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2010 | 2009 | 2008 | 2007 | 2006
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OSI Pharmaceuticals, Inc.
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Announced: May 17, 2010
Value: $4.0 billion
Status: Closed
Lead financial advisor to OSI Pharmaceuticals in its defense and subsequent sale to Astellas Pharma
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NBTY, Inc.
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Announced: July 15, 2010
Value: $3.8 billion
Status: Pending
Advisor to NBTY on its sale to Carlyle Group
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Kraft Foods Inc.
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Announced: January 5, 2010
Value: $3.7 billion
Status: Closed
Advisor to Kraft Foods on the sale of the assets of its North American pizza business to Nestlé
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Motorola, Inc.
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Announced: July 19, 2010
Value: $1.2 billion
Status: Pending
Lead financial advisor to Motorola on the sale of wireless networks infrastructure assets to Nokia Siemens Networks. (Note value above does not include value of certain assets related to the business to be retained post-closing.)
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Facet Biotech Corporation
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Announced: March 9, 2010
Value: $722 million
Status: Closed
Exclusive advisor to Facet Biotech on both the public defense and sale of the company and rendered the fairness opinion to Facet’s board of directors
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SonicWALL, Inc.
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Announced: June 2, 2010
Value: $717 million
Status: Closed
Exclusive advisor to SonicWALL on its sale to an investor group led by Thoma Bravo, LLC
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Avon Products, Inc.
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Announced: July 12, 2010
Value: $650 million
Status: Closed
Exclusive advisor to Avon on its acquisition of Silpada Designs, Inc.
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Pacific Biosciences, Inc.
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Announced: July 14, 2010
Value: $109 million
Status: Closed
Exclusive advisor to Pacific Biosciences on its Series F financing including a $50 million investment and concurrent collaboration with Gen-Probe
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Polo Ralph Lauren Corp.
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Announced: July 23, 2010
Status: Pending
Exclusive advisor to Polo Ralph Lauren on its assumption of direct control of its wholesale and retail distribution from its licensee, Doosan Corporation, in South Korea
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Ambac Financial Group, Inc.
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Announced: June 24, 2010
Status: Closed
Advisor to Ambac in the commutation of its insurance coverage policy on a $500 million slate financing provided by Goldman Sachs and Assured Guaranty to The Weinstein Company
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DIRECTV
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Announced: April 6, 2010
Status: Closed
Advisor to the Special Committee of the Board of Directors of DIRECTV on the exchange of all 21.8mm shares of super-voting Class B common stock for 26.5mm shares of single-vote Class A common stock
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Avon Products, Inc.
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Announced: March 25, 2010
Status: Closed
Exclusive advisor to Avon on its acquisition of Liz Earle Beauty Co. Ltd.
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Hormel Foods Corp.
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Announced: January 18, 2010
Status: Closed
Advisor to Hormel Foods on its acquisition of the Country Crock side dishes business from Unilever
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Kraft Foods Inc.
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Announced: September 7, 2009
Value: $21.6 billion
Status: Closed
Advisor to Kraft on its acquisition of Cadbury
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PepsiCo Inc.
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Announced: April 20, 2009
Value: $21 billion
Status: Closed
Advisor to PepsiCo on its proposed acquisitions of the shares it does not already own in The Pepsi Bottling Group and PepsiAmericas
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Vestar Capital Partners, Inc.
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Announced: November 19, 2009
Value: $1.3 billion
Status: Closed
Exclusive financial advisor to Vestar Capital Partners on the sale of its portfolio company Birds Eye Food to Pinnacle Foods Group, a portfolio company of The Blackstone Group
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United Rentals, Inc.
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Announced: June 2, 2009
Value: $500 million
Status: Closed
Advisor to United Rentals on the sale of $500 million of Senior Notes by United Rentals (North America), Inc.
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Sentinel Data Center Assets
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Announced: December 31, 2009
Value: $375 million
Status: Closed
Exclusive financial advisor to the asset holders on the sale of Sentinel Data Center assets to Digital Realty Trust
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Phibro LLC
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Announced: October 9, 2009
Status: Closed
Advisor to Phibro and its management team in Citigroup Inc.’s sale of Phibro to the Occidental Petroleum Corporation
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Altria Group Inc.
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Announced: January 30, 2008
Value: $113.0 billion
Status: Closed
Advisor to Altria on its spin-off of Philip Morris International
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InBev
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Announced: July 14, 2008
Value: $52 billion
Status: Closed
Advisor to InBev on its acquisition of Anheuser-Busch
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Altria Group Inc.
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Announced: September 7, 2008
Value: $11.7 billion
Status: Closed
Advisor to Altria on its acquisition of UST Inc.
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ConAgra Foods Inc.
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Announced: March 27, 2008
Value: $2.8 billion
Status: Closed
Advisor to ConAgra on the sale of its Trading & Merchandising business conducted by ConAgra Trade Group and provided the Fairness Opinion
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Salton, Inc.
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Announced: May 21, 2008
Value: $915 million
Status: Withdrawn
Advisor to Salton, Inc. on its purchase of United Pet Group, the global pet business of Spectrum Brands, Inc. and provided a Fairness Opinion
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Capital One Financial Corp.
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Announced: December 4, 2008
Value: $520 million
Status: Closed
Advisor to Capital One on its acquisition of Chevy Chase Bank
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IPC Systems, Inc.
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Announced: November 5, 2008
Value: $167 million
Status: Closed
Sole advisor to IPC Systems, Inc. on its sale of Positron Public Safety, an Intrado company, to West Corporation
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mcgarrybowen LLC
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Announced: November 12, 2008
Status: Closed
Sole advisor to mcgarrybowen on its sale to Dentsu Holdings USA, a wholly-owned subsidiary of Dentsu Inc., the world’s largest single advertising agency brand
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Liz Claiborne Inc.
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Announced: October 21, 2008
Status: Closed
Sole advisor to Liz Claiborne on the sale of Enyce to Sean "Diddy" Combs and Yucaipa
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Textronics, Inc.
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Announced: September 5, 2008
Status: Closed
Sole advisor to Textronics on its sale to adidas AG
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Liz Claiborne Inc.
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Announced: February 14, 2008
Status: Closed
Sole advisor to Liz Claiborne on the sale of Ellen Tracy to an investment group including Windsong Brands LLC and Hilco Consumer Capital, along with Radius Partners LLC and the private investment office of Barry Sternlicht
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Liz Claiborne Inc.
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Announced: February 1, 2008
Status: Closed
Sole advisor to Liz Claiborne on the sale of prAna to prAna management and Steelpoint Capital Partners
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Liz Claiborne Inc.
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Announced: January 8, 2008
Status: Closed
Sole advisor to Liz Claiborne on the sale of Laundry By Design and C&C California to Perry Ellis International
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Altria Group Inc.
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Announced: January 31, 2007
Value: $62 billion
Status: Closed
Advisor to the Board of Altria and Management on its spin-off of Kraft Foods
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News Corp.
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Announced: August 1, 2007
Value: $5.6 billion
Status: Closed
Advisor to News Corp. on its acquisition of Dow Jones
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Altria Group Inc.
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Announced: November 1, 2007
Value: $2.9 billion
Status: Closed
Sole advisor to Altria on its acquisition of cigar maker John Middleton
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Kraft Foods Inc.
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Announced: November 15, 2007
Value: $2.6 billion
Status: Closed
Advisor to Kraft Foods on its Reverse Morris Trust of Post cereals with Ralcorp Holdings
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The Blackstone Group LP
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Announced: February 12, 2007
Value: $2.2 billion
Status: Closed
Advisor to The Blackstone Group on its purchase of Pinnacle Foods Group
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Campbell Soup Co.
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Announced: December 20, 2007
Value: $850 million
Status: Closed
Sole advisor to Campbell Soup on its sale of Godiva Chocolatier to Yildiz Holding A.S., which is the owner of the Ülker Group, the largest consumer goods company in Turkey
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Apple & Eve LLC
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Announced: October 5, 2007
Status: Closed
Sole advisor to Apple & Eve on its sale of securities to ClearLight Partners
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American Century Companies, Inc.
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Announced: September 26, 2007
Status: Closed
Advisor to American Century on its special dividend distribution, capitalization policy and implementation of employee stock ownership program
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Liz Claiborne Inc.
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Announced: September 13, 2007
Status: Closed
Sole advisor to Liz Claiborne on its sale of Emma James, Intuitions, JH Collectibles and Tapemeasure to Li & Fung USA
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Premium Standard Farms
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Announced: September 18, 2006
Value: $810 million
Status: Closed
Sole advisor to Premium Standard Farms on its merger with Smithfield Foods and provided the Fairness Opinion
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ConAgra Foods Inc.
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Announced: July 31, 2006
Value: $575 million
Status: Closed
Advisor to ConAgra on the sale of its refrigerated meats business to Smithfield Foods
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TSG Consumer Partners
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Announced: September 26, 2006
Value: $465 million
Status: Closed
Advisor to San Francisco-based TSG Consumer Partners on its sale of GFA Brands, Inc., which sells Smart Balance®, to Boulder Specialty Brands
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The Hain Celestial Group Inc.
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Announced: December 18, 2006
Value: $120 million
Status: Closed
Sole advisor to Hain Celestial on its acquisition of Avalon from North Castle Partners
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