exponent Private Equity Partners III, a £1 billion UK buyout fund.
    • Baring Asia Private Equity Fund VI, a $4 billion private equity fund and, at the time of final close, the largest private equity fund ever raised by an Asia-based manager.
    • HarbourVest Partners in the secondary acquisition of limited partnership interests in Doughty Hanson & Co Limited Partnerships IV and V, and proposed commitment to Doughty Hanson & Co Limited Partnerships VI, in a stapled transaction.
    • One Equity Secondary Fund, a $1.5 billion U.S. secondaries fund.
    • Ares European Real Estate Fund IV, a $1.3 billion Europe real estate 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.
    • Carmel Partners Investment Fund V, a $1.025 billion U.S. real estate fund.
    • Clayton, Dubilier & Rice Fund IX, a $6.25 billion North America and Europe buyout fund.
    • Littlejohn Fund V, a $2 billion U.S. distressed fund.
    • Pharos Capital Partners III, a $525 million U.S. growth equity fund program focused on the healthcare and business services sectors.
    • KKR Energy Income and Growth Fund I, a $2 billion energy and natural resources fund.
    • Odyssey Investment Partners Fund V, a $2 billion U.S. buyout fund.
    • Trident VI, a $4.25 billion global financial services buyout fund.
    • EIG Global Energy Partners in the formation of various funds and accounts in the energy and energy-related infrastructure sector, including EIG Energy Fund XVI, a $6 billion global fund.
    • Dover Street VIII, a $3.6 billion secondaries fund.
    • Providence Equity Partners VII, a $5.1 billion global media and communications fund.
    • Oaktree Opportunities Fund IX, a $5.1 billion global distressed debt fund.
    • Prudential Capital Partners IV, a $1.15 billion U.S. mezzanine fund.
    • Global Infrastructure Partners II, an $8.25 billion infrastructure fund.
    • Baring Vostok Private Equity Fund V, a $1.5 billion Russia CIS buyout fund.
    • The Baring Asia Private Equity Fund V, a $2.5 billion Asia growth capital fund.
    • Hony Capital Fund VIII, a $2.2 billion China buyout fund.
    • Providence Debt Opportunity Fund II, a $721 million senior credit and credit opportunities fund.
    • Carlyle South America Buyout Fund, a $1 billion South America buyout fund.
    • Vinci Capital Partners II, a $1.4 billion Brazil fund.
    • EQT in the formation of EQT Credit II, an €874 million Europe credit opportunities fund.
    • Global Infrastructure Partners III, a $15.8 billion infrastructure fund.
    • Global Infrastructure Partners in the formation of Global Infrastructure Partners III, a $15.8 billion infrastructure fund.
    • North Haven Capital Partners VI (Morgan Stanley), a $1.5 billion global buyout fund.
    • JF Lehman in the formation of JFL Equity Investors IV, an $833 million buyout fund.
    • Park Square Capital Partners II, an €850 million mezzanine debt fund.
    • Navis Asia Fund IV, a $1.16 billion Asia buyout fund.
    • Morgan Stanley Credit Partners II, a $963 million credit opportunities fund.
    • Oaktree Principal Fund V, a $2.8 billion global distressed fund.
    • Carlyle MENA Partners, a $500 million Middle East and North Africa buyout fund.
    • Oaktree PPIP Fund, a $4.6 billion fund making investments in CMBS under the U.S. Treasury Department's Public-Private Investment Program.
    • Kelso Investment Associates VIII, a $5.1 billion U.S. buyout fund.
    • TPF II (Tenaska), a $2.4 billion U.S. energy fund.
    • Doughty Hanson & Co. Fund V, a €3 billion Europe buyout fund.
    • Carlyle Europe Partners IV, a €3.75 billion Europe buyout fund.
    • The Carlyle Group in the formation of Carlyle Europe Partners IV, a €3.75 billion Europe buyout fund.
    • SAIF Partners IV, a $1.28 billion Asia and India growth capital fund.
    • Oaktree European Principal Fund III, a €3.16 billion Europe buyout fund.
    • HarbourVest International Private Equity Partners VI , a €2.14 billion global investment program.
    • Capital International Private Equity Fund VI, a $3 billion global emerging markets fund.
    • HarbourVest Partners IX, a $2.7 billion investment program.
    • Oaktree Real Estate Opportunities Fund VI, a $2.7 billion global real estate fund.
    • FFL Partners in the formation of FFL Capital Partners IV, a $2 billion North America buyout fund.
    • FFL Capital Partners IV, a $2 billion North America buyout fund.
    • Diamond Castle Partners IV, a $1.8 billion U.S. buyout fund.
    • Morgan Stanley Private Equity Asia IV, a $1.7 billion Asia buyout fund.
    • Och-Ziff Real Estate Fund III, a $1.5 billion U.S. real estate fund.
    • Exponent Private Equity Partners III, a £1 billion UK buyout fund.
    • Carlyle Asia Growth Partners IV, a $1 billion Asia growth capital fund.
    • Rockpoint Core Plus Real Estate Fund I, a $950 million U.S. real estate fund.
    • Carlyle Sub-Saharan Africa Fund, a $698 million Sub-Saharan Africa fund.
    • Rockwood Capital Real Estate Partners Fund IX, a $678 million U.S. real estate fund.
    • Carlyle Europe Technology Partners III, a €656 million Europe growth capital/technology fund.
    • Tishman Speyer Brazil Fund III, a $450 million Brazil real estate fund.
    • Carlyle Peru Fund, a $308 million Peru buyout/venture fund.
    • Carlyle Cardinal Ireland Fund, a €300 million Ireland-focused growth capital fund.
    • Gramercy Distressed Opportunity Fund II, a $300 million emerging markets distressed credit fund.
    • Park Square in the formation of Park Square Capital Credit Opportunities II, a $2.4 billion senior debt programme.
    • 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.