Experience

• • Oaktree Capital Management as a lead investor in the $890 million recapitalization of Patriot National Bancorp, parent company of a nationally chartered bank, in its merger with American Challenger, an entity formed in 2020 to establish a new digital national bank.
  • Citizens Financial in its acquisition of 80 East Coast branches and the national online deposit business from HSBC Bank USA, N.A.
  • Kilter Finance in its investment in Independent Group.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.
  • American International Group in the sale of its medical stop-loss operations to Tokio Marine HCC.
  • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
  • CF Corporation and Blackstone in the $1.835 billion acquisition of Fidelity & Guaranty Life.