Financial Advisory

Fact Sheet

Experience

    • Guggenheim Securities and Morgan Stanley & Co., as financial advisors to SES, in SES’s $3.1 billion acquisition of Intelsat.
    • Qatalyst Partners, as financial advisor to Matterport, a spatial data company, in the sale of Matterport to CoStar Group.
    • Guggenheim Securities, as financial advisor to Gilead, in Gilead's $4.3 billion acquisition of biopharmaceutical company CymaBay.
    • J.P. Morgan Securities, as financial advisor to Olink, in the sale of Olink to Thermo Fisher, valuing Olink at $3.1 billion.
    • J.P. Morgan Securities, as financial advisor to the special committee of Franklin BSP Lending Corporation (FBLC), in FBLC’s merger with Franklin BSP Capital Corp.
    • Miller Buckfire, the trade name for Stifel’s restructuring investment banking practice, as investment banker to the official creditors’ committee in Yellow Corp.'s bankruptcy in the District of Delaware.
    • Rothschild & Co., as investment banker to the executive committee of an ad hoc group of non-U.S. customers of FTX.com.
    • Miller Buckfire, the trade name for Stifel’s restructuring investment banking practice, as investment banker to The Rockport Company in its bankruptcy in the District of Delaware.
    • Deutsche Bank, as financial advisor to Signify Health, a leading health care platform, in its $8 billion sale to CVS Health, a leading health solutions company.
    • J.P. Morgan Securities, as co-financial advisor to Horizon Therapeutics, a global biotechnology company, in its $28.5 billion sale to Amgen.
    • Rothschild & Co., as investment banker to Vital Pharmaceuticals in its bankruptcy in the Southern District of Florida.
    • SVB Leerink as co-financial advisor to LHC Group in its sale to UnitedHealth Group’s Optum unit for approximately $5.4 billion.
    • Deutsche Bank, as financial advisor to Bottomline Technologies, a financial technology provider, in its sale to Thoma Bravo, valued at approximately $2.6 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.
    • 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.
    • Morgan Stanley, as financial advisor to Hexion, in its sale to private equity firm American Securities.
    • Morgan Stanley, as financial advisor to Citizens Financial, in Citizens Financial’s acquisition of all of the outstanding shares of Investors Bancorp in a stock and cash deal for approximately $3.5 billion.
    • Morgan Stanley, as financial advisor to Veoneer, in its sale to Magna, later terminated, and in its subsequent sale to SSW Partners.
    • Centerview, as financial advisor to R.R. Donnelly, a leading global provider of multichannel business communications services and marketing solutions, in its $2.1 billion sale to Atlas.
    • Evercore and Guggenheim Securities as financial advisors to Arena, a clinical stage pharmaceuticals company, in its sale to Pfizer for a total equity value of approximately $6.7 billion.
    • Morgan Stanley and Evercore as placement agents in a $150 million PIPE transaction in connection with the merger of Innovid and Ion.
    • Deutsche Bank Securities, as financial advisor to Trinseo, in the $491 million sale of Trinseo’s synthetic rubber business to Synthos.
    • J.P. Morgan Securities, as financial advisor to PPD, in PPD's sale to Thermo Fisher for $17.4 billion in cash plus $3.5 billion of net debt.
    • Deutsche Bank Securities, as financial advisor to Bally’s, in Bally’s combination with Gamesys.
    • Perella Weinberg, as financial advisor to HealthEquity, in HealthEquity’s acquisition of Further for $500 million.
    • J.P. Morgan Securities, as financial advisor to Magnachip, in Magnachip’s $1.4 billion take private transaction with Wise Road.
    • J.P. Morgan Securities, as financial advisor to Citrix, in Citrix's $2.25 billion acquisition of Wrike.
    • J.P. Morgan Securities, as financial advisor to AmerisourceBergen, in AmerisourceBergen’s acquisition of Alliance Healthcare from Walgreens Boots Alliance for approximately $6.5 billion in cash and stock.
    • 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.
    • Deutsche Bank Securities, as financial advisor to Front Yard, in the $2.4 billion sale of Front Yard to Pretium and Ares Management.
    • Deutsche Bank Securities, as financial advisor to Caesars Entertainment Inc., in its £2.9 billion acquisition of William Hill PLC.
    • J.P. Morgan Securities, as financial advisor to LogMeIn, in the $4.3 billion acquisition of LogMeln by Francisco Partners and Elliott Management.
    • Morgan Stanley and Greenhill Partners, as financial advisors to International Flavors and Fragrances, in its $45 billion Reverse Morris Trust merger with the nutrition and biosciences unit of DuPont de Nemours.
    • J.P. Morgan Securities, as financial advisor to The Medicines Co., in the $9.7 billion acquisition of The Medicines Co. by Novartis AG.
    • Guggenheim Securities, as financial advisor to Menlo, in Menlo’s merger with Foamix.
    • J.P. Morgan Securities, as financial advisor to Salesforce, in Salesforce's $1.4 billion acquisition of ClickSoftware.
    • J.P. Morgan Securities, as financial advisor to Allergan, in the sale of Allergan to AbbVie for $63 billion in cash and stock.
    • Guggenheim Securities and Morgan Stanley, as financial advisors to Pfizer, in its $11.4 billion acquisition of Array Biopharma.
    • Credit Suisse, as financial advisor to JACK Entertainment, in the $780 million sale of JACK Cincinnati Casino and Turfway Park to Hard Rock International and VICI Properties.
    • Deutsche Bank Securities, as financial advisor to Eli Lilly, in Eli Lilly's $8 billion acquisition of Loxo Oncology.
    • J.P. Morgan Securities, as financial advisor to CommScope, in CommScope's $7.4 billion acquisition of ARRIS.
    • J.P. Morgan Securities, as financial advisor to Leggett & Platt, in Leggett & Platt's $1.25 billion acquisition of Elite Comfort Solutions.
    • Guggenheim Securities and Morgan Stanley, as financial advisors to Red Hat, in its $34 billion sale to IBM.
    • Guggenheim Securities, as financial advisor to Corium International, a commercial-stage biopharmaceutical company, in Corium’s $504 million sale to Gurnet Point Capital.
    • J.P. Morgan Securities, as financial advisor to FS Investment Corporation, in FS Investment Corporation's $8 billion merger with Corporate Capital Trust.
    • Evercore and J.P. Morgan Securities, as financial advisors to Akebia Therapeutics, in its $1.3 billion merger with Keryx Biopharmaceuticals.
    • Evercore, as financial advisor to CSRA, in the $9.6 billion sale of CSRA to General Dynamics.
    • Guggenheim Securities and J.P. Morgan Securities, as financial advisors to Bioverativ, a global biopharmaceutical company, in Bioverativ’s $11.6 billion sale to Sanofi.
    • Deutsche Bank Securities, as financial advisor to Mallinckrodt, in Mallinckrodt's $1.2 billion acquisition of Sucampo Pharmaceuticals.
    • Deutsche Bank Securities, as financial advisor to Halyard Health, in the $710 million sale of Halyard’s surgical and infection prevention business to Owens & Minor.
    • Morgan Stanley, as financial advisor to Assurant, in Assurant's $2.5 billion acquisition of The Warranty Group.
    • Deutsche Bank Securities, as financial advisor to Invitation Homes, in Invitation Homes's $20 billion merger with Starwood Waypoint Homes.
    • Evercore, as financial advisor to the Special Committee of Fortress Investment Group, in Fortress Investment’s $3.3 billion acquisition by SoftBank.
    • PJT Partners, as financial advisor to WestRock, in WestRock's $2.28 billion acquisition of Multi Packaging Solutions.
    • J.P. Morgan Securities, as financial advisor to Surgical Care Affiliates, a leading ambulatory surgery center and surgical hospital provider, in the $2.3 billion combination of Surgical Care Affiliates with Optum, a leading health services company and part of UnitedHealth Group.
    • Morgan Stanley, as financial advisor to Consolidated Communications Holdings, in Consolidated Communications Holdings's $1.5 billion acquisition of FairPoint Communications, a business and broadband communications provider.
    • Morgan Stanley, as financial advisor to Chemtura Corporation, a global manufacturer and marketer of specialty chemicals, in the $2.5 billion acquisition of Chemtura Corporation by Lanxess AG.
    • Deutsche Bank Securities, as financial advisor to the Special Committee of Affinity Gaming, in the $580 million acquisition of Affinity Gaming by Z Capital Partners.
    • J.P. Morgan Securities, as financial advisor to CIFC, a U.S. private debt investment manager, in the acquisition of CIFC by F.A.B. Partners.
    • J.P. Morgan Securities and Morgan Stanley, as financial advisors to American International Group, in its $3.4 billion sale of United Guaranty Corporation, the leading private mortgage insurance company in the United States, to Arch Capital Group.
    • J.P. Morgan Securities, as financial advisor to Walmart, in Walmart's $3.3 billion acquisition of Jet.com.
    • Evercore, as financial advisor to Resource America, in the $207 million sale of Resource America to C-III Capital Partners, a commercial real estate services company.
    • 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 Markit, in Markit's merger with IHS, valued at more than $13 billion.
    • Evercore, as financial advisor to DuPont, in DuPont's $130 billion merger with The Dow Chemical Company.
    • Deutsche Bank Securities, as financial advisor to Marriott International, in Marriott International's $12.2 billion acquisition of Starwood Hotels and Resorts Worldwide.
    • J.P. Morgan Securities, as financial advisor to AMD, in the $436 million joint venture of AMD with Nantong Fujitsu Microelectronics.
    • Evercore, as financial advisor to Wausau Paper, in the $513 million sale of Wausau Paper to SCA
    • Morgan Stanley, as financial advisor to Symetra Financial Corp, in the $3.8 billion sale of Symetra Financial Corp to Sumitomo Life.
    • Evercore, as financial advisor to Integro, in the sale of Integro to Odyssey Investment Partners.
    • J.P. Morgan Securities, as financial advisor to White Mountains Insurance Group, in White Mountains Insurance Group's sale of Sirius International Insurance Group to CM International Holding PTE, the Singapore-based investment arm of China Minsheng Investment Corp.
    • J.P. Morgan Securities, as financial advisor to Allergan, in Allergan's $40.5 billion sale of a generics unit to Teva Pharmaceutical Industries.
    • Perella Weinberg Partners, as a financial advisor to Willis Group, in Willis Group's $18 billion merger with Towers Watson.
    • Evercore, as financial advisor to Tokio Marine, in Tokio Marine's $7.5 billion acquisition of HCC Insurance.
    • J.P. Morgan Securities, as financial advisor to OmniVision Technologies, in the $1.9 billion sale of OmniVision Technologies to a consortium composed of Hua Capital Management, CITIC Capital, and GoldStone Investment.
    • Sandler O'Neill, as financial advisor to Palmetto Bancshares, in the sale of Palmetto Bancshares to United Community Banks.
    • Morgan Stanley, as financial advisor to Pan-American Life Mutual Holding Company, in Pan-American Life Mutual Holding Company's merger with Mutual Trust Holding Company.
    • Morgan Stanley, as financial advisor to Endurance Specialty Holdings Ltd, in Endurance Specialty Holdings Ltd's $1.83 billion acquisition of Montpelier Re Holdings Ltd.
    • J.P. Morgan Securities, as financial advisor to Salix Pharmaceuticals, in the $15.8 billion sale of Salix Pharmaceuticals to Valeant Pharmaceuticals.
    • Deutsche Bank Securities as financial adviser to NASDAQ-listed TriMas Corporation in TriMas’s $360 million acquisition of Allfast Fastening Systems.
    • Morgan Stanley, as financial advisor to NASDAQ-listed life science and technology company Sigma-Aldrich, in the $17 billion acquisition of Sigma-Aldrich by Merck KGaA.
    • J.P. Morgan Securities, as financial advisor to NASDAQ-listed TTM Technologies, in TTM’s $927 million acquisition of Viasystems.
    • Morgan Stanley and Zaoui & Co., as financial advisors to NYSE-listed oil-equipment maker Dresser-Rand Group, in the $7.6 billion acquisition of Dresser-Rand by Siemens.
    • Lazard, as financial advisor to AT&T, in AT&T's $67 billion acquisition of DIRECTV.
    • Evercore, as financial adviser to ICG Group, in the $375 million sale of Procurian to Accenture.
    • Sandler O'Neill, as financial adviser to Ally Bank, in Ally Bank’s $280 million sale of a portfolio of mortgage servicing rights to Quicken Loans.
    • Sandler O'Neill, as financial adviser to Ally Bank, in its $585 million sale of a portfolio of mortgage servicing rights to Ocwen Financial Corp.
    • Stone Key, as financial advisors to the Board of Directors of GeoEye, in its merger with DigitalGlobe.
    • J.P Morgan Securities, as financial advisor to Yard House Restaurants, relating to a sale.
    • Deutsche Bank Securities, as financial advisor to W.P. Carey, a public REIT, in the sale of W.P. Carey to its management company.
    • Evercore, as financial advisor to BlackRock, in BlackRock's acquisition of Claymore Investments, a Canadian ETF sponsor.
    • Rothschild, as financial advisor to Bitstream, a publicly traded target company.
    • Deutsche Bank Securities, as financial advisor to Sonesta International Hotels.
    • Bank of America Merrill Lynch, as financial advisor to Nationwide Financial, in Nationwide Financial’s $760 million merger with Harleysville Mutual.
    • J.P. Morgan Securities, as financial advisor to CoStar Group, in CoStar Group's $860 million acquisition of LoopNet, an online commercial real estate marketplace.
    • Evercore, as financial advisor to optionsXpress Holdings, in the $1 billion sale of optionsXpress Holdings to Charles Schwab.
    • Deutsche Bank Securities, as financial advisor to the Special Committee of CPA®:14, a REIT managed by W. P. Carey, in CPA®:14's merger with CPA®:16 - Global, a sister REIT managed by W. P. Carey.
    • Macquarie Capital, as financial advisor to Erie Indemnity Company, in Erie Indemnity Company's sale of three wholly owned property and casualty subsidiaries and shares of Erie Family Life Insurance to the Erie Insurance Exchange.
    • Royal Bank of Canada, as financial advisor to First Ipswich Bancorp, in the sale of First Ipswich Bancorp to Brookline Bancorp.
    • Miller Buckfire, as financial advisor to ITC^DeltaCo, in ITC^DeltaCo's $516 million sale to EarthLink.
    • Stone Key Partners, as financial advisor to L-1 Identity Solutions, in L-1's $1.19 billion sale to Safran SA.
    • Stone Key Partners, as financial advisor to ICx Technologies, in ICx's sale to Flir Systems.
    • J.P Morgan Securities, as financial advisor to Corn Products International, in Corn Products International's $1.3 billion acquisition of National Starch from AkzoNobel.
    • Lazard Freres & Co., as financial advisor to Qwest Communications, in Qwest's $22.4 billion sale to CenturyLink.