• Represented Kennedy Lewis Investment Management LLC, a leading opportunistic credit manager, in connection with its strategic investment from Petershill at Goldman Sachs Asset Management.
  • Represented two emergency veterinary hospitals based in Florida in connection with the sale of their businesses to a private equity-backed network of veterinary clinics and hospitals.
  • Represented Equine Network, LLC, a leading provider of best-in-class competitions, content, products and services to the equine community, in connection with its acquisition of Ranch Sorting National Championships, which conducts ranch sorting competitions all over the United States.
  • Represented Equine Network, LLC, a leading provider of best-in-class competitions, content, products and services to the equine community, in connection with its acquisition of The Patriot, a series of team ropings, barrel races, youth rodeo competitions and a prestigious horse sale.
  • Represented senior assistance platform SilverAssist, a portfolio company of private equity firm Growth Catalyst Partners, in connection with its acquisition of Oasis Senior Advisors, a national franchise network which provides free, personalized help to seniors and their families to navigate the care and resources that best meet their needs.
  • Represented TechInsights Inc., the most trusted source of actionable, in-depth intelligence related to semiconductor innovation and surrounding markets, in connection with its acquisition of IC Knowledge LLC, a world leader in cost modeling of semiconductors.  TechInsights is a portfolio company of Oakley Capital and CVC Growth Partners. 
  • Represented TechInsights Inc., the authoritative information platform serving the semiconductor and related markets, in connection with its acquisition of Strategy Analytics, Inc., a market analyst firm studying high value electronic products. TechInsights is a portfolio company of Oakley Capital and CVC Growth Partners.
  • Represented Estancia Capital Partners’ portfolio company Reich & Tang Deposit Networks in its acquisition of Total Bank Solutions, a privately held financial technology firm that serves the needs of banks and wealth management organizations.
  • Represented private equity firm Growth Catalyst Partners in connection with the formation of SilverAssist, a comprehensive senior assistance platform incorporating market-leading information, tech-enabled services, and lead generation serving the elder care market, and the initial acquisitions of Elderlife Financial Services, a financial concierge service helping identify the best way to pay for senior living, Care Changes, a complementary advisory service helping families find senior communities and customized care, and FamilyAssets, an information platform providing education, resources and community listings to help match families with senior living options.
  • Represented private equity firm Growth Catalyst Partners in connection with the launch of Sigma7, a risk services company founded to support large organizations facing today’s dynamic environment of complex risks, and the initial acquisitions of Strategia Worldwide, focused on risk strategy, Paragon, a market leader in risk engineering services, and RWH Myers, forensic accounting and loss recovery experts.
  • Represented Bob Segert, the CEO of athenahealth, Inc., a leading provider of cloud-based enterprise software solutions for medical groups and health systems nationwide, in connection with the rollover of a portion of his equity and employment arrangements, in connection with the acquisition of athenahealth by affiliates of Bain Capital and Hellman & Friedman for $17 billion.
  • Represented The Equine Network, the market leading tech-enabled membership services platform to the U.S. equine industry, in connection with its acquisition of The Horse, a provider of up-to-date, understandable and practical information on equine health, care, management and welfare.
  • Represented private equity sponsor Estancia Capital Partners in connection with its investment in deposit network provider Reich & Tang Deposit Networks.
  • Represented Marblegate Asset Management in connection with its strategic partnership with Investcorp.
  • Represented Kennedy Lewis Investment Management, a leading opportunistic credit manager, in connection with its strategic partnership with York Capital Management, a global private investment firm, to form a new entity to be called Generate Advisors, LLC that will manage York Capital’s approximately $4 billion Collateral Loan Obligation business and team.
  • Represented Growth Catalyst Partners, a leading middle market private equity firm, in connection with its acquisition of The Equine Network, the leading provider of proprietary sports content, information, and tech-enabled services to the U.S. equine industry.
  • Represented Kennedy Lewis Investment Management, a leading opportunistic private credit investment management firm headquartered in New York City, in connection with a sale of a minority equity stake to Azimut Group, one of Europe’s largest independent asset managers, via its U.S. subsidiary Azimut Alternative Capital Partners.
  • Represented a private equity-backed provider of advanced technology analysis and intellectual property services in connection with its bolt-on acquisition of an electronics teardown & cost benchmarking business.
  • Represented private equity firm BBRC Private Equity in connection with its investments in wellness brand Plant Therapy and in yoga studio operator Hot 8 Yoga.
  • Represented private equity firm Kudu Investment Management, in connection with its minority equity investments in investment management firms Creation Investments Capital Management, Versus Capital Advisors, TIG Advisors, Pennybacker Capital, Warwick Capital, Fair Oaks Capital, Champlain Investment Partners, West End Advisors, EJF Capital and Bingham, Osborn & Scarborough.
  • Represented private equity firm Kelso & Company in connection with its investment in Third Point Re, a Bermuda specialty property and casualty reinsurance company.
  • Represented private equity firm Cathay Capital North America in connection with its investment in Artisanal Brewing Ventures’ strategic alliance transaction with craft brewers Victory Brewing Company and Southern Tier Brewing Company.
  • Represented Ridgebury Tankers (which is a joint venture between management and private equity firm Riverstone Capital) in connection with a joint venture with Riverstone Capital and Tufton Marine to acquire 3 handysize oil tankers.
  • Represented Constellation Advisers, LLC, a leading co-sourced and outsourced investment management service provider, in connection with its recapitalization led by private equity sponsor TZP Group.
  • Represented private equity firm iM Global Partner, in connection with its minority stake investments in Dolan McEniry, Dynamic Beta Investments, Polen Capital, Scharf Investments and Sirios Capital Management.
  • Represented educational software provider Rubicon in connection with an investment in the Company by private equity firm Quad Partners.
  • Represented private equity firm KKR in connection with its acquisition of debt in Chembulk Tankers.
  • Represented human capital management solutions provider CARCO Group, Inc. (now rebranded as Cisive) in connection with an investment in the company by private equity firm CIP Capital.
  • Represented Dometic Group AB (STO: DOM), a Sweden-based global leader in branded solutions for mobile living, with respect to antitrust and tax matters in connection with its acquisition of SeaStar Solutions, a North-American-based provider of vessel control and fuel systems and aftermarket products to the leisure marine industry, from affiliates of private equity firm American Securities LLC.
  • Represented Virtus Partners, a global market leader in technology-enabled, fixed income collateral administrative services and data on structured and non-structured transactions, in connection with the sale of a significant minority stake to private equity firm Aquiline Capital Partners.
  • Represented the OAG division of UK-based AXIO Data Group (a portfolio company of private equity firm Electra Partners in connection with its acquisition of Flightview, Inc.
  • Represented California-based PESCM, Inc. in connection with the sale of Pet Emergency & Specialty Center of Marin to Ethos Veterinary Health LLC, a veterinary health company backed by the private equity arm of Brown Brothers Harriman & Co.
  • Represented Securities Training Corp., a leading provider of financial examination training, in connection with an investment made by The Colibri Group, a portfolio company of private equity firm Quad-C Management.
  • Represented Animal Emergency & Referral Associates and Animal Eye Center of New Jersey in connection with the sale of their emergency care veterinary hospital and related veterinary practices to Veterinary Specialists of North America, a portfolio company of private equity firm Quad-C Management.
  • Represented registered investment adviser Nephila Capital, a Bermuda based hedge fund manager focused on investing in natural catastrophe and weather risk, in connection with its strategic partnership with global investment firm KKR & Co. LP pursuant to which KKR acquired a 24.9% interest in Nephila from Nephila’s management, as well as a portion of the stake owned by Man Group Plc.
  • Represented a private investment fund client in connection with its joint venture with a national drug retailing chain to acquire and operate the automated pharmacy dispensing platform assets and business of a Canadian healthcare technology company out of its Canadian bankruptcy proceeding.
  • Represented the GreatVet Group of veterinary hospitals in connection with their sale to Compassion-First Pet Hospitals, a portfolio company of private equity firm Quad-C Management.
  • Represented a private investment fund client in connection with its $30 million minority equity investment in an energy exploration company focused on central and southern Africa.
  • Represented management team in connection with the management-led buyout of Guggenheim Global Trading, LLC, the former multi-manager, multi-strategy hedge fund platform of Guggenheim Partners, and the formation of a new business operating under the name Deimos Asset Management. In connection with the transaction, the management team received an equity investment from Ares Management, L.P. (NYSE:ARES), a leading global alternative asset manager.
  • Represented Toronto-based English language training company ILSC Education Group in connection with its recapitalization by private equity firm Quad Partners.
    Represented toy company Panline USA, Inc., d/b/a Alex Toys in connection with the sale of its business in a buyout sponsored by private equity firm Propel Equity Partners.
  • Represented Swiss multi-channel commerce software vendor hybris AG in connection with its recapitalization led by private equity firm HGGC and related acquisition of Canada-based iCongo, Inc.
  • Represented Parfums de Coeur, Ltd., the largest provider of mass-market fragrances in the United States, and its shareholders and managers in connection with the sale of the company in a buyout sponsored by private equity firm Yellow Wood Partners, LLP.
  • epresented marine transportation company Ultrapetrol (Bahamas) Limited (Nasdaq:ULTR) in connection with a $220 million investment by Southern Cross Latin America Private Equity Funds for shares representing approximately 78.38% of the outstanding common stock of Ultrapetrol.
  • Represented private investment funds as participants in the going private transaction of SOKO Fitness & Spa Group, Inc. (OTCBB: SOKF), an operator of fitness centers and beauty salons and spas in key cities in Northeastern China as well as in Beijing, Zhengzhou and Hangzhou.
  • Represented a private investment fund in the strategic majority equity investment led by Star Avenue Capital in J Brand, a rapidly growing premium denim company.
  • Represented private equity fund MissionPoint Capital Partners in connection with its sale of its equity investment in solar power developer Sun Edison as part of the $200 million acquisition of Sun Edison by MEMC Electronic Materials Inc. (NYSE:WFR).
  • Represented Danish heavylift shipping company Scan-Trans Holding A/S in connection with its merger with Intermarine, LLC, a portfolio company of private equity sponsor New Mountain Capital.
  • Represented Vardon Capital as a roll-over investor in the $267 million going-private transaction of Restoration Hardware, Inc. (NASDAQ:RSTO), which was led by Catterton Partners.
  • Represented a private investment fund in connection with its co-investment in $1.4 billion buyout of insurer USI Holdings led by Goldman Sachs Capital Partners.
  • Represented a private investment fund as a roll-over equity participant in the going private transaction of AIM-listed AsianLogic Limited, an Asian-focused gaming company.
  • Represented a private investment fund in connection with its co-investment in the $637 million buyout of Symbion, Inc. led by Crestview Partners.
  • Represented a private investment fund in connection with a private equity investment in Oak Pacific Interactive, a leading Chinese online community platform.
  • Represented UBM plc in connection with the acquisition of a minority equity joint venture interest in RISI, Inc. from private equity sponsor Pegasus Partners.
  • Represented investment manager Raven Capital Management LLC in connection with a minority private equity investment in the management company by Northern Lights Ventures, LLC.
  • Represented private equity firm White Oak Equity Partners in connection with its minority equity investment in ROW Asset Management, a quantitative global macro hedge fund manager.
  • Represented a private investment fund who teamed up with existing management of digital imaging company Salvador Imaging in connection with their acquisition of the company from its parent Photon Dynamics (NASDAQ:PHTN) in conjunction with Photon Dynamics’ $290 million merger with Israel-based Orbotech Ltd. (NASDAQ:ORBK).
  • Represented a private investment fund in connection with the sale of sale of Salvador Imaging, a provider of high-performance visible and low light imaging systems, to FLIR Systems, Inc. (NASDAQ: FLIR).
  • Represented a private investment fund in connection with its sale of a sizeable portfolio of Latin American private equity investments.
  • Represented a private investment fund in connection with a $40 million minority private equity investment in an Argentinean energy generation and distribution company.
  • Represented a private investment fund in connection with an $80 million secured debt and majority equity investment in a start-up company in the electric turbine equipment industry.
  • Represented a private investment fund in connection with a minority private equity investment in an Italian-based energy infrastructure projects company.
  • Represented a private investment fund client in connection with its private equity investments in craft brewer Independent Brewers United (maker of Magic Hat and Pyramid beers) and then in connection with its sale of IBU to North American Breweries (a portfolio company of private equity sponsor KPS Capital).
  • Represented institutional fixed income broker dealer KGS-Alpha Capital Markets L.P. and its founding management team in connection with its initial $100,000,000 capitalization led by private equity sponsor Arsenal Capital Partners and in connection with its $75,000,000 second round of private equity capital led by Healthcare of Ontario Pension Plan.
  • Represented Ridgebury Tankers LLC, a tanker company focused on the acquisition and operation of vessels in the tanker sector, in connection with a $200 million investment in Ridgebury from energy private investment firm Riverstone Holdings LLC.
  • Represented a private equity firm client in connection with two separate joint ventures with Athens-based shipping companies to acquire and operate South Korean-built container ship and oil tanker newbuildings.
  • Acted as special counsel to Diamond S Shipping, the private equity backed (Wilbur Ross/First Reserve) tanker company managed by former senior officers of OMI Corp. in connection with the approximately $1 billion acquisition of 30 medium-range refined product carriers.
  • Represented a U.S. based private equity fund in connection with the structuring and financing of a $20 million acquisition of a shipping financial and management consulting firm.
  • Represented a U.S. private equity investor in establishing a $103 million shipping joint venture with a U.S.-based institutional investor to invest in product tanker newbuildings.
  • Represented a private equity fund client in connection with establishing investment vehicles to make a $40 million sale-leaseback co-investment in three Handymax tankers owned by General Maritime Corporation.
  • Represented a private equity fund in connection with its joint venture with a vessel operator for the acquisition, chartering and management of two dry bulk carriers.
  • Represented a private equity fund in connection with its acquisition of a controlling interest in a Norwegian vessel-owning limited partnership.
  • Represented Founders Equity and was lead counsel to the equity investor group that also included Main Street Resources and CITIC Equity Partners in connection with the leveraged buyout of branded consumer products manufacturer The Colibri Group.
  • Represented Founders Equity and was lead counsel to the equity investor group that also included Hudson River Co-Investment Fund and Fieldston Investors in connection with the leveraged buyout of decorative stone distributor Stone Source.
  • Represented Delany Capital Management in connection with the leveraged acquisition of the Electrocraft motor business of Rockwell Automation.
  • Represented Delany Capital Management in connection with its buyout acquisitions of Howard Industries and Brevel Motors.
  • Represented Advent International portfolio company Financial Dynamics in connection with the leveraged acquisitions of public affairs consultants Dittus Communications and Westhill Partners.
  • Represented Priority Air Express, Inc. in connection with buyout investment by Berwind Financial Group.
  • Represented Franco Apparel Group Inc. in connection with buyout investment by Parthenon Capital.
  • Represented Power Systems in connection with buyout investment by The Hillman Company.
  • Represented Interface Incorporated (now renamed American Fire Protection Group Inc.) in connection with buyout investment by Ridge Capital Partners.
  • Represented Norstan Apparel Shops, Inc. in connection with buyout investment by Friend Skoler & Co.
  • Represented the management of American Tack & Hardware Co., Inc. in connection with buyout investment by Heritage Partners.
  • Represented Pres: Air Trol Corp. in connection with buyout by an investor group.
  • Represented investor group led by Parthenon Capital in connection with the $46 million bankruptcy acquisition of Starter Corporation.
  • Represented Avnet, Inc. in connection with sale of its Channel Master division to buyout investor Questor Partners Fund, L.P.