Experience

    • Quarton International in its sale to Cowen.
    • Citizens Financial in its acquisition of Clarfeld Financial Advisors.
    • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
    • Morgan Stanley as financial advisor to Assurant in its $2.5 billion acquisition of The Warranty Group.
    • 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.
    • Apex Fund Services in its sale to Genstar Capital, a leading middle-market private equity firm.
    • Adveq in its sale to Schroders.
    • 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.
    • The Carlyle Group and Conifer management in the sale of Conifer Financial Services to SS&C Technologies.
    • Capital Group in a significant equity investment in Koba International, which owns and operates the D1 brand of hard-discount retail stores in Colombia.
    • Capital Group in its 457 million reais ($142 million) investment in BK Brasil Operação e Assessoria a Restaurantes, which operates the Burger King.
    • American Coastal Insurance Company and its parent, RDX Holding Corp., in its merger with United Insurance Holdings Corp.
    • Apollo Global Management in a significant equity investment in Genco Shipping & Trading.
    • Eaton Partners in its sale to Stifel Financial.
    • J.C. Flowers and Ascensus in the sale of Ascensus to Genstar Capital and Aquiline Capital Partners.
    • Conifer Financial Services in the sale of Conifer Securities, its broker-dealer division, to Cowen Group.
    • 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Management in its acquisition of a majority interest in the asset management business of AR Capital (subsequently withdrawn), its acquisition of the wholesale distribution business of RCS Capital and its substantial minority equity investment in RCS Capital.
    • Atlas Merchant Capital in its preferred stock investment in South Street Securities.
    • Perella Weinberg Partners as a financial advisor to Willis Group in its $18 billion merger with Towers Watson.
    • AmRisc management in its purchase of American Coastal Insurance Company from BB&T, and its sale of a majority interest in AmRisc, a managing general agency, to BB&T.
    • J.C. Flowers in its acquisition of AmeriLife Group.
    • D. E. Shaw, a global investment and technology development firm, in the sale of a 20% equity interest in the management companies of D. E. Shaw 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.
    • Pediatric Services Holding Corporation, the parent of Pediatric Services of America, in its sale to J.H. Whitney Capital Partners.
    • Northwestern Mutual in its $2.7 billion sale of Russell Investments to the London Stock Exchange Group.
    • Ontario Teachers’ Pension Plan in the formation of a joint venture with Aircastle to invest in leased aircraft.
    • Investors in settling on favorable terms a dispute arising out of a subscription agreement with a leading Chilean financial services company.
    • Capital International and Acon Investments in their acquisition of Vetra Energia, S.L., an oil and gas exploration and development company operating primarily in Colombia.
    • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
    • Miller Buckfire in its sale to Stifel Financial.
    • Senior management of The TCW Group, a diversified asset management company, in the acquisition of The TCW Group by management and private equity funds sponsored by The Carlyle Group.
    • The Principal Financial Group in its acquisition of AFP Cuprum S.A., a pension manager in Chile.
    • J.C. Flowers and Crump Group in the sale of the life and property and casualty insurance divisions of Crump to BB&T Corporation.
    • International Lease Finance Corporation in its $228 million acquisition of AeroTurbine from AerCap.
    • Capital Group in a significant minority investment in Constellation Overseas, the oil services subsidiary of the Queiroz Galvão Group.
    • Capital Group, PineBridge and the International Finance Corporation in the indirect sale of their 39% stake in Jumbo Retail Argentina to Cencosud for $442 million.
    • iPayment in its 2011 recapitalization, including the redemption of the outstanding equity interest of its majority shareholder.
    • 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.
    • Capital Group in its investment in Grupo IBMEC Educacional.
    • American International Group in the sale of its investment advisory and asset management business to Pacific Century Group.
    • J.C. Flowers in Shinsei Bank's proposed, later terminated, $5.9 billion merger with Aozora Bank.
    • Liberty Mutual in its $6.2 billion acquisition of Safeco Corporation.
    • J.C. Flowers in its role as financial adviser to Bank of America in its agreement to acquire Merrill Lynch in a $50 billion all-stock transaction.
    • AXA Group in its $1.5 billion acquisition of ING Seguros, the Mexican insurance subsidiary of ING Groep.
    • J.C. Flowers in its investment in MF Global.
    • Novolipetsk Steel in its proposed $3.53 billion acquisition of the John Maneely Company from The Carlyle Group.
    • A consortium led by Capital Group in the establishment of Arcos Dorados and the related acquisition of all of the Latin American and Caribbean operations of McDonald’s.
    • Liberty Mutual Insurance in its $2.7 billion acquisition of Ohio Casualty Group.
    • A consortium led by Salford Capital Partners in the acquisition of Metromedia International Group.
    • J.C. Flowers in its acquisition of the Retirement and Insurance Services Divisions of The Bisys Group.
    • ThinkEquity Partners in its sale to UK broker Panmure Gordon & Co.
    • Phelps Dodge in obtaining merger control approval in the EU, and various other jurisdictions globally, in respect of in its $26 billion merger with Freeport-McMoRan Copper & Gold, forming the world’s largest publicly traded copper company.
    • Net Serviços de Comunicação, the largest cable television company in Latin America, in the restructuring of all of its outstanding indebtedness and the sale of a significant strategic interest in Net Serviços to Teléfonos de México.
    • Pillowtex Corporation in the $121 million sale of the company to SB Capital Group, Gibbs International, Gordon Brothers Retail Partners and Tiger Capital Group.
    • The Capital Group in its acquisition of a significant minority interest in Inversiones Jumbo S.A., the largest grocery store chain in Argentina.
    • Mitsui in its $900 million sale of the Brazilian mining company Caemi Mineração e Metalurgia to Vale and the related $830 million purchase by Mitsui of a significant interest in Valepar, the controlling shareholder of Vale.

Education

  • Yale Law School, 1987, J.D.
  • Kenyon College, 1983, A.B.

Languages

  • English