Recent Transactions

12-Jul-21
Pending
$1.7 billion
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Target: 

Tate & Lyle PLC’s Primary Products business in North America and Latin America (50% stake)

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Acquiror: 
KPS Capital Partners

Advising Tate & Lyle PLC, a leading UK-based global provider of food and beverage ingredients and solutions, on its sale of a controlling stake in its Primary Products business in North America and Latin America

19-Feb-19
$324 million
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Target: 

Aritzia Inc.

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Advised the Special Committee of Aritzia, an innovative designer and retailer of fashion brands, on the secondary offering and concurrent repurchase of shares held by Berkshire Partners

20-Feb-15
$800 million
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Target: 

GFI Group Inc.

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Acquiror: 
BGC Partners, Inc.

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

12-Nov-14
$175 million
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Target: 

Voya Financial, Inc.

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Acquiror: 
Voya Financial, Inc.

Advised the Independent Committee of the Board of Directors of Voya Financial, Inc. in connection with Voya Financial, Inc.’s repurchase of 4.5mm shares (aggregate repurchase of $175mm) from ING Groep N.V.

03-Sep-14
$300 million
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Target: 

Voya Financial, Inc.

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Advised the Independent Committee of the Board of Directors of Voya Financial, Inc. in connection with Voya Financial, Inc.’s repurchase of 7.7mm shares (aggregate repurchase of $300mm) from ING Groep N.V.

25-Mar-14
$250 million
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Target: 

ING US, Inc.

Advised the Independent Committee of the Board of Directors of ING US, Inc. in connection with ING U.S., Inc’s repurchase of 7.2mm shares (aggregate repurchase of $250mm) from ING Groep N.V.

11-Dec-12
$51.6 billion
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Target: 

American International Group (AIG)

Advised the United States Department of the Treasury (“UST”) on the full reduction of its 92% ownership stake in the insurer through numerous Secondary Public Offering Transactions

30-Oct-12
$834 million
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Target: 

Investments of AP Alternative Assets, L.P.

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Acquiror: 
Athene Holding Ltd.

Advised the Special Committee of the Conflicts Committee of the Board of Directors of Athene Holding Ltd. in connection with the purchase of non-cash investment assets of AP Alternative Assets L.P.

27-Sep-12
$1.5 billion
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Target: 

The Hartford’s Individual Life Insurance Business

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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
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Target: 

The Hartford’s Retirement Plans Group

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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

08-Aug-11
$11.0 billion
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Target: 

Coal and Allied Industries Limited

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Acquiror: 
Rio Tinto Limited / Mitsubishi Corporation

Advised Coal and Allied Industries Limited, an Australian based coal mining company, in relation to an acquisition proposal from Rio Tinto Limited and Mitsubishi Corporation to acquire all the outstanding shares in the company not already held by Rio Tinto and Mitsubishi

09-May-11
$843 million
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Target: 

The Forzani Group Ltd.

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Acquiror: 
Canadian Tire Corporation, Limited

Advised The Forzani Group Ltd., Canada's largest national retailer of brand-name and private-brand sporting goods, apparel and footwear, on its sale to Canadian Tire Corporation, Limited

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

10-Mar-10
$576 million
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Target: 

Camelot Group plc

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Acquiror: 
Ontario Teachers’ Pensions Plan

Advised the shareholders of Camelot – Cadbury, De La Rue, Fujitsu, Royal Mail and Thales – on the sale of their shareholdings in Camelot, the operator of the UK National Lottery, to Ontario Teachers’ Pensions Plan

25-Feb-10
$14.4 billion
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Target: 

Coca-Cola Enterprises Inc.

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Acquiror: 
The Coca-Cola Company

Advised the Affiliated Transaction Committee of Coca-Cola Enterprises Inc. on the sale of its North American bottling operations to The Coca-Cola Company and on its concurrent acquisition of The Coca-Cola Company’s bottling operations in the Nordic region

27-Aug-09
$144 million
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Target: 

NYFIX, Inc.

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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

10-Aug-09
$596 million
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Target: 

Barnes & Noble College Booksellers, Inc.

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Acquiror: 
Barnes & Noble, Inc.

Advised the Special Committee of the Board of Directors of Barnes & Noble, Inc., the world’s largest bookseller, on its acquisition of Barnes & Noble College Booksellers, Inc.

23-Apr-08
$2.8 billion
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Target: 

Wendy's International, Inc.

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Acquiror: 
Triarc Companies, Inc.

Advised the special committee of the board of directors in connection with its merger with Triarc Companies, Inc., the operator of the Arby’s franchise. The combined systems will have approximately 10,000 restaurant units and pro forma annual system sales of approximately $12.5 billion, positioning it as the nation’s third largest quick service restaurant company

30-May-07
$5.3 billion
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Target: 

Ceridian Corporation

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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

16-Apr-07
$25.0 billion
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Target: 

SLM Corporation

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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

30-Mar-07
$24.4 billion
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Target: 

Alliance Boots plc

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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

17-Oct-05
$16.8 billion
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Target: 

Refco

Acted as the exclusive financial advisor to Refco Inc. in connection with its Chapter 11 proceedings which included the sale of substantially all of the assets of Refco's regulated commodities futures business to Man Financial for $1.2 billion

09-Sep-05
$1.0 billion
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Target: 

7-Eleven, Inc.

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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

20-Apr-05
$1.4 billion
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Target: 

Archipelago Holdings Inc

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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

18-Mar-03
$7.0 billion
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Target: 

Wella AG

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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

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