Private Equity

Experience

  • Clean Tech | Renewable Energy
  • Business Services

    • Clayton, Dubilier & Rice, as existing minority shareholder in SOCOTEC, in the acquisition of a minority stake in SOCOTEC by Mubadala Investment Company and Bpifrance.
    • Morgan Stanley Capital Partners in its acquisition of Allstar Services and RowCal.
    • Kelso & Company in its investment in Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services.
    • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory services.
    • Clayton, Dubilier & Rice in its acquisition of PwC’s Global Mobility Tax and Immigration Services practice, the global leader in employee tax, immigration, business travel, cross-border managed services, and payroll solutions to multinational organizations and their employees.
    • 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.
    • Atlas Merchant Capital in its investment in and strategic partnership with MarshBerry, a boutique investment banking and consulting firm.
    • Kelso & Company in its acquisition of a majority interest in ReSource Pro, a market leader in business process solutions for the P&C insurance industry.
    • Morgan Stanley Capital Partners in the sale of 24 Seven, a leading provider of digital marketing and creative staffing solutions, to a single asset GP-led continuation fund vehicle managed by an affiliate of MSCP.
    • H.I.G. Capital, a leading global alternative investment firm with over $45 billion of equity capital under management, in its acquisition of a majority stake in Grupo Ransa, a leading third party logistics operator in the Andean Region and Central America.
    • Clayton, Dubilier & Rice and Capco in the $1.45 billion sale of Capco to Wipro.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
    • Link Fund Solutions as authorised corporate director of the LF Equity Income Fund in the £224 million sale of shares in 19 public and private life sciences companies to Acacia Research Corporation by the LF Equity Income Fund.
    • Elliott Management in the restructuring and recapitalization of Acosta and related equity and stockholder arrangements.
    • Freeman & Co., an independent M&A advisory firm focused on the financial services industry, in its sale to Houlihan Lokey.
    • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
    • Morgan Stanley Private Equity in its sale of CoAdvantage to Aquiline Capital.
    • The We Company in the combination of WeWork Property Advisors, an investment advisor affiliated with The We Company and Rhône Group, and ARK to create a global real estate acquisition and management platform.
    • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
    • Brookfield Business Partners and its institutional partners in their acquisition of Ouro Verde, a leading Brazilian fleet management company.
    • DBAY Advisors in the structuring and funding elements of its acquisition of Harvey Nash Group.
    • CoAdvantage, a Morgan Stanley Private Equity portfolio company, in its acquisition of Progressive Employer Management Company.
    • Apex Fund Services in its sale to Genstar Capital, a leading middle-market private equity firm.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Hojeij Branded Foods, a Morgan Stanley Private Equity portfolio company, in its acquisition of Taste, owner and operator of the Vino Volo airport wine restaurant and retail chain.
    • Kelso & Company in its investment in Oasis Outsourcing, the nation's largest privately held professional employer organization.
    • 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.
    • Capital Group Private Markets, part of Capital Group, in its acquisition of a 35% interest in Tsebo, the leading Pan-African facilities services company.
  • Consumer/Retail

    • Baring Vostok Capital Partners in the sale of its stake in Ozon, Russia’s leading e-commerce platform, and other Russian assets held by the private equity firm.
    • Core & Main and Clayton, Dubilier & Rice in its $1 billion secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in its $936 million secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in its $791 million secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in an $817 million secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in a $667 million secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in a $536 million secondary public offering of Core & Main class A common stock and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Core & Main and Clayton, Dubilier & Rice in a $443 million secondary public offering and concurrent purchase and redemption of Core & Main class A common stock and partnership interests of Core & Main Holdings, LP.
    • Development Partners International in the formation of a co-investment fund as part of an equity investment by ADP Fund III in Kazyon Limited, the UK parent of the largest discount retailer in Egypt “Kazyon”.
    • Inovar Packaging Group in its acquisition of Cimarron Label and Western Printing, a label printing provider.
    • Morgan Stanley Capital Partners in its acquisition of Fairway Lawns, a residential lawncare services provider.
    • S&S Activewear, a leading American imprintable apparel wholesale company and Clayton, Dubilier & Rice portfolio company, in its acquisition of TSF Sportswear, a multi-line wholesaler.
    • Elbrus Capital in its investment in VseInstrumenti.ru, the largest online retailer of DIY goods in Russia.
    • Clayton, Dubilier & Rice in its sale of a minority stake in Belron to Hellman & Friedman, BlackRock and GIC, which valued the company at €21 billion.
    • S&S Activewear in its acquisition of TSC Apparel, a leading national distributor of blank apparel and accessories.
    • Clayton, Dubilier & Rice in its $6 billion acquisition and subsequent combination of Fort Dearborn and Multi-Color Corporation, to create the world's largest label solutions company.
    • Renfro Corporation, a leader in the design, manufacture, marketing and merchandising of legwear products, in exploring and implementing various balance sheet alternatives to address high leverage and liquidity impacts in light of COVID-19, including the closing of an incremental liquidity facility and material debt covenant amendments from existing ABL and term loan lenders.
    • Renfro Corporation, a leader in the design, manufacture, marketing and merchandising of legwear products, in its sale to The Renco Group.
    • Morgan Stanley Capital Partners in its acquisition of Sila, a heating and air company that offers HVAC, plumbing, indoor air quality, and home automation systems in the Northeastern and Mid-Atlantic United States.
    • Clayton, Dubilier & Rice in its acquisition of S&S Activewear, a leading North American distributor of imprintable apparel and accessories.
    • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
    • Clayton, Dubilier & Rice in its acquisition of Radio Systems Corporation, a market-leading provider of innovative pet product solutions.
    • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
    • Morgan Stanley Private Equity in its acquisition of Impact Fitness, a franchisee of Planet Fitness and formerly a Bain Capital portfolio company.
    • Manna Pro, a manufacturer and marketer of pet care and nutrition products and a Morgan Stanley Capital Partners portfolio company, in its acquisition of Hero Pet Brands.
    • Elliott Management in the recapitalization of Affinion Group Holdings and related equity and stockholder arrangements.
    • Clayton, Dubilier & Rice and its portfolio company, TruGreen, in TruGreen’s debt recapitalization and acquisition of the interest held by The Scotts Miracle-Gro Company in TruGreen.
    • J.P. Morgan Securities, as financial advisor to Leggett & Platt, in Leggett & Platt's $1.25 billion acquisition of Elite Comfort Solutions.
    • Unicharm, a publicly listed company in Japan, in its acquisition of DSG International, a publicly listed company in Thailand.
    • 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.
    • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
    • Clayton, Dubilier & Rice in its acquisition of a 40% ownership interest in Belron, which valued the company at €3 billion.
    • Clayton, Dubilier & Rice in its acquisition of SunSource, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • 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.
  • Financial Services/Insurance

    • MetLife Investment Management in a $1.2 billion managed secondary transaction, including a $975 million portfolio disposition of MetLife affiliate assets to its newly raised fund, MetLife Investment Private Equity Partners II.
    • 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.
    • Clayton, Dubilier & Rice in its acquisition, together with Stone Point Capital, of Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, at an enterprise value of $15.5 billion.
    • Banner Ridge Partners in Investcorp’s Strategic Capital Group growth investment in Banner Ridge.
    • New York Life Investments in its strategic partnership with Bow River Advisers, a subsidiary of Bow River Capital.
    • Global Atlantic, a retirement and life insurance company, in the $2.7 billion sale of its remaining 37% stake to KKR, increasing KKR’s ownership to 100%.
    • Rithm in its acquisition of Sculptor Capital Management, a multi-strategy hedge fund manager, in a transaction valued at approximately $639 million.
    • Kelso & Company in its investment in Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services.
    • Prosperity Life Group, an innovative insurance, reinsurance, and asset management company, in its acquisition of National Western in a transaction valued at approximately $1.9 billion.
    • Brookfield Reinsurance in its acquisition of American Equity Investment Life Holding Company in a transaction valued at approximately $4.3 billion.
    • KKR and Global Atlantic, a retirement and life insurance company, in their strategic partnership with Japan Post Insurance.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its $10 billion block reinsurance transaction with Prudential.
    • Fortitude Re, a Carlyle portfolio company, in its $28 billion reinsurance transaction with Lincoln Financial Group.
    • Prudential Financial in the acquisition of a majority interest in Deerpath Capital Management and its associated affiliates by PGIM, the $1.2 trillion global investment management business of Prudential.
    • Brookfield Reinsurance in its acquisition of Argo in a transaction valued at approximately $1.1 billion.
    • Tristan Capital, the pan-European real estate investment manager, in its sale of a 31% interest in Tristan to Candriam, a New York Life affiliate, taking Candriam’s total stake in Tristan to 80%.
    • Wilton Re, a majority-owned reinsurance company of CPP Investments, in its sale of Ivari, a Toronto-based life insurance company, to Sagicor Financial Company.
    • Clayton, Dubilier & Rice in its acquisition of a 60% interest in Humana’s Kindred at Home Hospice and Personal Care divisions, valued at $3.4 billion.
    • Sun Life in its $2.475 billion acquisition of DentaQuest.
    • Fortitude Re, a Carlyle portfolio company, in its acquisition of a $31 billion block of legacy variable annuities from Prudential Financial for a total transaction value of $2.2 billion.
    • 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.
    • Oaktree Capital Management, a leader among global investment managers specializing in alternative investments, in its acquisition of Velocity Risk, a catastrophe-focused property and specialty insurance risks managing general agent.
    • Atlas Merchant Capital in its investment in and strategic partnership with MarshBerry, a boutique investment banking and consulting firm.
    • CPPIB Credit Investments, a wholly-owned subsidiary of Canada Pension Plan Investment Board, and OMERS, the defined benefit pension plan for Ontario’s municipal sector employees, in separate investments totaling $900 million in Odyssey Group, a U.S. based reinsurance and insurance subsidiary of Fairfax.
    • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
    • Perella Weinberg, as financial advisor to HealthEquity, in HealthEquity’s acquisition of Further for $500 million.
    • PGIM in its acquisition of Montana Capital Partners, a European-based private equity secondaries asset manager.
    • TPG, Welsh, Carson, Anderson & Stowe and Kindred at Home in the sale of Kindred at Home to Humana, valuing Kindred at Home at $8.1 billion.
    • Aflac Global Investments in its $2.1 billion strategic partnership with Denham Capital to accelerate Denham’s sustainable infrastructure platform.icon-alt
    • Carlyle in its $2.6 billion sale of MedRisk to CVC Capital Partners.
    • Blackstone as a lead investor in the formation of Hydrogen Health.
    • Cornell Capital and Hudson Structured Capital Management in their acquisition of a majority interest in Vault Insurance.
    • Pantheon in its equity investment as part of the proposed £2 billion takeover by KKR of John Laing Group plc.
    • J.P. Morgan Securities, as financial advisor to Citrix, in Citrix's $2.25 billion acquisition of Wrike.
    • Entities managed by Blackstone in the $2.8 billion acquisition of Allstate Life Insurance Company.
    • Deutsche Bank Securities, as financial advisor to Front Yard, in the $2.4 billion sale of Front Yard to Pretium and Ares Management.
    • Blackstone in its investment in Bright Health as part of a $500 million Series E financing round.
    • Blackstone in its acquisition of HealthEdge, a leading technology business that delivers next generation Core Administrative Processing Systems (CAPS) solutions to healthcare businesses.
    • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • Freeman & Co., an independent M&A advisory firm focused on the financial services industry, in its sale to Houlihan Lokey.
    • AmTrust Financial Services in the merging of its Lloyd’s business with Canopius. The transaction will create a top-five insurer at Lloyd’s with combined premiums of approximately $2.2 billion.
    • Mitsui USA in its acquisition of a non-controlling interest in Capitala, a private equity and credit manager, and the formation of a strategic partnership between the two firms.
    • Centerbridge Partners in its investment in GoHealth.
    • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
    • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Krauter & Company, a leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide.
    • Atlas Merchant Capital in its investment in Ascensus, the largest U.S. independent recordkeeping services provider, third-party administrator and government savings facilitator.
    • J.P. Morgan Securities, as financial advisor to Leggett & Platt, in Leggett & Platt's $1.25 billion acquisition of Elite Comfort Solutions.
    • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
    • CoAdvantage, a Morgan Stanley Private Equity portfolio company, in its acquisition of Progressive Employer Management Company.
    • Four Italian private equity firms in the sale of Dynamic Technologies, a global designer and manufacturer of automotive fluid-handling systems and precision aluminum parts.
    • 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.
    • Knighthead Capital Management in its formation and capitalization of Knighthead Holdings Ltd., a Cayman Islands-based annuity provider.
    • 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.
    • Altegrity and Providence Equity Partners in their $1.13 billion acquisition of Kroll from Marsh & McLennan.
  • Healthcare & Life Sciences

    • Valenz Health, a Kelso & Company portfolio company and platform of integrated cost containment and payment integrity solutions, in its acquisition of Healthcare Bluebook, a healthcare cost and quality navigation platform.
    • Gentiva, a Clayton, Dubilier & Rice portfolio company, in the sale of its personal care operations to Addus in a transaction valued at approximately $350 million.
    • Clayton, Dubilier & Rice in its strategic partnership with Elevance Health, which will bring together certain care delivery and enablement assets of Elevance’s Carelon Health and CD&R portfolio companies, apree health and Millennium Physician Group.
    • The George Robert Rawlings Trust in the sale of the Rawlings Companies to New Mountain Capital Group L.P.
    • Cynosure, a Clayton, Dubilier & Rice portfolio company and provider of medical aesthetic treatment systems, in its strategic combination with Lutronic, a provider of intelligent laser and energy-based systems.
    • The Evercare Group in equity and debt financing aspects of its sale of a majority shareholding in CARE Hospitals to private equity funds managed by Blackstone.
    • Clayton, Dubilier & Rice and Sharp in Sharp’s acquisition of Berkshire Sterile Manufacturing.
    • The Evercare Group, wholly owned by the Evercare Health Fund, in the sale of its majority interest in Nairobi Women’s Hospital to its founder and Group CEO, Dr. Samuel Maina Thenya.
    • TPG Growth in its acquisition of a majority stake in Crowe Healthcare Consulting, establishing it as an independent entity.
    • agilon health and Clayton, Dubilier & Rice in the $2 billion secondary offering and repurchase of shares of agilon health common stock.
    • TPG in its acquisition of a majority interest in OneOncology, a network of leading oncology practices, in a transaction valued at $2.1 billion.
    • Gentiva, a Clayton, Dubilier & Rice portfolio company and leading hospice, palliative, and personal care company, in its acquisition of Heartland hospice and home care.
    • The Evercare Group wholly owned by the Evercare Health Fund, in its sale of a majority shareholding in Metropolitan Hospital Holdings Limited to The Metro Group.
    • Clayton, Dubilier & Rice in its acquisition of a 60% interest in Humana’s Kindred at Home Hospice and Personal Care divisions, valued at $3.4 billion.
    • Carlyle in its $2 billion acquisition of Abingworth, a life sciences investment firm.
    • Sun Life in its $2.475 billion acquisition of DentaQuest.
    • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
    • Carlyle in its strategic partnership with Orsini, an independent specialty pharmacy focused on rare diseases, gene therapies and complex conditions.
    • Carestream Dental, a Clayton, Dubilier & Rice portfolio company and leading provider of dental technology, in the $600 million carve-out sale of its Scanning Technology business to Envista, a leading global dental products company.
    • Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment, in its acquisition of EaglePicher Medical Power, a medical device manufacturer.
    • Blackstone as lead investor in DNAnexus’ $200 million financing round.
    • A leading global alternative asset firm in its 40% investment in the largest pediatric MSO in the U.S., with an enterprise value of $2.6 billion.
    • Kindred Healthcare, a TPG portfolio company and leading specialty hospital company delivering acute health services, in its sale to LifePoint Health, a leader in the delivery of community-based care.
    • The Evercare Group, wholly owned by the Evercare Health Fund, in its $72 million sale of a 50% shareholding in Islamabad Diagnostic Centre to leading consumer healthcare company Integrated Diagnostics Holdings.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Wellframe, a digital health management company.
    • Perella Weinberg, as financial advisor to HealthEquity, in HealthEquity’s acquisition of Further for $500 million.
    • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
    • A major investor in Envigo, a pharmaceutical and biotechnology research provider, in the sale of Envigo to Inotiv, a drug discovery and development contract research organization, for a total transaction value of approximately $545 million.
    • TPG, Welsh, Carson, Anderson & Stowe and Kindred at Home in the sale of Kindred at Home to Humana, valuing Kindred at Home at $8.1 billion.
    • Carlyle in the $2.5 billion merger of Grand Rounds and Doctor on Demand.
    • Carlyle in its $2.6 billion sale of MedRisk to CVC Capital Partners.
    • Blackstone as a lead investor in the formation of Hydrogen Health.
    • Blackstone in its investment in Ginger, a leader in on-demand behavioral healthcare.
    • Clayton, Dubilier & Rice in its acquisition of Millennium Physician Group, one of the largest independent primary care practices in the country.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Altruista, a care management software company that delivers care management and population health management solutions that support value-based and person-centered care models.
    • Link Fund Solutions as authorised corporate director of the LF Equity Income Fund in the £224 million sale of shares in 19 public and private life sciences companies to Acacia Research Corporation by the LF Equity Income Fund.
    • Kindred Healthcare in the sale of its RehabCare business line, a provider of contract therapy services in 43 states, to Select Rehabilitation, a leading provider of contract rehabilitation services.
    • Carlyle in its $175 million investment in Grand Rounds, a leader in healthcare quality and clinical navigation.
    • TPG in the sale of Adare Pharmaceuticals, a leading specialty contract development and manufacturing organization, to Thomas H. Lee Partners and Frazier Healthcare Partners and the related separation of Adare’s Eosinophilic Esophagitis product into a TPG-backed entity.
    • Blackstone in its investment in Bright Health as part of a $500 million Series E financing round.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of The Burgess Group, an innovative payment integrity software company focused on improving healthcare payment operations through a cloud-based technology platform.
    • Clayton, Dubilier & Rice in its $250 million convertible preferred equity investment in Covetrus, a global leader in animal-health technology and services.
    • NaviHealth, a manager of post-acute healthcare services and a leading value-based care partner to health systems and providers, in its sale to UnitedHealth Group’s Optum unit.
    • Blackstone in its acquisition of HealthEdge, a leading technology business that delivers next generation Core Administrative Processing Systems (CAPS) solutions to healthcare businesses.
    • Morgan Stanley Capital Partners and Pathway Vet Alliance in the $2.7 billion sale of a majority stake in Pathway to TSG Consumer Partners.
    • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
    • Centerbridge Partners in its investment in GoHealth.
    • Manna Pro, a manufacturer and marketer of pet care and nutrition products and a Morgan Stanley Capital Partners portfolio company, in its acquisition of Hero Pet Brands.
  • Industrials

    • 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.
    • Cerberus Capital Management in its $640 million sale of Cyanco to Orica.
    • Artera Services and Clayton, Dubilier & Rice in the $2 billion comprehensive refinancing for Artera.
    • Clayton, Dubilier & Rice in its acquisition of a significant ownership position in Foundation Building Materials, a specialty building products distributor.
    • Clayton, Dubilier & Rice in the secondary public offering and sale of $434 million of Beacon Roofing Supply common stock.
    • Clayton, Dubilier & Rice in the secondary public offering and sale of $399 million of Beacon Roofing Supply common stock.
    • Ara Partners in the closing of over $3 billion in new commitments to Ara Fund III, an industrial decarbonization fund, and dedicated limited partner co-investment vehicles.
    • Hamilton Lane as a co-lead investor in a single-asset secondary transaction completed by Vance Street Capital LLC, to extend Vance Street’s partnership with Jet Parts Engineering.
    • Southern Cross Group in its sale of Esmax, a fuels and lubricants retailer, to Aramco, an integrated energy and chemicals company.
    • Pantheon in its indirect investment in Zenobe Energy Limited, a UK green energy infrastructure firm.
    • Kelso & Company and its portfolio company, BradyIFS, in the merger of BradyIFS and Envoy Solutions, which includes a new strategic and financial partnership with Warburg Pincus and its affiliate funds.
    • Elliott Management in its investment leading Speyside’s single asset continuation fund to support the future growth of its portfolio company Opta.
    • Clayton, Dubilier & Rice in the secondary public offering and sale of $417 million of Beacon Roofing Supply common stock.
    • TPG Rise Climate, the dedicated climate investing strategy of TPG's global impact investing platform TPG Rise, in the equity portion of a $700 million investment in Hybar, a newly formed company, to start up and operate a technologically advanced, environmentally sustainable scrap metal recycling steel rebar mill.icon-alt
    • Clayton, Dubilier & Rice in the repurchase by Beacon of its Series A Preferred Stock valued at $804.5 million.
    • INDICOR, a Clayton, Dubilier & Rice portfolio company, in the $670 million sale of its Compressor Controls Corporation division, a leading provider of turbomachinery control and optimization solutions, to Honeywell.
    • Leapfrog Investments as lead investor in a $70 million equity investment round for Sun King, the largest provider of solar energy products for off-grid homes in Africa and Asia.icon-alt
    • Clayton, Dubilier & Rice in its acquisition, together with Greenbriar Equity Group, of Paradigm Precision and Whitcraft Group and the merger of the two companies.
    • Clayton, Dubilier & Rice in its $6 billion acquisition and subsequent combination of Fort Dearborn and Multi-Color Corporation, to create the world's largest label solutions company.
    • CPP Investments in its $350 million investment in Advance Drainage Systems, a leading provider of water management solutions in the storm water and wastewater industries.
    • Schneider Electric in its acquisition of a strategic minority stake in Uplight, the technology partner of energy providers transitioning to clean energy, in a transaction valuing Uplight at approximately $1.5 billion. icon-alt
    • Electrical Components International, a Cerberus Capital Management portfolio company and leading wire harness, electrical components, and sub-assembly supplier for the diversified industrial markets, in its acquisition of Omni Connection International.
    • Clayton, Dubilier & Rice in its $2.9 billion acquisition of White Cap, a leading distributor of specialty concrete and construction products, and its combination of White Cap with CSG, a leading U.S. distributor of specialty concrete and masonry accessories, for a total transaction value of approximately $4 billion.
    • Emergent Cold Storage, an Elliott Management portfolio company, in its sale to Lineage Logistics, the world’s largest refrigerated-storage company by space.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • One Rock Capital Partners in its acquisition of the Engineered Components and Systems segment of Actuant Corporation.
    • Emergent Cold, an Elliott Management portfolio company, in its acquisition of New Orleans Cold Storage.
    • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
    • SouthernCarlson in its sale to Kyocera Corporation.
    • 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.
    • 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.
    • 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.
    • Elliott Management in its equity investment in Emergent Cold Storage, a global cold storage chain business.
    • Atkore in its acquisition of Flexicon.
    • Four Italian private equity firms in the sale of Dynamic Technologies, a global designer and manufacturer of automotive fluid-handling systems and precision aluminum parts.
    • Clayton, Dubilier & Rice in its $2.3 billion sale of Mauser Group, a leading global supplier of industrial rigid packaging products and reconditioning services, to Stone Canyon Industries.
    • Dover Corporation in its $780 million acquisition of Wayne Fueling Systems from Riverstone Holdings.
    • Brand Energy & Infrastructure Services in its buyout of Harsco Corporation’s 26% interest in Brand, a leading single-source provider of specialized industrial services to the worldwide energy and infrastructure sectors.
    • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
    • Hussmann, a Clayton, Dubilier & Rice portfolio company, in its $1.5 billion sale to Panasonic.
    • Management of Balta in the sale of a controlling stake in the company by Doughty Hanson to Lone Star.
    • 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.
  • Technology/Media/Telecommunications

    • TPG’s The Rise Fund, the multi-sector strategy of TPG’s global impact investing platform, as lead investor in the Series C financing of Hayden AI Technologies.
    • Clayton, Dubilier & Rice and its indirect subsidiary, Fortress Intermediate 3, in $3 billion of financing for Clayton, Dubilier & Rice’s acquisition of Presidio.
    • Electrical Components International, a Cerberus Capital Management portfolio company, in its acquisition of Flex-Tec, a supplier of electrical harness systems, assemblies, and other critical engineered components for LED Commercial Lighting, Connected Lighting, and IoT markets.
    • Perenco in a €10 million investment by its investment and asset management arm, Taranis, in cleantech company Pryme.
    • Clayton, Dubilier & Rice in its acquisition of Presidio, a leading technology services and solutions provider, from BC Partners.
    • Five Arrows, the alternative assets arm of Rothschild & Co, and n2y in the merger of Texthelp with n2y.
    • DoubleVerify, a leading software platform for digital media measurement and analytics, and Providence Equity Partners in the secondary public offering and sale of $380 million of DoubleVerify common stock.
    • DoubleVerify, a leading software platform for digital media measurement and analytics, and Providence Equity Partners in the secondary public offering and sale of $408 million of DoubleVerify common stock.
    • Kelso & Company in its investment in Valenz.
    • Bregal Sagemount in its strategic growth investment in Neptune Flood Incorporated, a leading digital insurtech platform and private flood insurance provider.
    • Five Arrows, the alternative assets arm of Rothschild & Co., in its acquisition of a majority stake in n2y, a provider of comprehensive, SaaS-based solutions for students with unique learning challenges.
    • DoubleVerify, a Providence Equity Partners portfolio company and leading software platform for digital media measurement and analytics, and Providence Equity Partners in their secondary public offering of 14.375 million shares of DoubleVerify common stock at $26.50 per share.
    • Fifth Wall in the formation of its Real Estate Technology Fund III, an $866 million property technology fund aiming to invest in technologies relevant or complementary to the built environment.
    • Fifth Wall in the formation of its Early-Stage Climate Technology Fund, a $500 million venture capital fund that invests in climate change mitigation technologies aiming to decarbonize the real estate industry.icon-alt
    • True North in its acquisition of a significant minority stake in Accion Group Holdings, a Pittsburg-based digital and innovation engineering company, from TA Associates and other shareholders.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its secondary public offering of 11.5 million shares of common stock at $26.40 per share.
    • Helios Investment Partners, the leading Africa-focused private investment firm, in its acquisition of a majority stake in Maroc Datacenter, a carrier neutral data center in Morocco.
    • Providence Equity Partners in its minority investment of up to $500 million in the formation of The North Road Company.
    • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
    • Carlyle, as majority owner of Syniverse, in Twilio’s $750 million investment in Syniverse.
    • Qatar Investment Authority in its $375 million co-investment in Elon Musk’s take private acquisition of Twitter.
    • Clayton, Dubilier & Rice in its acquisition of PwC’s Global Mobility Tax and Immigration Services practice, the global leader in employee tax, immigration, business travel, cross-border managed services, and payroll solutions to multinational organizations and their employees.
    • Carestream Dental, a Clayton, Dubilier & Rice portfolio company and leading provider of dental technology, in the $600 million carve-out sale of its Scanning Technology business to Envista, a leading global dental products company.
    • Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment, in its acquisition of EaglePicher Medical Power, a medical device manufacturer.
    • TA Associates, in its acquisition of TouchTunes, an in-venue, interactive music and entertainment platform, from funds advised by Searchlight and Newlight.
    • Blackstone as lead investor in DNAnexus’ $200 million financing round.
    • The Evercare Group, wholly owned by the Evercare Health Fund, in its $72 million sale of a 50% shareholding in Islamabad Diagnostic Centre to leading consumer healthcare company Integrated Diagnostics Holdings.
    • Consilio, a Stone Point Capital portfolio company, in its acquisition of Legility, a global legal services provider.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Wellframe, a digital health management company.
    • Carlyle in its investment in Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment industries, valuing the company at approximately $2.25 billion.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of OpenSlate, a content-focused measurement and analytics company.
    • Carlyle in its acquisition of a majority stake in Saama, a leading AI-driven intelligent clinical cloud company that enables the life sciences industry to conduct faster and safer clinical developments and regulatory programs.
    • CPPIB as a PIPE investor in the $4.55 billion merger of Embark Trucks, a leading developer of autonomous software technology for the trucking industry, and Northern Genesis Acquisition Corp. II, a publicly-traded special purpose acquisition company.
    • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
    • Schneider Electric in its acquisition of a strategic minority stake in Uplight, the technology partner of energy providers transitioning to clean energy, in a transaction valuing Uplight at approximately $1.5 billion. icon-alt
    • Carlyle in the $2.5 billion merger of Grand Rounds and Doctor on Demand.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • Blackstone as a lead investor in the formation of Hydrogen Health.
    • Blackstone in its investment in Ginger, a leader in on-demand behavioral healthcare.
    • J.P. Morgan Securities, as financial advisor to Citrix, in Citrix's $2.25 billion acquisition of Wrike.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Altruista, a care management software company that delivers care management and population health management solutions that support value-based and person-centered care models.
    • Link Fund Solutions as authorised corporate director of the LF Equity Income Fund in the £224 million sale of shares in 19 public and private life sciences companies to Acacia Research Corporation by the LF Equity Income Fund.
    • Carlyle in its $175 million investment in Grand Rounds, a leader in healthcare quality and clinical navigation.
    • Blackstone in its investment in Bright Health as part of a $500 million Series E financing round.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of The Burgess Group, an innovative payment integrity software company focused on improving healthcare payment operations through a cloud-based technology platform.
    • Clayton, Dubilier & Rice in its $250 million convertible preferred equity investment in Covetrus, a global leader in animal-health technology and services.
    • Blackstone in its acquisition of HealthEdge, a leading technology business that delivers next generation Core Administrative Processing Systems (CAPS) solutions to healthcare businesses.
    • Centerbridge Partners in its investment in GoHealth.
    • 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.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Hussmann, a Clayton, Dubilier & Rice portfolio company, in its $1.5 billion sale to Panasonic.
  • Other

    • Safe-Guard Products International, a Stone Point Capital portfolio company, in Hellman & Friedman’s majority investment.
    • Pantheon as co-lead investor alongside AlpInvest and TPG GP Solutions in a €505 million continuation fund sponsored by IK Partners for the purchase of Yellow Hive, a leading Dutch insurance platform.
    • J.F. Lehman & Company in the closing of a single-asset continuation vehicle for PURIS, a leading water infrastructure solutions provider.
    • LGT Capital Partners in the formation of Crown Secondaries Special Opportunities III, a $3 billion private equity secondaries fund.
    • Glendower Capital in CVC’s acquisition of Glendower Capital.
    • StepStone Group as lead investor in MLC Private Equity’s $762 million fund closing.
    • Adenia Partners in the formation of Adenia Capital V, a $470 million fund targeting control investments in medium-sized companies across Africa.
    • TPG in its acquisition of Classic Collision, a leading national collision repair multi-site operator.
    • Ariel Emanuel, CEO of Endeavor, in Endeavor’s $13 billion take-private sale to Silver Lake.
    • ICG in the formation of ICG LP Secondaries I, a $1 billion fund specializing in acquiring buyout fund interests from limited partners.
    • KKR in its secondary public offering of Class A Common Stock of Crescent Energy, a U.S. independent energy company with a portfolio of assets concentrated in Texas and the Rockies, and concurrent Sale of Units of Crescent Energy OpCo LLC.
    • KKR in the formation of KKR Asia Pacific Infrastructure Investors II, a $6.4 billion fund focused on infrastructure-related investments across Asia Pacific.
    • Global Infrastructure Partners, an independent infrastructure fund manager, in its acquisition by BlackRock for total consideration of $3 billion of cash and approximately 12 million shares of BlackRock common stock.
    • Clayton, Dubilier & Rice in its acquisition of Shearer’s Foods, a leading contract manufacturer and private label supplier in the snack industry in North America.
    • Clayton, Dubilier & Rice, and its indirect subsidiary Verde Purchaser, in $2.125 billion of financing for CD&R’s $2.6 billion acquisition of Veritiv Corporation.
    • Hamilton Lane as lead investor in the formation of MiddleGround Capital’s $440 million MiddleGround Carbon CV, L.P. fund.
    • A UK private equity sponsor in a single asset continuation fund to house an existing stake in a leasing business.
    • Steven Cohen and Cohen Private Ventures in the acquisition of rights to operate a New York team in TGL, the new tech-forward, primetime golf league developed by Tiger Woods and Rory McIlroy’s TMRW sports in partnership with the PGA tour.
    • Kelso & Company in the formation of Kelso Investment Associates XI Fund, a $3.25 billion fund.
    • LGT Capital Partners as co-lead investor in an £840 million continuation fund sponsored by Pollen Street Capital to acquire existing stakes in insurance and tech assets.
    • Zhongzhi Enterprise Group in the sale of a controlling stake in Aqseptence Group, an international equipment and solutions provider focused on water treatment and liquid/solid separation, to funds managed by Oaktree Capital Management.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund XII, an approximately $26 billion fund, its largest fund to date.
    • Ascent, a global leading provider of expedited, time-critical logistics solutions and other transportation services, in its sale to affiliates of H.I.G.
    • Glendower Capital in the formation of its Secondary Opportunities Fund V, a $5.8 billion global secondary private equity fund.
    • Apera Asset Management, a UK-based pan-European private debt manager in the mid-market space, in Kudu Investment Management’s minority investment in Apera through an Apera affiliate.
    • A global fund of funds as lead investor in an approximately €750 million continuation fund to house existing private equity fund stakes and provide additional capital for new commitments.
    • Bain Capital in the closing of its $1.15 billion inaugural private equity fund, Bain Capital Insurance Fund, L.P.
    • HarbourVest Partners as co-lead investor in a €1.63 billion continuation fund, sponsored by Triton, to acquire four portfolio companies from Triton Fund IV.
    • LCM Partners in the formation of Credit Opportunities 4 Strategy, a €4.1 billion private credit fund.
    • HarbourVest Partners as co-lead investor in a $1 billion continuation fund, sponsored by OEP, to support continued growth for two European portfolio companies.
    • FS Investments in the formation of FS Investments Tactical Opportunities Fund, a private fund intended for institutional investors.
    • KKR in the formation of its KKR European Fund VI, an $8 billion fund focused on private equity investments primarily in the developed economies of Western Europe.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Focus Financial Partners at an enterprise value of approximately $7 billion.
    • All Seas Capital in the formation of All Seas Capital I, a $400 million debut pan-European private fund.
    • Tikehau Capital in its $300 million inaugural collateralized fund obligation.
    • KKR as selling stockholder of more than $300 million of Laureate Education common stock.
    • Ontario Teachers’ Pension Plan and Alberta Investment Management Corporation in the $1.5 billion sale of a 99.09% interest in Enel Transmisión Chile by their affiliate, Grupo Saesa.
    • Kelso & Company and its portfolio company, Eagle Family Foods Group, in their acquisition of General Mills’ Helper main meals and Suddenly Salad side dishes businesses, in a transaction valued at approximately $610 million.
    • EQT Exeter, a purpose-driven global investment organization, in its acquisition of Redwood Capital Group, an asset manager in the multifamily residential property space.
    • 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.
    • Kelso & Company in its acquisition of a majority interest in Inovar Packaging Group, a full-service provider of pressure sensitive labels, shrink sleeves and flexibles for a wide range of industries.
    • First Reserve in its role as a strategic investor in Venterra Group, the offshore wind energy services business, as part of Venterra’s third funding round.icon-alt
    • Solenis, a leading global producer of specialty chemicals, in its acquisition of German chemical producer SCL.
    • Glendower Capital in its strategic partnership with CVC, creating a combined group with total assets under management of approximately €113 billion.
    • White Cap, a Clayton, Dubilier & Rice portfolio company and leading North American distributor of specialty concrete and construction accessory, safety, and building products, in its acquisition of Ram Tool, a construction supply distribution company.
    • Covanta in its sale to EQT in a transaction valued at more than $5 billion, in which EQT acquired all shares of Covanta common stock for $20.25 per share.icon-alt
    • Clayton, Dubilier & Rice and Solenis in the sale of Solenis to Platinum Equity at an implied enterprise value of $5.25 billion.
    • Helios Investment Partners in the formation of a joint-venture with GBfoods targeting the African fast moving consumer goods (FMCG) sector, creating one of Africa's largest FMCG groups, operating in 30 African countries, including leadership positions in Nigeria and Ghana.
    • Elliott Management as lead investor in the $450 million restructuring of Olympus Capital Asia’s third fund.
    • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
    • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Feeney Utility Services Group.
    • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
    • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
    • White Cap Parent in the offer and sale of $300 million of 8.25%/9.00% Senior PIK toggle notes due 2026 to fund a dividend payment to the company's equity holders.
    • Steven Cohen and Cohen Private Ventures in the $2.4 billion acquisition of the Mets.
    • Clayton, Dubilier & Rice and BrandSafway in the $6.2 billion sale of BrandSafway to Brookfield Business Partners L.P. and CD&R Fund X.
    • TPG Growth in an investment by U.S. Steel in Big River Steel valuing Big River Steel at $2.325 billion.
    • Morgan Stanley Capital Partners in its acquisition of Educate 360 Holdings.
    • Carlyle in its strategic minority investment in Grupo Madero, the largest casual dining and fast-casual restaurant chain in Brazil.
    • Elliott Management in a $450 million equity rights offering of Roadrunner Transportation Systems, resulting in Elliott acquiring 90% of Roadrunner.
    • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
    • 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.
    • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
    • Hojeij Branded Foods in its $330 million sale to Lagardère Travel Retail.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • Kelso & Company in its equity investment in Zenith Energy U.S.icon-alt
    • A private equity fund in the subscription of subordinated convertible promissory notes in a Cayman Islands incorporated company which operates an energy business in Africa.icon-alt