Experience

    • Pactiv Evergreen in the sale of its Pine Bluff, Arkansas, paper mill and Waynesville, North Carolina, extrusion facility, to Suzano.
    • Valenz Health, a Kelso & Company portfolio company and platform of integrated cost containment and payment integrity solutions, in its acquisition of Healthcare Bluebook, a healthcare cost and quality navigation platform.
    • Corebridge Financial in AIG’s $3.4 billion sale of Corebridge common stock to Nippon Life Insurance Company.
    • Prosperity Life Group, an innovative insurance, reinsurance, and asset management company, in its acquisition of National Western in a transaction valued at approximately $1.9 billion.
    • Kelso & Company and its portfolio company, BradyIFS, in the merger of BradyIFS and Envoy Solutions, which includes a new strategic and financial partnership with Warburg Pincus and its affiliate funds.
    • Ascent, a global leading provider of expedited, time-critical logistics solutions and other transportation services, in its sale to affiliates of H.I.G.
    • Kelso & Company in its investment in Valenz.
    • American International Group and Corebridge Financial in AIG’s secondary public offering of 74.75 million shares of Corebridge Financial common stock at $16.25 per share.
    • INDICOR, a Clayton, Dubilier & Rice portfolio company, in the $670 million sale of its Compressor Controls Corporation division, a leading provider of turbomachinery control and optimization solutions, to Honeywell.
    • Brookfield Reinsurance in its acquisition of Argo in a transaction valued at approximately $1.1 billion.
    • Inovar Packaging Group in its acquisition of Cimarron Label and Western Printing, a label printing provider.
    • American International Group and Corebridge Financial, a majority-owned subsidiary of American International Group, in the initial public offering of Corebridge Financial.
    • Wilton Re, a majority-owned reinsurance company of CPP Investments, in its sale of Ivari, a Toronto-based life insurance company, to Sagicor Financial Company.
    • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory 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.
    • Kelso & Company and its portfolio company, Eagle Family Foods Group, in their acquisition of General Mills’ Helper main meals and Suddenly Salad side dishes businesses, in a transaction valued at approximately $610 million.
    • Kelso & Company in its acquisition of a majority interest in Inovar Packaging Group, a full-service provider of pressure sensitive labels, shrink sleeves and flexibles for a wide range of industries.
    • 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.
    • Carlyle in its $2.1 billion capital raise and equity investment in Fortitude Re and the formation of a strategic advisory services agreement.
    • Dover Corporation, a diversified global manufacturer and global services provider, in its $631 million acquisition of Engineered Controls International.
    • Canaccord Genuity Group, an independent, full-service financial services firm, in its acquisition of Sawaya Partners, an independent M&A advisory firm.
    • 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.
    • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
    • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
    • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Feeney Utility Services Group.
    • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
    • Kelso & Company in its investment in Inmark.
    • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
    • Carlyle as a lead investor in the $1 billion launch of Vantage Group, a new re/insurance entity and its wholly owned subsidiary, Vantage Risk, a new property catastrophe reinsurance provider.
    • Precision Medical Group in its $2.4 billion sale to Blackstone.
    • Kelso & Company, as part of a consortium with Arch Capital Group and Warburg Pincus, in the $700 million acquisition of Watford Holdings, a global property and casualty insurance and reinsurance company.
    • Cornerstone Building Brands in the pricing of its $500 million offering of 6.125% unsecured senior notes due 2029.
    • Artera, a Clayton, Dubilier & Rice portfolio company and one of the nation’s largest providers of integrated infrastructure services to natural gas and electric industries, in its acquisition of Otis Eastern Service.
    • Roadrunner Transportation in the sale of its Prime Distribution Services business to C.H. Robinson.
    • Emergent Cold Storage, an Elliott Management portfolio company, in its sale to Lineage Logistics, the world’s largest refrigerated-storage company by space.
    • J.C. Flowers and AmeriLife Group in the sale of AmeriLife to Thomas H. Lee Partners.
    • Carlyle in its $1.8 billion acquisition, with T&D Holdings, of a majority interest in Fortitude Re.
    • 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.
    • InterXion in its combination with Digital Realty, valuing InterXion at $8.4 billion.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
    • 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.
    • Pernod Ricard in its $223 million acquisition of Castle Brands.
    • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
    • Ply Gem and Clayton, Dubilier & Rice in Ply Gem’s $5.5 billion stock-for-stock combination with NCI Building Systems.
    • Prosperity Life Insurance in its sale to an investor group led by Elliott Management.
    • Nationstar Mortgage, a leading mortgage servicer and originator, in its $3.8 billion merger with WMIH.
    • Clayton, Dubilier & Rice in its $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
    • American International Group in its $5.56 billion acquisition of Validus Group, a Bermuda-based, NYSE-listed, (re)insurance company.

Education

  • University of North Carolina at Chapel Hill, 1995, B.S.
  • University of North Carolina at Chapel Hill, 1996, Master of Accounting
  • University of Virginia School of Law, 2006, J.D.