Recent Transactions

23-Oct-12
$5.7 billion
United States flag
Target: 

Target Corporation’s REDcard credit card assets

U.S.A., Canada flags
Acquiror: 
The Toronto-Dominion Bank Group

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

27-Sep-12
$1.5 billion
United States flag
Target: 

The Hartford’s Individual Life Insurance Business

United States flag
Acquiror: 
Prudential Financial, Inc.

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.

04-Sep-12
$600 million
United States flag
Target: 

The Hartford’s Retirement Plans Group

United States flag
Acquiror: 
Massachusetts Mutual Life Insurance Company

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

16-May-12
$1.5 billion
United States flag
Target: 

Peninsula Gaming, LLC

United States flag
Acquiror: 
Boyd Gaming Corporation

Advised Boyd Gaming Corporation, a leading gaming operator in Nevada, the Midwest and South, on the acquisition of Peninsula Gaming, a casino operator of five properties in Kansas, Iowa and Louisiana

27-Apr-12
$NA
United States flag
Target: 

Merlin Securities LLC

United States flag
Acquiror: 
Wells Fargo & Company

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

16-Jun-11
$288 million
United States flag
Target: 

Imperial Palace Casino Resort and Spa

United States flag
Acquiror: 
Boyd Gaming Corporation

Advised Boyd Gaming Corporation, a leading gaming operator in Nevada, the Midwest and South, on the acquisition of Imperial Palace Casino Resort and Spa in Biloxi, Mississippi

08-Jun-11
$1.7 billion
United States flag
Target: 

Citigroup (selected private equity assets)

Euro flag
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
U.K., Mexico flags
Target: 

HSBC Afore (subsidiary of HSBC Holdings Plc)

United States flag
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
United Kingdom flag
Target: 

Close Brothers Cayman Limited

Switzerland flag
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
Russia flag
Target: 

Troika Dialog Group Limited

Russia flag
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
United States flag
Target: 

Wesco Financial Corporation

United States flag
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

12-Nov-10
$NA
U.S.A., U.K. flags
Target: 

Money Controls (subsidiary of Coin Acceptors, Inc.)

United States flag
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
Brazil flag
Target: 

J. Malucelli Participacao em Seguros E Resseguros S.A

United States flag
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)

30-Aug-10
$150 million
United States flag
Target: 

Windward Investment Management

United States flag
Acquiror: 
The Charles Schwab Corporation

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

12-Aug-10
$NA
United States flag
Target: 

Kohl’s Corporation

United States flag
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

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

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

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

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-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

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.

02-Jul-08
$NA
United Kingdom flag
Target: 

NewSmith Capital

Italy flag
Acquiror: 
UniCredit SpA

Advised NewSmith Capital, an independent investment management group, on a strategic agreement with UniCredit whereby UniCredit will acquire NewSmith’s Financial Products credit advisory business, assume a 5% stake in NewSmith Capital and become an investor in NewSmith funds

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

16-Nov-07
$203 million
United States flag
Target: 

Oakland Mall LLC

United States flag
Acquiror: 
California State Teachers' Retirement System and Urban Retail Properties

Advised the Kogan Family on the sale of Oakland Mall, a regional shopping mall in Troy, Michigan anchored by JC Penney, Sears and Macy's

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.

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