Public Companies

Experience

  • Clean Tech | Renewable Energy
    • Tractor Supply Company in its acquisition of Allivet, an online pet pharmacy.
    • Verizon in its $1 billion cash acquisition of wireless spectrum licenses in the cellular band, as well as select licenses for spectrum in the AWS and PCS bands, from United States Cellular Corporation and certain of USCC’s subsidiaries.
    • Everest Group in its strategic agreement for Ryan Specialty to acquire certain assets of Everest’s EverSports and Entertainment Insurance business, an MGU serving customers in the Sports, Leisure, and Entertainment market.
    • BTG Pactual in its acquisition of Greytown Advisors, a multifamily office located in Miami.
    • Deutsche Bank, as financial advisor to Methanex, a supplier of methanol, in its $2 billion acquisition of OCI Global’s international methanol business.
    • Verizon in its $20 billion acquisition of Frontier, the largest pure-play fiber internet provider in the U.S.
    • Prudential Financial in the $11 billion reinsurance transaction of a portion of its guaranteed universal life block with Wilton Re, a provider of In Force and reinsurance solutions.
    • Dover Corporation in its $395 million acquisition of Marshall Excelsior, a provider of mission-critical cryogenic and flow control components.
    • Hamilton Lane in the acquisition of a significant equity interest in Cosette Pharmaceuticals from Avista and its co-investors through funds managed by Hamilton Lane.
    • Pactiv Evergreen in the sale of its Pine Bluff, Arkansas, paper mill and Waynesville, North Carolina, extrusion facility, to Suzano.
    • Moelis, as financial advisor to Argus, an insurance, medical practices and financial services organization, in its amalgamation with BF&M Limited, the holding company of the BF&M group of companies.
    • Julian Dunkerton, CEO and Co-Founder of Superdry, in the restructuring of the company, delisting from the London Stock Exchange, and subscription for newly-issued shares taking his shareholding to more than 75% of the company’s shares.
    • Perenco in an approximately $250 million investment in Golar LNG by its investment affiliate Naria Inc.
    • White Cap, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Dayton Superior, a provider of highly engineered accessories, chemicals and forming solutions within the concrete construction industry.
    • BTG Pactual in its minority investment, alongside other investors, in Pershing Square, a newly formed limited partnership that owns 100% of Pershing Square Capital Management, in a transaction valued at $1.05 billion.
    • Ambac in the $420 million sale of its legacy financial guarantee businesses, Ambac Assurance Corporation and Ambac UK, to funds managed by Oaktree Capital Management.
    • Ambac in its acquisition of a majority stake in Beat Capital Partners in a transaction valued at approximately $282 million.
    • Qatalyst Partners, as financial advisor to Matterport, a spatial data company, in the sale of Matterport to CoStar Group.
    • 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 Veoneer’s sale to Magna, later terminated, and in Veoneer’s 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 Global Investments in its $2.1 billion strategic partnership with Denham Capital to accelerate Denham’s sustainable infrastructure platform.icon-alt
    • 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.
    • 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.
    • Morgan Stanley and Greenhill Partners, as financial advisors to International Flavors and Fragrances, in International Flavors and Fragrances’s $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 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 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 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 Akebia Therapeutics’s $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.icon-alt
    • 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 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.