Experience

• • Redwood Services, a nationwide platform in the essential home services industry, in a significant equity investment from Altas Partners.
  • CRC Group, a Clayton, Dubilier & Rice and Stone Point Capital portfolio company, in its acquisition of ARC Excess & Surplus, a specialty wholesale broker.
  • Morgan Stanley Capital Partners in the sale of Sila Services to the private equity business at Goldman Sachs Alternatives.
  • Tractor Supply Company in its acquisition of Allivet, an online pet pharmacy.
  • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisition of a controlling interest in Motivair, a global provider of advanced liquid cooling solutions designed to meet the thermal challenges of modern computing technology.
  • TPG Growth, the middle market and growth equity platform of TPG, in its acquisition of a minority stake in Homrich Berg.
  • TPG and OneOncology in OneOncology’s acquisition of United Urology Group.
  • Clayton, Dubilier & Rice in its $2.1 billion sale of Cheney, a foodservice distributor, to Performance Food Group, a foodservice distribution company.
  • S&S Activewear, a tech-enabled provider of apparel and accessories, and its majority owner Clayton, Dubilier & Rice, in S&S Activewear’s acquisition of alphabroder, distributor of trade, retail, apparel brands and branded products.
  • 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.
  • White Cap, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Dayton Superior, a provider of highly engineered accessories, chemicals and forming solutions within the concrete construction industry.
  • Ambac in its acquisition of a majority stake in Beat Capital Partners in a transaction valued at approximately $282 million.
  • TPG in its acquisition of Classic Collision, a leading national collision repair multi-site operator.
  • 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.
  • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
  • Kelso & Company in its investment in Valenz.
  • TPG in its acquisition of a majority interest in OneOncology, a network of leading oncology practices, in a transaction valued at $2.1 billion.
  • Kelso & Company in its investment in Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services.
  • Clayton, Dubilier & Rice in its acquisition, together with Greenbriar Equity Group, of Paradigm Precision and Whitcraft Group and the merger of the two companies.
  • 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 and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
  • Resonetics, a Carlyle portfolio company and 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 Clayton, Dubilier & Rice portfolio company and a leading American imprintable apparel wholesale company, in its acquisition of TSF Sportswear, a multi-line wholesaler.
  • 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.
  • Solenis, a Clayton, Dubilier & Rice portfolio company and a leading global producer of specialty chemicals, in its acquisition of German chemical producer SCL.
  • 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.
  • Carlyle in its investment in Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment industries, valuing the company at approximately $2.25 billion.
  • S&S Activewear, a Clayton, Dubilier & Rice portfolio company, in its acquisition of TSC Apparel, a leading national distributor of blank apparel and accessories.
  • Carlyle in its 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.
  • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
  • Clayton, Dubilier & Rice and Solenis in the sale of Solenis to Platinum Equity at an implied enterprise value of $5.25 billion.
  • 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.
  • Blackstone as a lead investor in the formation of Hydrogen Health.
  • Schneider Electric in its acquisition of a strategic minority stake in Uplight, the technology partner of energy providers transitioning to clean energy, in a transaction valuing Uplight at approximately $1.5 billion.
  • Carlyle in its $2.6 billion sale of MedRisk to CVC Capital Partners.
  • White Cap Parent, a Clayton, Dubilier & Rice portfolio company, in the offer and sale of $300 million of 8.25%/9.00% Senior PIK toggle notes due 2026 to fund a dividend payment to the company's equity holders.
  • Clayton, Dubilier & Rice in its acquisition of S&S Activewear, a leading North American distributor of imprintable apparel and accessories.
  • Kelso & Company in its investment in Inmark.
  • 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.
  • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
  • Clayton, Dubilier & Rice in its partnership investment in Cheney Brothers, a leading family-owned and operated regional food distributor serving the Southeastern United States.
  • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of The Burgess Group, an innovative payment integrity software company focused on improving healthcare payment operations through a cloud-based technology platform.
  • Clayton, Dubilier & Rice in its $250 million convertible preferred equity investment in Covetrus, a global leader in animal-health technology and services.
  • Schneider Electric in its acquisition of an 80% controlling stake in Operation Technology / ETAP Automation, the leading software platform for electrical power systems modeling and simulation.
  • Aflac Global Investments, a subsidiary of Aflac, in its $3 billion strategic partnership with Varagon Capital Partners, a direct lender to middle market companies.
  • 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.
  • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
  • Morgan Stanley Private Equity in its sale of CoAdvantage to Aquiline Capital.
  • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
  • Schneider Electric in the formation of AlphaStruxure, a joint venture with Carlyle to develop energy management and automation solutions for critical transportation and infrastructure projects.
  • Clayton, Dubilier & Rice and TRANZACT in the $1.3 billion sale of TRANZACT to Willis Towers Watson.
  • Johnson & Johnson in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
  • SunSource, a Clayton, Dubilier & Rice portfolio company, in its acquisition of United Distribution Group, one of the largest distributors of industrial components and assemblies in North America.
  • 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.
  • 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 $2.4 billion take private of Ply Gem and acquisition of Atrium Windows & Doors, two leading building products companies.
  • Carlyle in its acquisition of MedRisk, a leading provider of tech-enabled services to payors, TPAs and providers in the workers’ compensation space.
  • Knighthead Capital Management in its formation and capitalization of Knighthead Holdings Ltd., a Cayman Islands-based annuity provider.
  • Clayton, Dubilier & Rice in its acquisition of SunSource, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
  • Morgan Stanley, as financial advisor to Assurant, in Assurant's $2.5 billion acquisition of The Warranty Group.
  • Schneider Electric in its $900 million divestiture of Telvent DTN, a leader in providing information services, supply chain connectivity tools and decision support solutions to the agricultural, energy and environmental industries, to TBG AG, a private Swiss holding company.
  • Brand Energy & Infrastructure Services, a Clayton, Dubilier & Rice portfolio company, in its buyout of Harsco Corporation’s 26% interest in Brand, a leading single-source provider of specialized industrial services to the worldwide energy and infrastructure sectors.
  • Clayton, Dubilier & Rice in its acquisition of Tranzact Holdings, the leading provider of comprehensive, direct-to-consumer sales and marketing solutions for insurance carriers in the U.S., from White Mountains Insurance Group.
  • 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.
  • TruGreen, a Clayton, Dubilier & Rice portfolio company, and CD&R in TruGreen’s merger with Scotts LawnService.
  • 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.
  • Morgan Stanley, as financial advisor to Symetra Financial Corp, in the $3.8 billion sale of Symetra Financial Corp to Sumitomo Life.
  • Univar, a Clayton, Dubilier & Rice portfolio company, in its $885 million initial public offering and concurrent private placement of $350 million of shares to Temasek and the additional purchase of 5 million shares of Univar common stock from selling stockholders by Temasek.
  • StanCorp Financial Group in its $5 billion sale to Meiji Yasuda Life Insurance Company.
  • Canada Pension Plan Investment Board in its $1.8 billion acquisition of Wilton Re, a U.S. life insurance and reinsurance provider.
  • Liberty Mutual in the sale of Summit Holdings Southeast and its related companies to American Financial Group.