Experience

    • Clayton, Dubilier & Rice in the financing aspects of its acquisition of a majority interest in American Greetings.
    • Ambac Assurance Corp., a Wisconsin domiciled insurance company, in a holistic restructuring transaction that involved three exchange offers of existing debt securities and other payment obligations for approximately $2.2 billion of newly-issued debt securities, as well as a new-money financing collateralized by the future proceeds of certain litigation claims against RMBS originators.
    • Syncora Holdings in a reinsurance agreement with Assured Guaranty to reinsure approximately $13.5 billion of financial guaranty policies, representing 91% of Syncora's outstanding insured exposures.
    • Clayton, Dubilier & Rice and KKR & Co. L.P. as selling shareholders in a series of secondary offerings of approximately $4.5 billion of common stock of US Foods Holding Corp.
    • Verizon Communications in its $3.1 billion acquisition of Straight Path Communications, a leading wireless spectrum holder.
    • 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.
    • Clayton, Dubilier & Rice and Temasek Holdings (Private) Limited as selling shareholders and Univar in the $315.6 million secondary offering of common stock of Univar.
    • Reynolds Group Holdings in the issuance of $2.1 billion senior secured fixed and floating rate notes and $800 million senior notes.
    • 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.
    • Verizon Communications in its $49 billion bond offering, the largest ever corporate bond issue, as well as over $10 billion in additional debt financing to finance, in part, Verizon’s acquisition of Vodafone Group Plc’s 45% indirect ownership interest in Verizon Wireless.
    • 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.
    • Univar 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.
    • Third Point Re in its $115 million offering of 7.00% senior notes due 2025.
    • Clayton, Dubilier & Rice and The Carlyle Group as selling shareholders and HD Supply in the $1.1 billion secondary offering of common stock of HD Supply.
    • HD Supply in its $1.25 billion offering of 5.25% senior secured first priority notes due 2021.
    • NCI Building Systems in its $245 million acquisition of CENTRIA.
    • Third Point Re in its $317 million initial public offering of common stock.
    • HD Supply in its $1.1 billion initial public offering of common stock.
    • Reynolds Group Holdings in its $3.25 billion offering of 5.75% senior secured notes due 2020.
    • HD Supply in the $4.9 billion refinancing of its existing senior secured credit facilities and senior unsecured notes.
    • Reynolds Group in its $1.25 billion offering of 9.875% senior notes due 2019.
    • Reynolds Group in its $1.5 billion offering of 7.875% senior secured notes due 2019 and $1.0 billion offering of 9.875% senior notes due 2019, in connection with its acquisition of Graham Packaging.
    • UCI International in its $400 million offering of 8.625% senior secured notes due 2019.
    • Reynolds Group in its offering of $1.125 billion and €450 million of senior secured notes relating to its acquisition of the Reynolds Consumer Products group of companies and the Closure Systems International group of companies from affiliated entities.
    • Hertz Global Holdings in its $450 million offering of 5.25% convertible senior notes and $299 million offering of common stock.
    • Reynolds Group in its issuance of $1.0 billion of senior unsecured notes and $800 million of incremental term loan borrowings under a senior secured credit agreement to finance the acquisition of the Evergreen group of companies and other assets.
    • Verizon Wireless in its $4 billion offering of floating and fixed rate notes due 2011.
    • BWAY Corporation in its $228 million offering of 10% senior subordinated notes to refinance its existing senior subordinated notes.
    • Verizon Communications in the $8.6 billion spin-off and merger of its wireline businesses in 14 states to Frontier Communications Corporation.
    • Verizon Wireless in the private financings on its acquisition of Alltel Corporation, a transaction valued at $28.1 billion.
    • MBIA, Inc. in its $500 million investment by Warburg Pincus.
    • MBIA, Inc. in its $1.15 billion public equity offering.
    • MBIA Insurance Corporation in its $1 billion surplus note offering.
    • BWAY in its $150 million initial public offering.
    • Verizon in the $13 billion spin-off of its U.S. print and Internet yellow pages directories business, forming a new public company called Idearc, and Idearc in its $2.85 billion 8% high yield note offering.
    • Hertz Global Holdings in its $1.3 billion initial public offering of common stock.
    • Clayton, Dubilier & Rice, The Carlyle Group and Merrill Lynch Global Private Equity in the $1.8 billion offering of 8.875% senior notes, €225 million offering of 7.875% senior notes and $600 million offering of 10.5% senior subordinated notes relating to the acquisition of The Hertz Corporation
    • Lehman Brothers as lead underwriter in DSW’s July 2005 $307 million initial public offering of Class A common stock and Retail Ventures’ (DSW’s parent) August 2006 offer of mandatory exchangeable notes due 2011, exchangeable for DSW common stock.
    • Banc of America Securities, Lehman Brothers and CIBC World Markets as lead underwriters in the $160 million follow-on offering of common stock by Synagro Technologies.
    • JP Morgan Securities and Merrill Lynch as lead underwriters in Ventas Realty, Limited Partnership’s two $175 million offerings of 6.75% senior notes due 2010 and 7.5% senior notes due 2015.
    • RBC Capital Markets, Credit Suisse and Merrill Lynch & Co. as lead underwriters in the initial public offering of Enhanced Income Securities (EISs) (representing 20 million shares of Class A Common Stock and $153 million aggregate principal amount of 12% Senior Subordinated Notes due 2016) by B&G Foods.
    • Protective Life Insurance Company in the first ever publicly registered funding agreement-backed notes program and a similar program for Hartford Life. The program provides for the issuance of $3 billion of funding agreement-backed notes to institutional investors and InterNotes® to retail investors.
    • Prudential Financial in its $1 billion offering of 5.10% medium term notes due 2014.

Education

  • New York Law School, 1993, J.D.
  • Lehigh University, 1988, B.S.

Languages

  • English