Representative Engagements
- Janus Henderson Group PLC acquisition of private credit fund manager Victory Park Capital
- Flokk A.S., a portfolio company of Triton Partners, acquisition of Stylex Seating
- Flokk A.S., a portfolio company of Triton Partners, acquisition of Via Seating
- LSNE, a portfolio company of Permira, sale to PCI Pharma Services
- Fidelis Care $3.75 billion sale to Centene Corporation
- Guzman Energy Group $130 million equity and mezzanine financing by Vision Ridge Partners and ZOMA Capital
- Lockton Insurance sale of investment management division to Creative Planning
- Nipro Corporation, a medical device manufacturer and distributor in Japan, acquisition of Infraredx, a manufacturer of medical imaging systems
- Ardian North America Direct Buyouts acquisition of Dynamic Technologies S.p.A.
- Ardian North America Direct Buyouts acquisition of Acousti Engineering Company of Florida
- Ardian North America Direct Buyouts acquisition of Colonial Bag Corporation
- Ardian North America Direct Buyouts acquisition of Revere Plastics Systems
- Aretex Capital Partners spin-off and creation of a new private equity platform, including funding provided by Goldman Sachs and ICG Capital
- Aretex Capital Partners acquisition of Alerian
- Aretex Capital Partners acquisition of senior securities of Building Energy 1 Holdings plc
- Aretex Capital Partners acquisition of minority equity interest in Surgical Specialties Corporation
- Primary Energy, a portfolio company of Fortistar, sale to SDCL Energy Efficiency Income Trust
- Off Road Capital Partners acquisition of the Santa Monica Pier amusement park
- Private equity sponsor acquisition of a hospitality/tourism company
- Private equity sponsor acquisition of a landfill gas facility
- Private equity sponsor acquisition of an amusement park
- Private equity sponsor investments in a Canadian helium mining company
Transactional Risk
- Acts for Sands Point Risk, ASQ, Liberty, Berkshire Hathaway, DUAL, QBE, RiskPoint and Ambridge in transactional risk matters.
Investment Management & Financial
- Advised Janus Henderson in its acquisition of Victory Park Capital, a private credit fund manager
- Advised Lockton Insurance in its investment management collaboration/transaction with Creative Planning, LLC
- Advised Aretex Capital Partners in its acquisition of Alerian, the developer of the energy benchmark Alerian MLP Index
- Advised Lockton Insurance in a joint venture with Antarctica Capital to create a business focused on insurance capital markets
- Advised Frontera Investment, Inc., a chain of retail check cashing, payday loan, wire and pawn stores, in its sale of Series A Preferred Stock to Metropolitan Retail Capital, LLC
Pharmaceutical, Medical Device and Medical Technology
- Advised Lyophilization Services of New England, Inc., a portfolio company of Permira, in its sale to PCI Pharma Services
- Advised Nipro Corporation, a medical device manufacturer and distributor headquartered in Japan, in its acquisition of Infraredx, Inc., a manufacturer of medical imaging systems
- Advised Aretex Capital Partners in the secondary acquisition of a minority equity interest in Surgical Specialties Corporation
- Legal and transactions adviser to Livivos, Inc., a company with a development stage medical diagnostic technology
- Advised Multi Modal Imaging Corporation, an IP licensing company that holds IP relating to advanced MRI technology used in executive health/human longevity services, in its venture financing by and joint venture with an affiliate of the Malaysian conglomerate Genting Berhad
- Advised DR Systems, Inc., a manufacturer of medical imaging information systems, in its sale to Merge Healthcare
- Advised Fosun Group, an investment conglomerate headquartered in Shanghai, China, in its investment in Saladax Biomedical, Inc., a development stage pharmaceutical company
- Advised private equity backed company in its acquisition of contract pharmaceutical manufacturer in Spain
- Advised Kleiner Perkins Caufield & Byers in the spin-off and Series A Preferred Stock financing of True North Therapeutics, Inc., a development stage pharmaceutical company
- Advised venture capital sponsor Kleiner Perkins Caufield & Byers in its financing of iPierian, Inc., a development stage pharmaceutical company
- Advised Elcelyx, Inc., a development stage pharmaceutical company, in its spin-off of certain assets
- Advised Atara Biotherapeutics, Inc. and its sister companies (Nina Biotherapeutics, Inc., Pinta Biotherapeutics, Inc., and Santa Maria Biotherapeutics) in a Series A Preferred Stock financing
Healthcare
- Advised Cigna Inc. in the design and implementation of a national risk-sharing strategic alliance with Oscar Health
- Advised the Archdiocese of New York, the corporate member of Fidelis Care, New York’s largest Medicaid manage care plan, in the $3.75 billion sale of Fidelis Care to Centene Corporation, the nation’s largest Medicaid managed care plan provider
- Advised Jinxin Fertility Group in its U.S. $390 million global offering and IPO on the Main Board of the Hong Kong Stock Exchange
- Legal and transactions adviser to HRC Fertility
- Advised Montefiore Medical Center in its joint venture with Crystal Run Healthcare
- Advised March Vision Care, a vision care benefits administrator, in its sale to UnitedHealth Group
- Advised Visalia Medical Clinic, a multi-specialty medical group practice, in its affiliation with the Kaweah Delta Health Care District through the creation of the Kaweah Delta Medical Foundation
- Advised two large medical groups in Orange County, California in their consolidation
- Advised Heritage Development Organization (an affiliate of Heritage Provider Network) in its Physician Network Development and Care Coordination Collaboration Agreement with Fresenius Medical Care
- Advised Sansum Clinic in its acquisition of Sansum Clinic Pharmacy
- Advised two surgery centers in Southern California in their sale to a private equity sponsor
- Advised buyer in its acquisition of a dialysis center in Houston, Texas
Information Technology, Software and Online
- Advised a Fortune 500 company in the acquisition of a venture backed company
- Advised CA, Inc. (Nasdaq:CA) in its acquisition of Runscope Inc., a developer and provider of API applications
- Advised Fluent, Inc. (Nasdaq:FLNT) in its acquisition of AdParlor
- Advised I Drive Safely, LLC, a provider of online driver safety schools in more than 40 states, in its sale to Compass Capital Partners
- Advised TargetSolutions, Inc., a provider of online management solutions for public agencies, in its sale to RedVector.com, LLC
- Advised SiliconSystems, Inc., a manufacturer of solid state memory devices, in its sale to Western Digital Corporation
- Advised Pomeroy IT Solutions, Inc., a provider of information technology products and services, in its sale to Platinum Equity, LLC
- Advised Z57, Inc., a leading provider of web sites, lead management and lead generation solutions for real estate agents, in its sale to Constellation Software, Inc.
- Advised ScoreStream, Inc., a mobile app for high school and local sports scores and updates, in its Series Seed Preferred Stock financing
- Advised Samba Holdings, Inc., a provider of driver safety data to employers and school districts, in its sale to Cerca Group, LLC
- Advised Lenco Mobile Inc., a provider of internet and mobile phone advertising solutions, in its acquisition of Superfly Advertising, Inc.
- Advised Lenco Mobile Inc., a provider of internet and mobile phone advertising solutions, in its acquisition of iLoop Mobile, Inc.
- Advised Trooval.com, Inc. in its sale of Series A-1 Preferred Stock to venture capital group North Bridge Venture Partners
- Advised a medical practice software company sale to private equity backed strategic buyer
Energy & Natural Resources
- Advised Primary Energy Recycling Corp, a portfolio company of Fortistar, in its sale of 50% of the equity of Primary Energy to SDCL Energy Efficiency Income Trust
- Advised Guzman Energy Group in its $130 million equity and mezzanine financing facility investment by Vision Ridge Partners and ZOMA Capital
- Advised Aretex Capital Partners in its secondary acquisition from ZZ Capital of its stake in Building Energy 1 Holdings plc, a global independent power producer of renewable energy
- Advised private equity sponsor in its acquisition of a landfill gas facility
- Advised private equity sponsor in investments in a Canadian helium mining company
Hospitality & Entertainment
- Advised Off Road Capital Partners in the acquisition of the Santa Monica Pier amusement park
- Advised Rizvi Traverse Management in its going private transaction of Playboy Enterprises, Inc.
- Advised a private equity sponsor in the acquisition of a hospitality/tourism company
- Advised a private investor in the acquisition of three franchise restaurants
Manufacturing, Construction & Industrial
- Advised Ardian North America Direct Buyouts in the acquisition of Acousti Engineering Company of Florida, a specialty ceiling and flooring subcontractor for acoustically sensitive projects
- Advised Ardian North America Direct Buyouts in its acquisition of Colonial Bag Corporation, a manufacturer of industrial strength bags
- Advised Ardian North America Direct Buyouts in its acquisition of Revere Plastics Systems, a manufacturer of plastic injection molded products
- Advised Ardian North America Direct Buyouts in its acquisition of Dynamic Technologies S.p.A., a manufacturer of automobile engine components
- Advised Flokk A.S. in its acquisition of Stylex
- Advised Flokk A.S. in its acquisition of Via Seating
- Advised Trench Plate Rental Co., a provider of trench protection equipment service and solutions to the construction industry, in its sale to Oaktree Capital Management, L.P.
- Advised Electro Rent Corporation, a lessor and reseller of electrical test equipment with operations in the United States, China and Europe, in its sale to Platinum Equity in a $382 million going private transaction
- Advised National Technical Systems, Inc., a provider of testing, inspection and certification solutions, in its sale to Aurora Capital Group
- Advised Hunter Industries Incorporated, a manufacturer of irrigation equipment, in its acquisition of FX Luminaire, Inc., a manufacturer of landscape lighting fixtures
- Advised Kratos Defense & Security Solutions, Inc. (Nasdaq:KTOS) in its tender offer for up to $175 million aggregate principal amount of its 7.000% Senior Secured Notes
Retail & Service
- Advised AKA Enterprise Solutions, a technology consulting services firm, in its sale to HSO, a portfolio company of The Carlyle Group located in the Netherlands
- Advised Aladdin Bail Bonds in its sale to Endeavour Capital Partners
- Advised Eplica, Inc., a temp worker agency, in its acquisition of assets from Contractor’s Employment Services, Inc.
- Advised a private equity owned company in a dividend recapitalization
