Experience

• • Prudential Financial in the financing aspects of 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.
  • Atlas Merchant Capital in its investment in and strategic partnership with MarshBerry, a boutique investment banking and consulting firm.
  • 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.
  • 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.
  • Kelso & Company in its acquisition of J.S. Held, a global consulting firm focused on high value insurance claims and construction-related matters.
  • Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.