TRANSACTIONAL EXPERIENCE2018-04-16T15:31:19+00:00

Transactional Experience

Our professionals have deep industry expertise across the full spectrum of strategic transactions, including successfully executing both public and private transactions in numerous countries.  We offer clients and partners a thorough understanding of each sector’s specific products, services, technologies and market trends. This insight has been developed over years of experience as both advisors and principals.

Transactional Experience

Our professionals have deep industry expertise across the full spectrum of strategic transactions, including successfully executing both public and private transactions in numerous countries.  We offer clients and partners a thorough understanding of each sector’s specific products, services, technologies and market trends. This insight has been developed over years of experience as both advisors and principals.

Technology and Telecoms:

Transaction Total Value
Strategic advisor to Open Solutions, a leading provider of software and software-enabled solutions to banks, thrifts and credit unions in evaluating strategic alternatives. Resulted in sale to The Carlyle Group and Providence Equity.US$ 1.4bn
Raised private equity capital for Gett Taxi from Volkswagen.US$ 300m
Strategic advisor to META Group, an IT and consulting specialist, in its defence against a hostile takeover and evaluation of strategic alternatives. Resulted in sale to Gartner, Inc.US$ 162m
Sale to SI International of Matcom, a Virginia-based $75 million revenue portfolio company of DFW Capital Partners that provides IT services to various government agencies.US$ 75m
Sale to Wireless Facilities Inc. of Madison Research Corp, a Huntsville, Alabama-based privately held provider of IT services to various government agencies.US$ 70m
Acquisition by Safeguard Scientifics, Inc. of Alliance Consulting, a $100 million revenue Thomas Weisel Partners portfolio company that provides IT services and consulting.US$ 55m
Sale to West Corp of ECI Conference Call Services, a New Jersey-based provider of conference calling services owned by Investcorp.US$ 52m
Acquisition by Wireless Facilities Inc. of TLA Associates, a provider of voice, data and converged communications networks to the U.S. Federal Government.US$ 34m
Sale to Dassault Systems of Engineous Software, Inc., a North Carolina-based provider of software solutions that enable engineering enterprises to optimise simulation-based design processes.Undisclosed
Sale of Brink’s China-based ICD Security Solutions division to Convergint Technologies, a KRG Capital Partners portfolio company. Undisclosed
Merger of LURHQ Security Services, a privately held South Carolina-based managed security services provider, with SecureWorks.Undisclosed
Sale to SAIC of ProcureNet Holdings, Inc., a publicly-held but unlisted New Jersey-based provider of procurement services to the U.S. military majority owned by TH Lee Partners L.P. and Fisher Scientific International, Inc.Undisclosed
Sale to SAIC of Computer Systems Technology, Inc., a $90 million revenue private provider of IT services to government agencies.Undisclosed
Dual track sellside M&A and IPO process for SI International, a $150 million revenue Frontenac Company portfolio company that primarily provides IT services to government agencies.Undisclosed
Acquisition by CIBER, Inc. of Decision Consultants, Inc., a $100 million revenue private IT services company.Undisclosed
Sale of FlipDog.com (an online job board operating as a division of WhizBang! Labs) to TMP Worldwide and negotiation of related technology services agreement.Undisclosed
Financial advisor to Wireless Facilities Inc. in its evaluation of a shareholder rights plan.n/a
Financial advisor to Answerthink in its evaluation of a shareholder rights plan.n/a

Financial and Business Services:

Transaction Total Value
Acquisition by Wachovia Corporation of Westcorp and WFS Financial Inc., a California-based auto finance business. US$ 3.9bn
Sale by Wachovia Corporation of its Corporate & Institutional Trust business units to US Bancorp.US$ 800m
Acquisition by Americredit of Long Beach Acceptance Corp., a near-prime auto finance company.US$ 280m
Acquisition by John H. Harland Co. of Liberty Enterprises, Inc., a provider of payments systems, marketing services and technology solutions to credit unions.US$ 160m
Acquisition by FTI of Lexecon, a leading economic consulting firm, from Nextera Enterprises, Inc.US$ 130m
Acquisition by Bowne & Co. of DecisionQuest, a portfolio company of PNC Equity that is a leading provider of litigation support services.US$ 31m
Strategic advisor to board of directors of Intelidata, a provider of software and services to leading financial institutions. Engagement involved extensive review and pursuit of full range of strategic options, including mergers, acquisitions and capital raises, ultimately resulting in a merger of the company with Corillian.US$ 20m
Sale to Fidelity Investments of majority stake in TEDS, a privately-held human capital management solutions provider.Undisclosed
Acquisition by Wachovia Corporation of the defined contribution recordkeeping business of Minneapolis-based Ameriprise Financial, Inc.Undisclosed
Sale to H-Cube and GTCR Golder Rauner of Global Realty Outsourcing, a U.S.-headquartered provider of India-based outsourced services for real estate companies and mortgage servicers.Undisclosed
Sale by Wachovia Corporation of its Stock Transfer and Employee Shareholder Services business units to American Stock Transfer & Trust Company.Undisclosed
Sale to H-Cube and GTCR Golder Rauner of Zenta, a privately held U.S. headquartered provider of India-based outsourced services to global financial institutions.Undisclosed

Energy and Natural Resources:

Transaction Value
Acquisition by Atlas Pipeline Partners of Anadarko Petroleum's interest in Oklahoma and Texas gas gathering and processing systems.US$ 1.85bn
Sale of assets in Apache Corp., a Fortune 500 oil and gas exploration and production company, to various undisclosed parties.US$ 1.3bn
Sale of assets in ConocoPhillips, the world’s largest independent E&P company, to various undisclosed parties.US$ 1bn
Sale of GeoResources Inc., an oil and gas producer, to Halcon Resources Corp.US$ 1bn
Sale of Whiting Oil and Gas Corp., a wholly-owned subsidiary of Whiting Petroleum Corp., to Breitburn Energy Partners.US$ 860m
Acquisition by Inergy, L.P of the Tres Palacios Natural Gas Storage Facility.US$ 725m
Sale of Badlands Energy LLC, an environmental services provider focused on the transportation, treatment, recycling, and disposal of fluids at sites, to Heckmann Corp. US$ 550m
Sale of Park Water Company, a regulated water distribution utility, to Algonquin Power & Utilities Corp.US$ 327m
Acquisition by ESCO Corp. of Ulterra Drilling Technologies, a company that designs and manufacturers drill bits for the oil-and-gas industry.US$ 325m
Sale of a 33% interest in the Luna Energy Facility, a 570 MW natural gas-fired, combined-cycle power plant in New Mexico, to Samchully Asset Management Co. Ltd.US$ 140m
Sale to Dubai-based Levant Capital and affiliated Saudi investors of minority stake in APR Energy, a U.S.-based company that rents industrial power generation capacity to governments and companies worldwide.Undisclosed

Industrials

Transaction Value
Sale of Hilite Industries Inc., a manufacturer and designer of highly engineered automotive components, to Carreras, Kestner & Co., LLC and management.US$ 90m
Sale of the Tinnerman Engineered Fasteners division of Eaton Corporation to TransTechnology Corporation.US$ 175m
Sale of Hilite Industries Inc., a manufacturer and designer of highly engineered automotive components, to Carreras, Kestner & Co., LLC and management.US$ 300m

Infrastructure and Transport:

Transaction Value
Acquisition by Energy Transfer Partners of Sunoco, a leading logistics and retail company.US$ 5.3bn
Acquisition by Kirby Corp. of K-Sea Transportation Partners, an operator of tank barges and tugboats participating in the coastwise transportation primarily of refined petroleum products in the United States.US$ 620m
Acquisition of heavy truck components manufacturer by an affiliated multi-billion dollar revenue publicly-traded manufacturing company.US$ 175m

Consumer and Retail:

Transaction Value
Acquisition by Mohawk Industries, Inc. of Dal-Tile International Inc., the largest ceramic tile operation in the United States.US$ 1.8bn
Sale of Refined Sugars, Inc., a sugar refinery located in Yonkers, NY owned by Onex Corp., to Florida Crystals Corp.US$ 75m
Sale of majority stake in Gotha Cosmetics to CapvisUndisclosed

Real Estate:

Transaction Value
Lead strategic advisor to Spirit Finance Corp. in sale to Macquarie and other institutional investors.US$ 3.1bn
Acquisition by GE Capital of Trustreet Properties, the largest self-advised restaurant REIT in the United States.US$ 3bn
Acquisition by Ashford Hospitality Trust of a 51-hotel portfolio of CNL Hotels & Resorts, Inc.US$ 2.6bn
Acquisition by Behringer Harvard REIT I, Inc. of IPC US REIT, a publicly-traded Toronto-based office property REIT.US$ 1.4bn
Lead underwriter of various credit facilities and securitizations for B2ROver US$1bn
Strategic advisor to Government Properties Trust in evaluating strategic alternatives amidst pressure by activist shareholders. Resulted in broad-based, publicly announced sellside process and sale to Record Realty, a subsidiary of Allco Finance Group.US$ 610m
Strategic advisor to Columbia Equity Trust, a REIT that owns and operates commercial office properties located primarily in the Washington, DC area, in evaluating strategic alternatives. Resulted in negotiated sale to JP Morgan Asset Management.US$ 510m
Sale to BPG Properties, Ltd. of Boston Capital REIT, a Boston-based publicly registered unlisted REIT with investments in multi-family housing throughout the United States.US$ 260m
Lead underwriter of subscription finance line for Henderson ParkUS$ 250m
Lead underwriter of subscription finance line for Henderson ParkUS$ 250m
Advisor to Board of Directors of Milliken & Company, a privately held South Carolina-based textiles and chemical company, in evaluating strategic alternatives to establish an independent real estate holding company.Undisclosed

Healthcare and Insurance:

Transaction Value
Acquisition by J.C. Flowers & Co. of the Insurance and Retirement Services divisions of Bisys.US$ 700m
Sale to Cogdell Spencer of Marshall Erdman & Associates, a Madison, Wisconsin-based design-build firm that specialises in the advance planning, designing, and building of healthcare facilities.US$ 260m
Merger of Medical Assurance, Inc., a medical liability insurance carrier, with Professionals Group.US$ 250m
Sale of Degania to 3i.US$ 200m
Acquisition of DORC by Montagu private equity.Undisclosed