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Announced: January 21, 2020Value: $3.0 billionStatus: PendingFinancial advisor to an ad hoc group of secured lenders under McDermott’s $2.2bn term loan facility and $800mm funded superpriority term loan facility in connection with McDermott's fully consensual prepackaged chapter 11 restructuring
Announced: July 29, 2019Value: $25 billionStatus: PendingFinancial advisor to Mylan on its combination with Upjohn in an all-stock Reverse Morris Trust transaction
Announced: November 5, 2019Value: $6.1 billionStatus: PendingExclusive financial advisor to Pattern Energy Group Holdings 2 LP (P2) and Riverstone Holdings in connection with Canada Pension Plan Investment Board and Riverstone Holdings combination of Pattern Energy and P2 into an integrated renewable energy company
Announced: November 8, 2019Value: $3.3 billionStatus: ClosedExclusive financial advisor to an ad-hoc group of Acosta's lenders around its conversion of $3 billion of long--term debt into equity, and a commitment of $250 million in new equity
Announced: March 18, 2019Value: $1.75 billionStatus: ClosedExclusive independent financial advisor to the Special Committee of the Board of Directors of Coty in connection with JAB's tender offer
Announced: October 21, 2019Value: $1.7 billionStatus: ClosedFinancial advisor to an ad-hoc lender group of McDermott's term loan on an agreement for up to $1.7 billion of new financing
Announced: April 15, 2019Value: $1.2 billionStatus: ClosedExclusive financial advisor to Catalent on its acquisition of Paragon Bioservices from NewSpring Health Capital and Camden Partners, financed in part by $650 million of a new series of convertible preferred stock issued to Leonard Green & Partners
Announced: July 19, 2019Value: $1.1 billionStatus: ClosedInvestment banker and financial advisor to Blackhawk on its RSA and Chapter 11 filing
Announced: October 25, 2019Value: $1 billionStatus: ClosedExclusive investment banker to One Call on its recapitalization
Announced: November 14, 2019Status: PendingExclusive financial advisor to WCG on its recapitalization with an investor group led by Leonard Green & Partners, in partnership with Arsenal Capital Partners and Novo Holdings
Announced: November 11, 2019Status: ClosedExclusive financial advisor to the special committee of independent directors of SunPower on its separation into two publicly-traded companies -- SunPower and Maxeon Solar Technologies
Announced: July 31, 2019Status: ClosedExclusive financial advisor to Shields Health on equity investments made by Welsh, Carson, Anderson & Stowe and Walgreens
Announced: April 3, 2019Status: ClosedFinancial advisor to Neovia on its out-of-court recapitalization and refinancing of its balance sheet
Announced: April 2, 2019Status: ClosedExclusive investment banker to Sungard on its restructuring support agreement with a group of lenders and noteholders, and its contemplated Chapter 11 bankruptcy filing
Announced: March 11, 2019Status: ClosedInvestment banker to CTI Foods on its restructuring support agreement with members of an ad hoc group of lenders and voluntary Chapter 11 filing
Announced: September 26, 2018Value: £11.6 billionStatus: ClosedFinancial advisor to Fox on the sale of its 39% stake in Sky to Comcast
Announced: October 9, 2018Value: $780 millionStatus: ClosedExclusive investment banker to Westmoreland Coal Company in its chapter 11 restructuring
Announced: December 12, 2018Status: ClosedExclusive financial advisor to Catalina on its Restructuring Support Agreement and voluntary Chapter 11 petition
Announced: December 12, 2018Status: ClosedFinancial advisor to Synergy on its voluntary Chapter 11 process and proposed sale of its business assets to Bausch Health
Announced: October 17, 2018Status: ClosedFinancial advisor to Ultra Petroleum on its exchange agreement with supporting noteholders
Announced: October 1, 2018Status: ClosedFinancial advisor to Honeywell on its spinoff of Garrett Motion Inc.
Announced: June 28, 2018Status: ClosedFinancial advisor to Chobani on securing a minority investment from the Healthcare of Ontario Pension Plan (“HOOPP”)
Announced: May 1, 2018Status: ClosedFinancial advisor to Ironwood on its spin-off of Cyclerion
Announced: April 23, 2018Status: ClosedExclusive financial advisor to Henry Schein on the spin off and merger of its animal health business with Vets First Choice in a Reverse Morris Trust transaction
Announced: April 18, 2018Status: ClosedFinancial advisor to Dover on its spin off of Apergy
Announced: April 4, 2018Status: ClosedExclusive financial advisor to Pfizer on its asset contribution agreement with Allogene Therapeutics
Announced: January 22, 2018Status: ClosedFinancial advisor to an ad hoc group of holders of Convertible Notes in connection with Global Brokerage's prepackaged plan of reorganization
Announced: September 28, 2017Value: $18 billionStatus: ClosedFinancial advisor to Seagate on its $1.25 billion investment commitment and long-term supply agreement as part of the Bain Capital-led consortium’s acquisition of Toshiba Memory Corporation from the Toshiba Corporation
Announced: April 28, 2017Value: $9 billionStatus: ClosedFinancial advisor to PPD on a recapitalization by affiliates of Hellman & Friedman and affiliates of the The Carlyle Group, as well as an expansion of ownership to include Abu Dhabi Investment Authority and an affiliate of GIC, Singapore's sovereign wealth fund
Announced: December 18, 2017Value: $6 billionStatus: ClosedExclusive financial advisor to CB&I on its combination with McDermott International
Announced: April 17, 2017Value: $2.1 billionStatus: ClosedFinancial advisor to Williams on the sale of certain assets to, and associated agreements with, NOVA Chemicals
Announced: March 14, 2017Value: CHF1.95 billionStatus: ClosedIndependent financial advisor to Galenica in the IPO of Galenica Santé
Announced: December 11, 2017Value: $1.3 billionStatus: ClosedFinancial advisor to Iron Mountain on its acquisition of IO Data Centers US Operations
Announced: August 3, 2017Value: $820 millionStatus: ClosedExclusive financial advisor to the ad hoc group of second lien noteholders in Vanguard's Chapter 11 filing and emergence
Announced: April 20, 2017Value: $625 millionStatus: ClosedExclusive financial advisor to North Island on its investment in Virtu Financial in connection with Virtu's purchase of KCG Holdings
Announced: May 26, 2017Value: ~$500 millionStatus: ClosedFinancial advisor to Implats on its dual tranche offering of ZAR3,250 million and $250 million Convertible Bonds due 2022
Announced: November 8, 2017Value: $300 millionStatus: ClosedFinancial advisor to Cornerstone on the strategic investment by Silver Lake Partners and LinkedIn
Announced: July 11, 2016Value: $17.2 billionStatus: ClosedFinancial advisor to the Special Committee of the Board of Directors of Caesars Entertainment Corporation on the merger with Caesars Acquisition Company
Announced: October 4, 2016Value: $4.1 billionStatus: ClosedExclusive financial advisor to the ad hoc committee of holders of SandRidge's second lien notes around SandRidge's chapter 11 reorganization.
Announced: September 15, 2016Value: £1.2 billionStatus: ClosedFinancial advisor to Informa on its acquisition of Penton Information Services, funded through a combination of debt and equity, including a £715 million Rights Issue
Announced: October 21, 2016Value: $1.9 billionStatus: ClosedExclusive financial advisor to the ad hoc committee of cross-over holders of second and third lien notes around Midstates' restructuring and recapitalization and emergence from Chapter 11 bankruptcy
Announced: May 9, 2016Value: $1.4 billionStatus: ClosedExclusive financial advisor to the ad hoc committee of Magnum Hunter senior unsecured noteholders in connection with Magnum Hunter's pre-arranged restructuring under chapter 11
Announced: May 26, 2016Value: $800 millionStatus: ClosedExclusive financial advisor to the ad hoc committee of cross-holders of Aspect's first lien term loan and second lien notes in connection with Aspect's pre-arranged restructuring under chapter 11
Announced: May 26, 2016Value: $525 millionStatus: ClosedExclusive financial advisor to Crowne on the refinancing of its capital structure including the funding of a new $425 million term loan and amendment of its $100 million ABL revolver
Announced: August 1, 2016Value: $400 millionStatus: ClosedExclusive financial advisor to the steering committee of lenders under Seventy Seven's first lien term loan as part of a prepackaged restructuring and recapitalization and emergence from chapter 11 bankruptcy
Announced: October 13, 2016Value: $381 millionStatus: ClosedFinancial advisor to Cloud Peak Energy on its secured credit facility amendment and an exchange of unsecured notes for a combination of new second lien secured notes and cash
Announced: May 12, 2016Status: ClosedFinancial advisor to Honeywell on its spin off of its Resins and Chemicals business into a standalone, publicly traded company named AdvanSix Inc.
Announced: January 29, 2016Status: ClosedFinancial advisor to the Board of Directors of Xerox on the separation of its Document Technology and Business Process Outsourcing businesses into two independent public companies
Announced: April 10, 2015Value: $35 billionStatus: ClosedAdvised GE on its planned disposition of approximately $200 billion of GE Capital assets to become a more focused industrial and technology company and de-designate as a Systemically Important Financial Institution (SIFI)
Announced: December 7, 2015Value: $14.3 billionStatus: ClosedExclusive financial advisor to Mondelez for the acquisition of Keurig Green Mountain by a JAB Holding Company-led investor group
Announced: May 21, 2015Value: $1.3 billionStatus: ClosedAdvisor to an ad hoc committee of unsecured noteholders of Midstates Petroleum in connection with concurrent debt financing and exchange transactions
Announced: August 3, 2015Value: $1.1 billionStatus: ClosedExclusive financial advisor to the ad hoc group of UK term loan lenders on global settlement with first priority noteholders to (i) sell UK assets and (ii) complete restructuring $1.1bn of indebtedness
Announced: October 28, 2015Value: $800 millionStatus: ClosedAdvisor to Patriot Coal in its chapter 11 restructuring with approximately $800 million of prepetition financial indebtedness and over $1 billion in non-financial liabilities. The engagement included raising $100 million in debtor-in-possession financing and approximately $250 million in new money funded by existing creditors. The engagement culminated in the completion of two highly structured and inter-related sale transactions: (i) the majority of Patriot’s operating assets to Blackhawk Mining, LLC; and (ii) the remainder of Patriot’s assets and over $400 million in liabilities to Virginia Conservation Legacy Fund, Inc.
Announced: December 17, 2015Value: $605 millionStatus: ClosedFinancial advisor to Avon on its two-part transaction and strategic partnership with Cerberus Capital Management involving a minority investment in Avon Products through the purchase of convertible preferred equity and the separation of Avon North America into a privately-held company
Announced: February 20, 2015Value: $495 millionStatus: ClosedExclusive financial advisor to the Official Committee of Unsecured Creditors on the sale of Dendreon to Valeant Pharmaceuticals International pursuant to section 363 of the Bankruptcy Code
Announced: September 3, 2015Value: ZAR 4.0 billionStatus: ClosedIndependent financial advisor to Implats on its intention to raise up to ZAR 4.0 billion through the sale of new Implats shares via a fully-underwritten accelerated bookbuild process
Announced: May 19, 2015Value: $225 million+Status: ClosedExclusive financial advisor to Achillion on its worldwide license and collaboration arrangement with Janssen Pharmaceuticals, a subsidiary of Johnson & Johnson, regarding HCV assets
Announced: August 24, 2015Value: $200 millionStatus: ClosedAdvisor to the Board of Directors of Hubbell on its plan to reclassify their common stock eliminating its existing two-class structure
Announced: August 4, 2015Status: ClosedFinancial advisor to R.R. Donnelley on its planned separation into three independent publicly-traded companies
Announced: July 24, 2015Status: ClosedFinancial advisor to Johnson Controls on the spin-off of its Automotive Experience business, Adient
Announced: March 3, 2014Value: $2.2 billionStatus: ClosedFinancial advisor to the Special Committee of the Board of Directors of Caesars Entertainment on the divestiture of four casinos and a 50% stake in the management fee stream for these properties to Caesars Growth Partners
Announced: June 13, 2014Value: $600 millionStatus: ClosedFinancial advisor to Verint on its capital raise, comprised of equity and senior convertible notes
Announced: October 1, 2014Value: $440 millionStatus: ClosedExclusive financial advisor to select existing lenders of Endeavour in connection with its senior secured first lien term loan facility due January 2017
Announced: November 18, 2014Value: $375 millionStatus: ClosedFinancial advisor to Informa on its 100% cash acquisition of Hanley Wood Exhibitions (funded by placement of share capital)
Announced: September 10, 2014Status: ClosedFinancial advisor to JDS Uniphase on the spin-off of its Communication and Commercial Optical Product segment into Lumentum Holdings
Announced: July 25, 2013Value: $8.2 billionStatus: ClosedExclusive financial advisor to the Special Committee of Activision Blizzard in connection with the $5.8bn repurchase of the majority of Vivendi’s control stake in the Company, and the simultaneous $2.3bn acquisition of Vivendi’s shares in Activision Blizzard by a CEO led investor group
Announced: March 19, 2013Value: $3.3 billionStatus: ClosedExclusive financial advisor to Alliance Boots in connection with the minority equity stake option and long-term strategic relationship between Alliance Boots, Walgreens and AmerisourceBergen
Announced: April 29, 2013Value: $2.25 billionStatus: ClosedFinancial advisor to JCPenney in connection with raising a $2.25 billion senior secured term loan
Announced: September 24, 2013Value: $483 millionStatus: ClosedFinancial advisor to Servier on its acquisition of the 49% minority stake in EGIS Pharmaceuticals
Announced: December 17, 2013Status: ClosedSuccessful confirmation of ResCap’s Plan with nearly unanimous creditor support
Announced: March 1, 2013Status: ClosedAdvisor to Napier Park Global Capital (formerly Citi Capital Advisors) on its spinout from Citigroup
Announced: June 28, 2012Value: $9.0 billionStatus: ClosedFinancial advisor to News Corp. on its separation of its publishing and media and entertainment businesses into two distinct publicly traded companies
Announced: May 14, 2012Value: $15.3 billionStatus: ClosedAdvisor to ResCap in its chapter 11 restructuring with $15.3 billion of indebtedness, an engagement which has included raising $1.7bn in debtor-in-possession financing and conducting two concurrent asset sales including: (i) ResCap’s Servicing and Origination Platform for $3.0bn; and (ii) a portfolio of domestic whole loans for $1.5bn
Announced: December 14, 2012Value: €2.0 billionStatus: ClosedFinancial Advisor to Alcatel-Lucent SA in connection with raising a €2.0bn multi-tranche, senior secured credit facility
Announced: August 4, 2011Value: $27 billionStatus: ClosedAdvisor to Kraft Foods on the spin-off its North American grocery business
Announced: July 15, 2011Value: $848 millionStatus: ClosedExclusive advisor to American Century Investments on its sale of a 41% economic stake to Canadian Imperial Bank of Commerce
Announced: October 3, 2011Value: $153 millionStatus: ClosedLead financial advisor to Hikma on its acquisition of 63.9% interest in Promopharm and tender offer for remaining 36.1%
Announced: July 22, 2011Status: ClosedAdvised on corporate matters and capital structure
Announced: June 9, 2011Value: Not disclosedStatus: ClosedExclusive advisor to Legendary East on its formation as a Hong Kong-based partnership among Legendary Entertainment, Huayi Brothers and a group of investors
Announced: November 30, 2010Value: $10 billionStatus: ClosedAdvisor to the Board of Motorola, Inc. on its spin-off of Motorola Mobility
Announced: July 14, 2010Value: $109 millionStatus: ClosedExclusive advisor to Pacific Biosciences on its Series F financing including a $50 million investment and concurrent collaboration with Gen-Probe
Announced: June 24, 2010Value: UndisclosedStatus: ClosedAdvisor 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
Announced: June 2, 2009Value: $500 millionStatus: ClosedAdvisor to United Rentals on the sale of $500 million of Senior Notes by United Rentals (North America), Inc.
Announced: January 30, 2008Value: $113.0 billionStatus: ClosedAdvisor to Altria on its spin-off of Philip Morris International
Announced: January 31, 2007Value: $62 billionStatus: ClosedAdvisor to the Board of Altria and Management on its spin-off of Kraft Foods