Tax

Experience

    • Tribune Media Company in its $6.4 billion sale to Nexstar Media.
    • Hojeij Branded Foods in its $330 million sale to Lagardère Travel Retail.
    • OEConnection, a Providence Private Equity portfolio company, in its acquisition of Bluegrasscoms.
    • Quarton International in its sale to Cowen.
    • Tishman Speyer in the formation of Tishman Speyer European Real Estate Venture VIII, a €750 million European real estate fund.
    • Providence Equity Partners in the combination of Benefit Street Partners and Franklin Templeton Investments.
    • Dealer Tire in a significant investment by Bain Capital Private Equity.
    • NJRetina in the formation of a strategic affiliation with NJEye and Quad-C Management.
    • 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.
    • Resolution Re in the reinsurance of structured settlement annuity contracts and income annuity contracts from Symetra Life Insurance Company.
    • HCA Healthcare in its $1.5 billion acquisition of Mission Health, a nonprofit North Carolina health system.
    • The Carlyle Group in its acquisition of an outstanding interest in NEP Group from Crestview Partners.
    • Kelso & Company in its sale of PowerTeam Services to Clayton, Dubilier & Rice.
    • Canson in the formation of its $100 million co-investment fund, which will co-invest in the acquisition of a majority stake in the Financial and Risk division of Thomson Reuters.
    • HarbourVest Partners in its role in the £1.2 billion take-private acquisition of UK insurer esure.
    • Wilton Re in its agreements to reinsure legacy comprehensive and nursing home long-term care insurance policies from Bankers Life and Casualty.
    • The Carlyle Group in its strategic partnership with AIG to position DSA Re as a platform to provide solutions for insurance liabilities globally.
    • Canada Pension Plan Investment Board in its formation of a joint venture with WPT Industrial REIT and AIMCo to aggregate a portfolio of industrial properties in the U.S.
    • Johnson & Johnson Consumer in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
    • SunSource, a Clayton, Dubilier & Rice portfolio company, in its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Oxford Risk Management, an established leader in alternative risk and captive insurance and consulting.
    • A leading Chinese private equity firm in a $170 million umbrella subscription line facility with Citibank N.A.
    • HarbourVest Partners as lead investor in Lime Rock Partners IV AF, L.P., a $1.9 billion acquisition fund which acquired the remaining assets of Lime Rock Partners IV, L.P.
    • Clayton, Dubilier & Rice in its joint investment with Cardinal Health in naviHealth, the largest manager of post-acute benefits for health plans and a leading value-based care partner to health systems and providers.
    • Citizens Financial in its acquisition of Franklin American Mortgage.
    • Glendower Capital in its role as part of a consortium of blue-chip institutional investors to invest approximately $530 million in six companies controlled by Argonne Capital Group.
    • Helios Investment Partners in fund arrangement aspects of the IPO on the London Stock Exchange of Vivo Energy, the company that distributes and markets Shell-branded fuels and lubricants to retail and commercial customers in Africa.
    • Dealer Tire in its significant investment in SimpleTire.
    • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
    • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
    • 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.
    • TPG Capital and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
    • 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.
    • Prosperity Life Insurance in its sale to an investor group.
    • The Carlyle Group in its strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
    • Canada Pension Plan Investment Board in the formation of a joint venture with JBG SMITH to develop and own 1900 N Street, an office building located in the Dupont Circle area of Washington, D.C.
    • Motor Fuel Group in the financing and tax structuring of its £1.2 billion acquisition of MRH, the U.K.'s largest petrol station and convenience retail operator.
    • JPMorgan Asset Management in the $510 million acquisition and related financing of Groupon’s headquarters located in Chicago, IL in a joint venture with Sterling Bay.
    • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
    • Nationstar Mortgage, a leading mortgage servicer and originator, in its $3.8 billion merger with WMIH.
    • Tristan Capital in its sale of a 40% interest in Tristan to Candriam, a New York Life affiliate.
    • Cerberus Capital Management in its acquisition of Cyanco International, the largest global producer of sodium cyanide.
    • Syncora Holdings in a reinsurance agreement with Assured Guaranty to reinsure approximately $13.5 billion of financial guaranty policies, representing 91% of Syncora's outstanding insured exposures.
    • Clayton, Dubilier & Rice in its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
    • P2 Capital, alongside Silver Lake, in the $3.5 billion acquisition of Blackhawk, a global financial technology company.
    • Precision Medicine Group in a new $275 million investment.
    • HarbourVest Partners in its role as a lead investor in the restructuring of Eos Capital Partners III and Eos Capital Partners IV.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.
    • Kelso & Company in its equity investment in Zenith Energy U.S.
    • TPG Capital and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
    • The Carlyle Group in its acquisition of MedRisk, a provider of managed physical medicine to the workers’ compensation industry.
    • EIG Global Energy Partners in the formation of a joint venture with FS Investments to manage the $4 billion FS Energy and Power Fund.
    • Global Atlantic in the reinsurance of $9 billion of fixed annuities and other spread-based reserves of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
    • Cornell Capital as a leading investor in the $2.05 billion acquisition of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
    • Ambev 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.
    • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
    • Time Inc. in its $2.8 billion sale to Meredith.
    • Bedrock Insurance in its acquisition of Ashmere Insurance, a workers’ compensation specialty insurance company.
    • Sawai Pharmaceutical in the sale of a minority stake of its U.S. subsidiary, Upsher-Smith Laboratories, to Japanese trading house Sumitomo.
    • Morgan Stanley Private Equity in its acquisition of Manna Pro, a leading producer of nutritional supplements and other animal products, from The Carlyle Group.
    • AmTrust Financial Services in a strategic transaction with Madison Dearborn for a portion of AmTrust’s U.S. fee businesses valued at $1.15 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 acquisition of a 40% ownership interest in Belron, which valued the company at €3 billion.
    • International Paper in the $1.8 billion combination of its North America Consumer Packaging business with Graphic Packaging.
    • OppenheimerFunds in a joint venture with The Carlyle Group, which will provide global private credit opportunities for the wealth market.
    • CoAdvantage, a portfolio company of Morgan Stanley Private Equity, in its acquisition of Progressive Employer Management Company.
    • American International Group in the sale of its medical stop-loss operations to Tokio Marine HCC.
    • Resolution Life in its sale of Lincoln Benefit Life to Global Bankers Insurance Group.
    • A U.S. private equity fund in co-investments in various jurisdictions, including France, Sweden, Denmark, Spain and Poland.
    • Pacific Life and Aviation Capital Group in the minority investment by Tokyo Century in Aviation Capital Group, a transaction which won the Airline Economics Aviation 100 “2017 Overall Equity Deal of the Year” award.
    • Eagle Foods, a Kelso & Company portfolio company, in its acquisition of Popcorn, Indiana, a maker of ready-to-eat popcorn products.
    • NLMK in its $500 million Eurobond offering of 4% notes due 2024, and a related tender offer for outstanding notes due 2018 and 2019 for the aggregate principal amount of $317 million.
    • Kuvare in its acquisition of United Life Insurance Company.
    • A U.S. private equity fund in a complex GP fund restructuring involving the establishment of a new fund to acquire assets.
    • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
    • Discovery Communications in its $14.6 billion acquisition of Scripps Networks Interactive.
    • Special Committee of the Board of Directors of BGC Partners in BGC Partners’ acquisition of Berkeley Point Financial, a leading commercial real estate finance company.
    • HarbourVest Partners in the formation of HarbourVest Partners Co-Investment Fund IV, a $1.75 billion global buyout/growth equity fund.
    • Kelso & Company in its investment in Oasis Outsourcing, the nation's largest privately held professional employer organization.
    • EQT in the formation of EQT Real Estate I, a €420 million European real estate fund.
    • Clayton, Dubilier & Rice in its $2.5 billion acquisition of HD Supply’s Waterworks Division, the largest distributor of waterworks products in the U.S.
    • AIA Group in its $500 million offering in Taiwan of 4.47% senior unsecured fixed rate notes due 2047.
    • HarbourVest Partners in its acquisition of stakes in MML Capital Partners Funds V and VI from Varma Mutual Fund Pension Insurance Company.
    • RWL Water in the merger by acquisition of Emefcy Group and RWL Water.
    • Clayton, Dubilier & Rice and its co-investors in the €380 million sale of shares in SPIE.
    • The CF Corporation and The Blackstone Group in the $1.835 billion acquisition of Fidelity & Guaranty Life.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Wilton Re in its acquisition of Aegon Transamerica’s two largest U.S. run-off businesses.
    • Verizon Communications in its $3.1 billion acquisition of Straight Path Communications, a leading wireless spectrum holder.
    • Tribune Media Company in its $6.6 billion sale, later terminated, to Sinclair Broadcast Group.
    • 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.
    • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
    • Adveq in its sale to Schroders.
    • Sawai Pharmaceutical in its $1.5 billion acquisition of the generic pharmaceuticals business of Upsher-Smith Laboratories.
    • Metric Capital Partners in its €100 million subscription facility with Citibank.
    • Clayton, Dubilier & Rice in the formation of Clayton, Dubilier & Rice Fund X, a $10 billion North America and Western Europe buyout fund.
    • Clayton, Dubilier & Rice in the acquisition of Carestream Dental, the digital dental business of Carestream Health.
    • Schneider Electric in its $900 million divestiture of Telvent DTN, a leader in providing information services, supply chain connectivity tools and decision support solutions to the agricultural, energy and environmental industries, to TBG AG, a private Swiss holding company.
    • Clayton, Dubilier & Rice and Brand Energy and Infrastructure Services in the transformational merger of Brand Energy and Safway Group, forming the leading global industrial service business with an enterprise value of approximately $5 billion.
    • Argenta in the sale of Syndicate 2121 at Lloyd's and the Argenta members' agency to Hannover Re.
    • Global Infrastructure Partners in the formation of Global Infrastructure Partners III, a $15.8 billion infrastructure fund.
    • Rexel in its €300 million offering of 2.625% senior notes due 2024.
    • 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.
    • B&M in its £250 million bond offering of 4.125% senior secured notes due 2022, and its related refinancing of certain of its existing senior credit facilities.
    • 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.
    • One Equity Partners in the formation of One Equity Partners VI, a $1.65 billion U.S. and Western Europe buyout fund.
    • Polyus Gold International in its $800 million Eurobond offering of 5.25% guaranteed notes due 2023.
    • Empowerment Ventures and its wholly-owned subsidiary UniRush, a pioneer in the development of reloadable prepaid debit cards, in the sale of UniRush to Green Dot.
    • Carmel Partners in the formation of Carmel Partners Investment Fund VI, a $1 billion U.S. real estate fund.
    • Rockwood Capital in the formation of Rockwood Capital Real Estate Partners Fund X, a $1.1 billion U.S. real estate fund.
    • Prudential Capital Group in the formation of Prudential Capital Partners V, a $1.8 billion U.S. mezzanine fund.
    • Crescent Capital Group in the formation of Crescent Mezzanine Partners VII, a $4.6 billion U.S. mezzanine fund.
    • Morgan Stanley Investment Management in the formation of North Haven Capital Partners VI, a $1.5 billion global buyout fund.
    • Kelso & Company in its investment in Premia Holdings, a newly-formed property and casualty insurance and reinsurance group focused on providing runoff solutions.
    • Johnson & Johnson in its purchase of an exclusive option to acquire Bird Rock Bio, a clinical stage biopharmaceutical company focused on innovative immuno-inflammatory regulators that can be used in the treatment of liver disease.
    • New York Life Investments in its acquisition of a majority interest in Credit Value Partners, a distressed and high-yield debt investment management business.
    • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
    • Tribune Media Company in the $560 million sale of Gracenote, a leading entertainment data provider, to the Nielsen Company.
    • Warner Music Group in a two–part refinancing transaction, including its offer and sale of $250 million 4.875% dollar-denominated senior secured notes due 2024 and an offering of €345 million 4.125% euro-denominated senior secured notes due 2024 and the retirement of $450 million of outstanding dollar-denominated senior notes and €157 million of euro-denominated senior notes.
    • GSO Capital Partners in the formation of Capital Opportunities Fund III, a $6.5 billion global mezzanine fund.
    • American International Group in several transactions with Fairfax Financial, a leading global property and casualty insurer and reinsurer, as part of a strategic partnership in 12 jurisdictions across Latin America and Central and Eastern Europe.
    • Canada Pension Plan Investment Board in its $1.1 billion acquisition of Ascot from American International Group.
    • MBIA in the sale of its UK subsidiary to Assured Guaranty.
    • PartnerRe in its €750 million debut Eurobond offering of 1.25% notes due 2026.
    • Glendon Capital Management in the formation of Glendon Opportunities Fund II, a $2.5 billion global credit opportunities fund.
    • Morgan Stanley Private Equity in its investment in Pathway Partners, a leading veterinary hospital owner and operator.
    • Apex Fund Services in its $40 million credit facility with Highbridge Principal Strategies.
    • Clayton, Dubilier & Rice in the financing and certain other aspects of its acquisition of BUT, the largest furniture retailer network in France, in a 50:50 partnership with WM Holding, a company related to the XXXLutz Group.
    • Hertz in its $2.5 billion spin-off of its equipment and rental business.
    • Envision Healthcare in its $15 billion merger with AMSURG, creating one of the largest U.S. providers of specialty physicians and hospital-related services.
    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of Kalle.
    • GP Investments in a joint venture with a subsidiary of the Abu Dhabi Investment Authority (ADIA) to finance the acquisition, through a tender offer in Brazil, of a controlling stake in BR Properties, a Brazilian real estate company.
    • Verizon Communications in its $1.8 billion acquisition of XO Communications’ fiber-optic network business.
    • Beacon Capital Partners in its sale to AXA Investment Managers - Real Assets of the Tour First office tower, the tallest building in France.
    • HarbourVest Partners in its €360 million acquisition, through a fund managed by Compass Partners International, of five portfolio companies from Bridgepoint Capital.
    • HarbourVest Partners in its acquisition from Bank of America of the BAML Capital Access Funds group, a private equity fund-of-funds manager focused on opportunities with emerging managers, diverse managers, the lower middle market and other underserved markets.
    • Prudential Financial in its $350 million partnership with LeapFrog Investments, targeting investments in life insurance companies in Africa.
    • Guardian Life in its sale of RS Investments to Victory Capital.
    • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
    • Lannett in its acquisition for $1.23 billion in cash, plus additional contingent consideration, of Kremers Urban Pharmaceuticals, the U.S. specialty generic pharmaceuticals subsidiary of global biopharmaceuticals company UCB.
    • Eaton Partners in its sale to Stifel Financial.
    • Kelso & Company in its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
    • Apollo Global Management in its acquisition of a majority interest in the asset management business of AR Capital (subsequently withdrawn), its acquisition of the wholesale distribution business of RCS Capital and its substantial minority equity investment in RCS Capital.
    • Exor as insurance M&A counsel in its contested $6.9 billion acquisition of PartnerRe, a Bermuda-based reinsurance company.
    • Roofing Supply Group, a Clayton, Dubilier & Rice portfolio company, in its $1.1 billion sale to Beacon Roofing Supply.
    • StanCorp Financial Group in its $5 billion sale to Meiji Yasuda Life Insurance Company.
    • Canada Pension Plan Investment Board in its $12 billion acquisition of GE Capital’s sponsor lending business, including Antares Capital, the leading lender to middle market private equity sponsors in the U.S.
    • FFL Partners in the formation of FFL Capital Partners IV, a $2 billion North America buyout fund.
    • Verizon Communications in the $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
    • HarbourVest Partners in the secondary acquisition of limited partnership interests in Doughty Hanson & Co Limited Partnerships IV and V, and proposed commitment to Doughty Hanson & Co Limited Partnerships VI, in a stapled transaction.
    • Catlin Group Limited in its sale to XL Group for approximately £2.79 billion. The combined business is expected to have a leading presence in the global specialty insurance and reinsurance markets.
    • Diamond Castle in the restructuring of, and secondary sale of interests in, Diamond Castle Partners IV. In the transaction, investment funds managed by Goldman Sachs Asset Management, Intermediate Capital Group and other syndicate investors committed capital to a newly formed Diamond Castle-managed fund that acquired most of the portfolio of Fund IV, and Fund IV limited partners elected either to participate in the longer term potential of the portfolio by rolling their interests into the new fund or to effectively sell their interests to the buying syndicate.
    • New York Life Investments in its acquisition of IndexIQ, a leader in the liquid alternative exchange-traded fund industry.
    • Prudential Financial in its acquisition of a 40% interest in Administradora de Fondos de Pensiones Habitat, a leading provider of retirement services in Chile, for a total purchase price of approximately $550 million.
    • MBIA in its sale of Cutwater Asset Management, an investment management company with $23 billion in assets under management, to BNY Mellon.
    • Temporis Capital in a £200 million lending programme for community scale renewables.
    • Northwestern Mutual in its $2.7 billion sale of Russell Investments to the London Stock Exchange Group.
    • Protective Life in its $5.7 billion merger with a subsidiary of Dai-ichi Life, a life insurance company listed on the Tokyo stock exchange.
    • TIAA-CREF in its $6.25 billion acquisition of Nuveen Investments, a diversified investment management company with $221 billion in assets under management.
    • The Carlyle Group in the formation of Carlyle Sub-Saharan Africa Fund, a $698 million Sub-Saharan Africa fund.
    • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a U.S. life insurance and reinsurance provider.
    • Clayton, Dubilier & Rice in its $1.8 billion acquisition of Ashland Water Technologies.
    • International Paper in the combination of its xpedx distribution solutions business with Unisource in a “Reverse Morris Trust” transaction.
    • Forest Laboratories in its $2.9 billion acquisition of Aptalis, a gastrointestinal and cystic fibrosis company, from TPG.
    • Assurant in its investment in Iké Asistencia, a services assistance business with operations in Mexico and other countries in Latin America.
    • Clayton, Dubilier & Rice in its acquisition of PharMEDium, a leading provider of sterile compounding services to hospital pharmacies.
    • American Airlines and AMR, as special aircraft counsel, in their successful Chapter 11 proceedings involving the restructuring of complex financing arrangements relating to more than 400 aircraft generating savings in excess of $1.8 billion and to the raising of more than $9 billion of new financing through various capital markets, syndicated lending and other financing transactions. This restructuring was honored by Turnarounds & Workouts as one of a dozen “Successful Restructurings – 2013.”
    • Clayton, Dubilier & Rice in its acquisitions of Brand Energy and Harsco Infrastructure in a combined transaction valued at $2.5 billion.
    • Providence Equity Partners in the formation of Providence Equity Partners VII, a $5.1 billion global media, entertainment and communications fund.
    • The Special Committee of the Board of Directors of Dell in the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
    • Prudential Financial in its acquisition of The Hartford’s Individual Life Insurance business.
    • The Carlyle Group in its $3.3 billion acquisition of Getty Images.
    • The Carlyle Group in its $3.3 billion acquisition of Getty Images.
    • American International Group in its $6 billion sale of a portion of its controlling stake in AIA Group Limited.
    • Access Industries, as part of a consortium with Apollo Global Management and Riverstone Holdings, in its $7.15 billion acquisition of the oil and gas exploration and production assets of El Paso. This transaction was named "Private Equity Deal of the Year" by International Financial Law.
    • Clayton, Dubilier & Rice in the $4.3 billion sale of Diversey Holdings to Sealed Air.
    • International Paper in its $4.3 billion acquisition of Temple-Inland.
    • LivingSocial in its acquisition of Ticket Monster, the leading social commerce website in South Korea.
    • American Airlines in the aircraft financing aspects of the then largest aircraft order in aviation history, the acquisition of 460 narrowbody, single-aisle aircraft from Boeing and Airbus, with options for an additional 465 aircraft, which included approximately $13 billion of committed financing provided by the manufacturers.
    • Reynolds Group in its $4.5 billion acquisition of Graham Packaging Company.
    • Morgan Stanley Private Equity in its acquisition of EmployBridge, a provider of outsourced human resource and specialty-branded temporary staffing services.
    • Access Industries in its $3.3 billion acquisition of Warner Music Group.
    • EIG Global Energy Partners in the formation of Energy Fund XV, a $4.1 billion energy and energy-related infrastructure fund.
    • Schneider Electric in its acquisition of Lee Technologies, a US-based service provider specializing in large-scale data centers in the North American market.
    • Providence Equity Partners in its $1.9 billion going private acquisition of SRA International, a provider of technology and strategic consulting services.
    • Schneider Electric in its acquisition of Summit Energy Services, a leader in outsourced energy procurement and sustainability services to industrial, commercial and institutional enterprises.
    • Clayton, Dubilier & Rice in its $3.2 billion acquisition of Emergency Medical Services Corporation.
    • Rank Group in its $950 million acquisition of Honeywell’s automotive consumer products group.
    • Stone Point Capital in the formation of Trident V, a $3.5 billion global financial services buyout fund.
    • Discovery Communications in its acquisition of BBC Worldwide’s 50% interest in the BBC Worldwide-Discovery joint ventures for Animal Planet and Liv (formerly People + Arts).
    • Clayton, Dubilier & Rice in its $1 billion acquisition of a 51% ownership stake in Tyco International’s Electrical and Metal Products business.
    • American International Group and AIA Group in AIA’s spin-off from AIG and $20.51 billion initial public offering and listing in Hong Kong, constituting the largest IPO in Hong Kong’s history and the world’s largest IPO in the insurance sector.
    • Prudential Financial in its $4.8 billion acquisition of Japan-based AIG Star Life Insurance and AIG Edison Life Insurance from American International Group.
    • Clayton, Dubilier & Rice in its acquisition of a 42.5% stake in Univar, a global distributor of commodity and specialty chemicals, in a sponsored recapitalization transaction valuing Univar at $4.2 billion.
    • Reynolds Group in its $6 billion acquisition of Pactiv, a NYSE-listed global manufacturer and supplier of consumer food and beverage packaging and storage products.
    • Dell in its proposed, and later terminated, $1.5 billion acquisition of 3PAR, a global data-storage provider.
    • Hewitt Associates in the financing aspects of its $4.9 billion merger with Aon Corporation.
    • Altegrity and Providence Equity Partners in their $1.13 billion acquisition of Kroll from Marsh & McLennan.
    • Stanfield Capital Partners in its agreement with The Carlyle Group to transfer to Carlyle the management of $5.1 billion in CLO and other credit assets.
    • Stone Point Capital and Hellman & Friedman in obtaining EU merger control approval for their $1.1 billion acquisition of Sedgwick Claims Management Services, the leading global provider of technology-enabled claims and productivity management solutions.
    • Providence Equity Partners and Altegrity in their sale of Explore Information Services.
    • Clayton, Dubilier & Rice in its formation of Clayton, Dubilier & Rice Fund VIII, a $5 billion global buyout fund.
    • Itaú Unibanco Holding S.A. in its $10 billion global medium-term note program.
    • The Carlyle Group in its acquisition of a majority interest in CVC Brasil Operadora e Agência de Viagens S.A., the largest tour operator in Latin America.
    • General Electric in the repurchase of Vivendi’s stock of NBC Universal for $5.8 billion along with advice to NBC Universal on certain corporate matters related to the formation of the NBC Universal - Comcast joint venture valued at $37.5 billion.
    • Reynolds Group in its acquisition of Reynolds Consumer Products and Closure Systems International and the associated financings and refinancings, a group of transactions valued at $3.2 billion.
    • Clayton, Dubilier & Rice in its 46% investment in JohnsonDiversey, a transaction valued at $2.6 billion.
    • The Dolan family in the $1.6 billion tax-free spin-off of Madison Square Garden and related businesses to the stockholders of Cablevision Systems Corporation.
    • Ripplewood Holdings in its €532 million sale of AEG Power Solutions B.V. to Germany1 Acquisition Limited.
    • Hisamitsu Pharmaceutical, a leading transdermal patch manufacturer listed on the Tokyo stock exchange, in its $428 million acquisition of Nasdaq-listed Noven Pharmaceuticals via an all-cash tender offer.
    • Prudential Capital Partners in the formation of Prudential Capital Partners V, a $1.825 billion North America mezzanine fund.
    • Verizon Communications in the $8.6 billion spin-off and merger of its wireline businesses in 14 states to Frontier Communications Corporation.
    • Delta Air Lines and Comair, as special aircraft counsel, in their successful Chapter 11 proceedings, involving the refinancing of more than 275 aircraft via new debt or lease arrangements, the return or other disposition of more than 140 aircraft, the elimination of four aircraft types from Delta’s fleet and the litigation of substantial aircraft financing claims.
    • Prudential Financial in the combination of its retail securities business, Prudential Securities, with Wachovia Securities to create the third largest brokerage firm in U.S. and in its 2009 $4.5 billion sale of that interest to Wells Fargo.
    • Clayton, Dubilier & Rice and Temasek Holdings (Private) Limited as selling shareholders and Univar in the $315.6 million secondary offering of common stock of Univar.
    • The Carlyle Group in the formation of Carlyle Europe Partners IV, a €3.75 billion Europe buyout fund.
    • Baring Asia Private Equity Fund VI, a $4 billion private equity fund and, at the time of final close, the largest private equity fund ever raised by an Asia-based manager.
    • TIAA-CREF on its proposed partnership with Henderson Group PLC to create TIAA Henderson Global Real Estate Limited, a new global real estate investment management company, with expected total assets under management of $15.1 billion. The combined total of real estate assets under management for TIAA-CREF and the new venture is $64 billion, making it one of the leading global real estate investment managers.
    • Companhia de Bebidas das Américas – AmBev in its $1.24 billion acquisition of indirect control of Cerveceria Nacional Dominicana (CND) and its strategic alliance with E. León Jimenes to create the leading brewer in the Caribbean.
    • Oaktree Capital Management in its formation of Oaktree Opportunities Funds VIII and VIIIb, global distressed debt funds with $7 billion in capital commitments.
    • American International Group in its $2.16 billion sale of its 97% interest in Nan Shan Life Insurance Company to Ruen Chen Investment Holding Co. and Pou Chen Corporation.
    • Protective Life Company, Prudential Financial, Swiss Re Life and Health and other major life insurance and reinsurance companies in XXX, AXXX and embedded value reserve financings.
    • New York Life and Pacific Life in their $1 billion offerings of surplus notes.
    • EIG Global Energy Partners in the formation of EIG Energy Fund XVI, a $6 billion energy and energy-related infrastructure fund.
    • The Carlyle Group in the formation of Carlyle South America Buyout Fund, a $1 billion buyout fund focused on South America.