Recent Transactions

27-Mar-02
$168 million
United States flag
Target: 

Morton’s Restaurant Group Inc.

flag not available
Acquiror: 
Castle Harlan, Inc.

Advised the Special Committee of Morton’s on sale of the Company.

18-Mar-03
$7.0 billion
Germany flag
Target: 

Wella AG

United States flag
Acquiror: 
The Procter & Gamble Company

Advised Wella AG, a global market leader in hair care and fragrances, on its sale to The Procter & Gamble Company

01-Jun-05
$1.4 billion
United States flag
Target: 

IIR

United Kingdom flag
Acquiror: 
T&F Informa

Advised T&F Informa on the acquisition of IIR, a leading provider of performance improvement solutions and organiser of conferences and exhibitions. The acquisition is to be financed via a rights issue of c.$570mm and a new debt facility

28-Jun-05
$111 million
United States flag
Target: 

Texas Genco LLC

United States flag
Acquiror: 
Kinder Morgan Energy Partners LP

Advised Texas Genco LLC on the sale of natural gas storage assets to Kinder Morgan Energy Partners LP

11-Jul-05
$NA
United States flag
Target: 

Inergy, L.P.

United States flag
Acquiror: 
Inergy Holdings GP, LLC

Provided a fairness opinion to Inergy Holdings GP, LLC regarding the Stagecoach natural gas storage acquisition

15-Jul-05
$70 million
United States flag
Target: 

Texas Genco LLC

United States flag
Acquiror: 
TEPPCO Partners LP

Advised Texas Genco LLC on the sale of a fuel oil pipeline and associated storage assets to TEPPCO Partners LP

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

09-Sep-05
$1.0 billion
United States flag
Target: 

7-Eleven, Inc.

Japan flag
Acquiror: 
Seven-Eleven Japan Co., Ltd

Advised the special committee of 7-Eleven, Inc. in connection with its evaluation of an unsolicited tender offer commenced by Seven-Eleven Japan Co., Ltd

24-Feb-06
$860 million
U.S.A., U.K. flags
Target: 

Aquarion Company

Australia flag
Acquiror: 
Macquarie Bank

(a wholly-owned subsidiary of Kelda Group plc) Advised Kelda Group plc on the sale of Aquarion Company, one of the largest investor-owned water utilities in the US

03-Apr-06
$3.7 billion
United States flag
Target: 

Verizon Communications Inc.

Mexico flag
Acquiror: 
América Móvil and Telmex

(various assets)
Provided independent valuation services in connection with the acquisition by América Móvil and Telmex of a 100% stake in Verizon Dominicana, an approximate 52% stake in Telecomunicaciones de Puerto Rico and an approximate 28.5% stake in Compania Anónima Nacional Teléfonos de Venezuela

30-Jun-06
$NA
United States flag
Target: 

Topaz Power Partners

United States flag
Acquiror: 
Carlyle / Riverstone

(portfolio of seven power plants)
Advised Topaz Power Partners (a joint venture of Sempra Energy and Carlyle / Riverstone) on the sale of a portfolio of seven power plants to an affiliate of Carlyle / Riverstone

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

15-Sep-06
$4.1 billion
United States flag
Target: 

LS Power Group

United States flag
Acquiror: 
Dynegy, Inc.

Advised Dynegy, Inc., a merchant power generator, on its acquisition of LS Power Group's power generation portfolio

18-Dec-06
$NA
Belgium flag
Target: 

InBev SA

Germany flag
Acquiror: 
Mr. Wolfgang Dinkelacker

Advised InBev SA, the world's largest brewery, on the sale of German regional brewery Dinkelacker-Schwaben Bräu KG

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.

26-Mar-07
$1.0 billion
Netherlands flag
Target: 

Wolters Kluwer Education

United Kingdom flag
Acquiror: 
Bridgepoint Capital Limited

Advised Bridgepoint Capital Limited on its acquisition of Wolters Kluwer Education, the pan-European educational publishing division of quoted Dutch-based information services and publishing company Wolters Kluwer NV

30-Mar-07
$24.4 billion
United Kingdom flag
Target: 

Alliance Boots plc

United States flag
Acquiror: 
Kohlberg Kravis Roberts & Co. Ltd. and Stefano Pessina

Advised Alliance Boots plc, the leading international pharmacy-led health and beauty group, on a proposal regarding an offer for the company from a consortium comprising of Kohlberg Kravis Roberts & Co. Ltd. and Stefano Pessina

18-Apr-07
$950 million
United States flag
Target: 

Trans Mountain Pipeline System

United States flag
Acquiror: 
Kinder Morgan Energy Partners, L.P.

Advised Independent Committee of the Board of Kinder Morgan Energy Partners on the acquisition of Trans Mountain Pipeline System, an ~800 mile pipeline which transports crude oil and refined products from Alberta to British Columbia and Washington State

12-Jun-07
$184 million
United Kingdom flag
Target: 

Jane’s Information Group

United States flag
Acquiror: 
IHS Inc.

Advised The Woodbridge Company Limited, the holding company for the Thomson family’s investments, on the sale of Jane’s Information Group, a world-leading provider of information and analysis on global defence and security, to IHS Inc.

25-Jun-07
$8.1 billion
United States flag
Target: 

Energy East Corporation

Spain flag
Acquiror: 
Iberdrola SA

Advised Energy East Corporation, a super-regional electric and gas utility with nearly 3 million regulated customers in the northeast US, on its sale to Iberdrola SA

30-Jun-07
$52.0 billion
Canada flag
Target: 

BCE Inc.

U.S.A., Canada flags
Acquiror: 
Teacher's Private Capital, Providence Equity Partners Inc. and Madison Dearborn Partners, LLC

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

05-Jul-07
$630 million
United States flag
Target: 

ALM Media Group Holdings, Inc.

United Kingdom flag
Acquiror: 
Incisive Media Ltd. (portfolio company of Apax Partners)

Advised Incisive Media, a portfolio company of Apax Partners, on the acquisition of ALM Media, a leading integrated media company focused on the legal and real estate sectors and the largest provider of B2B information to the US legal market

16-Jul-07
$2.1 billion
United States flag
Target: 

Applebee’s International, Inc.

United States flag
Acquiror: 
IHOP Corp.

Sole advisor to IHOP Corp., the fastest growing family dining concept in the US, on its acquisition of Applebee's

26-Nov-07
$11.4 billion
United Kingdom flag
Target: 

Kelda Group plc

U.S., Singapore, U.K. flags
Acquiror: 
Citi Infrastructure Investors, GIC Special Investments, Infracapital Partners and HSBC Bank

Advised Kelda Group plc, a leading provider of water and waste water services in the UK, on a recommended cash offer from a consortium of international infrastructure investors

02-Jan-08
$NA
Germany flag
Target: 

E. Brost & J. Funke GmbH & Co. KG (BFK KG) and its 25% stake in Otto Group

Germany flag
Acquiror: 
Otto AG für Beteiligungen (investment vehicle of Otto family)

Advised the shareholders of BFK KG, comprising the families who also own German publisher WAZ Media Group, on the sale of their 25% holding in German retailing and services group Otto to the Otto family, which thereby regained full ownership of the business

Pages

show all