Recent Transactions

Advising Equiniti Group, a Siris Capital Group portfolio company, on the acquisition of the Notified, a wholly owned subsidiary of West Technology Group., an Apollo Global Management portfolio company

Advised and provided a fairness opinion to the Special Committee of the Independent Directors of OTF II, a specialty finance company focused on originating and making loans to, and making debt and equity investment in, technology related companies, specifically software, based primarily in the US, on its merger with OTF 

Advised Tacora Resources, a high-grade iron ore producer in Canada, on its CCAA Sale Process and Restructuring of $550 million of liabilities

Advising Australian-based lithium company Liontown Resources Limited on its response to change of control proposals from Albemarle Corporation

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

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 and A$300m financing facility from Ford Motor Company

Advising TEGNA, a leading broadcasting and digital marketing services company, on its sale to Standard General, a hedge fund 

Advised Ardian US LLC, on its investment in wireless infrastructure asset aggregator Unison Site Management

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

Advising SiFi Networks America Limited, which provides open access fiber-to-the-home (“FTTH”) networks across the US, on the sale of a 16.7% stake and establishing a joint venture with APG, under which APG will invest a $500m equity commitment

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

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

Advised Sims Limited, a global leader in metal recycling and electronics recovery, on the acquisition of certain commercial and operating assets of Alumisource Corporation

Advised Warburg Pincus LLC and Deutsche Telekom Capital Partners on the acquisition of a majority stake in CommunityFibre Limited, a leading full fibre network infrastructure platform in UK

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 2Get, the largest independent search firm in Brazil, on its sale to Heidrick & Struggles, a leading global player in executive search and consulting

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 M&T Bank on the sale of its ownership interest in Cramer Rosenthal McGlynn to the company's management team

Advised TEGNA, Inc., a leading broadcasting and digital marketing services company, on the acquisition of a television station in Indianapolis and television and radio stations in Columbus from Dispatch Broadcast Group

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 Condé Nast on the sale of Brides, a leading wedding and bridal brand, to IAC

Advised T5 Data Centers, a leading national data center owner and operator, on the creation of a fully integrated platform with QuadReal Property Group to develop, acquire and operate data centers via a $1.0 billion investment from QuadReal

Advised NII Holdings, a provider of mobile communications services in Brazil, on the sale of its 70% interest in its operations in Brazil (“Nextel Brazil”) to América Móvil

Advised EMR Capital, a specialist resources private equity manager, on the sale of the Martabe gold and silver mine to United Tractors

Advised Best Lawyers, the oldest and most respected peer review publication and digital media company in the global legal community, on its sale to Levine Leichtman Capital Partners

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 First Republic Bank, a provider of private banking, private business banking and private wealth management services, on the acquisition of Gradifi, a Boston-based technology and service platform used by employers to make direct contributions to employees’ student loans

Advised TEGNA, Inc., a major broadcasting and digital marketing services company, on the spin-off of Cars.com and the creation of two independent publicly traded companies: one focused on television broadcasting and one focused on the online automotive marketplace.

Advised Digital Realty Trust, the world's largest wholesale colocation services and data center solutions provider, on its acquisition of a portfolio of eight carrier-neutral European data centers from Equinix

Advised Frieze, the premier art events and media company, on its strategic investment and partnership with WME IMG Global

Advised Perseus Books LLC, a leading independent publishing company, on the sale of its publishing business to Hachette Book Group, Inc. 

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

Advised Telecity Group plc, Europe’s leading provider of premium carrier-neutral data centres, on a recommended cash and share offer from Equinix, Inc. a leading US provider of colocation data centre services globally

Advised Alcoa Inc. on the acquisition of RTI International Metals, Inc., a leading producer and global supplier of titanium mill products and a manufacturer of fabricated titanium and specialty metal components, principally for the commercial aerospace and defense sectors

Advised the Special Committee of GFI Group Inc. on its sale to BGC Partners, Inc.

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 Gannett Co., Inc. a media and marketing solutions company, on its acquisition of Cars.com (part of Classified Ventures, LLC), a provider of online auto advertising solutions and consumer content.

Advised Alcoa Inc. on the acquisition of Firth Rixson Limited, a leading provider of highly engineered rings, industrial forgings and specialized metal products primarily to the aerospace industry

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 ARTnews, the world's oldest and most widely circulated art magazine, on its sale to Skate Capital Corp., a private art and media industry investment vehicle

Advised Gannett Co., Inc., a media and marketing solutions company, on the sale of its stake in the online real estate classifieds service Apartments.com (part of Classified Ventures, LLC) to CoStar Group, a provider of information services to the commercial real estate industry

Advised Catalyst Investment Managers on the sale of its portfolio company Global Television, Australia’s largest provider of outsourced broadcasting and video production services, to NEP Inc., a leading provider of total broadcast solutions in the US, UK and Brazil. NEP is majority-owned by private funds managed by Crestview Partners

Advised AT&T Inc. on the sale of its wireline operations in the State of Connecticut to Frontier Communications

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 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.

Advised Phaidon Press Limited (“Phaidon”) and its owner, Richard Schlagman, on the sale of the company to the family of Leon Black. Founded in 1923, Phaidon is a leading branded publishing and media company focused on the visual arts, culture and lifestyle sectors

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

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

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

Advised the Special Committee of the Board of Directors of IAC, a leading Internet company, on the repurchase of all IAC shares owned by Liberty Media in exchange for a combination of cash and two operating businesses, Evite and Gifts.com

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 USEN Corporation, a diversified media company, on the sale of Intelligence Ltd., its 100% owned human resources staffing subsidiary

Advised AT&T Inc., a premier communications holding company, on its sale of Sterling Commerce, Inc., an enterprise software and services provider, to IBM Corporation, a global IT products and services provider

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

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 Cheil Worldwide, Inc, South Korea’s largest marketing agency, on the acquisition of Beattie McGuinness Bungay Ltd, a leading independent UK advertising agency

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

Advised Nikko Cordial, one of Japan’s largest securities firms, on its share exchange with Citigroup Inc., which resulted in Citigroup’s acquisition of the remaining 32% of Nikko Cordial that it did not already own

Advised the Board of BCE on a review of a range of strategic alternatives that culminated in an agreement to sell to a consortium consisting of Teacher's Private Capital, Providence Equity Partners and Madison Dearborn Partners for $52.0 billion that was ultimately terminated

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

Advised the Transaction Committee of the Board of Directors of SLM Corporation, commonly known as Sallie Mae, on the sale to a consortium consisting of J.C. Flowers, Friedman Fleischer & Lowe, Bank of America and JPMorgan Chase

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

(25.1% stake)
Advised The Nasdaq Stock Market, Inc., the largest electronic equity securities market in the United States, on the acquisition of a 25.1% stake in London Stock Exchange plc

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