Recent Transactions

21-Mar-11
$NA
United Kingdom flag
Target: 

Close Brothers Cayman Limited

Switzerland flag
Acquiror: 
Intertrust Group Holdings SA

Advised Close Brothers plc, an independent financial services group, on the sale of its Cayman based offshore business to Intertrust Group Holdings SA

11-Mar-11
$1.0 billion
Russia flag
Target: 

Troika Dialog Group Limited

Russia flag
Acquiror: 
Sberbank

Advised TD Advisors Limited, a major shareholder of Troika Dialog Group, Russia’s leading investment bank, on the sale of their stake as part of the acquisition of Troika Dialog Group by Sberbank, the largest commercial bank in Russia

02-Mar-11
$NA
Australia flag
Target: 

TSmarine

Netherlands flag
Acquiror: 
Fugro N.V.

Advised CHAMP Ventures on the sale of its portfolio company TSmarine, a provider of subsea services to the offshore oil and gas industry, to Fugro, among the world's leading service providers for the collection and interpretation of data relating to the earth's surface and sub-surface and for associated services

07-Feb-11
$548 million
United States flag
Target: 

Wesco Financial Corporation

United States flag
Acquiror: 
Berkshire Hathaway Inc.

Advised the Special Committee of Wesco Financial Corporation in connection with Berkshire Hathaway Inc.'s proposal to acquire the remaining 19.9% of the shares of Wesco’s common stock that it does not presently own

15-Dec-10
$4.6 billion
United States flag
Target: 

Dynegy Inc.

United States flag
Acquiror: 
Icahn Enterprises LP

Advised Dynegy Inc., an independent power producer, on its sale to Icahn Enterprises LP in an all-cash transaction

12-Nov-10
$NA
U.S.A., U.K. flags
Target: 

Money Controls (subsidiary of Coin Acceptors, Inc.)

United States flag
Acquiror: 
Crane Co.

Advised Coin Acceptors, Inc. (“CoinCo”), a privately-owned US-based manufacturer of payment solutions for the automated point-of-sale industry, on the sale of its UK-based Money Controls subsidiary to Crane Co., a diversified manufacturer of highly engineered industrial products

04-Nov-10
~$370 million
Brazil flag
Target: 

J. Malucelli Participacao em Seguros E Resseguros S.A

United States flag
Acquiror: 
The Travelers Companies, Inc.

Advised Travelers, the largest listed property and casualty insurance company in the U.S., on the acquisition of a ~43% stake in J. Malucelli Participacao em Seguros E Resseguros, the leading surety insurance company in Brazil, through the issue of new common shares (with an option to increase to 49.9% within 18 months)

30-Aug-10
$150 million
United States flag
Target: 

Windward Investment Management

United States flag
Acquiror: 
The Charles Schwab Corporation

Advised The Charles Schwab Corporation on its acquisition of Windward Investment Management, an investment advisory firm

12-Aug-10
$NA
United States flag
Target: 

Kohl’s Corporation

United States flag
Acquiror: 
Capital One Financial Corporation

Private Label Credit Card Business
Advised Kohl’s Corporation on a strategic alliance relating to its private label credit card business with Capital One Financial Corporation

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

01-Apr-10
$230 million
United States flag
Target: 

Primerica Inc.

United States flag
Acquiror: 
Warburg Pincus

Advised Primerica Inc., a wholly owned subsidiary of Citigroup Inc., on a series of transactions, including the concurrent sale of a minority stake to Warburg Pincus and initial public offering

10-Mar-10
$576 million
United Kingdom flag
Target: 

Camelot Group plc

Canada flag
Acquiror: 
Ontario Teachers’ Pensions Plan

Advised the shareholders of Camelot – Cadbury, De La Rue, Fujitsu, Royal Mail and Thales – on the sale of their shareholdings in Camelot, the operator of the UK National Lottery, to Ontario Teachers’ Pensions Plan

03-Mar-10
$NA
Mexico flag
Target: 

Puerta Mexico Transportation Facility

United States flag
Acquiror: 
Kansas City Southern

Advised Ports America, Inc., a portfolio company of Highstar Capital, on its sale of Puerta Mexico, a state-of-the-art customs-clearing intermodal transportation facility located in the Mexico City market

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

31-Aug-09
$5.5 billion
United States flag
Target: 

BJ Services Company

United States flag
Acquiror: 
Baker Hughes Incorporated

Advised BJ Services Company, a leading pressure pumping company, on its merger with Baker Hughes Incorporated, a global oilfield services company

27-Aug-09
$144 million
United States flag
Target: 

NYFIX, Inc.

United States flag
Acquiror: 
NYSE Euronext

Advised the Special Committee of the Board of Directors of NYFIX, Inc., a provider of electronic trading solutions, on its sale to NYSE Euronext

10-Aug-09
$1.5 billion
United States flag
Target: 

Dynegy, Inc.

United States flag
Acquiror: 
LS Power Equity Partners

Advised Dynegy, Inc., a merchant power generator, on its sale of 9 power plants to LS Power Equity Partners in exchange for cash and Dynegy shares

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

07-Jun-09
$1.6 billion
Canada flag
Target: 

EPCOR Power L.P.

Advised the Independent Committee of the Board of Directors of EPCOR Power L.P., an Alberta-based power trust, on approval of the transfer of its GP interest and 30.6% LP interest from EPCOR Utilities to a newly formed company, Capital Power Corporation

28-May-09
$107 million
Canada flag
Target: 

Tristone Capital Global Inc.

Australia flag
Acquiror: 
Macquarie Group

Advised Tristone Capital Global Inc., an independent advisory firm focused on the global energy sector, on its sale to Macquarie Group

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.

31-Jul-08
$10.3 billion
Canada flag
Target: 

TransAlta Corporation

United States flag
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

02-Jul-08
$NA
United Kingdom flag
Target: 

NewSmith Capital

Italy flag
Acquiror: 
UniCredit SpA

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

14-Apr-08
$143 million
United States flag
Target: 

Clayton Holdings, Inc.

United States flag
Acquiror: 
Greenfield Partners

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

26-Nov-07
$11.4 billion
United Kingdom flag
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

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