Capabilities by Industry

Advised TransAlta Corporation, a power generation and wholesale marketing company, on an unsolicited offer from LS Power Equity Partners / Global Infrastructure Partners

Advised NewSmith Capital, an independent investment management group, on a strategic agreement with UniCredit whereby UniCredit will acquire NewSmith’s Financial Products credit advisory business, assume a 5% stake in NewSmith Capital and become an investor in NewSmith funds

Provided fairness opinion to the Board of Directors of the Applera Corporation on the merger of its Applied Biosystems business, which serves the life science industry, with the Invitrogen Corporation, creating a global leader in biotechnology reagents and systems

Advised the special committee of the board of directors in connection with its merger with Triarc Companies, Inc., the operator of the Arby’s franchise. The combined systems will have approximately 10,000 restaurant units and pro forma annual system sales of approximately $12.5 billion, positioning it as the nation’s third largest quick service restaurant company

Advised Greenfield Partners on its acquisition of Clayton Holdings, a leading due diligence and surveillance provider

Advised a consortium of leading global financial institutions and investors, including but not limited to Banc of America Securities LLC; Citigroup Global Markets Inc.; Dresdner Kleinwort Securities LLC; Keefe, Bruyette & Woods, Inc.; and UBS Securities LLC, on its participation in a recapitalization of Ambac Financial Group, Inc.

Advised Roche Holding Ltd., a world-leading provider of healthcare pharmaceuticals and diagnostics, on its acquisition of Ventana Medical Systems, Inc., a US based provider of histopathology diagnostic equipment

Advised G4S plc on the acquisition of Global Solutions Limited, an international leader in the provision of critical primary and support services for governments, companies and public authorities. GSL is a pioneer of outsourced justice services on three continents

Advised the Kogan Family on the sale of Oakland Mall, a regional shopping mall in Troy, Michigan anchored by JC Penney, Sears and Macy's

Advised American Financial Realty Trust, a real estate investment trust that acquires properties from and leases properties to regulated financial institutions, on its sale to Gramercy Capital Corp., a commercial real estate specialty finance company

Advised Nikko Cordial, one of Japan’s largest securities firms, on its share exchange with Citigroup Inc., which resulted in Citigroup’s acquisition of the remaining 32% of Nikko Cordial that it did not already own

Advised Central Lewmar, a leading distributor of paper and packaging in the United States, on its sale to International Paper’s xpedx distribution business

Sole advisor to CABB, a leading producer of monochloroacetic acid and related specialty intermediates, on the acquisition of SF-Chem, a manufacturer of chlorine and sulphur specialty intermediates

Advised Incisive Media, a portfolio company of Apax Partners, on the acquisition of ALM Media, a leading integrated media company focused on the legal and real estate sectors and the largest provider of B2B information to the US legal market

Advised Energy East Corporation, a super-regional electric and gas utility with nearly 3 million regulated customers in the northeast US, on its sale to Iberdrola SA

Acted as financial adviser to Tesco plc on its recommended acquisition of Dobbies Garden Centres plc, one of the UK's largest garden centre retailers

Acted as sole financial adviser to Ceridian Corporation, an information services provider to the human resource, transportation and retail markets, on its sale to Thomas H. Lee Partners and Fidelity National Financial

Advised Crescent Real Estate Equities Company, a REIT holding a diversified portfolio of office properties, hotels and resorts and luxury residential developments on its sale to Morgan Stanley Real Estate

Acted as financial adviser to Informa plc on its recommended acquisition of Datamonitor plc, a leading global provider of market intelligence

Advised Independent Committee of the Board of Kinder Morgan Energy Partners on the acquisition of Trans Mountain Pipeline System, an ~800 mile pipeline which transports crude oil and refined products from Alberta to British Columbia and Washington State

(the electronic security division of Rentokil Initial plc)
Advised Rentokil Initial on the sale of its electronic security division to United Technologies Corp.

Advised Bridgepoint Capital Limited on its acquisition of Wolters Kluwer Education, the pan-European educational publishing division of quoted Dutch-based information services and publishing company Wolters Kluwer NV

Acted as sole financial advisor to Maher Terminals in negotiating its sale to RREEF Infrastructure, part of Deutsche Bank’s alternative asset management business. Maher Terminals currently operates the largest independent multi-user container terminal in the United States and is constructing a terminal in Prince Rupert, Canada, expected to be a leading gateway on the western seaboard

Advised Patheon Inc., a leading global provider of drug development and manufacturing services, on an equity investment from a private equity investor, the result of a strategic alternatives review process