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.
  • Sawai and Sumitomo in the $210 million sale of its subsidiary Upsher-Smith Laboratories to Bora Pharmaceuticals.
  • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
  • Elliott Management in its investment leading Speyside’s single asset continuation fund to support the future growth of its portfolio company Opta.
  • Clayton, Dubilier & Rice in the repurchase by Beacon of its Series A Preferred Stock valued at $804.5 million.
  • Bregal Sagemount in its strategic growth investment in Neptune Flood Incorporated, a leading digital insurtech platform and private flood insurance provider.
  • 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.
  • 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.
  • StepStone Group as co-lead investor, alongside Schroders Capital, in a $618 million continuation fund organized by Trinity Hunt Partners to support the acquisitions of Argano and Improving, two technology services companies, from Trinity Hunt Partners V, L.P.
  • 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 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.
  • 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.
  • Deutsche Bank, as financial advisor to Bottomline Technologies, a financial technology provider, in its sale to Thoma Bravo, valued at approximately $2.6 billion.
  • 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.
  • 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.
  • 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.
  • Carlyle in 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.
  • HCA Healthcare, one of the nation’s leading provider of healthcare services, in its agreement to divest certain assets from its joint venture with Brookdale Health Care Services to LHC Group, a national provider of in-home healthcare.
  • Blackstone, a significant shareholder in Annexus, in Integrity Marketing Group LLC’s acquisition of Annexus.