Recent Transactions

Advising Nano Dimension, a developer of 3D printing and Additive Manufacturing technologies, predominantly for A&D applications, on its acquisition of Desktop Metal, a vertically integrated 3D printers, materials and software company and pioneer of several 3D printing technologies  

Advised D-Wave Quantum, a leader in quantum computing systems and services, on its $150mm at-the-market equity offering program

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 

Advising Mizuho Bank, Ltd., the banking arm of Mizuho Financial Group, Inc., on its purchase of a passive, non-voting minority stake in Golub Capital’s management companies

Advised Pixelligent Technologies, a developer and manufacturer of nanocrystal material used in consumer electronic devices, on a significant strategic investment from Henkel Corporation, a publicly traded (FWB: HEN) German multinational chemical and consumer goods company

Advised Tanarra Capital, leading diversified alternative asset investment firm in Australia, on its sale of INX Software, leading end-to-end workforce management and EHS software provider for high-risk, complex and remote businesses, to Accel-KKR

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 Unity Digital Infrastructure Inc., a leading Philippine-based joint venture telecommunications infrastructure platform by Aboitiz InfraCapital and Partners Group, on the acquisition of 650 towers from PLDT, one of the largest telecommunication service providers in the Philippines, through a sale and leaseback transaction

Advising edotco Group, the leading pan-Asian telecom tower infrastructure company, on the acquisition of 2,973 towers from PLDT, one of the largest telecommunication service providers in the Philippines, through a sale and leaseback transaction

Advised Fusion Connect, Inc., a leading service provider of cloud communications and secure network solutions with a focus on serving mid-market and enterprise businesses on its comprehensive balance sheet recapitalization

Advising Bridge Growth Partners, a private equity firm focused on technology investments, on the sale of Finalsite, a leading SaaS platform serving K-12 schools and universities, to Veritas Capital

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

Advising onsemi (NASDAQ: ON), a global leader in the development, manufacture and supply of semiconductor components for power, analog, sensor and connectivity solutions, on the acquisition of GT Advanced Technologies, Inc. (“GTAT”), a producer of silicon carbide (SiC)

Advised Siris Capital, a private equity firm focused on the technology sector, on its acquisition of American Stock Transfer & Trust Company, a leading technology-enabled full service professional services firm

Advising MKS, a global provider of instruments, systems, subsystems and process control solutions, on the acquisition of Photon Control, a Canadian manufacturer of fiber optic measurement solutions used in semiconductor wafer fabrication

Advising Northern Data AG, a Germany based developer and operator of high-performance computing (“HPC”) infrastructure solutions, on the sale of its U.S. subsidiary Whinstone Inc., an HPC data center operator based in Rockdale, Texas, to Riot Blockchain Inc., a U.S. based publicly-traded bitcoin miner

Advising Net Insight AB, a global leader in media networks, on the divestment of its resource optimization software business area, doing business as “ScheduALL” to Xytech Systems Corporation

Advising Omnicell, a leading provider of medication management solutions and adherence tools for health systems and pharmacies, on the acquisition of the 340B Link business from Pharmaceutical Strategies Group (PSG)

Advised Cerner Corporation, a leader in healthcare information technology, on its sale of its RevWorks revenue cycle management services business to R1 RCM, a leading provider of technology-enabled RCM services

Advised Net Insight AB, a global leader in media networks, on the sale of Sye, a market-leading true live “over-the-top” (OTT) technology for low-latency live streaming, to Amazon.com, Inc.

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 Electronics for Imaging, a global provider of digital printing solutions, on its sale to Siris Capital Group, a private equity firm focused on the technology sector

Advised Wave Computing,  a leading artificial intelligence solutions company developing proprietary dataflow-based architecture systems, on its successful $86mm Series E financing

Advised Blue Sky, an ASX-listed diversified alternative assets manager, on its response to an activist short-seller campaign, strategic review of recapitalisation options, and receipt of a A$50mm long-term capital investment by Oaktree via a 7-year senior secured convertible loan note facility

Advised Park Electrochemical, a leading high-performance electronics materials manufacturer, on the sale of its Electronics Business to AGC Inc.

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  L.L.Bean Inc. on a strategic alliance relating to its credit card business with Citibank, N.A.

Advised Vector Capital on the acquisition of Cheetahmail from Experian plc

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 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 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 Airopack Technology Group, developer of a revolutionary all-plastic dispenser, on a €120 million debt and equity investment from funds managed by affiliates of Apollo Global Management, and the concurrently announced proposed acquisition of the 50% stake it does not already own in Airolux AG, its joint venture with Resilux NV

Advised FEI Company, a designer and manufacturer of a broad range of high-performance microscopy workflow solutions, on its $160 million acquisition of DCG Systems, Inc., a leading supplier of electrical fault characterization, localization and editing equipment

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 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 Hitachi, LTD / Hitachi Appliances, Inc, a leading global industrial conglomerate focused on information and telecommunications systems, power systems and social systems, on their formation of a global HVAC joint venture with Johnson Controls

Advised the Independent Committee of the Board of Directors of Voya Financial, Inc. in connection with Voya Financial, Inc.’s repurchase of 7.7mm shares (aggregate repurchase of $300mm) from ING Groep N.V.

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

Advised BancTec, Inc., a leading business process outsourcing company, on its acquisition by HandsOn3, LLC and subsequent combination with Dataforce Group to create one of the largest pure-play BPO businesses, spanning over 50 countries

Advised Suncorp Group Ltd (ASX:SUN), a leading general insurance, retail banking and life insurance group in Australia and New Zealand, on the sale of a A$1.6bn portfolio of performing and non-performing (corporate and property) loans to Goldman Sachs Group Inc., an American multinational investment banking firm

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

Advised RedPrairie on the acquisition of JDA Software, a leading provider of supply chain management software

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 Individual Life Insurance Business to Prudential Financial, Inc.

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 SYKES Enterprises, a leading global provider of outsourced customer contact management solutions and services, on its acquisition of Alpine Access, a leader in at-Home customer contact management solutions and services

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 Wacker Chemie AG on the sale of Wacker Chemical Corporation’s 50% equity stake in Planar Solutions LLC, a dedicated CMP slurry manufacturer, to its JV partner, FUJIFILM Corporation

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

Advised Stroz Friedberg LLC, a leading global consulting firm for managing digital risk and uncovering digital evidence, on the sale of a 49.9% interest to New Mountain Capital

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

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

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 Virgin Money Holdings (UK) Limited, Virgin Group’s financial services arm, on the structuring of an investment of £100m from WL Ross & Co.

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

Advised ICT Group on its merger with Sykes Enterprises, both leading global providers of outsourced customer contact management solutions and services

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 Moody’s Corporation on its acquisition of Fermat International, a leading provider of risk and performance management software to the global banking sector

Advised a consortium of leading global financial institutions and investors, including but not limited to Banc of America Securities LLC; Citigroup Global Markets Inc.; Dresdner Kleinwort Securities LLC; Keefe, Bruyette & Woods, Inc.; and UBS Securities LLC, on its participation in a recapitalization of Ambac Financial Group, Inc.

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 Fortis on an offer by Fortis, RBS and Santander for ABN AMRO

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

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

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

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

Advised the Official Committee of Unsecured Creditors of Conseco, Inc., a life insurance and annuities company, on the financial restructuring of the Company’s $6 billion of externally held financial indebtedness

Advised EDS on its acquisition of SDRC, a developer of enterprise-wide product data management software

(Compaq Computer Corp.) Advised Compaq Computer Corporation on the sale of an 83% stake in the Alta Vista Company for a combination of CMGI common equity, preferred stock and a note

Advised Wang on its acquisition of Olsy, the systems and solutions division of Olivetti, for a combination of cash and securities.

Advised Compaq on the purchase, for stock, of Tandem, a maker of fault-tolerant server and hardware products