Selected Advisory Experience
Our team has numerous public and private clients who we regularly advise including:
Altice, American Axle & Manufacturing, Anglo American, Ardagh, Boston Scientific, Citigroup, CPPIB, CVS, Dow, Dycom, Fairfax Financial, Fannie Mae, First Manhattan Corporation, Genmab, GoGo, IMAX, Kestra, Jet Blue, Liberty Global, Microvast, Morgan Stanley , OMERS, Paramount, Quest Diagnostics, SAP, Schneider Electric, Societe General, Telus International, The Olayan Group, The Chefs Warehouse, TPG, Valvoline, Vice.
Selected Public Company Transactions
- Albemarle Corporation | in its $6.2 billion merger with Rockwood Holdings, Inc. and its $3.2 billion sale of its Chemetall Surface Treatment Business to BASF
- Altice USA | in its agreement to sell 49.99% of its LightPath fiber enterprise business to Morgan Stanley Infrastructure Partners for an implied enterprise value of $3.2 billion and in its pending $310 million acquisition of the assets of Morris Broadband
- Anglo American plc | on the combination of its nuGen™ Zero Emissions Haulage Solution with First Mode Holdings
- Boston Scientific Corporation | in its acquisition of Apollo Endosurgery and its acquisition of Baylis Medical Company for $1.75 billion
- CVS Health | in its $69 billion acquisition of Aetna and $10.6 billion acquisition of Oak Street Health
- General Electric | in its combination of GE Oil & Gas and Baker Hughes and subsequent transactions with Baker Hughes
- Intapp | in its $314 million initial public offering and Nasdaq listing
- Liberty Global plc | in its acquisition of Cable and Wireless Communications plc in a public transaction valued at $8.2 billion and $23.3 billion acquisition of Virgin Media plc and as parent of Virgin Media in its joint venture with O2
- Novartis’ | $3.9 billion acquisition of Advanced Accelerator Applications
- Salesforce.com | in its $2.8 billion public tender offer for Demandware, Inc. and in its acquisition of private company Quip, Inc.
- SAP SE and Qualtrics International Inc. | in the carve out of Qualtrics from SAP, consisting of Qualtrics’ $1.55 billion public offering
- TPG Inc. | on the executive compensation, equity incentive, and senior executive and founder retention matters and related governance and disclosure considerations in connection with its $1 billion initial public offering
- Valvoline Inc., | as borrower, on a $1.05 billion financing consisting of a five-year $575 million term loan A facility and a five-year $475 million revolving credit facility, including a $100 million letter of credit facility
We work very closely with our M&A colleagues who rely on us to advise clients on the executive compensation and employee benefits aspects of mergers, acquisitions, spinoffs, divestitures, and other transactions. A list of M&A highlights can be found here.
Selected Private Capital Transactions
- Bluespring Wealth Partners, LLC, | a subsidiary of Kestra Financial, Inc. in its acquisitions of various independent investment advisors
- J.F. Lehman & Company | in its
- agreement to sell Lone Star Disposal to Waste Connections US Holdings
- investment affiliate’s acquisition of the assets of the Narda-MITEQ division and the stock of Narda Safety Test Solutions, GmbH from L3Harris Technologies, Inc.
- Prairie Farms | in connection with its acquisition of certain assets of Dean Foods under a bankruptcy court approved sale procedure
- Sumitomo Mitsui Banking Corporation | in its strategic alliance with Marathon Capital for collaboration in the ESG-related space
