DATE |
$ |
|
COMPANY/ASSET ACQUIRED |
|
ACQUIROR |
16-Dec-2011
Pending |
NA |
|
ISTA Pharmaceuticals, Inc.
Advising ISTA Pharmaceuticals, an ophthalmic pharmaceutical company, on its defense against an unsolicited offer from Valeant Pharmaceuticals and on its review of strategic alternatives |
|
|
13-Dec-2011
Pending |
$345 million |
|
Cabot Microelectronics Corporation
Advising Cabot Microelectronics Corporation on its new capital management initiative, including a leveraged recapitalization via a special dividend |
|
|
08-Dec-2011
Announced |
NA |
|
U.S. Department of Energy
Advising Herb Allison in an independent review of a $35.9 billion energy loan portfolio |
|
|
21-Nov-2011
Pending |
$689 million |
|
iNova Pharmaceuticals
Advising Archer Capital and Ironbridge Capital on the sale of iNova Pharmaceuticals, a leading pharmaceuticals company that sells and distributes a range of prescription and over-the-counter products in Australia, New Zealand, Asia and Southern Africa, to Valeant Pharmaceuticals |
|
Valeant Pharmaceuticals |
17-Nov-2011
Pending |
$860 million |
|
MeadWestvaco’s Consumer & Office Products Division
Provided fairness opinion to the Board of Directors of MeadWestvaco Corporation on the spin-off and subsequent merger of its Consumer & Office Products Division with ACCO Brands Corporation |
|
ACCO Brands Corporation |
07-Nov-2011
Pending |
$398 million |
|
American Dental Partners, Inc.
Advising American Dental Partners, Inc. (NASD: ADPI), one of the nation’s leading business partners to dental group practices, on its sale to JLL Partners, a leading private equity firm |
|
JLL Partners |
10-Oct-2011
Pending |
$3.2 billion |
|
Complete Production Services
Advising Superior Energy Services on its acquisition of Complete Production Services, a leading provider of oilfield services in North America |
|
Superior Energy Services |
10-Aug-2011
Pending |
$65 million |
|
Grupo Aeromexico S.A. de C.V
Advising Delta Air Lines, Inc. in connection with its strategic minority investment in Grupo Aeromexico S.A. de C.V |
|
Delta Air Lines, Inc. |
19-Jul-2011
Pending |
$418 million |
|
Lochinvar Corporation
Advising A. O. Smith Corporation, a leading manufacturer of water heating equipment, water treatment products and water system tanks, on the acquisition of Lochinvar Corporation, a private manufacturer and distributor of high efficiency boilers |
|
A. O. Smith Corporation |
14-Jul-2011 |
$340 million |
|
Edge Oilfield Services
Advised Key Energy Services, the largest onshore, rig-based well servicing contractor, on its acquisition of Edge Oilfield Services, a provider of onshore oilfield rental equipment |
|
Key Energy Services, Inc. |
12-Jul-2011
Pending |
$3.5 billion |
|
Transatlantic Holdings, Inc.
Advising Validus Holdings, Ltd., a leading global reinsurer, on its unsolicited offer for Transatlantic Holdings, Inc. |
|
Validus Holdings, Ltd. |
30-Jun-2011 |
$609 million |
|
Diabetes-related patent estate and royalty stream of Astellas Pharma subsidiary, Prosidion
Advised Royalty Pharma, a leading acquiror of biopharmaceutical royalty interests, on the acquisition of the DPP-IV patent estate and associated royalty stream of Astellas Pharma subsidiary, Prosidion |
|
Royalty Pharma |
20-Jun-2011
Pending |
$2.0 billion |
|
Capital Power Income L.P.
Advising Capital Power Income L.P., a Canadian power trust with a portfolio of 20 power generation assets located in Canada and the United States (total net generating capacity of 1,400 MW), on its sale to Atlantic Power Corporation |
|
Atlantic Power Corporation |
16-Jun-2011 |
$288 million |
|
Imperial Palace Casino Resort and Spa
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 |
|
Boyd Gaming Corporation |
13-Jun-2011 |
$2.1 billion |
|
The Timberland Corporation
Advised VF Corporation, a global leader in branded lifestyle apparel on its acquisition of The Timberland Company, a leading outdoor footwear and apparel company |
|
VF Corporation |
08-Jun-2011
Pending |
$1.7 billion |
|
Citigroup (selected private equity assets)
Advising 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 |
|
AXA Private Equity |
24-May-2011
Pending |
$5.8 billion |
|
American International Group (AIG)
Advising the United States Department of the Treasury on the sale of 200 million shares of AIG common stock at $29.00 per share, reducing its ownership in the insurer to 77% from 92% |
|
|
11-Apr-2011 |
~$198 million |
|
HSBC Afore (subsidiary of HSBC Holdings Plc)
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 |
|
Principal Financial Group, Inc. |
20-Mar-2011
Pending |
$39.0 billion |
|
T-Mobile USA
Advising AT&T on its $39 billion acquisition of T-Mobile USA from Deutsche Telekom |
|
AT&T, Inc. |
07-Feb-2011 |
$548 million |
|
Wesco Financial Corporation
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 |
|
Berkshire Hathaway Inc. |
04-Feb-2011 |
$420 million |
|
Bosque Power Company
Advised Bosque Power Company, a natural gas-fired power plant located in Texas, on its negotiations with lenders and restructuring |
|
|
11-Jan-2011 |
$220 million |
|
Constar International, Inc.
Advised Constar International, Inc., a plastic packaging manufacturer, in connection with its pre-arranged Chapter 11 proceedings |
|
|
20-Dec-2010 |
$370 million |
|
One Communications Corp.
Advised EarthLink, a provider of IP services to consumers and businesses, on its acquisition of One Communications, an integrated telecommunications solutions provider |
|
EarthLink |
15-Dec-2010 |
$12.9 billion |
|
Alcon, Inc.
Advised the Independent Director Committee of Alcon, Inc., an ophthalmic pharmaceutical company, on the sale of Alcon’s outstanding publicly held interest to Novartis AG, a global pharmaceutical company |
|
Novartis AG |
13-Dec-2010 |
$875 million |
|
Electrical Products Division of A. O. Smith Corporation
Advised A. O. Smith Corporation on the sale of its Electrical Products Company, a manufacturer of a comprehensive line of electric motors, to Regal Beloit Corporation, a leading manufacturer of electrical and mechanical motion control products |
|
Regal Beloit Corporation |
07-Dec-2010 |
$500 million |
|
Medicity, Inc.
Advised Aetna Inc. on its acquisition of Medicity, Inc., a leading provider of technology solutions to enable the secure access and exchange of healthcare information |
|
Aetna Inc. |
02-Dec-2010 |
NA |
|
IAC / InterActiveCorp.
Advised the Special Committee of the Board of Directors of IAC, a leading Internet company, on the repurchase of all IAC shares owned by Liberty Media in exchange for a combination of cash and two operating businesses, Evite and Gifts.com |
|
|
01-Dec-2010 |
NA |
|
Planar Solutions, LLC
Advised Wacker Chemie AG on the sale of Wacker Chemical Corporation’s 50% equity stake in Planar Solutions LLC, a dedicated CMP slurry manufacturer, to its JV partner, FUJIFILM Corporation |
|
FUJIFILM Corporation |
22-Nov-2010
Announced |
NA |
|
U.S. Department of the Treasury
Advising the United States Department of the Treasury on the management and disposition of its common shares of AIG |
|
|
12-Nov-2010 |
NA |
|
Money Controls (subsidiary of Coin Acceptors, Inc.)
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 |
|
Crane Co. |
10-Nov-2010 |
NA |
|
Pension Benefit Guaranty Corporation
Advised the Pension Benefit Guaranty Corporation (the “PBGC”) in connection with its claim in Chemtura’s Chapter 11 proceeding |
|
|
09-Nov-2010 |
$27.0 billion |
|
General Growth Properties Inc.
Advised the 2006 Credit Facility Lenders, the largest class of unsecured debt with claims in excess of $2.8 billion, in connection with the Chapter 11 proceedings of mall REIT GGP, which resulted in cash payoff of the facilities in full |
|
|
04-Nov-2010 |
~$370 million |
|
J. Malucelli Participacao em Seguros E Resseguros S.A
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) |
|
The Travelers Companies, Inc. |
13-Oct-2010
Pending |
$288 million |
|
2SS Holdings, Inc.
Advising H&R Block, one of the world’s largest tax services providers, on its acquisition of 2SS Holdings, the developer of TaxACT digital tax preparation solutions |
|
H&R Block Inc. |
01-Oct-2010 |
$516 million |
|
ITC^DeltaCom
Advised EarthLink, a provider of IP services to consumers and businesses on its acquisition of ITC^DeltaCom, a leading provider of telecommunications and technology services to businesses and other communications companies |
|
EarthLink |
30-Sep-2010 |
$115 million |
|
Stroz Friedberg LLC
Advised Stroz Friedberg LLC, a leading global consulting firm for managing digital risk and uncovering digital evidence, on the sale of a 49.9% interest to New Mountain Capital |
|
New Mountain Capital |
24-Sep-2010 |
$371 million |
|
Intec Telecom Systems plc
Advised CSG Systems, a leading provider of customer management and billing solutions in North America, on its acquisition of Intec Telecom Systems plc, a global provider of BSS solutions |
|
CSG Systems |
30-Aug-2010 |
$150 million |
|
Windward Investment Management
Advised The Charles Schwab Corporation on its acquisition of Windward Investment Management, an investment advisory firm |
|
The Charles Schwab Corporation |
23-Aug-2010 |
$230 million |
|
LANDesk Software
Advised Emerson Electric Co., a diversified global manufacturing and technology company, on its carve-out and sale of LANDesk Software, a provider of systems, security and IT service management software, to Thoma Bravo |
|
Thoma Bravo |
12-Aug-2010 |
NA |
|
Kohl’s 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 |
|
Capital One Financial Corporation |
07-Aug-2010 |
$220 million |
|
Environmental Systems Products
Advised Environmental Systems Products Holdings with its out-of-court restructuring |
|
|
12-Jul-2010 |
NA |
|
Breast Care Business of Ethicon-Endo Surgery
Advised GTCR and Devicor Medical Products, Inc., a portfolio company of GTCR, on the acquisition of the Breast Care Business of Ethicon-Endo Surgery |
|
Devicor Medical Products, Inc. (a GTCR portfolio company) |
30-Jun-2010 |
$820 million |
|
Trident Resources Corporation
Advised Chilton Investment Company on Trident’s financial restructuring and emergence from CCAA / Chapter 11 bankruptcy protection including the negotiation of a new equity investment |
|
|
28-Jun-2010 |
$336 million |
|
Scott Wilson Group plc
Advised Scott Wilson Group plc, a LSE listed global integrated design and engineering consultancy, on its sale to URS Corporation, a global provider of engineering, construction and technical services |
|
URS Corporation |
18-Jun-2010 |
$ 361.1 million |
|
USEN Corporation
Advised USEN Corporation, a diversified media company, on the sale of Intelligence Ltd., its 100% owned human resources staffing subsidiary |
|
Kohlberg Kravis Roberts & Co. L.P. |
14-Jun-2010 |
$82 million |
|
Bemis Company, Inc. (certain of its recently acquired packaging assets)
Advised Bemis Company, Inc. on the sale of certain of its recently acquired flexible packaging assets as required by the U.S. Department of Justice as a condition to the closing of its $1.2 billion acquisition of the Alcan Packaging Food Americas business (business unit of Rio Tinto plc) |
|
Exopack Holding Company |
10-Jun-2010 |
$580 million |
|
Tishman Speyer Washington D.C. Portfolio
Advised term loan and credit facility lenders to the Tishman Speyer partnership holding a portfolio of 28 office buildings in Washington D.C. and the surrounding area on a restructuring which resulted in payoff of the facilities in full |
|
|
01-Jun-2010 |
$109 million |
|
AT&T Japan (an AT&T Inc. company)
Advised AT&T Inc., a premier communications holding company, on its sale of the domestic network outsourcing business of AT&T Japan, its Japanese enterprise unit, to Internet Initiative Japan, one of Japan’s leading Internet-access and comprehensive network solutions providers |
|
Internet Initiative Japan |
24-May-2010 |
$1.4 billion |
|
Sterling Commerce, Inc. (an AT&T Inc. company)
Advised AT&T Inc., a premier communications holding company, on its sale of Sterling Commerce, Inc., an enterprise software and services provider, to IBM Corporation, a global IT products and services provider |
|
IBM Corporation |
30-Apr-2010 |
NA |
|
Pension Benefit Guaranty Corporation
Advised the Pension Benefit Guaranty Corporation (the “PBGC”) in connection with its claim in Lyondell’s Chapter 11 proceeding |
|
|
26-Apr-2010 |
$1.5 billion |
|
Chloride Group plc
Advised Emerson Electric Co., a diversified global technology and industrial company, on its acquisition of Chloride Group plc, a manufacturer of uninterruptible power supply (UPS) systems |
|
Emerson Electric Co. |
22-Apr-2010 |
$1.9 billion |
|
Bank of America Corporation
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 |
|
AXA Private Equity |
06-Apr-2010 |
$153 million |
|
Virgin Money Holdings (UK) Limited
Advised Virgin Money Holdings (UK) Limited, Virgin Group’s financial services arm, on the structuring of an investment of £100m from WL Ross & Co. |
|
W.L. Ross & Co. LLC |
05-Apr-2010 |
$225 million |
|
Medegen, Inc
Advised Medegen, Inc., a medical device company that develops, manufactures and markets clinically superior disposable intravenous therapy products on its sale to CareFusion, a global medical devices company |
|
CareFusion Corporation |
01-Apr-2010 |
$230 million |
|
Primerica Inc.
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 |
|
Warburg Pincus |
03-Mar-2010 |
NA |
|
Puerta Mexico Transportation Facility
Advised Ports America, Inc., a portfolio company of Highstar Capital, on its sale of Puerta Mexico, a state-of-the-art customs-clearing intermodal transportation facility located in the Mexico City market |
|
Kansas City Southern |
25-Feb-2010 |
$14.4 billion |
|
Coca-Cola Enterprises Inc.
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 |
|
The Coca-Cola Company |
23-Feb-2010 |
NA |
|
Heartscape Technologies, Inc.
Advised Heartscape Technologies, a medical device company on its sale of substantially all its assets to Roper Industries, a diversified growth company |
|
Roper Industries, Inc. |
20-Dec-2009 |
$1.3 billion |
|
Mining Division of Terex Corp.
Advised Bucyrus International, Inc., a global mining equipment manufacturer, on the acquisition of the mining division of Terex Corp., a diversified equipment company |
|
Bucyrus International |
15-Dec-2009 |
$4.5 billion |
|
Prudential Financial, Inc.
Advised Wells Fargo on the acquisition of Prudential Financial’s noncontrolling interest in their retail brokerage Joint Venture |
|
Wells Fargo & Company |
09-Nov-2009 |
$327 million |
|
Enzon Pharmaceuticals, Inc.
Advised Enzon Pharmaceuticals, Inc., a biopharmaceutical company on the sale of its specialty pharmaceutical business to Sigma-Tau, an Italian pharmaceutical company |
|
Sigma-Tau Pharmaceuticals |
27-Oct-2009 |
$325 million |
|
Fleetwood Enterprises, Inc.
Advised Fleetwood Enterprises, Inc. on the sale of substantially all of its assets, pursuant to multiple Section 363 sales |
|
Various |
06-Oct-2009 |
$1.2 billion |
|
Avocent Corporation
Advised Emerson Electric Co., a diversified global technology and industrial company, on its acquisition of Avocent Corporation, a manufacturer of software and hardware products |
|
Emerson Electric Co. |
06-Oct-2009 |
$263 milllion |
|
ICT Group
Advised ICT Group on its merger with Sykes Enterprises, both leading global providers of outsourced customer contact management solutions and services |
|
Sykes Enterprises |
06-Oct-2009 |
NA |
|
Pension Benefit Guaranty Corporation
Advised the Pension Benefit Guaranty Corporation (the “PBGC”) on Delphi’s reorganization and the structure and terms of the PBGC’s recovery on account of Delphi’s pension plan termination |
|
|
31-Aug-2009 |
$5.5 billion |
|
BJ Services Company
Advised BJ Services Company, a leading pressure pumping company, on its merger with Baker Hughes Incorporated, a global oilfield services company |
|
Baker Hughes Incorporated |
27-Aug-2009 |
$144 million |
|
NYFIX, Inc.
Advised the Special Committee of the Board of Directors of NYFIX, Inc., a provider of electronic trading solutions, on its sale to NYSE Euronext |
|
NYSE Euronext |
14-Aug-2009 |
$724 million |
|
NCI Building Systems, Inc.
Advised NCI Building Systems, Inc., one of North America’s largest integrated manufacturers and marketers of metal products for the non-residential construction industry, on its financial restructuring, which included a majority investment by CD&R and a restructuring of NCI’s outstanding debt |
|
|
10-Aug-2009 |
$596 million |
|
Barnes & Noble College Booksellers, 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. |
|
Barnes & Noble, Inc. |
10-Aug-2009 |
$1.5 billion |
|
Dynegy, Inc.
Advised Dynegy, Inc., a merchant power generator, on its sale of 9 power plants to LS Power Equity Partners in exchange for cash and Dynegy shares |
|
LS Power Equity Partners |
21-Jul-2009 |
$2.8 billion |
|
Quebecor World Inc
Acted as financial advisor to Quebecor World on its CCAA / Chapter 11 restructuring |
|
|
06-Jul-2009 |
$2.0 billion |
|
PARIS RE Holdings 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 |
|
PartnerRe Ltd. |
23-Jun-2009 |
$155 million |
|
Monogram Biosciences, Inc.
Advised LabCorp on the acquisition of Monogram Biosciences, a molecular diagnostics company focused on guiding and improving the treatment of serious infectious diseases and cancer |
|
Laboratory Corporation of America Holdings |
04-May-2009 |
NA |
|
Constar International Inc.
Advised Constar International Inc. in connection with its pre-arranged Chapter 11 proceedings |
|
|
30-Apr-2009 |
NA |
|
Chrysler LLC
Advised Chrysler in connection with the chapter 11 proceedings to effectuate the sale of substantially all of its operating assets and certain liabilities to a newly created entity that will be jointly owned by Fiat S.p.A., the VEBA Trust (responsible for the healthcare benefits of current and former employees of Chrysler), the US Treasury and the Canadian government |
|
|
29-Apr-2009 |
NA |
|
U.S. Shipping Partners L.P.
Advised U.S. Shipping Partners L.P. in connection with its pre-arranged Chapter 11 proceedings |
|
|
31-Mar-2009 |
$1.7 billion |
|
IPC Holdings, Ltd.
Advised Validus Holdings, Ltd., a leading Bermuda-based reinsurer, on its offer to acquire IPC Holdings, Ltd. |
|
Validus Holdings, Ltd. |
23-Mar-2009 |
NA |
|
BearingPoint, Inc.
Advised BearingPoint, Inc. on the sale of substantially all of its assets, pursuant to a Section 363 process |
|
Various |
09-Mar-2009 |
$18.6 billion |
|
Rohm & Haas Company
Advised The Dow Chemical Company during its negotiations pertaining to the Rohm & Haas settlement resolution |
|
The Dow Chemical Company |
07-Aug-2008 |
NA |
|
Scholastic Corporation’s U.S. direct-to-home continuities business
Advised Scholastic, the global children’s publishing, education and media company, on the sale of its U.S. direct-to-home continuities business to Sandvik AS |
|
Sandvik AS |
12-Jun-2008 |
$6.7 billion |
|
Applied Biosystems Group
Provided fairness opinion to the Board of Directors of the Applera Corporation on the merger of its Applied Biosystems business, which serves the life science industry, with the Invitrogen Corporation, creating a global leader in biotechnology reagents and systems |
|
Invitrogen Corporation |
23-Apr-2008 |
$2.8 billion |
|
Wendy’s International, 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 |
|
Triarc Companies, Inc. |
14-Apr-2008 |
$17.7 billion+ |
|
Northwest Airlines
Advised Delta Air Lines in connection with its merger with Northwest Airlines (+Transaction value represents enterprise value of combined entity) |
|
Delta Air Lines |
07-Mar-2008 |
$1.5 billion |
|
Ambac Financial Group, Inc.
Advised a consortium of leading global financial institutions and investors, including but not limited to Banc of America Securities LLC; Citigroup Global Markets Inc.; Dresdner Kleinwort Securities LLC; Keefe, Bruyette & Woods, Inc.; and UBS Securities LLC, on its participation in a recapitalization of Ambac Financial Group, Inc. |
|
|
19-Feb-2008 |
$1.7 billion |
|
TimberStar Southwest
Advised Hancock Timber Resource Group, the largest global timber investment management organization, on its acquisition of TimberStar Southwest, which owns and manages 900,000 acres of timberlands located in Arkansas, Louisiana and Texas |
|
Hancock Timber Resource Group |
16-Nov-2007 |
$203 million |
|
Oakland Mall LLC
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 |
|
California State Teachers’ Retirement System and Urban Retail Properties |
07-Nov-2007 |
$652 million |
|
Philadelphia Stock Exchange, Inc.
Advised Philadelphia Stock Exchange, Inc, the third largest options market in the U.S. and the nation’s oldest stock exchange, on its sale to the NASDAQ Stock Market, Inc. |
|
The NASDAQ Stock Market, Inc. |
05-Nov-2007 |
$3.4 billion |
|
American Financial Realty Trust
Advised American Financial Realty Trust, a real estate investment trust that acquires properties from and leases properties to regulated financial institutions, on its sale to Gramercy Capital Corp., a commercial real estate specialty finance company |
|
Gramercy Capital Corp. |
16-Jul-2007 |
$2.1 billion |
|
Applebee’s International, Inc.
Sole advisor to IHOP Corp., the fastest growing family dining concept in the US, on its acquisition of Applebee’s |
|
IHOP Corp. |
25-Jun-2007 |
$8.1 billion |
|
Energy East Corporation
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 |
|
Iberdrola SA |
30-May-2007 |
$5.3 billion |
|
Ceridian Corporation
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 |
|
Thomas H. Lee Partners and Fidelity National Financial |
22-May-2007 |
$6.5 billion |
|
Crescent Real Estate Equities Company
Advised Crescent Real Estate Equities Company, a REIT holding a diversified portfolio of office properties, hotels and resorts and luxury residential developments on its sale to Morgan Stanley Real Estate |
|
Morgan Stanley Real Estate |
06-Nov-2006 |
$4.2 billion |
|
Kos Pharmaceuticals, Inc.
Advised Kos Pharmaceuticals, Inc., a specialty pharmaceutical provider of cardiovascular and respiratory drugs, on its sale to Abbott Laboratories |
|
Abbott Laboratories |
11-Oct-2006 |
NA |
|
Visa USA
Advised Visa USA in its announced plans to merge with Visa Canada and Visa International to form Visa Inc., a new public global corporation |
|
|
04-Aug-2006 |
$290 million |
|
Republic Companies Group, Inc.
Advised Republic Companies Group, Inc., a regional provider of personal and commercial property and casualty insurance products |
|
Delek Capital Ltd. |
03-Aug-2006 |
$6.0 billion |
|
Reckson Associates Realty Corporation
Advised the independent directors of Reckson, a real estate investment trust specializing in properties located in New York City and the surrounding Tri-State area, on the sale of Reckson to SL Green |
|
SL Green Realty Corporation |
17-Oct-2005 |
$16.8 billion |
|
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 |
|
|
08-Aug-2005 |
$2.7 billion |
|
Maytag Corporation
Advised Whirlpool Corporation, one of the world’s leading manufacturers of major home appliances, on its acquisition of Maytag Corporation |
|
Whirlpool Corporation |
19-May-2005 |
$7.2 billion+ |
|
US Airways Group
Advised America West Holdings in connection with its merger with US Airways Group. (+Transaction value represents enterprise value of combined entity, including capitalized operating leases of $4.8 billion) |
|
America West Holdings |
02-May-2005 |
$8.9 billion |
|
MCI Inc
Advised MCI in connection with its sale to Verizon Communications, Inc |
|
Verizon Communications, Inc. |
20-Apr-2005 |
$1.4 billion |
|
Archipelago Holdings Inc
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 |
|
New York Stock Exchange |
18-Jan-2005 |
$2.3 billion |
|
MeadWestvaco Corporation / Papers Business
Provided fairness opinion to the Board of Directors of MeadWestvaco Corporation on the sale of its Papers business and associated assets to Cerberus Capital Management, L.P |
|
Cerberus Capital Management, L.P. |
29-Aug-2004 |
$3.8 billion |
|
LNR Property Corporation
Advised the Special Committee of the Board of Directors and the Board of Directors of LNR Property Corporation, one of the US’ leading real estate investment, finance and management companies, on its sale to Cerberus Capital Management, L.P. and its real estate affiliate, Blackacre Institutional Capital Management, LLC |
|
Cerberus Capital Management, L.P. |
09-Aug-2002 |
$17.6 billion |
|
Adelphia Communications
Advised the Unsecured Creditors of Adelphia Communications representing $14.5 billion of value in Adelphia’s Chapter 11 proceedings. Advised on the sale of Adelphia’s assets to Time Warner and Comcast for $17.6 billion |
|
Time Warner Inc. and Comcast Corp. |
29-Aug-2001 |
$5.9 billion |
|
Westvaco Corporation
Advised Westvaco Corporation, a packaging and paper products company, on its merger-of-equals with The Mead Corporation |
|
The Mead Corporation |
05-Feb-2001 |
$316 million |
|
General Mills, Inc. (Pillsbury Desserts & Baking Mixes Portfolio)
Advised Diageo on divestiture of Pillsbury’s Desserts & Baking Mix business to gain FTC approval for the sale of Pillsbury to General Mills. |
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International Multifoods Corporation |
17-Jul-2000 |
$10.5 billion |
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Diageo plc
Advised Diageo on the sale of The Pillsbury Company for $5.1 billion in assumed debt and $5.4 billion in stock to General |