Recent Transactions

22-Dec-06
$115 million
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Target: 

The 401(K) Company (a subsidiary of Nationwide Financial)

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Acquiror: 
The Charles Schwab Corporation

Advised The Charles Schwab Corporation on its acquisition of The 401(K) Company from Nationwide Financial. The 401(K) Company is a leading provider of defined contribution retirement administration services

18-May-09
$114 million
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Target: 

Close Brothers Corporate Finance Holdings Ltd.

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Acquiror: 
Daiwa Securities SMBC Europe Ltd.

Advised Close Brothers Group plc, an independent financial services group, on the sale of its corporate finance subsidiary to Daiwa Securities SMBC Europe Ltd.

08-May-13
$110 million
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Target: 

Healthcare Finance Group, LLC

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Acquiror: 
Fifth Street Finance Corp.

Advised Fifth Street Finance Corp., a specialty finance company with approximately $2 billion of assets under management, on the acquisition of Healthcare Finance Group, LLC, a specialty lender providing asset-based lending and term loan products to the healthcare industry

28-May-09
$107 million
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Target: 

Tristone Capital Global Inc.

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Acquiror: 
Macquarie Group

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

22-Aug-22
Pending
$92.9 million
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Target: 

Australian Executor Trustees

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Acquiror: 
Equity Trustees

Advising Equity Trustees, one of Australia’s leading specialist trustee companies, on the acquisition of Australian Executor Trustees from Insignia Financial

12-Dec-05
$83 million
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Target: 

Ibbotson Associates

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Acquiror: 
Morningstar Inc.

Advised Ibbotson Associates on its sale to Morningstar Inc. for $83 million

31-May-13
$57 million
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Target: 

d-cyphaTrade Limited

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Acquiror: 
Australian Securities Exchange (ASX)

Advised Transpower New Zealand, the state owned owner-operator of New Zealand’s electricity distribution network on the sale of its wholly owned subsidiary d-cyphaTrade Limited to the Australian Securities Exchange. d-cyphaTrade specializes in the design and marketing of Australian electricity derivatives traded on the ASX24 derivatives platform

30-Sep-20
Undisclosed
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Target: 

WEX Inc. - Brazilian Operations/Subsidiary

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Acquiror: 
Vila Rica Capital

Advised WEX Inc., a leading fleet and B2B payments company, on the divestiture of its Brazilian subsidiary to Vila Rica Capital.

01-Oct-21
Pending
Undisclosed
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Target: 

Metro Quarry Group

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Acquiror: 
Adbri / Barro Group

Advised Myer Family Investments on the sale of the assets of Metro Quarry Group (Victoria’s largest specialist sand quarry) to a joint venture comprising Adbri / Barro Group

21-Mar-11
$NA
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Target: 

Close Brothers Cayman Limited

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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

08-Dec-17
$NA
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Target: 

London & Country Mortgages Limited (“L&C”)

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Acquiror: 
Experian plc

Advised Experian plc, the world’s leading global information services company, in connection with the acquisition of a 25% stake in L&C, the UK’s largest fee free mortgage adviser

28-Oct-20
Undisclosed
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Target: 

Easton Investments Limited

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Acquiror: 
HUB24 Limited

Advising HUB24 Limited (ASX: HUB), a leading specialist investment platform provider, on its proposed acquisition of up to 40% in Easton Investments Limited (ASX: EAS), a leading provider of wealth and accounting solutions. The transaction also included the divestment of HUB24’s subsidiary, Paragem, to Easton

31-Jan-18
$NA
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Target: 

Reliance Group

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Acquiror: 
Julius Bär Group Ltd.

Advised Julius Bär Group Ltd., a leading Swiss private banking group, on its 95% acquisition of Reliance Group, one of the largest independent Brazilian wealth management firms with client assets of approximately BRL 17 billion (USD 5.3 billion)

13-Sep-05
$NA
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Target: 

AEA Technology plc

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Acquiror: 
Coller Capital

Advised AEA Technology plc, a UK provider of Rail and Environmental services, on the sale of a portfolio of non-core businesses to Coller Capital. The sale formed part of a wider financial restructuring plan

23-Dec-21
Undisclosed
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Target: 

Syrah Resources

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Acquiror: 
Offtake Agreement with Tesla, Inc

Advised Syrah Resources, an ASX-listed industrial minerals and technology company, on a natural graphite active anode material offtake agreement with Tesla, the world’s largest EV manufacturer

23-Feb-15
$NA
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Target: 

Softcard (JVL Ventures, LLC)

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Acquiror: 
Google Inc.

Advised Softcard, a joint venture of AT&T, Verizon and T-Mobile focused on mobile payments and commerce, on the sale of certain assets to Google

26-Jul-18
$NA
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Target: 

Walmart (Credit Card Assets)

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Acquiror: 
Capital One Financial Corporation

Advised Walmart Inc. on its new, long term credit card program agreement with Capital One Financial Corporation

12-Jan-22
Undisclosed
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Target: 

Liontown Resources

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Acquiror: 
Offtake Agreement with LG Energy Solutions

Advised Liontown Resources, an ASX-listed lithium company focused on the development of the world class Kathleen Valley Lithium Project, on a lithium spodumene concentrate offtake agreement with LG Energy Solutions, a major South Korean-based EV battery supplier for leading global automakers

09-Sep-21
Undisclosed
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Target: 

Quicken

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Acquiror: 
Aquiline Capital Partners

Advised Aquiline Capital Partners on its acquisition of Quicken, the best-selling personal finance software in the U.S., from H.I.G. Capital

16-Feb-22
Undisclosed
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Target: 

Liontown Resources

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Acquiror: 
Offtake Agreement with Tesla

Advised Liontown Resources, an ASX-listed lithium company focused on the development of the world class Kathleen Valley Lithium Project, on a lithium spodumene concentrate offtake agreement with Tesla, a major electric vehicle manufacturer

11-Oct-06
$NA
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Target: 

Visa USA

Advised Visa USA in its announced plans to merge with Visa Canada and Visa International to form Visa Inc., a new public global corporation

10-Sep-15
$NA
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Target: 

International Medical Group, Inc.

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Acquiror: 
ABRY Partners

Advised International Medical Group, Inc., a leader in the global insurance and assistance services market, on its sale to ABRY Partners

19-Mar-19
$NA
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Target: 

BT Advice

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Acquiror: 
Viridian Advisory

Advised Westpac, the third largest company in Australia by market capitalization, on its exit of BT Advice and the sale of select assets to Viridian Advisory

11-Sep-21
Pending
Undisclosed
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Target: 

California-based Property and Casualty insurance subsidiary of Covéa

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Acquiror: 
Porch Group

Advising Covéa, a leading French mutual insurance company, on the sale of its wholly owned subsidiary, CSE Insurance group, to Porch Group

27-Apr-12
$NA
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Target: 

Merlin Securities LLC

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Acquiror: 
Wells Fargo & Company

Advised Merlin Securities LLC, a leading prime brokerage company in the US, on its sale to Wells Fargo

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