Experience

• • New York Life in its minority stake in Fairview Capital, a leading venture capital and private equity investment management firm.
  • Banner Ridge Partners in Investcorp’s Strategic Capital Group growth investment in Banner Ridge.
  • New York Life Investments in its strategic partnership with Bow River Advisers, a subsidiary of Bow River Capital.
  • 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.
  • The Joint Committee of the Board of Directors of BGC Partners in BGC Partners’ conversion into a corporate structure.
  • Nuveen, the investment manager of TIAA, in its acquisition of a controlling interest in Arcmont Asset Management, a private debt management firm.
  • Spirit Airlines in its sale, later terminated, to JetBlue for $3.8 billion.
  • 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.
  • EQT Exeter, a purpose-driven global investment organization, in its acquisition of Redwood Capital Group, an asset manager in the multifamily residential property space.
  • Verizon in its investment in Casa, a provider of physical and cloud-native infrastructure technology solutions.
  • Spirit Airlines in its merger, later terminated, with Frontier Group Holdings, parent company of Frontier Airlines, in a transaction valued at $6.6 billion.
  • Evercore, as financial advisor to Vocera Communications, in its sale to medical technologies company Stryker for a total enterprise value of approximately $3.09 billion.
  • Morgan Stanley, as financial advisor to Hexion, in its sale to private equity firm American Securities.
  • Centerview, as financial advisor to R.R. Donnelly, a leading global provider of multichannel business communications services and marketing solutions, in its $2.1 billion sale to Atlas.
  • International Paper, a global producer of renewable fiber-based packaging and pulp products, in the separation and spin-off of its global printing papers business, Sylvamo, and related financing arrangements.
  • Morgan Stanley, as financial advisor to Veoneer, in its sale to Magna, later terminated, and in its subsequent sale to SSW Partners.
  • Aflac in its $2.1 billion strategic partnership with Denham Capital to accelerate Denham’s sustainable infrastructure platform.
  • Covanta in its sale to EQT in a transaction valued at more than $5 billion, in which EQT acquired all shares of Covanta common stock for $20.25 per share.
  • Parnassus, the largest ESG-dedicated fund manager in the U.S., in its sale of a majority equity interest to AMG.
  • Discovery, Inc. in the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
  • Domtar in its $3 billion sale to Paper Excellence.
  • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
  • The Dolan Family in MSG Entertainment’s acquisition of MSG Networks.
  • Special Committee of R1 RCM in its conversion of all of the Series A Convertible Preferred Stock held by an investment vehicle jointly owned by Ascension and TowerBrook to common stock.
  • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
  • Investcorp in its strategic partnership with Centre Lane Partners, a private credit manager.
  • CANDRIAM and its affiliate New York Life Investments Alternatives in their strategic partnership with Kartesia Management, a private credit manager, and the related acquisition of a minority stake in the firm.
  • J.P. Morgan Securities, as financial advisor to Marvell Technology Group, in Marvell’s acquisition of Inphi Corporation creating a semiconductor company with an enterprise value of $40 billion.
  • Stone Point Capital in its investment in Lone Wolf Technologies, the North American leader in residential real estate software.
  • Steven Cohen and Cohen Private Ventures in the $2.4 billion acquisition of the Mets.
  • The Special Committee of Liberty Broadband in Liberty Broadband’s $10.59 billion acquisition of GCI Liberty.
  • Blackstone in its $2.7 billion sale of F&G to Fidelity National Financial.
  • Stone Point Capital in its acquisition of Safe-Guard.
  • Aflac Global Investments, a subsidiary of Aflac, in its $3 billion strategic partnership with Varagon Capital Partners, a direct lender to middle market companies.
  • The Special Committee of the Board of Directors of Match Group, a dating company with a market value of over $30 billion, in its separation from IAC.
  • InterXion in its combination with Digital Realty, valuing InterXion at $8.4 billion.
  • 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.
  • Syncora Holdings in its $429 million sale of Syncora Guarantee, a wholly owned subsidiary, to Star Insurance Holdings, an entity organized by GoldenTree Asset Management LP.
  • The We Company in the combination of WeWork Property Advisors, an investment advisor affiliated with The We Company and Rhône Group, and ARK to create a global real estate acquisition and management platform.
  • EIG in the formation of a joint venture with FS Investments to manage the $4 billion FS Energy and Power Fund.
  • Time Inc. in its $2.8 billion sale to Meredith.
  • OppenheimerFunds in a joint venture with Carlyle, which will provide global private credit opportunities for the wealth market.
  • The Special Committee of the Board of Directors of BGC Partners in BGC Partners’ acquisition of Berkeley Point Financial, a leading commercial real estate finance company.
  • Evercore, as financial advisor to the Special Committee of Fortress Investment Group, in Fortress Investment’s $3.3 billion acquisition by SoftBank.
  • PJT Partners, as financial advisor to WestRock, in WestRock's $2.28 billion acquisition of Multi Packaging Solutions.
  • New York Life Investments in its acquisition of a majority interest in Credit Value Partners, a distressed and high-yield debt investment management business.
  • HarbourVest Partners in its acquisition from Bank of America of the BAML Capital Access Funds group, a private equity fund-of- funds manager focused on opportunities with emerging managers, diverse managers, the lower middle market and other underserved markets.
  • Guardian in its sale of RS Investments to Victory Capital.
  • J.P. Morgan Securities, as financial advisor to Salesforce, in Salesforce's $1.4 billion acquisition of ClickSoftware.
  • Twitch Interactive in its acquisition of Curse, a leading global multimedia and technology company focused on creating content and products specifically for gamers.
  • Guardian in the acquisition by its subsidiary, Reed Group, of the absence management administration business of Aon Hewitt.
  • Activision Blizzard in its $5.9 billion acquisition of King Digital Entertainment.
  • Evercore, as financial advisor to Tokio Marine, in Tokio Marine's $7.5 billion acquisition of HCC Insurance.
  • J.P. Morgan Securities, as financial advisor to OmniVision Technologies, in the $1.9 billion sale of OmniVision Technologies to a consortium composed of Hua Capital Management, CITIC Capital, and GoldStone Investment.
  • The Dolan family, controlling stockholders of Cablevision Systems Corporation, in Cablevision’s $17.7 billion sale to Altice.
  • StanCorp Financial Group in its $5 billion sale to Meiji Yasuda Life Insurance Company.
  • Guardian in the sale of its majority ownership in eMoney Advisor, a leading wealth planning software company, to Fidelity Investments.
  • New York Life Investments in its acquisition of IndexIQ, a leader in the liquid alternative exchange-traded fund industry.
  • Kelso & Company in its acquisition with Estancia Capital Management of American Beacon.
  • TIAA-CREF in its $6.25 billion acquisition of Nuveen Investments, a diversified investment management company with $221 billion in assets under management.
  • 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.
  • Rothschild Asset Management, the U.S. asset management business of the Rothschild Group, in the establishment of Rothschild Larch Lane Management Company, a registered fund of hedge funds with Larch Lane Advisors.
  • New York Life Investments in its €380 million acquisition of Dexia Asset Management.
  • FLAG Capital Management in its acquisition of Squadron Capital, a Hong Kong-based private equity investment firm.
  • International Paper in its $4.3 billion acquisition of Temple-Inland.
  • Providence Equity Partners in its $1.9 billion going private acquisition of SRA International, a provider of technology and strategic consulting services.
  • Alibaba in its sale of a $1.6 billion stake to a consortium of investors including Silver Lake Technology Management, Digital Sky Technologies, Temasek Holdings and Yunfeng Capital.
  • Access Industries in its $3.3 billion acquisition of Warner Music Group.
  • Hertz Global Holdings in its $2.3 billion acquisition of Dollar Thrifty Automotive Group.
  • New York Life Investments in its acquisition of a majority interest in Private Advisors, a manager of private equity and hedge funds of funds with $3.9 billion in assets under management.
  • American International Group in the sale of its investment advisory and asset management business to Pacific Century Group.
  • BM&F Bovespa in its $620 million investment in and joint venture with CME Group to form Global Preferred Strategic Partners.
  • Amazon in its $545 million acquisition of Quidsi, which operates Diapers.com, an online baby care specialty site, Soap.com, an online site for everyday essentials, and BeautyBar.com, a prestige beauty boutique.
  • Verizon Wireless in its $2.35 billion sale of wireless assets to AT&T and $240 million acquisition of wireless assets from AT&T.
  • The Special Committee of the Board of Directors of eSpeed in eSpeed’s $1.3 billion merger with BGC Partners.
  • Verizon Wireless in its acquisition of Alltel Corporation, a transaction valued at $28.1 billion, and in its $2.67 billion acquisition of Rural Cellular.
  • Icahn Enterprises Audit and Special Committees in numerous assignments, including in the company's $863 million acquisition of a majority interest in Federal-Mogul Corporation, in the company's acquisition of the Icahn hedge fund business, a group of private investment funds managed by Carl Icahn with committed capital of $7 billion, and in the company's $652 million acquisition of oil and gas and gaming and entertainment assets from affiliates of Mr. Icahn.
  • International Paper in its $6 billion acquisition of Weyerhaeuser's packaging business.
  • New York Life Investments in its acquisition of Institutional Capital Corporation, an investment management firm.
  • Verizon Communications in its acquisition of MCI, a transaction with an equity value of $8.5 billion.