Recent Transactions

Adviser to Bendigo and Adelaide Bank on the exit of its investment in the Homesafe Equity Release Joint Venture

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 Dama Financial, the nation’s largest provider of access to banking and payment solutions for the cannabis industry, on its acquisition of GrowFlow Corp, a leading business management and compliance software platform for cannabis retailers, cultivators, processors, and distributors

Advised Aquiline Capital Partners on its acquisition of Quicken, the best-selling personal finance software in the U.S., from H.I.G. Capital

Advised Avant Mutual, an Australian member-owned organization providing medical indemnity insurance products to healthcare practitioners, on the exit of its strategic stake in NobleOak Life via IPO

Advised Siris Capital, a private equity firm focused on the technology sector, on its recommended 180p cash offer for Equiniti Group PLC, a technology-led services and payments specialist

Advised WEX Inc., a leading fleet and B2B payments company, on the divestiture of its Brazilian subsidiary to Vila Rica Capital.

Advised CME Group, Inc., the operator of a leading global derivatives marketplace, on the structured sale of its 25% equity stake in Bursa Malaysia Derivatives Berhad to Bursa Malaysia Berhad

Advised the shareholders of Ourinvest DTVM, a leading Brazilian securities broker focused on providing high net-worth individuals custody, distribution and trading services, on the sale of an 80% stake to BTG Pactual, one of Brazil’s largest independent investment banking firms

Advising IFC and Principia Capital Partners on the sale of their stakes in Pravaler, Brazil’s leading provider of student loans for college students, to Itaú Unibanco, Brazil’s largest financial institution

Advised Westpac, the third largest company in Australia by market capitalization, on its exit of BT Advice and the sale of select assets to Viridian Advisory

Advised TAL, Australia’s largest and leading insurance business that is 100% owned by Dai-ichi Life of Japan, on the acquisition of Suncorp Group Limited’s Australian Life Insurance business

Advised Julius Bär Group Ltd., a leading Swiss private banking group, on its 95% acquisition of Reliance Group, one of the largest independent Brazilian wealth management firms with client assets of approximately BRL 17 billion (USD 5.3 billion)

Advised Experian plc, the world’s leading global information services company, in connection with the acquisition of a 25% stake in L&C, the UK’s largest fee free mortgage adviser

Advised Equiniti Group plc, a UK based specialist technology outsourcer providing non-discretionary payment and administration services, on the acquisition of Wells Fargo's Shareowner Services business, and acted as joint sponsor to Equiniti's associated £122 million rights issue

Advised LCH.Clearnet Group Limited, a leading multi-asset class European clearing house, on a sale of LCH.Clearnet SA, its French-regulated operating subsidiary, to Euronext N.V. that was ultimately terminated

Advised the founding shareholders of Rico, a leading independent online investment platform in Brazil, on its 100% sale to XP Investimentos, a Brazilian investment firm

Advised Policard, one of the largest electronic payment companies in Brazil, on the combination of its business with the Brazilian operations of Groupe Up, one of the leading employee benefits, public, social and loyalty programs providers in the world

Advised Heartland Payment Systems, Inc., one of the nation’s largest payment companies, on its sale to Global Payments Inc., a leading worldwide provider of payment technology services

Advised The Toronto-Dominion Bank Group on its acquisition of Nordstrom, Inc.’s credit card assets

Advised the Special Committee of GFI Group Inc. on its sale to BGC Partners, Inc.

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 Investec Bank (Australia) Limited on the sale of its Professional Finance and Asset Finance and Leasing businesses, its deposit book, and its Australian banking licence to Bank of Queensland Limited (“BOQ”). BOQ is a leading regional Australian bank which provides retail and business banking

Advised the limited partners of Resolution Life L.P. in the proposed acquisition by its subsidiary, Resolution Life Holdings, Inc., of Lincoln Benefit Life for $600mm

Advised Fifth Street Finance Corp., a specialty finance company with approximately $2 billion of assets under management, on the acquisition of Healthcare Finance Group, LLC, a specialty lender providing asset-based lending and term loan products to the healthcare industry

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 Retirement Plans Group to Massachusetts Mutual Life Insurance Company, a leading mutual life insurance company

Advised Virgin Money, a financial services provider, on the acquisition of Northern Rock, a UK retail mortgage and savings bank, from UK Financial Investments Ltd, which manages the UK Government’s investments in financial institutions

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

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

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 FirstRand Limited, one of the largest financial services groups in Africa, on the sale of its 45% stake in FirstRand STI Holdings Limited (OUTsurance), South Africa’s leading direct personal lines insurer, to RMB Holdings Limited

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)

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

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

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

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 Close Brothers Group plc, an independent financial services group, on the sale of its corporate finance subsidiary to Daiwa Securities SMBC Europe Ltd.

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

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.

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

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

Advised Aton Capital Group, the independent Russian investment bank, on the sale of its Institutional Business to Bank Austria Creditanstalt (part of the UniCredit Group)

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