Recent Transactions

21-May-12
$NA
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Target: 

Robbins-Gioia Inc.

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Acquiror: 
Private Investors

Advised Informa plc on the sale of its subsidiary, Robbins-Gioia Inc., to a group of private investors

27-Apr-12
$NA
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Target: 

Merlin Securities LLC

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Acquiror: 
Wells Fargo & Company

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

13-Dec-11
$345 million
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Target: 

Cabot Microelectronics Corporation

Advised Cabot Microelectronics Corporation on its new capital management initiative, including a leveraged recapitalization via a special dividend

27-Jul-11
$850 million
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Target: 

The Synovate Group

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Acquiror: 
Ipsos S.A.

Advised Aegis Group plc on the sale of The Synovate Group, a leading global provider of custom market research, to Ipsos S.A.

08-Jun-11
$1.7 billion
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Target: 

Citigroup (selected private equity assets)

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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
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Target: 

HSBC Afore (subsidiary of HSBC Holdings Plc)

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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

21-Mar-11
$NA
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Target: 

Close Brothers Cayman Limited

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Acquiror: 
Intertrust Group Holdings SA

Advised Close Brothers plc, an independent financial services group, on the sale of its Cayman based offshore business to Intertrust Group Holdings SA

11-Mar-11
$1.0 billion
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Target: 

Troika Dialog Group Limited

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Acquiror: 
Sberbank

Advised TD Advisors Limited, a major shareholder of Troika Dialog Group, Russia’s leading investment bank, on the sale of their stake as part of the acquisition of Troika Dialog Group by Sberbank, the largest commercial bank in Russia

07-Feb-11
$548 million
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Target: 

Wesco Financial Corporation

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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

20-Dec-10
$370 million
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Target: 

One Communications Corp.

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Acquiror: 
EarthLink

Advised EarthLink, a provider of IP services to consumers and businesses, on its acquisition of One Communications, an integrated telecommunications solutions provider

07-Dec-10
$500 million
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Target: 

Medicity, Inc.

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Acquiror: 
Aetna Inc.

Advised Aetna Inc. on its acquisition of Medicity, Inc., a leading provider of technology solutions to enable the secure access and exchange of healthcare information

02-Dec-10
$NA
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Target: 

IAC / InterActiveCorp.

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

01-Dec-10
$NA
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Target: 

Planar Solutions, LLC

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Acquiror: 
FUJIFILM Corporation

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

22-Nov-10
$NA
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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.)

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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
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Target: 

J. Malucelli Participacao em Seguros E Resseguros S.A

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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)

01-Oct-10
$516 million
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Target: 

ITC^DeltaCom

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Acquiror: 
EarthLink

Advised EarthLink, a provider of IP services to consumers and businesses on its acquisition of ITC^DeltaCom, a leading provider of telecommunications and technology services to businesses and other communications companies

30-Sep-10
$115 million
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Target: 

Stroz Friedberg LLC

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Acquiror: 
New Mountain Capital

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

24-Sep-10
$371 million
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Target: 

Intec Telecom Systems plc

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Acquiror: 
CSG Systems

Advised CSG Systems, a leading provider of customer management and billing solutions in North America, on its acquisition of Intec Telecom Systems plc, a global provider of BSS solutions

30-Aug-10
$150 million
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Target: 

Windward Investment Management

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Acquiror: 
The Charles Schwab Corporation

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

23-Aug-10
$230 million
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Target: 

LANDesk Software

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Acquiror: 
Thoma Bravo

Advised Emerson Electric Co., a diversified global manufacturing and technology company, on its carve-out and sale of LANDesk Software, a provider of systems, security and IT service management software, to Thoma Bravo

12-Aug-10
$NA
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Target: 

Kohl’s Corporation

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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

18-Jun-10
$361.1 million
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Target: 

USEN Corporation

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Acquiror: 
Kohlberg Kravis Roberts & Co. L.P.

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

01-Jun-10
$109 million
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Target: 

AT&T Japan (an AT&T Inc. company)

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Acquiror: 
Internet Initiative Japan

Advised AT&T Inc., a premier communications holding company, on its sale of the domestic network outsourcing business of AT&T Japan, its Japanese enterprise unit, to Internet Initiative Japan, one of Japan's leading Internet-access and comprehensive network solutions providers

24-May-10
$1.4 billion
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Target: 

Sterling Commerce, Inc. (an AT&T Inc. company)

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Acquiror: 
IBM 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

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