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.
  • Morgan Stanley Capital Partners in its sale of World 50 and its related subsidiary companies to a single asset GP-led continuation fund investment vehicle managed by an affiliate of MSCP.
  • Cornerstone Building Brands in its acquisition of Harvey, a manufacturer of high performing windows and doors.
  • 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 of a significant ownership position in Foundation Building Materials, a specialty building products distributor.
  • Cynosure, a Clayton, Dubilier & Rice portfolio company and provider of medical aesthetic treatment systems, in its strategic combination with Lutronic, a provider of intelligent laser and energy-based systems.
  • Clayton, Dubilier & Rice in its acquisition of Shearer’s Foods, a leading contract manufacturer and private label supplier in the snack industry in North America.
  • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
  • Hamilton Lane as lead investor in the formation of MiddleGround Capital’s $440 million MiddleGround Carbon CV, L.P. fund.
  • 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.
  • Elliott Management in its investment leading Speyside’s single asset continuation fund to support the future growth of its portfolio company Opta.
  • 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.
  • 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.
  • Prudential Financial in 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.
  • StanCorp Financial Group in its acquisition of the Life & Disability business from Elevance Health.
  • Pernod Ricard in its acquisition of a majority stake in Skrewball, a super-premium and fast-growing flavored whiskey.
  • Gentiva, a Clayton, Dubilier & Rice portfolio company and leading hospice, palliative, and personal care company, in its acquisition of Heartland hospice and home care.
  • Inovar Packaging Group in its acquisition of Cimarron Label and Western Printing, a label printing provider.
  • HarbourVest Partners, TPG NewQuest and Committed Advisors as the lead investors in CSP Fund II, a $700 million continuation vehicle sponsored by a partnership between Capital Square Partners and Basil Technology Partners to acquire a portfolio of companies from existing funds.
  • 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.
  • Mitsui in the formation of the Blue Water Alliance, a joint venture in partnership with Olin Corporation.
  • 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.
  • The Great American Outdoors Group, the parent company of Bass Pro Shops and Cabela’s, in advocacy to the FTC related to its proposed acquisition of Sportsman’s Warehouse.
  • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory services.
  • Clayton, Dubilier & Rice in the financing aspects of its $5.8 billion acquisition of Cornerstone Buildings Brands, the largest manufacturer of exterior buildings products in North America.
  • 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.
  • 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.
  • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
  • 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.
  • 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.
  • TA Associates, in its acquisition of TouchTunes, an in-venue, interactive music and entertainment platform, from funds advised by Searchlight and Newlight.
  • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its acquisition of and $500 million capital contribution to Ohio National, as part of Ohio National’s demutualization process.
  • Total Financial Solutions (d/b/a Total Bank Solutions) in its merger with Reich & Tang Deposit Networks.
  • Blackstone as lead investor in DNAnexus’ $200 million financing round.
  • Carlyle in its strategic partnership with Orsini, an independent specialty pharmacy focused on rare diseases, gene therapies and complex conditions.
  • Dover Corporation, a diversified global manufacturer and global services provider, in its $631 million acquisition of Engineered Controls International.
  • Oaktree Capital Management, a leader among global investment managers specializing in alternative investments, in its acquisition of Velocity Risk, a catastrophe-focused property and specialty insurance risks managing general agent.
  • 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.
  • Consilio, a Stone Point Capital portfolio company, in its acquisition of Legility, a global legal services provider.
  • Morgan Stanley Capital Partners in the sale of 24 Seven, a leading provider of digital marketing and creative staffing solutions, to a single asset GP-led continuation fund vehicle managed by an affiliate of MSCP.
  • 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.
  • S&S Activewear in its acquisition of TSC Apparel, a leading national distributor of blank apparel and accessories.
  • A major investor in Envigo, a pharmaceutical and biotechnology research provider, in the sale of Envigo to Inotiv, a drug discovery and development contract research organization, for a total transaction value of approximately $545 million.
  • Jackson and Prudential plc in the separation of Jackson through a demerger, in a transaction valued at approximately $2.5 billion and that establishes Jackson as an independent, publicly-traded company.
  • Glendower Capital in its strategic partnership with CVC, creating a combined group with total assets under management of approximately €113 billion.
  • Pactiv Evergreen in its $380 million acquisition of Fabri-Kal, a U.S. manufacturer of foodservice and custom thermoformed plastic packaging solutions.
  • Lone Wolf, a Stone Point Capital portfolio company, in its acquisition of Propertybase, a leading global real estate and mortgage software company.
  • 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.
  • American International Group in its strategic partnership with Blackstone Group for its Life & Retirement business.
  • Clayton, Dubilier & Rice and Solenis in the sale of Solenis to Platinum Equity at an implied enterprise value of $5.25 billion.
  • Clayton, Dubilier & Rice in its $6 billion acquisition and subsequent combination of Fort Dearborn and Multi-Color Corporation, to create the world's largest label solutions company.
  • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
  • Temasek, a shareholder of BluJay Solutions (BluJay), in the $1.7 billion sale of BluJay to E2open Parent Holdings.
  • 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.
  • Domtar in its $3 billion sale to Paper Excellence.
  • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
  • CPP Investments as lead investor in a $400 million Series C financing for insitro, a machine learning-driven drug discovery and development company.
  • Carlyle, as majority owner of Syniverse, in Twilio’s $750 million investment in Syniverse.
  • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
  • Bass Pro Group in Great American Outdoors Group’s acquisition of Sportsman’s Warehouse.
  • Precision Medical Group in its investment from funds managed by Blackstone.
  • Stone Point Capital in its investment in Lone Wolf Technologies, the North American leader in residential real estate software.
  • 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.
  • Pantheon in its equity investment as part of the proposed £2 billion takeover by KKR of John Laing Group plc.
  • Prudential plc and Jackson National in the reinsurance to Athene of $27.6 billion of Jackson’s in-force fixed and fixed index annuities and a $500 million equity investment in Jackson’s holding company.
  • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
  • Morgan Stanley Capital Partners and Pathway Vet Alliance in the $2.7 billion sale of a majority stake in Pathway to TSG Consumer Partners.
  • Morgan Stanley Capital Partners in its investment in World 50, a provider of private peer communities for business executives.
  • Stone Point Capital in its acquisition of Safe-Guard.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • AXA Equitable Holdings in its agreement to sell U.S. Financial Life Insurance Company & MONY Life Insurance Company of the Americas.
  • Carlyle in its $1.8 billion acquisition, with T&D Holdings, of a majority interest in Fortitude Re.
  • Emergent Cold Storage, an Elliott Management portfolio company, in its sale to Lineage Logistics, the world’s largest refrigerated-storage company by space.
  • Clayton, Dubilier & Rice in its proposed $4 billion take private acquisition of Anixter International, a NYSE-listed company. (Terminated)
  • Lovell Minnick in its take-private deal for Charles Taylor, a leading provider of professional services to the global insurance market.
  • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of two of Gowrie Holdings subsidiaries, Maritime Program Group and Gowrie Group.
  • Pacific Life in its sale of Aviation Capital Group to Tokyo Century Corporation.
  • OEConnection (OEC) and Providence Equity in the sale of a majority stake in OEC to Genstar Capital.
  • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
  • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
  • SouthernCarlson in its sale to Kyocera Corporation.
  • Perform in antitrust and competition aspects of its combination with STATS and investment from Vista.
  • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Krauter & Company, a leading specialty firm focused on the risk and insurance needs of private equity firms and their portfolio companies nationwide.
  • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
  • Japan Post Holdings in its purchase of a strategic stake of approximately 7% of outstanding common shares of Aflac.
  • Hojeij Branded Foods in its $330 million sale to Lagardère Travel Retail.
  • Risk Strategies, a Kelso & Company portfolio company, in its acquisition of Oxford Risk Management, an established leader in alternative risk and captive insurance and consulting.
  • 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.
  • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
  • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
  • TPG and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
  • 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.
  • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
  • 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.
  • Precision Medicine Group in a new $275 million investment.
  • TPG and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
  • Westfield in the company’s $24.7 billion sale to Unibail-Rodamco, Europe's largest listed commercial property company.
  • Cornell Capital as a lead investor in the $2.05 billion acquisition of Talcott Resolution, The Hartford’s run-off life and annuity businesses.
  • Time Inc. in its $2.8 billion sale to Meredith.
  • AmTrust Financial Services in a strategic transaction with Madison Dearborn for a portion of AmTrust’s U.S. fee businesses valued at $1.15 billion.
  • Resolution Life, a global life insurance group focusing on the acquisition and management of portfolios of life insurance policies, in its sale of Lincoln Benefit Life to Global Bankers Insurance Group. (Terminated)
  • Clayton, Dubilier & Rice in its $500 million preferred stock investment in Beacon Roofing Supply’s $2.625 billion acquisition of Allied Building Products.
  • Discovery, Inc. in its $14.6 billion acquisition of Scripps Networks Interactive.
  • Clayton, Dubilier & Rice in its $2.5 billion acquisition of HD Supply’s Waterworks Division, the largest distributor of waterworks products in the United States.
  • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
  • Clayton, Dubilier & Rice in the acquisition of Carestream Dental, an industry-leading provider of dental digital product lines and services, from Carestream Health/Onex.
  • Clayton, Dubilier & Rice and Brand Energy and Infrastructure Services in the merger of Brand Energy and Safway Group, forming the leading global industrial service business with over $5 billion in revenue.
  • A secondaries investor as the lead investor in the recapitalization of two “end-of-life” funds, sponsored by the same manager, in a merger transaction designed to offer liquidity to existing investors.
  • Showa Denko in the U.S. aspects of its acquisition of SGL GE Holding.
  • Hony Capital in its strategic investment in, and related cooperation arrangements with, as well as follow-on investment and subsequent corporate restructuring transactions involving, the WeWork Companies.
  • Hussmann, a Clayton, Dubilier & Rice portfolio company, in its $1.5 billion sale to Panasonic.
  • Guardian in the acquisition by its subsidiary, Reed Group, of the absence management administration business of Aon Hewitt.
  • TruGreen, a Clayton, Dubilier & Rice portfolio company, and CD&R in TruGreen’s merger with Scotts LawnService.
  • American Securities and P2 Capital Partners in their $855 million acquisition of Blount International.
  • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
  • Kelso & Company in its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
  • PharMEDium, a Clayton, Dubilier & Rice portfolio company and the leading national provider of outsourced compounded sterile preparations to acute care hospitals in the United States, in its $2.6 billion sale to AmerisourceBergen.
  • J.C. Flowers and Ascensus in the sale of Ascensus to Genstar Capital and Aquiline Capital Partners.
  • Truck-Lite, a Kelso & Company portfolio company, in its sale to Koch Equity Development and BDT Capital Partners.
  • Kelso & Company in its acquisition of Sirius Computer Solutions, a leading national IT solutions integrator.
  • Lannett in its acquisition for $1.23 billion in cash, plus additional contingent consideration, of Kremers Urban Pharmaceuticals, the U.S. specialty generic pharmaceuticals subsidiary of global biopharmaceuticals company UCB.
  • Kelso & Company in its acquisition of US LBM Holdings, a building products distributor, from BlackEagle Partners.
  • StanCorp Financial Group in its $5 billion sale to Meiji Yasuda Life Insurance Company.
  • Independent Committee of the Board of Directors of Martha Stewart Living Omnimedia in its $365 million sale to Sequential Brands.
  • Morgan Stanley Private Equity in the $600 million sale of Creative Circle, a leading professional staffing firm specializing in advertising, creative and marketing talent, to NYSE-listed On Assignment for a mix of stock and cash consideration.
  • Morgan Stanley Private Equity in its $410 million sale of EmployBridge, a leading provider of outsourced human resource and temporary staffing services, to Select Staffing, an Anchorage Capital backed competitor.
  • Catlin Group in its sale to XL Group for approximately £2.79 billion. The combined business is expected to have a leading presence in the global specialty insurance and reinsurance markets.
  • NCI Building Systems in its $245 million acquisition of CENTRIA.
  • Standard General in its acquisition of RadioShack’s asset based credit facility from GE Capital in a transaction expected to result in ownership of not less than 50% of the company's equity securities.
  • Chemtura in the $1 billion sale of its agrochemicals business, Chemtura AgroSolutions.
  • TIAA-CREF in its $6.25 billion acquisition of Nuveen Investments, a diversified investment management company with $221 billion in assets under management.
  • American International Group in obtaining merger control approval in 22 jurisdictions globally, including one of the earliest COMESA approvals, for its $7.6 billion sale of International Lease Finance Corporation to NYSE-listed AerCap Holdings N.V.
  • Clayton, Dubilier & Rice in its acquisitions of Brand Energy and Harsco Infrastructure in a combined transaction valued at $2.5 billion.
  • The Special Committee of the Board of Directors of Dell in litigation challenging the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
  • Kelso & Company in its acquisition of PowerTeam Services, a provider of infrastructure services to the gas and electric utility industry.
  • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
  • Oriental Trading Company in its sale to Berkshire Hathaway.
  • Mitsui in its joint venture with Codelco to acquire 29.5% of Anglo American Sur.
  • Clayton, Dubilier & Rice in its $1.05 billion acquisition of a majority ownership stake in Wilsonart International Holdings, the decorative surfaces unit of Illinois Tool Works.
  • Pernod Ricard in its investment in Tequila Avión.
  • Clayton, Dubilier & Rice, Carlyle, Kelso & Company, and other private equity fund sponsors in numerous acquisitions.
  • Lead coordinating counsel for global competition filings in mergers and acquisitions in numerous industries, including financial services, insurance, television programming, dental imaging, specialty and industrial chemicals, industrial sensors, primary metals, aircraft, personal and enterprise computers, and car rental.