Recent Transactions

Adviser to Bendigo and Adelaide Bank on the exit of its investment in the Homesafe Equity Release Joint Venture

Advising Parthenon Capital, a financial services & technology focused private equity firm, on its acquisition of Global Payment’s Gaming Services Division, a leading provider of on-site and digital payment processing services to companies in the gaming industry, for $415mm

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

Advising DGO Gold, an ASX-listed gold exploration company, on its recommended, off-market takeover offer from Gold Road Resources, an ASX-listed gold producer

Advising Dama Financial, the nation’s largest provider of access to banking and payment solutions for the cannabis industry, on its acquisition of GrowFlow Corp, a leading business management and compliance software platform for cannabis retailers, cultivators, processors, and distributors

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

Advised Lithium Americas, a development-stage company with projects in Jujuy, Argentina and Nevada, United States on its acquisition of Millennial Lithium, a Vancouver-based exploration and development company focused on advancing the Pastos Grandes Lithium Project in Argentina

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

Advised DADA Holdings on the sale of its majority stake in New Day Aluminum LLC to Concord Resources Ltd.

Advised Avant Mutual, an Australian member-owned organization providing medical indemnity insurance products to healthcare practitioners, on the exit of its strategic stake in NobleOak Life via IPO

Advised Siris Capital, a private equity firm focused on the technology sector, on its recommended 180p cash offer for Equiniti Group PLC, a technology-led services and payments specialist

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

Advised Hycroft Mining Corporation, a US-based, gold and silver producer operating the Hycroft mine located in Northern Nevada, on the sale of substantially all of its assets to Mudrick Capital Acquisition Corporation

Advised TT International, a leading independent asset management firm focused on managing high alpha, high conviction active management strategies for institutional investors, on its sale to Sumitomo Mitsui Financial Group, 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

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

Advised TAL, Australia’s largest and leading insurance business that is 100% owned by Dai-ichi Life of Japan, on the acquisition of Suncorp Group Limited’s Australian Life Insurance business

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

Advised Equiniti Group plc, a UK based specialist technology outsourcer providing non-discretionary payment and administration services, on the acquisition of Wells Fargo's Shareowner Services business, and acted as joint sponsor to Equiniti's associated £122 million rights issue

Advised Minneapolis-based US Bancorp, the fifth largest commercial bank in the United States, and the parent company of Elavon, Inc., in the sale of its 50.1 percent majority stake in São Paulo-based, Elavon do Brasil to Stone Pagamentos, a local market, privately-held merchant acquirer.

Advised Alcoa Inc. on its separation into two independent, publicly-traded companies

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

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

Advised Alcoa Inc. on the acquisition of TITAL GmbH, a privately-held German manufacturer of aluminum and titanium castings predominately for the aerospace and defense end markets

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

Advised Validus Holdings, Ltd., a leading Bermuda-based provider of reinsurance, insurance, and insurance linked securities management, on its acquisition of Western World Insurance Group, Inc., a specialty US commercial insurer

Advised Dillard’s, Inc. on a strategic alliance relating to its credit card business with Wells Fargo & Company

Advised the limited partners of Resolution Life L.P. in the proposed acquisition by its subsidiary, Resolution Life Holdings, Inc., of Lincoln Benefit Life for $600mm

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

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

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

Advised Coal and Allied Industries Limited, an Australian based coal mining company, in relation to an acquisition proposal from Rio Tinto Limited and Mitsubishi Corporation to acquire all the outstanding shares in the company not already held by Rio Tinto and Mitsubishi

Advised Exxaro Resources, a diversified South African-based mining company, on its proposed acquisition of Territory Resources, an Australian-based iron producer

Advised Suncorp, on the sale of its investment management business, Tyndall Investments, in Australia and New Zealand to Nikko Asset Management, a leading Asian mutual funds management company

Advised TOWER Australia Group Limited, the largest mono-line life insurance company in Australia, in relation to the offer from The Dai-ichi Life Insurance Company, Limited to acquire all of the shares in TOWER that it does not already own by way of a scheme of arrangement

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)

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

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

Advised Lihir Gold Limited, a leading global gold company with operations in Papua New Guinea, Australian and West Africa on an unsolicited takeover proposal from Newcrest Mining Ltd, an international gold company with gold and copper operations

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

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

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

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.

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

Acted as lead financial advisor to SSAB Svenskt Stål AB on its acquisition of IPSCO Inc., a leading Canadian producer of energy tubulars and steel plate in North America with an annual steel making capacity of 4.3 million tons

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

Advised Republic Companies Group, Inc., a regional provider of personal and commercial property and casualty insurance products

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

held by Royal & Sun Alliance
Advised Royal & Sun Alliance on the sale of its 21.5% shareholding in Rothschilds Continuation Holdings AG to Jardine Strategic Holdings