Recent Transactions

30-Aug-10
$150 million
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Target: 

Windward Investment Management

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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
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Target: 

Kohl’s Corporation

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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

28-Jun-10
$336 million
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Target: 

Scott Wilson Group plc

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Acquiror: 
URS Corporation

Advised Scott Wilson Group plc, a LSE listed global integrated design and engineering consultancy, on its sale to URS Corporation, a global provider of engineering, construction and technical services

14-Jun-10
$82 million
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Target: 

Bemis Company, Inc. (certain of its recently acquired packaging assets)

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Acquiror: 
Exopack Holding Company

Advised Bemis Company, Inc. on the sale of certain of its recently acquired flexible packaging assets as required by the US Department of Justice as a condition to the closing of its $1.2 billion acquisition of the Alcan Packaging Food Americas business (business unit of Rio Tinto plc)

26-Apr-10
$1.5 billion
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Target: 

Chloride Group plc

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Acquiror: 
Emerson Electric Co.

Advised Emerson Electric Co., a diversified global technology and industrial company, on its acquisition of Chloride Group plc, a manufacturer of uninterruptible power supply (UPS) systems

22-Apr-10
$1.9 billion
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Target: 

Bank of America Corporation

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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
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Target: 

Primerica Inc.

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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

20-Dec-09
$1.3 billion
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Target: 

Mining Division of Terex Corp.

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Acquiror: 
Bucyrus International

Advised Bucyrus International, Inc., a global mining equipment manufacturer, on the acquisition of the mining division of Terex Corp., a diversified equipment company

15-Dec-09
$4.5 billion
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Target: 

Prudential Financial, Inc.

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Acquiror: 
Wells Fargo & Company

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

06-Oct-09
$1.2 billion
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Target: 

Avocent Corporation

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Acquiror: 
Emerson Electric Co.

Advised Emerson Electric Co., a diversified global technology and industrial company, on its acquisition of Avocent Corporation, a manufacturer of software and hardware products

27-Aug-09
$144 million
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Target: 

NYFIX, Inc.

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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

29-Jul-09
$573 million
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Target: 

Rexam plc

Acted as Financial Adviser and Joint Sponsor to Rexam plc, a leading global consumer packaging group, on its rights issue

06-Jul-09
$2.0 billion
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Target: 

PARIS RE Holdings Ltd.

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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

05-Jul-09
$1.2 billion
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Target: 

Alcan Packaging’s Food Americas business (business unit of Rio Tinto plc)

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Acquiror: 
Bemis Company, Inc.

Advised Bemis Company, Inc., a global supplier of flexible packaging and pressure sensitive materials, on its acquisition of Alcan Packaging’s Food Americas business

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.

30-Apr-09
$NA
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Target: 

Chrysler LLC

Advised Chrysler in connection with the chapter 11 proceedings to effectuate the sale of substantially all of its operating assets and certain liabilities to a newly created entity that will be jointly owned by Fiat S.p.A., the VEBA Trust (responsible for the healthcare benefits of current and former employees of Chrysler), the US Treasury and the Canadian government

31-Mar-09
$1.7 billion
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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.

09-Mar-09
$18.6 billion
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Target: 

Rohm & Haas Company

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Acquiror: 
The Dow Chemical Company

Advised The Dow Chemical Company during its negotiations pertaining to the Rohm & Haas settlement resolution

06-Aug-08
$10.7 billion
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Target: 

Lonmin plc

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Acquiror: 
Xstrata plc

Advised Lonmin plc, a major producer of Platinum Group Metals, regarding an unsolicited pre-conditional offer for the company by Xstrata plc, a global diversified mining company

02-Jul-08
$NA
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Target: 

NewSmith Capital

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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
$17.7 billion+
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Target: 

Northwest Airlines

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Acquiror: 
Delta Air Lines

Advised Delta Air Lines in connection with its merger with Northwest Airlines (+Transaction value represents enterprise value of combined entity)

14-Apr-08
$143 million
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Target: 

Clayton Holdings, Inc.

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Acquiror: 
Greenfield Partners

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

19-Feb-08
$1.7 billion
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Target: 

TimberStar Southwest

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Acquiror: 
Hancock Timber Resource Group

Advised Hancock Timber Resource Group, the largest global timber investment management organization, on its acquisition of TimberStar Southwest, which owns and manages 900,000 acres of timberlands located in Arkansas, Louisiana and Texas

07-Nov-07
$652 million
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Target: 

Philadelphia Stock Exchange, Inc.

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Acquiror: 
The NASDAQ Stock Market, Inc.

Advised Philadelphia Stock Exchange, Inc, the third largest options market in the US and the nation's oldest stock exchange, on its sale to the NASDAQ Stock Market, Inc.

11-Oct-07
$1.2 billion
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Target: 

Foseco plc

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Acquiror: 
Cookson Group plc

Advised Foseco plc, a provider of consumables to the Foundry and Steel industries, on a recommended cash offer from Cookson Group plc

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