Experience

• Technology

  • Sixth Street in its acquisition of a minority stake in EdgeConneX, a global provider of data center capacity.
  • TPG and OneOncology in OneOncology’s acquisition of United Urology Group.
  • TPG’s The Rise Fund, the multi-sector strategy of TPG’s global impact investing platform, as lead investor in the Series C financing of Hayden AI Technologies.
  • 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.
  • Qatalyst Partners, as financial advisor to Matterport, a spatial data company, in the sale of Matterport to CoStar Group.
  • TPG Growth in its acquisition of a majority stake in Crowe Healthcare Consulting, establishing it as an independent entity.
  • Kelso & Company in its investment in Valenz.
  • J.P. Morgan Securities, as financial advisor to multi-cloud services provider VMware, in its sale to global technology leader Broadcom, in a transaction valued at approximately $61 billion.
  • Smartly.io, the leading social advertising platform, in its acquisition of Ad-Lib.io, the creative optimization platform.
  • 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.
  • Smartly.io, the leading social advertising platform, in its acquisition of Viralspace.ai, a startup in artificial intelligence-driven creative optimization for digital advertising.
  • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its agreement to acquire Meetrics, a European ad verification company, in an all-cash transaction.
  • Providence Equity Partners in the combination of Blackboard, a leading global educational technology software and solutions company, and Anthology, a leading provider of proven higher education solutions.
  • GoDaddy in its acquisitions of the .club and .design domain extensions, as well as 28 domain extensions (and certain other business assets) owned and operated by Minds + Machines Group Limited (MMX).
  • Verizon in its acquisition of BlueJeans, a market-leading cloud-based video conferencing and event platform.
  • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
  • Clayton, Dubilier & Rice in the acquisition of Carestream Dental, an industry-leading provider of dental digital product lines and services, from Carestream Health/Onex.
  • Providence Equity Partners in its majority investment of €200 million in Smartly.io.
  • 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.
  • OEConnection (OEC) and Providence Equity in the sale of a majority stake in OEC to Genstar Capital.
  • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
  • Sequoia Capital as a shareholder of Qualtrics International in Qualtric’s $8 billion sale to SAP.
  • Verizon Communications in its acquisition of Telogis, a provider of Software-as-a-Service (SaaS) technology and services, specifically in the connected vehicle and mobile enterprise management sectors.
  • Providence Equity Partners in its acquisition from General Motors and Ford of a majority stake in OEConnection, the established market leader in cloud-based technology solutions that facilitate the efficient location, sale, distribution and dynamic pricing of automotive parts.
  • Providence Equity Partners and SRA in the merger of SRA with the government services unit of CSC, creating the largest pure-play IT services provider serving the U.S. government sector.
  • 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.

• Media & Telecommunications

  • Verizon in its $1 billion cash acquisition of wireless spectrum licenses in the cellular band, as well as select licenses for spectrum in the AWS and PCS bands, from United States Cellular Corporation and certain of USCC’s subsidiaries.
  • Verizon in its $20 billion acquisition of Frontier, the largest pure-play fiber internet provider in the U.S.
  • The Special Committee of SiriusXM in its agreement to combine SiriusXM with Liberty Media’s Liberty SiriusXM tracking stock group to create New SiriusXM, a new public company.
  • 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.
  • Providence Equity Partners in its minority investment of up to $500 million in the formation of The North Road Company.
  • The Dolan family in MSG Entertainment’s acquisition of MSG Networks.
  • Qatar Investment Authority in its $375 million co-investment in Elon Musk’s take private acquisition of Twitter.
  • Verizon in its $6.25 billion acquisition of Tracfone, the largest reseller of wireless services in the U.S.
  • The Special Committee of Liberty Broadband in Liberty Broadband’s $10.59 billion acquisition of GCI Liberty.
  • Time Inc. in its $2.8 billion sale to Meredith.
  • Verizon Communications in its $3.1 billion acquisition of Straight Path Communications, a leading wireless spectrum holder.
  • Verizon Communications in its $1.8 billion acquisition of XO Communications’ fiber-optic network business.
  • The Dolan family, controlling stockholders of Cablevision Systems Corporation, in Cablevision’s $17.7 billion sale to Altice.
  • Verizon Communications in the $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
  • Beijing Galloping Horse Film and Galloping Horse America in their acquisition of the visual effects and other assets of Digital Domain Productions in a Section 363 sale under the U.S. Bankruptcy Code.
  • Verizon Wireless in its $3.6 billion acquisition of Advanced Wireless Services spectrum licenses.
  • Verizon Wireless in its $2.67 billion acquisition of Rural Cellular.
  • Verizon Wireless in its acquisition of Alltel Corporation, a transaction valued at $28.1 billion.
  • Verizon Wireless in its $2.35 billion sale of wireless assets to AT&T and $240 million acquisition of wireless assets from AT&T.
  • Oxygen Media in its $925 million acquisition by NBC Universal.
  • General Electric in the repurchase of Vivendi’s stock of NBC Universal for $5.8 billion, along with advice to NBC Universal on certain corporate matters related to the formation of the NBC Universal - Comcast joint venture valued at $37.5 billion.
  • Discovery, Inc. in its $1.9 billion acquisition from Cox Communications of a 25% interest in Discovery for cash and certain assets, including the Travel Channel.
  • The Dolan family in its $22 billion effort to take Cablevision private.
  • Verizon Communications in the $2.72 billion spin-off and merger of Verizon's local exchange business in Maine, New Hampshire and Vermont with Fairpoint Communications.

• Industrials

  • 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.
  • 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.
  • 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.
  • Clayton, Dubilier & Rice and Solenis in the sale of Solenis to Platinum Equity at an implied enterprise value of $5.25 billion.
  • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
  • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
  • Kelso & Company and US LBM in Bain Capital Private Equity’s acquisition of a majority interest in US LBM.
  • Dealer Tire, a Bain Capital portfolio company, in its acquisition of Dent Wizard.
  • Morgan Stanley and Greenhill Partners, as financial advisors to International Flavors and Fragrances, in International Flavors and Fragrances’s $45 billion Reverse Morris Trust merger with the nutrition and biosciences unit of DuPont de Nemours.
  • The Special Conflicts Committee of the Board of Directors of Navios Maritime Holdings Inc. in the sale by Navios of its ship management division and certain general partnership interests to a related party.
  • One Rock Capital Partners in its acquisition of the Engineered Components and Systems segment of Actuant Corporation.
  • SouthernCarlson in its sale to Kyocera Corporation.
  • Dealer Tire in a significant investment by Bain Capital Private Equity.
  • Dealer Tire in its significant investment in SimpleTire.
  • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
  • International Paper in the $1.8 billion combination of its North America Consumer Packaging business with Graphic Packaging.
  • Dealer Tire in its sale of the assets of Dealer Tire Canada to Groupe Touchette.
  • Dover Corporation in its $780 million acquisition of Wayne Fueling Systems from Riverstone Holdings.
  • International Paper in its $2.2 billion acquisition of Weyerhaeuser’s pulp business.
  • Truck-Lite, a Kelso & Company portfolio company, in its sale to Koch Equity Development and BDT Capital Partners.
  • Roofing Supply Group, a Clayton, Dubilier & Rice portfolio company, in its $1.1 billion sale to Beacon Roofing Supply.
  • Kelso & Company in its acquisition of US LBM Holdings, a building products distributor, from BlackEagle Partners.
  • Solenis, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Clearwater Specialties, a specialty chemical company.
  • Chemtura in the $1 billion sale of its agrochemicals business, Chemtura AgroSolutions.
  • Clayton, Dubilier & Rice in its $1.8 billion acquisition of Ashland Water Technologies.
  • Reynolds Group in its $6 billion acquisition of Pactiv, a NYSE-listed global manufacturer and supplier of consumer food and beverage packaging and storage products.
  • International Paper in its $4.3 billion acquisition of Temple-Inland.
  • Ripplewood and Oak Hill Capital in the financings for the $3.4 billion acquisition of RSC Equipment Rental.

• Consumer

  • TPG in its acquisition of Classic Collision, a leading national collision repair multi-site operator.
  • 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 Ferraro Foods, a specialty foodservice distributor.
  • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
  • Morgan Stanley Capital Partners in its acquisition of Educate 360 Holdings.
  • Hojeij Branded Foods in its $330 million sale to Lagardère Travel Retail.
  • Morgan Stanley Private Equity in its acquisition of Manna Pro, a leading producer of nutritional supplements and other animal products, from Carlyle.
  • Eagle Foods, a Kelso & Company portfolio company, in its acquisition of Popcorn, Indiana, a maker of ready-to-eat popcorn products.
  • Clayton, Dubilier & Rice in its $415 million acquisition of High Ridge Brands, the largest North American consolidation platform focused on acquiring orphaned personal care brands, from Brynwood Partners.
  • Kelso & Company in its acquisition of the J.M. Smucker Company’s U.S. canned milk brands and operations.
  • Energy Brands, also known as Glacéau, the maker of VitaminWater, in its $4.1 billion acquisition by The Coca-Cola Company.

• Business Services

  • TPG Growth, the middle market and growth equity platform of TPG, in its acquisition of a minority stake in Homrich Berg.
  • Kelso & Company in its investment in Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services.
  • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory services.
  • 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.
  • 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.
  • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
  • Kelso & Company in its acquisition of J.S. Held, a global consulting firm focused on high value insurance claims and construction-related matters.
  • CoAdvantage, a Morgan Stanley Private Equity portfolio company, in its acquisition of Progressive Employer Management Company.
  • Altegrity and Providence Equity Partners in their $1.13 billion acquisition of Kroll from Marsh & McLennan.