Experience

• Clean Tech | Renewable Energy

• • Ariel Emanuel, CEO of Endeavor, in Endeavor’s $13 billion take-private sale to Silver Lake.
  • The Special Committee of SiriusXM in its agreement to combine SiriusXM with Liberty Media’s Liberty SiriusXM tracking stock group to create New SiriusXM, a new public company.
  • Rithm in its acquisition of Sculptor Capital Management, a multi-strategy hedge fund manager, in a transaction valued at approximately $639 million.
  • 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.
  • Dover Corporation, a diversified global manufacturer and global services provider, in its $631 million acquisition of Engineered Controls International.
  • Deutsche Bank, as financial advisor to Bottomline Technologies, a financial technology provider, in its sale to Thoma Bravo, valued at approximately $2.6 billion.
  • 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.
  • Covéa in its $9 billion acquisition of Partner Re, the largest deal in the insurance sector in 2021.
  • Sun Life in its $2.475 billion acquisition of DentaQuest.
  • Jackson and Prudential plc in the separation of Jackson through a demerger, in a transaction valued at approximately $2.5 billion and that establishes Jackson as an independent, publicly-traded company.
  • Pactiv Evergreen in its $380 million acquisition of Fabri-Kal, a U.S. manufacturer of foodservice and custom thermoformed plastic packaging solutions.
  • 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.
  • Morgan Stanley, as financial advisor to Veoneer, in its sale to Magna, later terminated, and in its subsequent sale to SSW Partners.
  • 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.
  • 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.
  • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
  • Aflac in its $2.1 billion strategic partnership with Denham Capital to accelerate Denham’s sustainable infrastructure platform.
  • Parnassus, the largest ESG-dedicated fund manager in the U.S., in its sale of a majority equity interest to AMG.
  • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
  • Citizens Financial in its acquisition of 80 East Coast branches and the national online deposit business from HSBC Bank USA, N.A.
  • AIA in its $1.86 billion equity investment in China Post Life.
  • Discovery, Inc. in the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
  • Deutsche Bank Securities, as financial advisor to Bally’s, in Bally’s combination with Gamesys.
  • 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 Front Yard, in the $2.4 billion sale of Front Yard to Pretium and Ares Management.
  • Verizon in its $6.25 billion acquisition of Tracfone, the largest reseller of wireless services in the U.S.
  • Gogo, the leading inflight Internet company, in the successful sale of its commercial aviation business to Intelsat, which was in Chapter 11 at the time of the transaction, for $400 million.
  • Third Point Re in its $788 million merger with Sirius Group.
  • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
  • The Special Committee of Liberty Broadband in Liberty Broadband’s $10.59 billion acquisition of GCI Liberty.
  • Global Atlantic, a retirement and life insurance company with $70 billion in investable assets, in its $4.4 billion sale to KKR.
  • Pantheon in its equity investment as part of the proposed £2 billion takeover by KKR of John Laing Group plc.
  • Verizon in its acquisition of BlueJeans, a market-leading cloud-based video conferencing and event platform.
  • Clayton, Dubilier & Rice in its $250 million convertible preferred equity investment in Covetrus, a global leader in animal-health technology and services.
  • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
  • Prudential Financial in its $1.9 billion sale of Prudential Life Insurance of Korea to KB Financial Group.
  • International Paper in the sale of its Brazilian corrugated packaging business to Klabin.
  • Blackstone in its $2.7 billion sale of F&G to Fidelity National Financial.
  • Roadrunner Transportation in the sale of its Prime Distribution Services business to C.H. Robinson.
  • Allergan in its sale of Brazikumab to AstraZeneca and Zenpep to Nestle.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • 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.
  • 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.
  • Morgan Stanley, as financial advisor to Cincinnati Bell, in the $2.75 billion acquisition of Cincinnati Bell by Brookfield. (Terminated)
  • Carlyle in its investment in American Express Global Business Travel. (Terminated)
  • New York Life in its $6.3 billion acquisition of Cigna’s Group Life and Disability Insurance business.
  • Guggenheim Securities, as financial advisor to Menlo, in Menlo’s merger with Foamix.
  • J.P. Morgan Securities, as financial advisor to The Medicines Co., in the $9.7 billion acquisition of The Medicines Co. by Novartis AG.
  • Sonos in its acquisition of Snips, an artificial intelligence voice platform.
  • 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.
  • InterXion in its combination with Digital Realty, valuing InterXion at $8.4 billion.
  • Lovell Minnick in its take-private deal for Charles Taylor, a leading provider of professional services to the global insurance market.
  • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
  • Clayton, Dubilier & Rice and BrandSafway in the $6.2 billion sale of BrandSafway to Brookfield Business Partners L.P. and CD&R Fund X.
  • Chubb in the acquisition of Banchile Seguros de Vida and Segchile Seguros Generales from a subsidiary of Quiñenco S.A. and other minority investors.
  • Amazon as strategic partner to Yankee Global Enterprises in the acquisition of the YES Network from The Walt Disney Company at a total enterprise value of $3.47 billion.
  • Syncora Holdings in its $429 million sale of Syncora Guarantee, a wholly owned subsidiary, to Star Insurance Holdings, an entity organized by GoldenTree Asset Management LP.
  • Pernod Ricard in its $223 million acquisition of Castle Brands.
  • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
  • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
  • Guggenheim Securities and Morgan Stanley, as financial advisors to Pfizer, in its $11.4 billion acquisition of Array Biopharma.
  • J.P. Morgan Securities, as financial advisor to Allergan, in the sale of Allergan to AbbVie for $63 billion in cash and stock.
  • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
  • AmTrust Financial Services in the sale of its domestic and international surety and credit reinsurance operations to Liberty Mutual.
  • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
  • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
  • Schneider Electric in the formation of AlphaStruxure, a joint venture with Carlyle to develop energy management and automation solutions for critical transportation and infrastructure projects.
  • Elliott Management in a $450 million equity rights offering of Roadrunner Transportation Systems, resulting in Elliott acquiring 90% of Roadrunner.
  • Citizens Financial in its agreement to purchase certain assets of Bowstring Advisors, an Atlanta-based M&A advisory firm.
  • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
  • Deutsche Bank Securities, as financial advisor to Eli Lilly, in Eli Lilly's $8 billion acquisition of Loxo Oncology.
  • Japan Post Holdings in its purchase of a strategic stake of approximately 7% of outstanding common shares of Aflac.
  • 4Refuel and its equityholders, including Kelso & Company and Penske Truck Leasing, in the sale of 4Refuel, the leading mobile on-site refueling company in Canada, to Finning International.
  • Tribune Media Company in its $7.2 billion sale to Nexstar Media.
  • International Paper in the $1.8 billion combination of its North America Consumer Packaging business with Graphic Packaging.
  • Morgan Stanley, as financial advisor to Assurant, in Assurant's $2.5 billion acquisition of The Warranty Group.
  • RWL Water in the merger by acquisition of Emefcy Group and RWL Water.
  • Elliott Management in its $540 million redeemable preferred stock investment in Roadrunner Transportation Systems, a leading asset-right transportation and asset-light logistics service provider.
  • 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.
  • HCA Healthcare in its $1.5 billion acquisition of Mission Health, a nonprofit North Carolina health system.
  • Carlyle in its strategic partnership with AIG to position DSA Re as a platform to provide solutions for insurance liabilities globally.
  • Johnson & Johnson in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
  • J.P. Morgan Securities, as financial advisor to FS Investment Corporation, in FS Investment Corporation's $8 billion merger with Corporate Capital Trust.
  • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
  • Citizens Financial in its acquisition of Franklin American Mortgage.
  • Evercore and J.P. Morgan Securities, as financial advisors to Akebia Therapeutics, in its $1.3 billion merger with Keryx Biopharmaceuticals.
  • Johnson & Johnson in its sale of Nizoral’s EMEA rights to STADA Arzneimittel AG; LATAM rights to Kramer Laboratories; and APAC rights to Alliance Pharmaceuticals Limited.
  • MegaFon in its transaction with VimpelCom to discontinue their Euroset joint venture resulting in MegaFon taking control of over 100% of Euroset.
  • Ambac Assurance Corporation, a Wisconsin domiciled insurance company, in a holistic restructuring transaction that involved three exchange offers of existing debt securities and other payment obligations for approximately $2.2 billion of newly issued debt securities, as well as a new-money financing collateralized by the future proceeds of certain litigation claims against RMBS originators.
  • AIA in its cornerstone investment in a Chinese healthcare online start-up, WeDoctor, and related preferred distribution arrangements.
  • Ambev S.A. in the acquisition of a 30% interest in Cervecería Nacional Dominicana (CND), the leading beer company in the Caribbean, and the restructuring of its joint venture with E. León Jimenes, in a transaction valued at $926.5 million.
  • Time Inc. in its $2.8 billion sale to Meredith.
  • 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.
  • Clayton, Dubilier & Rice in its $500 million preferred stock investment in Beacon Roofing Supply’s $2.625 billion acquisition of Allied Building Products.
  • Access Industries as a lead consortium investor in the $5.6 billion acquisition of Calpine.
  • Discovery, Inc. in its $14.6 billion acquisition of Scripps Networks Interactive.
  • Clayton, Dubilier & Rice in its $2.5 billion acquisition of HD Supply’s Waterworks Division, the largest distributor of waterworks products in the United States.
  • Tribune Media Company in its $6.6 billion sale, later terminated, to Sinclair Broadcast Group.
  • J.P. Morgan Securities, as financial advisor to Akorn, in the $4.3 billion sale of Akorn to Fresenius Kabi. (Terminated)
  • Evercore, as financial advisor to the Special Committee of Fortress Investment Group, in Fortress Investment’s $3.3 billion acquisition by SoftBank.
  • 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.
  • 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.
  • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
  • 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.
  • Tribune Media Company in the $560 million sale of Gracenote, a leading entertainment data provider, to the Nielsen Company.
  • Envision Healthcare in its $15 billion merger with AMSURG, creating one of the largest U.S. providers of specialty physicians and hospital-related services.
  • Verizon Communications in its $1.8 billion acquisition of XO Communications’ fiber-optic network business.
  • Evercore, as financial advisor to DuPont, in DuPont's $130 billion merger with The Dow Chemical Company.
  • 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.
  • Sukhoi Civil Aircraft Company as seller in the purchase and leasing of three Sukhoi SuperJet 100 aircraft to Lao Central Airlines Public Company, with a financing provided by a major Russian bank.
  • A major accounting firm in a Public Company Accounting Oversight Board inquiry.
  • An investor in the $113 million taking private of a pre-clinical trial company.
  • A consortium led by Salford Capital Partners in the acquisition of Metromedia International Group.
  • RHJ International, a Belgian public company, in its acquisition of JL French Corporation, an automotive dye casting manufacturer, through a pre packaged Chapter 11 proceeding.
  • Alliance Laundry in the financing for its $75 million acquisition of a division of Laundry System Group NV, a Belgian public company.
  • Norilsk Nickel, one of the world’s premier metals and mining operations, in the spin-off of its gold assets and the creation of Polyus Gold, a major international gold company with a market capitalization in excess of $9 billion.
  • Bank of China in due diligence of its Russian brand and its compliance with Russian laws and banking regulations in connection with its conversion from a state-owned entity to a joint stock company as the first step in becoming a public company.
  • Univar in its $885 million initial public offering and concurrent private placement of $350 million of shares to Temasek and the additional purchase of 5 million shares of Univar common stock from selling stockholders by Temasek.
  • Independent Committee of the Board of Directors of Martha Stewart Living Omnimedia in its $365 million sale to Sequential Brands.