Experience

• • CPPIB Credit Investments, a wholly-owned subsidiary of Canada Pension Plan Investment Board, and OMERS, the defined benefit pension plan for Ontario’s municipal sector employees, in separate investments totaling $900 million in Odyssey Group, a U.S. based reinsurance and insurance subsidiary of Fairfax.
  • H.I.G. Capital, a leading global alternative investment firm with over $45 billion of equity capital under management, in the financing aspects of its acquisition of a majority stake in Grupo Ransa, a leading third party logistics operator in the Andean Region and Central America.
  • The Carlyle Group in the financing aspects of 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.
  • Prudential in the financing aspects of its sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
  • Discovery, Inc. in the financing aspects of the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
  • A global bank in an asset-backed facility for a private equity fund focused on travel and leisure.
  • A U.S. direct lending fund in its $225 million second lien financing as part of the dividend recapitalization by a global private equity firm of its portfolio company, which is the largest car wash operator in the U.S.
  • A U.S. direct lender in its $115 million refinancing of the existing debt of a global private equity firm’s portfolio company, which is a leading manufacturer and supplier of sliding systems and healthcare ergonomics products.
  • Prudential Financial in the financing aspects of its $2.35 billion acquisition of Assurance IQ.
  • Amazon as strategic partner to Yankee Global Enterprises in the financing aspects of the acquisition of the YES Network from The Walt Disney Company at a total enterprise value of $3.47 billion.
  • Elliott Management in the financing aspects of its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
  • Risk Strategies, a Kelso & Company portfolio company, in the financing aspects of 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.
  • Atlas Merchant Capital in the financing aspects of its investment in Ascensus, the largest independent recordkeeping services provider, third-party administrator, and government savings facilitator in the United States.
  • SunSource, a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
  • 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 the financing aspects of its $14.6 billion acquisition of Scripps Networks Interactive.
  • Elliott Management in its $540 million redeemable preferred stock investment in Roadrunner Transportation Systems, a leading asset-right transportation and asset-light logistics service provider.
  • Resolute Investment Managers, a Kelso & Company portfolio company, in financing its acquisition of a controlling interest of Shapiro Capital Management, an institutional-quality, value-oriented investment adviser.
  • Kelso & Company in its investment in Premia Holdings, a newly-formed property and casualty insurance and reinsurance group focused on providing runoff solutions.
  • High Ridge Brands, a leading personal care consumer products company and a Clayton, Dubilier & Rice portfolio company, in the financing aspects of its acquisition of Dr. Fresh.
  • Providence Service Corporation in a strategic partnership with Frazier Healthcare Partners in Matrix Medical Network.
  • Alliant Insurance Services, the nation’s largest specialty insurance brokerage firm, in the financing aspects of its acquisition of Mesirow Insurance Services.
  • Clayton, Dubilier & Rice in the financing aspects of 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 the financing aspects of its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
  • Stone Point Capital in a $1.34 billion senior secured term loan facility, $200 million senior secured revolving credit facility and $535 million offering of senior notes in connection with Stone Point’s significant equity investment in Alliant Insurance Services.
  • Roofing Supply Group, a Clayton, Dubilier & Rice portfolio company, in its $1.1 billion sale to Beacon Roofing Supply.
  • Independent Committee of the Board of Directors of Martha Stewart Living Omnimedia in its $365 million sale to Sequential Brands.
  • Kelso & Company in the financing aspects of its acquisition with Estancia Capital Management of American Beacon.
  • 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.
  • Oaktree Capital Management in various mezzanine financings.
  • Alliance Laundry in the financing aspects of its acquisition of Primus Laundry Equipment Group.
  • Clayton, Dubilier & Rice in the financing aspects of its €1.2 billion acquisition of Mauser Group, one of the world’s leading industrial packaging companies.
  • Hertz in the financing aspects of its $2.5 billion spin-off of its equipment and rental business.
  • TruGreen in its spin-off from ServiceMaster.
  • The Special Committee of the Board of Directors of Dell in the financing aspects of the $24.9 billion sale of Dell to an investor group including Michael Dell and Silver Lake.
  • Hertz Global Holdings in its $1.3 billion initial public offering of common stock.
  • Hertz in the $1.4 billion refinancing of its existing senior secured credit facilities.
  • Clayton, Dubilier & Rice in the financing aspects of its investments in NCI Buildings Systems.