Tax

Experience

    • Reynolds Group and Closure Systems International (CSI) in Cerberus Capital Management’s acquisition of CSI businesses and facilities from Reynolds Group.
    • TPG Growth in an investment by U.S. Steel in Big River Steel valuing Big River Steel at $2.325 billion.
    • Providence Equity Partners in the formation of Providence Equity Partners VIII, a $6 billion global media, entertainment and communications fund.
    • Clayton, Dubilier & Rice and BrandSafway in Brookfield’s $1.3 billion Investment in BrandSafway.
    • Lovell Minnick in its take-private deal for Charles Taylor, a leading provider of professional services to the global insurance market.
    • Chubb in the acquisition of Banchile Seguros de Vida and Segchile Seguros Generales from a subsidiary of Quiñenco S.A. and other minority investors.
    • Alaska National Insurance Company in its acquisition by Copperpoint Insurance Companies.
    • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
    • 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.
    • Pacific Life in its sale of Aviation Capital Group to Tokyo Century Corporation.
    • Pernod Ricard in its $223 million acquisition of Castle Brands.
    • Centerbridge Partners in its investment in GoHealth.
    • 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.
    • AFP Habitat in its acquisition of Colfondos from Scotiabank and Mercantil Colpatria.
    • Ontario Teachers’ Pension Plan in its investment in The National Investment and Infrastructure Fund of India.
    • OEConnection (OEC) and Providence Equity in the sale of a majority stake in OEC to Genstar Capital.
    • Glendower Capital in the formation of Glendower Capital Secondary Opportunities Fund IV, a $2.7 billion global secondary private equity fund.
    • RL LP in its sale of Lincoln Benefit Life to an affiliate of Kuvare US Holdings.
    • Morgan Stanley Private Equity in its sale of CoAdvantage to Aquiline Capital.
    • HarbourVest Partners in its secondary acquisition of a majority interest in Digital Prosperity Fund I and an associated co-investment vehicle, both managed by Amadeus Capital Partners, from MTN Group.
    • FWD in its acquisition of MetLife Hong Kong.
    • TPG Capital in its takeover of the existing assets of the Abraaj Group’s $1 billion Global Healthcare Fund.
    • A leading international private equity firm in the creation of a novel structured finance product which raised $700 million from various investors in the form of rated notes and equity. The transaction was structured to address insurance company risk-based capital charges when investing across a diverse portfolio of alternative fund products.
    • Morgan Stanley Private Equity in its acquisition of Impact Fitness, a franchisee of Planet Fitness and formerly a Bain Capital portfolio company.
    • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
    • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
    • 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.
    • Capital Group Private Markets and other selling shareholders in the $1.85 billion sale of Eaton Towers to American Tower.
    • Kelso & Company in its acquisition of J.S. Held, a global consulting firm focused on high value insurance claims and construction-related matters.
    • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
    • LeapFrog Investments in the formation of LeapFrog Financial Inclusion Fund III, a $700 million emerging markets-focused impact fund.
    • SouthernCarlson in its sale to Kyocera Corporation.
    • The Marandi family in its acquisition of ASHS Limited, the company operating under the Anya Hindmarch brand, from Mayhoola for Investments.
    • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
    • AmTrust 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 $2.2bn.
    • AmTrust Financial Services in the sale of its domestic and international surety and credit reinsurance operations to Liberty Mutual.
    • DBAY Advisors in the formation of DouglasBay Capital III Fund, a European fund making investments in small and micro-cap listed companies.
    • Morgan Stanley Capital Partners in its acquisition of Educate 360 Holdings.
    • Schneider Electric in its joint venture with The Carlyle Group to develop energy management and automation solutions for critical infrastructure projects.
    • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
    • Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.
    • Sirius Computer Solutions, a leading IT solutions integrator, and its majority owner, Kelso & Company, in the sale of a majority equity interest in Sirius to Clayton, Dubilier & Rice.
    • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
    • Rexel in its €600 million offering of 2.750% notes due 2026.
    • 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.
    • Hamilton Insurance Group in its acquisition of Pembroke Managing Agency and Ironshore Europe DAC from Liberty Mutual.
    • Elliott Management in a $450 million equity rights offering of Roadrunner Transportation Systems, resulting in Elliott acquiring 90% of Roadrunner.
    • Apera Asset Management’s private debt platform, a €750 million platform focussing on senior secured loans to lower mid-market businesses in German-speaking Europe, France, Benelux, the UK and Northern Europe.
    • Apera Asset Management in the formation of its €750 million private debt platform, focussing on senior secured loans to lower mid-market businesses in German-speaking Europe, France, Benelux, the UK and Northern Europe.
    • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
    • Citizens Financial Group in its agreement to purchase certain assets of Bowstring Advisors, an Atlanta-based merger and acquisition advisory firm.
    • Atlas Merchant Capital in its investment in Ascensus, the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States.
    • 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.
    • Canaccord Genuity Group on its acquisition of Petsky Prunier, a preeminent boutique M&A advisory firm.
    • Vets First Choice in the financing aspects of its merger with the Henry Schein Animal Health business to create Covetrus, a new standalone public company.
    • Chubb in its long-term distribution agreement with Banco de Chile, the largest bank based in Chile.
    • Clayton, Dubilier & Rice in its acquisition of a controlling interest in Westbury Street, a leading independent contract caterer and hospitality services provider in the UK.
    • The Carlyle Group in its strategic minority investment in Grupo Madero, the largest casual dining and fast-casual restaurant chain in Brazil.
    • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
    • Blackstone’s Tactical Opportunities Group in its strategic minority investment in Annexus, a leading designer of annuities and insurance-based retirement products.
    • 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 $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 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.
    • Advantage Partners on the formation of its inaugural Asia Fund investing in small to mid-cap companies across Asia, with total commitments of $380 million.
    • 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 UK'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.
    • PJSC Polyus and its indirect subsidiary Polyus Finance in the issue of $250 million senior bonds convertible into global depositary receipts representing ordinary shares of PJSC Polyus.
    • HarbourVest Partners in its role as a lead investor in the restructuring of Eos Capital Partners III and Eos Capital Partners IV.
    • Norilsk Nickel in its up to $2.5 billion syndicated term loan facility with an international syndicate comprising 17 banks and financial institutions.
    • 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 lead investor in the $2.05 billion acquisition of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
    • 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.
    • 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 proposed 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.
    • Clayton, Dubilier & Rice in its $500 million preferred stock investment in Beacon Roofing Supply’s $2.625 billion acquisition of Allied Building Products.
    • A U.S. private equity fund in a complex GP fund restructuring involving the establishment of a new fund to acquire assets.
    • Nornickel in its $1 billion Eurobond offering of 4.10% notes due 2023.
    • 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 Europe real estate fund.
    • Bregal Freshstream in its investment in TrueNoord, an independent aircraft leasing business that specialises in the regional aircraft market.
    • 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.
    • Clayton, Dubilier & Rice and SSA Investments in the £454.3 million sale of shares in B&M.
    • 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.
    • Metric Capital Partners in the formation of MCP Private Capital Fund III, an €850 million European special opportunities fund.
    • 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.
    • EIG in the establishment of its $2 billion credit platform, comprised of multiple fund vehicles and a separately managed account, to make debt investments in the energy and infrastructure sectors.
    • 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.
    • Helios Investment Partners in its sale of a minority stake in Interswitch to TA Associates. Helios Investment Partners remains the majority shareholder following the transaction.
    • Clayton, Dubilier & Rice and Brand Energy and Infrastructure Services in the merger of Brand Energy and Safway Group, forming the leading global industrial service business with over $5 billion in revenue.
    • One Rock Capital Partners II, a $964 million U.S. buyout fund.
    • Argenta in the sale of Syndicate 2121 at Lloyd's and the Argenta members' agency to Hannover Re.
    • VIG Partners in the formation of VIG Partners International Fund III, a $600 million fund targeting investment in Korea.
    • Caisse de dépôt et placement du Québec in its investment in Datamars.
    • NLMK and its U.S. subsidiaries in a $250 million ABL facility.
    • 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.
    • Atkore in its acquisition of Flexicon.
    • Temasek in its strategic investment in BluJay Solutions, a leading provider of supply chain software and services.
    • Mitsui in its acquisition of an additional 10% limited partnership interest in Penske Truck Leasing from subsidiaries of GE Capital Global Holdings.
    • Prudential Financial in its life insurance joint venture with CT Corp in Indonesia.
    • 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.
    • Brookfield Business Partners and Brookfield Asset Management in their proposed acquisition for $768 million of a 70% controlling stake in the business of Odebrecht Ambiental, Brazil’s largest private water distribution, collection and treatment company.
    • Clayton, Dubilier & Rice in the formation of agilon health, a new healthcare technology and services platform, through the acquisition and merging of Primary Provider Management and Cyber-Pro Systems.
    • GSO Capital Partners in the formation of Capital Opportunities Fund III, a $6.5 billion global mezzanine fund.
    • HarbourVest Partners in the formation of Dover Street IX, a $4.77 billion global secondaries fund.
    • American International Group in its sale of its Japan life insurance business to FWD.
    • Polyus Gold International in its $500 million Eurobond offering of 4.699% notes due 2022.
    • Canada Pension Plan Investment Board in its $1.1 billion acquisition of Ascot from American International Group.
    • 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.
    • HarbourVest Partners in its £1.015 billion offer for SVG Capital, a publicly-listed investment fund.
    • Allergan in its $639 million acquisition of Vitae Pharmaceuticals, a clinical-stage biotechnology company.
    • J.C. Flowers in its acquisition of AmeriLife Group.
    • Hussmann, a Clayton, Dubilier & Rice portfolio company, in its $1.5 billion sale to Panasonic.
    • Evercore Group, as financial advisor to DuPont, in its $130 billion merger with The Dow Chemical Company.
    • TruGreen, a Clayton, Dubilier & Rice portfolio company, and CD&R in TruGreen’s merger with Scotts LawnService.
    • Discovery Communications in its $195 million investment in Lions Gate Entertainment.
    • Kelso & Company in its acquisition of the J.M. Smucker Company’s U.S. canned milk brands and operations.
    • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
    • Kelso & Company in its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
    • Evercore Group, as financial advisor to EMC Corporation, in its $67 billion sale to Dell.
    • Morgan Stanley Private Equity in its acquisition of CoAdvantage, a leading Professional Employer Organization.
    • Nassau Reinsurance Group, a Golden Gate Capital portfolio company, in its acquisition of Universal American’s Traditional Insurance business.
    • PharMEDium, a Clayton, Dubilier & Rice portfolio company and the leading national provider of outsourced compounded sterile preparations to acute care hospitals in the United States, in its $2.6 billion sale to AmerisourceBergen.
    • The Dolan family, the controlling stockholders of Madison Square Garden, in the spin-off of Madison Square Garden’s live sports and entertainment businesses.
    • Sun Life in two reinsurance agreements, and a related administrative agreement, with affiliates of Enstar Group Limited.
    • Nassau Reinsurance Group, a portfolio company of Golden Gate Capital, in its $217.2 million acquisition of The Phoenix Companies.
    • J.C. Flowers and Ascensus in the sale of Ascensus to Genstar Capital and Aquiline Capital Partners.
    • Truck-Lite, a Kelso & Company portfolio company, in its sale to Koch Equity Development and BDT Capital Partners.
    • The Dolan family, controlling stockholders of Cablevision Systems Corporation, in Cablevision’s $17.7 billion sale to Altice.
    • Sun Life Financial in its $975 million acquisition of Assurant’s Employee Benefits business.
    • HarbourVest Partners in the admission of HarbourVest Global Private Equity to the main market of the London Stock Exchange.
    • Kelso & Company in its acquisition of Sirius Computer Solutions, a leading national IT solutions integrator.
    • Providence Equity Partners and SRA in the merger of SRA with the government services unit of CSC, creating the largest pure-play IT services provider serving the U.S. government sector.
    • American Seafoods, one of the largest seafood companies in North America and one of the largest harvesters of fish in the world, in the successful out-of-court refinancing and restructuring of nearly $1 billion in aggregate funded debt.
    • Alliance Laundry Systems, an Ontario Teachers’ Pension Plan portfolio company, in the sale of majority interest to BDT Capital Partners.
    • AXA in its agreement with SulAmérica to acquire 100% of its Large Industrial and Commercial risks insurance business in Brazil.
    • Morgan Stanley Private Equity in the $600 million sale of Creative Circle, a leading professional staffing firm specializing in advertising, creative and marketing talent, to NYSE-listed On Assignment for a mix of stock and cash consideration.
    • 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.
    • 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.
    • 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.
    • FWD in the sale of its Hong Kong Mandatory Provident Fund (MPF) and Occupational Retirement Schemes businesses to Sun Life Hong Kong Limited, and a 15-year strategic distribution agreement allowing FWD’s tied agency to distribute Sun Life’s MPF and ORSO products in Hong Kong.
    • Littlejohn & Co. in the sale of a minority interest in the firm’s management companies and general partners to Goldman Sachs Alternative Investments & Manager Selection (AIMS) Group.
    • Clayton, Dubilier & Rice in its acquisition of a controlling stake in Drive DeVilbiss Healthcare, a global manufacturer of medical products.
    • Canada Pension Plan Investment Board in its investment in convertible preferred equity securities of an affiliate of Advanced Disposal Services.
    • Clayton, Dubilier & Rice in the financing 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.
    • Greater Media in its $240 million sale to Beasley Broadcast Group.
    • Dealer Tire in its sale of the assets of Dealer Tire Canada to Groupe Touchette.
    • Lauro Cinquantasette in its €315 million sale of Prime European Therapeuticals to Albany Molecular Research.
    • Verizon Communications in its acquisition of Telogis, a provider of Software-as-a-Service (SaaS) technology and services, specifically in the connected vehicle and mobile enterprise management sectors.
    • Providence Equity Partners in its acquisition from General Motors and Ford of a majority stake in OEConnection, the established market leader in cloud-based technology solutions that facilitate the efficient location, sale, distribution and dynamic pricing of automotive parts.
    • Hertz in its $2.5 billion spin-off of its equipment and rental business.
    • NLMK in its $700 million Eurobond offering of 4.5% loan participation notes due 2023, and a related tender offer for its outstanding notes due 2018 and 2019 for the aggregate principal amount of $571 million.
    • 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.
    • Clayton, Dubilier & Rice in its acquisition of Tranzact Holdings, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the U.S., from White Mountains Insurance Group.
    • International Paper in its $2.2 billion acquisition of Weyerhaeuser’s pulp business.
    • Clayton, Dubilier & Rice in its $415 million acquisition of High Ridge Brands, the largest North American consolidation platform focused on acquiring orphaned personal care brands, from Brynwood Partners.
    • EQT in the formation of EQT Ventures, a €566 million Europe technology/venture capital fund.
    • Park Square Capital Partners III, a €1.2 billion subordinated debt fund.
    • AmTrust Financial Services in its $219 million acquisition of ANV Holding, a Lloyd's platform.
    • 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.
    • Nestlé Skin Health in its $1 billion acquisition of Guthy Renker’s worldwide Proactiv business, the world’s leading non-prescription acne brand.
    • 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.
    • Swiss Re Corporate Solutions in its $153 million acquisition of IHC Risk Solutions and its direct employer stop loss business from Independence Holding Company.
    • Guardian Life in the acquisition by its subsidiary, Reed Group, of the absence management administration business of Aon Hewitt.
    • 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.
    • Fifth Third Bank in the sale of its Pennsylvania branch presence to First National Bank of Pennsylvania, and the sale of its Missouri branch presence to Great Southern Bank.
    • Eaton Partners in its sale to Stifel Financial.
    • 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.
    • Uralkali in its up to $800 million pre-export finance facility with a syndicate of eight international banks.
    • NLMK Europe Plate Division in its €250 million revolving collateralized credit facility.
    • Exponent Private Equity Partners in the formation of Exponent Private Equity Partners III, a £1 billion UK buyout fund.
    • The D. E. Shaw Group, a global investment and technology development firm, in the sale of a 20% equity interest in the management companies of The D. E. Shaw Group previously owned by Lehman Brothers to an entity managed by Hillspire, the family office that serves as the investment vehicle for Google Executive Chairman Eric Schmidt and his family.
    • Mitsui in the sale of Transfreight North America, a wholly-owned subsidiary that provides logistics services primarily to automotive manufacturers, to U.S.-based Penske Logistics.
    • Verizon Communications in the $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
    • Mitsui in its acquisition of a 20% limited partnership interest in Penske Truck Leasing Co., L.P., a full service truck leasing, truck rental and logistics business that mainly operates in the U.S., from General Electric Capital Corporation.
    • Ares Management in the formation of Ares Europe Real Estate Fund IV, a $1.3 billion Europe real estate fund.
    • 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 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.
    • Clayton, Dubilier & Rice in its acquisition of a significant stake in B&M Retail.
    • 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.
    • American International Group in its $6 billion sale of a portion of its controlling stake in AIA Group.
    • Access Industries, as part of a consortium with Apollo Global Management and Riverstone Holdings, in its $7.2 billion acquisition of the oil and gas exploration and production assets of El Paso.
    • 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 U.S.-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.
    • Independent Committee of the Board of Directors of Martha Stewart Living Omnimedia in its $365 million sale to Sequential Brands.
    • Kelso & Company in its acquisition of US LBM Holdings, a building products distributor, from BlackEagle Partners.
    • Atlas Merchant Capital in its preferred stock investment in South Street Securities.
    • Envision Healthcare in its $620 million acquisition of Rural/Metro Corporation.
    • 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.
    • Clayton, Dubilier & Rice in the financing aspects of its approximately £500 million acquisition, alongside management, of Motor Fuel Group.
    • 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.
    • An investor in the $113 million taking private of a pre-clinical trial company.
    • Ripplewood in its €532 million sale of AEG Power Solutions to Germany1 Acquisition.
    • 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.
    • JF Lehman in the formation of JFL Equity Investors IV, an $833 million 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.
    • Ambev S.A. 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.
    • The Carlyle Group in its formation of a $1 billion fund for investments in Brazil and South America.
    • Morgan Stanley Private Equity in its $410 million sale of EmployBridge, a leading provider of outsourced human resource and temporary staffing services, to Select Staffing, an Anchorage Capital backed competitor.
    • Charles F. Dolan and the Dolan family, the principal shareholders of Cablevision, in Cablevision's $1.79 billion acquisition of certain cable systems of Tele-Communications.
    • American International Group in the sale of its Taiwan consumer and SME businesses to Nan Shan Life Insurance in Taiwan.
    • Park Square in the formation of Park Square Capital Credit Opportunities II, a $2.4 billion senior debt programme.