Recent Transactions

20-Apr-05
$1.4 billion
United States flag
Target: 

Archipelago Holdings Inc

United States flag
Acquiror: 
New York Stock Exchange

Provided financial advisory services and a fairness opinion to Archipelago Holdings, Inc. in its definitive merger agreement with the NYSE to create the NYSE Group, Inc

22-Jun-05
$198 million
U.K., Switzerland flags
Target: 

Rothschilds Continuation Holdings

Hong Kong flag
Acquiror: 
Jardine Strategic Holdings

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

18-Jul-05
$101 million
United Kingdom flag
Target: 

TeleCity Plc

U.S.A., U.K. flags
Acquiror: 
Inhoco 3236 plc (joint venture between 3i and Oak Hill Capital)

Advised TeleCity plc on the recommended offer by 3i and Oak Hill Capital

13-Sep-05
$NA
United Kingdom flag
Target: 

AEA Technology plc

United States flag
Acquiror: 
Coller Capital

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

12-Dec-05
$83 million
United States flag
Target: 

Ibbotson Associates

United States flag
Acquiror: 
Morningstar Inc.

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

19-May-06
$1.4 billion
United Kingdom flag
Target: 

London Stock Exchange Group plc

United States flag
Acquiror: 
The Nasdaq Stock Market, Inc.

(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

04-Aug-06
$290 million
United States flag
Target: 

Republic Companies Group, Inc.

Israel flag
Acquiror: 
Delek Capital Ltd.

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

08-Aug-06
$565 million
United States flag
Target: 

Emdeon Practice Services, Inc.

United Kingdom flag
Acquiror: 
The Sage Group plc

Advised The Sage Group plc, a leading international supplier of accounting and business management software solutions

11-Oct-06
$NA
United States flag
Target: 

Visa USA

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

19-Dec-06
$270 million
United States flag
Target: 

Brion Technologies, Inc.

Netherlands flag
Acquiror: 
ASML Holding N.V.

Advised ASML Holding N.V., a leading provider of lithography systems for the semiconductor industry, on its acquisition of Brion Technologies, Inc.

22-Dec-06
$115 million
United States flag
Target: 

The 401(K) Company (a subsidiary of Nationwide Financial)

United States flag
Acquiror: 
The Charles Schwab Corporation

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

16-Apr-07
$25.0 billion
United States flag
Target: 

SLM Corporation

United States flag
Acquiror: 
J.C. Flowers, Friedman Fleischer & Lowe, Bank of America and JPMorgan Chase

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

29-May-07
$99.1 billion
Netherlands flag
Target: 

ABN AMRO Holding NV

U.K., Spain, Belgium flags
Acquiror: 
Fortis SA/NV, The Royal Bank of Scotland Group plc, Banco Santander Central Hispano, SA

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

30-May-07
$5.3 billion
United States flag
Target: 

Ceridian Corporation

United States flag
Acquiror: 
Thomas H. Lee Partners and Fidelity National Financial

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

02-Oct-07
$4.6 billion
Japan flag
Target: 

Nikko Cordial Corporation

United States flag
Acquiror: 
Citigroup, 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

07-Nov-07
$652 million
United States flag
Target: 

Philadelphia Stock Exchange, Inc.

United States flag
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.

14-Apr-08
$143 million
United States flag
Target: 

Clayton Holdings, Inc.

United States flag
Acquiror: 
Greenfield Partners

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

31-Mar-09
$1.7 billion
Bermuda flag
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.

06-Jul-09
$2.0 billion
Switzerland flag
Target: 

PARIS RE Holdings Ltd.

Bermuda flag
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

27-Aug-09
$144 million
United States flag
Target: 

NYFIX, Inc.

United States flag
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

06-Oct-09
$263 milllion
United States flag
Target: 

ICT Group

United States flag
Acquiror: 
Sykes Enterprises

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

06-Oct-09
$1.2 billion
United States flag
Target: 

Avocent Corporation

United States flag
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

15-Dec-09
$4.5 billion
United States flag
Target: 

Prudential Financial, Inc.

United States flag
Acquiror: 
Wells Fargo & Company

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

01-Apr-10
$230 million
United States flag
Target: 

Primerica Inc.

United States flag
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

22-Apr-10
$1.9 billion
United States flag
Target: 

Bank of America Corporation

Euro flag
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

Pages

show all