Recent Transactions

21-May-09
$111 million
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Target: 

Shanks Group plc

Acted as Financial Adviser and Sponsor to Shanks Group plc, a leading European waste management group, on its rights issue

23-Apr-09
$5.7 billion
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Target: 

Lion Nathan

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Acquiror: 
Kirin Holdings

Advised Lion Nathan, a leading brewery in Australia, on the sale of its remaining 54% stake to Kirin Holdings, a leading beverage company in Japan

31-Jul-08
$10.3 billion
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Target: 

TransAlta Corporation

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Acquiror: 
LS Power Equity Partners / Global Infrastructure Partners

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

28-Jul-08
$2.1 billion
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Target: 

Tesco Personal Finance Group Limited

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Acquiror: 
Tesco plc

Advised Tesco plc in relation to its acquisition of the 50% interest it does not already own in Tesco Personal Finance Group Limited, a joint venture with The Royal Bank of Scotland Group plc. Tesco Personal Finance offers a range of retail insurance and banking products under the Tesco brand

21-May-08
$85 million
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Target: 

Dobbies Garden Centres plc

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Acquiror: 
Tesco plc

Advised Tesco plc in relation to its public cash offer to acquire the 35% of Dobbies Garden Centres plc which it does not already own

23-Apr-08
$2.8 billion
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Target: 

Wendy's International, Inc.

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Acquiror: 
Triarc Companies, Inc.

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

26-Nov-07
$11.4 billion
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Target: 

Kelda Group plc

U.S., Singapore, U.K. flags
Acquiror: 
Citi Infrastructure Investors, GIC Special Investments, Infracapital Partners and HSBC Bank

Advised Kelda Group plc, a leading provider of water and waste water services in the UK, on a recommended cash offer from a consortium of international infrastructure investors

16-Jul-07
$2.1 billion
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Target: 

Applebee’s International, Inc.

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Acquiror: 
IHOP Corp.

Sole advisor to IHOP Corp., the fastest growing family dining concept in the US, on its acquisition of Applebee's

25-Jun-07
$8.1 billion
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Target: 

Energy East Corporation

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Acquiror: 
Iberdrola SA

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

08-Jun-07
$448 million
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Target: 

Dobbies Garden Centres plc

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Acquiror: 
Tesco plc

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

18-Apr-07
$950 million
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Target: 

Trans Mountain Pipeline System

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Acquiror: 
Kinder Morgan Energy Partners, L.P.

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

30-Mar-07
$24.4 billion
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Target: 

Alliance Boots plc

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Acquiror: 
Kohlberg Kravis Roberts & Co. Ltd. and Stefano Pessina

Advised Alliance Boots plc, the leading international pharmacy-led health and beauty group, on a proposal regarding an offer for the company from a consortium comprising of Kohlberg Kravis Roberts & Co. Ltd. and Stefano Pessina

29-Jan-07
$900 million
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Target: 

Eggborough CTA Bonds

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Acquiror: 
Ampere plc (a newly formed company)

Advised an ad hoc committee of bondholders representing over 70% of the debt in Eggborough Power Limited, a UK power station, on (a) the formation of a new company for the purpose of acquiring and holding a controlling interest in the Eggborough CTA Bonds and (b) an associated US$600m financing. The Eggborough CTA Bonds include an option to purchase Eggborough power station in March 2010

18-Dec-06
$NA
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Target: 

InBev SA

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Acquiror: 
Mr. Wolfgang Dinkelacker

Advised InBev SA, the world's largest brewery, on the sale of German regional brewery Dinkelacker-Schwaben Bräu KG

15-Dec-06
$19.1 billion
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Target: 

Gallaher Group plc

Japan flag
Acquiror: 
Japan Tobacco Inc.

Advised Gallaher Group plc, the world’s fifth largest tobacco company, on a recommended cash offer from Japan Tobacco Inc

15-Sep-06
$4.1 billion
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Target: 

LS Power Group

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Acquiror: 
Dynegy, Inc.

Advised Dynegy, Inc., a merchant power generator, on its acquisition of LS Power Group's power generation portfolio

30-Jun-06
$NA
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Target: 

Topaz Power Partners

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Acquiror: 
Carlyle / Riverstone

(portfolio of seven power plants)
Advised Topaz Power Partners (a joint venture of Sempra Energy and Carlyle / Riverstone) on the sale of a portfolio of seven power plants to an affiliate of Carlyle / Riverstone

12-Apr-06
$NA
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Target: 

WH Smith PLC

Advised WH Smith PLC on the demerger of its Retail business

24-Feb-06
$860 million
U.S.A., U.K. flags
Target: 

Aquarion Company

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Acquiror: 
Macquarie Bank

(a wholly-owned subsidiary of Kelda Group plc) Advised Kelda Group plc on the sale of Aquarion Company, one of the largest investor-owned water utilities in the US

15-Dec-05
$4.5 billion
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Target: 

Drax Group Limited

Advised bondholders of Drax Group Limited on the refinancing & listing of, and possible offers for, the company. On 15-Dec-05, Drax Group plc was successfully listed on the London Stock Exchange

09-Sep-05
$1.0 billion
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Target: 

7-Eleven, Inc.

Japan flag
Acquiror: 
Seven-Eleven Japan Co., Ltd

Advised the special committee of 7-Eleven, Inc. in connection with its evaluation of an unsolicited tender offer commenced by Seven-Eleven Japan Co., Ltd

15-Jul-05
$70 million
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Target: 

Texas Genco LLC

United States flag
Acquiror: 
TEPPCO Partners LP

Advised Texas Genco LLC on the sale of a fuel oil pipeline and associated storage assets to TEPPCO Partners LP

11-Jul-05
$NA
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Target: 

Inergy, L.P.

United States flag
Acquiror: 
Inergy Holdings GP, LLC

Provided a fairness opinion to Inergy Holdings GP, LLC regarding the Stagecoach natural gas storage acquisition

28-Jun-05
$111 million
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Target: 

Texas Genco LLC

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Acquiror: 
Kinder Morgan Energy Partners LP

Advised Texas Genco LLC on the sale of natural gas storage assets to Kinder Morgan Energy Partners LP

28-Apr-04
$161 million
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Target: 

Atlantic Electric and Gas Ltd

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Acquiror: 
Scottish and Southern Energy plc

Advised Atlantic Electric and Gas, an affiliate of Sempra Energy, on the sale of its assets to Scottish and Southern Energy.

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