Experience

• • Clayton, Dubilier & Rice in its strategic partnership with Elevance Health, which will bring together certain care delivery and enablement assets of Elevance’s Carelon Health and CD&R portfolio companies, apree health and Millennium Physician Group.
  • Clayton, Dubilier & Rice in its acquisition of Presidio, a leading technology services and solutions provider, from BC Partners.
  • The George Robert Rawlings Trust in the sale of the Rawlings Companies to New Mountain Capital Group L.P.
  • Konica Minolta, a Japanese multinational equipment and materials manufacturer operating in the healthcare and industrial industries, in the sale of its subsidiary Invicro to Calyx, a portfolio company of CapVest and leading technology-enabled provider.
  • Clayton, Dubilier & Rice in its acquisition, together with Stone Point Capital, of Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, at an enterprise value of $15.5 billion.
  • Clayton, Dubilier & Rice in its acquisition of a significant ownership position in Foundation Building Materials, a specialty building products distributor.
  • Sawai and Sumitomo in the $210 million sale of its subsidiary Upsher-Smith Laboratories to Bora Pharmaceuticals.
  • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
  • TPG Rise Climate, the dedicated climate investing strategy of TPG's global impact investing platform TPG Rise, in the equity portion of a $700 million investment in Hybar, a newly formed company, to start up and operate a technologically advanced, environmentally sustainable scrap metal recycling steel rebar mill.
  • Five Arrows, the alternative assets arm of Rothschild & Co., in its acquisition of a majority stake in n2y, a provider of comprehensive, SaaS-based solutions for students with unique learning challenges.
  • Morgan Stanley Capital Partners in its acquisition of Allstar Services and RowCal.
  • Providence Equity Partners in its investment in a multi-decade lease for nine marquee billboards at Two Times Square and 1600 Broadway from Universal Branding Group.
  • M&T Bank Corporation in the sale of its Collective Investment Trust business to Madison Dearborn Partners.
  • Clayton, Dubilier & Rice in its acquisition, together with Greenbriar Equity Group, of Paradigm Precision and Whitcraft Group and the merger of the two companies.
  • Transdev, a global provider of mobility services, in its acquisition of FirstTransit, an EQT Infrastructure portfolio company.
  • Pernod Ricard in its acquisition of a majority stake in Código 1530 Ultra Premium and Prestige Tequila.
  • Providence Equity Partners in its minority investment of up to $500 million in the formation of The North Road Company.
  • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisitions of EV Connect, an electric vehicle charging solutions provider, and EnergySage, an online marketplace for solar energy products and services.
  • Clayton, Dubilier & Rice in its acquisition of a majority stake in the industrial businesses of Roper Technologies, which operates market-leading businesses that design and develop vertical software and application-specific products, in a transaction valued at $3.7 billion.
  • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
  • Dover Corporation in its $225 million acquisition of Malema, a designer and manufacturer of flow-measurement and control instruments for the biopharmaceutical, semiconductor, and industrial sectors.
  • Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment, in its acquisition of EaglePicher Medical Power, a medical device manufacturer.
  • S&S Activewear, a leading American imprintable apparel wholesale company and Clayton, Dubilier & Rice portfolio company, in its acquisition of TSF Sportswear, a multi-line wholesaler.
  • Carlyle in its $2.1 billion capital raise and equity investment in Fortitude Re and the formation of a strategic advisory services agreement.
  • The Travelers Companies in the acquisition of the technology and development teams of Trōv, a digital insurance provider and one of the first and leading insurtech companies.
  • Kindred Healthcare, a TPG portfolio company and leading specialty hospital company delivering acute health services, in its sale to LifePoint Health, a leader in the delivery of community-based care.
  • Carestream Dental, a Clayton, Dubilier & Rice portfolio company and leading provider of dental technology, in the $600 million carve-out sale of its Scanning Technology business to Envista, a leading global dental products company.
  • Gympass, a corporate wellbeing platform, in the acquisition of Trainiac, a leading one-on-one personal training fitness platform.
  • Consilio, a Stone Point Capital portfolio company, in its acquisition of Legility, a global legal services provider.
  • Kelso & Company in its acquisition of a majority interest in ReSource Pro, a market leader in business process solutions for the P&C insurance industry.
  • White Cap, a Clayton, Dubilier & Rice portfolio company and leading North American distributor of specialty concrete and construction accessory, safety, and building products, in its acquisition of Ram Tool, a construction supply distribution company.
  • Manulife, a Canadian multinational insurance company and financial services provider, in its reinsurance deal with Venerable, a provider of risk transfer solutions to variable annuity issuers, releasing approximately $2 billion in capital.
  • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of OpenSlate, a content-focused measurement and analytics company.
  • Carlyle in its strategic growth investment and acquisition of a majority stake in Saama, a leading AI-driven intelligent clinical cloud company that enables the life sciences industry to conduct faster and safer clinical developments and regulatory programs, valuing the company at up to $430 million.
  • Clayton, Dubilier & Rice in its acquisition of PwC’s Global Mobility Tax and Immigration Services practice, the global leader in employee tax, immigration, business travel, cross-border managed services, and payroll solutions to multinational organizations and their employees.
  • Sun Life in its $2.475 billion acquisition of DentaQuest.
  • International Paper, a global producer of renewable fiber-based packaging and pulp products, in the separation and spin-off of its global printing papers business, Sylvamo, and related financing arrangements.
  • Consilio in its acquisition of the Adecco Group’s legal consulting and eDiscovery Business Units.
  • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
  • Fortitude Re, a Carlyle portfolio company, in its acquisition of a $31 billion block of legacy variable annuities from Prudential Financial for a total transaction value of $2.2 billion.
  • Pactiv Evergreen in its $380 million acquisition of Fabri-Kal, a U.S. manufacturer of foodservice and custom thermoformed plastic packaging solutions.
  • Carlyle, as majority owner of Syniverse, in Syniverse’s $2.85 billion merger, later terminated, with special purpose acquisition company M3-Brigade Acquisition II Corp. resulting in Syniverse becoming a publicly traded company.
  • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
  • Nassau Financial Group, a Golden Gate Capital portfolio company, in the sale of its life insurance and annuity distribution company, Saybrus Partners, to AmeriLife Group.
  • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
  • Morgan Stanley Capital Partners in its acquisition of Sila, a heating and air company that offers HVAC, plumbing, indoor air quality, and home automation systems in the Northeastern and Mid-Atlantic United States.
  • Discovery, Inc. in the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
  • Domtar in its $3 billion sale to Paper Excellence.
  • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
  • Blackstone as a lead investor in the formation of Hydrogen Health.
  • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
  • Waitr in its acquisition of Delivery Dudes.
  • Carlyle, as majority owner of Syniverse, in Twilio’s $750 million investment in Syniverse.
  • Carlyle in its $2.6 billion sale of MedRisk to CVC Capital Partners.
  • GoDaddy in its acquisition of the .design domain extension.
  • GoDaddy in its acquisition of the .club domain extension.
  • Clayton, Dubilier & Rice in its acquisition of S&S Activewear, a leading North American distributor of imprintable apparel and accessories.
  • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
  • Kelso & Company in its investment in Inmark.
  • Toyota Motor Corporation, as an investor in Uber Technologies' self driving unit Advanced Technologies Group (Uber ATG), in its sale of Uber ATG to Aurora.
  • 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.
  • Verizon in its $6.25 billion acquisition of Tracfone, the largest reseller of wireless services in the U.S.
  • Clayton, Dubilier & Rice in its $4.7 billion acquisition of Epicor Software, a global provider of cloud-based, industry-specific Enterprise Resource Planning software to industrial-focused sectors.
  • Clayton, Dubilier & Rice in its $2.9 billion acquisition of White Cap, a leading distributor of specialty concrete and construction products, and its combination of White Cap with CSG, a leading U.S. distributor of specialty concrete and masonry accessories, for a total transaction value of approximately $4 billion.
  • Third Point Re in its $788 million merger with Sirius Group.
  • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
  • TPG in the sale of Adare Pharmaceuticals, a leading specialty contract development and manufacturing organization, to Thomas H. Lee Partners and Frazier Healthcare Partners and the related separation of Adare’s Eosinophilic Esophagitis product into a TPG-backed entity.
  • Clayton, Dubilier & Rice in its acquisition of Radio Systems Corporation, a market-leading provider of innovative pet product solutions.
  • Verizon in its acquisition of BlueJeans, a market-leading cloud-based video conferencing and event platform.
  • A major healthcare company in advice related to regulatory and governance issues around artificial intelligence.
  • Allergan in its sale of Brazikumab to AstraZeneca and Zenpep to Nestle.
  • Stone Point Capital in its acquisition of Safe-Guard.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • Toyota Motor Corporation in its $394 million investment in Joby Aviation, an aerospace company that is developing and commercializing all-electric vertical takeoff and landing aircraft to enable the deployment of fast, quiet and affordable air taxi services.
  • Clayton, Dubilier & Rice in its acquisition of Cynosure, a leader in medical aesthetics systems and technologies, from Hologic, a NASDAQ listed medical technology company primarily focused on women’s health.
  • Wilsonart, a Clayton, Dubilier & Rice portfolio company, in the $150 million sale of its Asia Business to Aica Kogyo and the Development Bank of Japan.
  • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
  • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
  • Pacific Life in its sale of Aviation Capital Group to Tokyo Century Corporation.
  • Centerbridge Partners in its investment in GoHealth.
  • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
  • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
  • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
  • AmTrust Financial Services in the sale of its domestic and international surety and credit reinsurance operations to Liberty Mutual.
  • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
  • Hamilton Insurance Group in its acquisition of Pembroke Managing Agency and Ironshore Europe DAC from Liberty Mutual.
  • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
  • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
  • Quarton International, an independent U.S. and European M&A advisory firm, in its sale to Cowen.
  • Dealer Tire in a significant investment by Bain Capital Private Equity.
  • Johnson & Johnson in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
  • 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.
  • Dealer Tire in its significant investment in SimpleTire.
  • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
  • 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.
  • TPG and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
  • Morgan Stanley Private Equity in its acquisition of Manna Pro, a leading producer of nutritional supplements and other animal products, from Carlyle.
  • Carlyle in its strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
  • Dealer Tire in the patent and intellectual property aspects of its investment in Tyrata, a tire sensor and data management company.
  • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
  • Johnson & Johnson in its global co-development and commercialization agreement with Theravance Biopharma, relating to various compounds being developed for the treatment of inflammatory bowel disease, including Crohn's and ulcerative colitis.
  • TPG and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.