Recent Transactions

29-May-07
$99.1 billion
Netherlands flag
Target: 

ABN AMRO Holding NV

U.K., Spain, Belgium flags
Acquiror: 
Fortis SA/NV, The Royal Bank of Scotland Group plc, Banco Santander Central Hispano, SA

Advised Fortis on an offer by Fortis, RBS and Santander for ABN AMRO

11-Dec-12
$51.6 billion
United States flag
Target: 

American International Group (AIG)

Advised the United States Department of the Treasury (“UST”) on the full reduction of its 92% ownership stake in the insurer through numerous Secondary Public Offering Transactions

16-Apr-07
$25.0 billion
United States flag
Target: 

SLM Corporation

United States flag
Acquiror: 
J.C. Flowers, Friedman Fleischer & Lowe, Bank of America and JPMorgan Chase

Advised the Transaction Committee of the Board of Directors of SLM Corporation, commonly known as Sallie Mae, on the sale to a consortium consisting of J.C. Flowers, Friedman Fleischer & Lowe, Bank of America and JPMorgan Chase

28-May-19
$25.0 billion
United States flag
Target: 

Total System Services, Inc. (TSYS)

United States flag
Acquiror: 
Global Payments Inc.

Advised Total System Services, Inc. (TSYS), a provider of payment processing, merchant services and related payment services, on its merger with Global Payments Inc., a payment technology company focused on merchant acquiring and software solutions

17-Oct-05
$16.8 billion
United States flag
Target: 

Refco

Acted as the exclusive financial advisor to Refco Inc. in connection with its Chapter 11 proceedings which included the sale of substantially all of the assets of Refco's regulated commodities futures business to Man Financial for $1.2 billion

21-Mar-03
$6.1 billion
United States flag
Target: 

Conseco, Inc.

Advised the Official Committee of Unsecured Creditors of Conseco, Inc., a life insurance and annuities company, on the financial restructuring of the Company’s $6 billion of externally held financial indebtedness

23-Oct-12
$5.7 billion
United States flag
Target: 

Target Corporation’s REDcard credit card assets

U.S.A., Canada flags
Acquiror: 
The Toronto-Dominion Bank Group

Advised The Toronto-Dominion Bank Group on its acquisition of Target Corporation’s REDcard credit card assets

30-May-07
$5.3 billion
United States flag
Target: 

Ceridian Corporation

United States flag
Acquiror: 
Thomas H. Lee Partners and Fidelity National Financial

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

02-Oct-07
$4.6 billion
Japan flag
Target: 

Nikko Cordial Corporation

United States flag
Acquiror: 
Citigroup, Inc.

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

15-Dec-09
$4.5 billion
United States flag
Target: 

Prudential Financial, Inc.

United States flag
Acquiror: 
Wells Fargo & Company

Advised Wells Fargo on the acquisition of Prudential Financial’s noncontrolling interest in their retail brokerage Joint Venture

15-Dec-15
$4.3 billion
United States flag
Target: 

Heartland Payment Systems, Inc.

United States flag
Acquiror: 
Global Payments Inc.

Advised Heartland Payment Systems, Inc., one of the nation’s largest payment companies, on its sale to Global Payments Inc., a leading worldwide provider of payment technology services

26-Jun-14
$2.7 billion
United States flag
Target: 

Frank Russell Company

United Kingdom flag
Acquiror: 
London Stock Exchange Group plc

Advised LSEG on the proposed acquisition of Frank Russell Company, the number one provider of benchmarks to US-focused equity funds and a leading provider of multi-asset class investment solutions, from Northwestern Mutual Life Insurance Company, including acting as Joint Sponsor to LSEG on its $1.6 billion rights issue

26-May-15
$2.2 billion
United States flag
Target: 

Nordstrom, Inc. (Credit Card Assets)

U.S.A., Canada flags
Acquiror: 
The Toronto-Dominion Bank Group

Advised The Toronto-Dominion Bank Group on its acquisition of Nordstrom, Inc.’s credit card assets

06-Jul-09
$2.0 billion
Switzerland flag
Target: 

PARIS RE Holdings Ltd.

Bermuda flag
Acquiror: 
PartnerRe Ltd.

Advised PartnerRe Ltd., a leading global reinsurer, providing multi-line reinsurance to insurance companies, on its acquisition of PARIS RE Holdings Ltd., a French-listed, Swiss-based diversified reinsurer

22-Apr-10
$1.9 billion
United States flag
Target: 

Bank of America Corporation

Euro flag
Acquiror: 
AXA Private Equity

Advised AXA Private Equity, a leading European diversified private equity firm, on the acquisition of a portfolio of limited partnership interests in private equity funds from Bank of America

08-Jun-11
$1.7 billion
United States flag
Target: 

Citigroup (selected private equity assets)

Euro flag
Acquiror: 
AXA Private Equity

Advised AXA Private Equity, a leading European diversified private equity firm, on its acquisition of a $1.7 billion portfolio of limited partnership interests in private equity buyout funds and a portfolio of direct stakes in companies from Citigroup

31-Mar-09
$1.7 billion
Bermuda flag
Target: 

IPC Holdings, Ltd.

Bermuda flag
Acquiror: 
Validus Holdings, Ltd.

Advised Validus Holdings, Ltd., a leading Bermuda-based reinsurer, on its offer to acquire IPC Holdings, Ltd.

13-Jul-17
$1.5 billion
United States flag
Target: 

L.L.Bean (Credit Card Assets)

United States flag
Acquiror: 
Citibank, N.A.

Advised  L.L.Bean Inc. on a strategic alliance relating to its credit card business with Citibank, N.A.

07-Mar-08
$1.5 billion
United States flag
Target: 

Ambac Financial Group, Inc.

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.

27-Sep-12
$1.5 billion
United States flag
Target: 

The Hartford’s Individual Life Insurance Business

United States flag
Acquiror: 
Prudential Financial, Inc.

Advised The Hartford, a leading provider of insurance and wealth management services, on the divestiture of its Individual Life Insurance Business to Prudential Financial, Inc.

19-May-06
$1.4 billion
United Kingdom flag
Target: 

London Stock Exchange Group plc

United States flag
Acquiror: 
The Nasdaq Stock Market, Inc.

(25.1% stake)
Advised The Nasdaq Stock Market, Inc., the largest electronic equity securities market in the United States, on the acquisition of a 25.1% stake in London Stock Exchange plc

20-Apr-05
$1.4 billion
United States flag
Target: 

Archipelago Holdings Inc

United States flag
Acquiror: 
New York Stock Exchange

Provided financial advisory services and a fairness opinion to Archipelago Holdings, Inc. in its definitive merger agreement with the NYSE to create the NYSE Group, Inc

18-Dec-17
$1.1 billion
United States flag
Target: 

Cayan, LLC

United States flag
Acquiror: 
Total System Services, Inc.

Advised Total System Services, a provider of payment processing, merchant services and related payment services, on acquiring Cayan, a payment technology company focused on integrated solutions and merchant acquiring

12-Jun-13
$893 million
Australia flag
Target: 

A$1.6b non-core loan portfolio

United States flag
Acquiror: 
Goldman Sachs Group. Inc.

Advised Suncorp Group Ltd (ASX:SUN), a leading general insurance, retail banking and life insurance group in Australia and New Zealand, on the sale of a A$1.6b portfolio of performing and non-performing (corporate and property) loans to Goldman Sachs Group Inc., an American multinational investment banking firm

30-Oct-12
$834 million
U.S.A., Guernsey flags
Target: 

Investments of AP Alternative Assets, L.P.

U.S., Bermuda flags
Acquiror: 
Athene Holding Ltd.

Advised the Special Committee of the Conflicts Committee of the Board of Directors of Athene Holding Ltd. in connection with the purchase of non-cash investment assets of AP Alternative Assets L.P.

Pages

show all