Recent Transactions

19-Dec-12
$100 million
United States flag
Target: 

Thiele Kaolin Company

Advised Thiele Kaolin Company, a miner and processor of kaolin clay, on a range of strategic options, resulting in a leveraged recapitalization and special dividend

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

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.

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

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.

04-Sep-12
$600 million
United States flag
Target: 

The Hartford’s Retirement Plans Group

United States flag
Acquiror: 
Massachusetts Mutual Life Insurance Company

Advised The Hartford, a leading provider of insurance and wealth management services, on the divestiture of its Retirement Plans Group to Massachusetts Mutual Life Insurance Company, a leading mutual life insurance company

06-Aug-12
$6.2 billion
United States flag
Target: 

Tennessee Gas Pipeline and 50% of El Paso Natural Gas

United States flag
Acquiror: 
Kinder Morgan Energy Partners, L.P.

Advised the Independent Directors of the Board of Kinder Morgan Energy Partners on the acquisition of Tennessee Gas Pipeline, a ~14,000 mile natural gas pipeline system connecting Texas, Louisiana, and the Gulf of Mexico with the northeastern US, and 50% of El Paso Natural Gas, a ~10,000 mile natural gas pipeline system connecting the Permian Basin in Texas / New Mexico with key consumer markets in Arizona, California and Mexico

13-Jul-12
$NA
United States flag
Target: 

Timberland Assets of Forest Capital Partners, LLC

United States flag
Acquiror: 
Hancock Timber Resources Group and Molpus Woodlands Group

Advised Hancock Timber Resources Group, the largest Timber Investment Management Organization globally and a subsidiary of Hancock Natural Resource Group, Inc., and Molpus Woodlands Group on the acquisition of 1.9 million acres of timberlands from Forest Capital Partners, LLC

27-Apr-12
$NA
United States flag
Target: 

Merlin Securities LLC

United States flag
Acquiror: 
Wells Fargo & Company

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

26-Apr-12
$1.8 billion
United States flag
Target: 

Retail Propane Operations of Inergy, L.P.

United States flag
Acquiror: 
Suburban Propane Partners, L.P.

Advised Inergy, L.P., a master limited partnership with propane and midstream natural gas operations, on the sale of its retail propane operations to Suburban Propane Partners, L.P., a national propane retailer

08-Dec-11
$NA
United States flag
Target: 

US Department of Energy

Advised Herb Allison in an independent review of a $35.9 billion energy loan portfolio

10-Oct-11
$3.2 billion
United States flag
Target: 

Complete Production Services

United States flag
Acquiror: 
Superior Energy Services

Advised Superior Energy Services on its acquisition of Complete Production Services, a leading provider of oilfield services in North America

14-Jul-11
$340 million
United States flag
Target: 

Edge Oilfield Services

United States flag
Acquiror: 
Key Energy Services, Inc.

Advised Key Energy Services, the largest onshore, rig-based well servicing contractor, on its acquisition of Edge Oilfield Services, a provider of onshore oilfield rental equipment

20-Jun-11
$2.0 billion
Canada flag
Target: 

Capital Power Income L.P.

United States flag
Acquiror: 
Atlantic Power Corporation

Advised Capital Power Income L.P., a Canadian power trust with a portfolio of 20 power generation assets located in Canada and the United States (total net generating capacity of 1,400 MW), on its sale to Atlantic Power Corporation

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

11-Apr-11
~$198 million
U.K., Mexico flags
Target: 

HSBC Afore (subsidiary of HSBC Holdings Plc)

United States flag
Acquiror: 
Principal Financial Group, Inc.

Advised Principal Financial Group, Inc., a leading asset accumulation, asset management and retirement services franchise in the United States and abroad on its acquisition of HSBC Afore, HSBC’s pension business in Mexico

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

04-Feb-11
$420 million
United States flag
Target: 

Bosque Power Company

Advised Bosque Power Company, a natural gas-fired power plant located in Texas, on its negotiations with lenders and restructuring

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

22-Nov-10
$NA
United States flag
Target: 

US Department of the Treasury

Advised the United States Department of the Treasury on the management and disposition of its common shares of AIG

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

30-Jun-10
$820 million
U.S.A., Canada flags
Target: 

Trident Resources Corporation

Advised Chilton Investment Company on Trident’s financial restructuring and emergence from CCAA / Chapter 11 bankruptcy protection including the negotiation of a new equity investment

Pages

show all