Banking M&A

Fact Sheet

Experience

  • Clean Tech | Renewable Energy
    • BTG Pactual in its acquisition of Greytown Advisors, a multifamily office located in Miami.
    • BTG Pactual in its minority investment, alongside other investors, in Pershing Square, a newly formed limited partnership that owns 100% of Pershing Square Capital Management, in a transaction valued at $1.05 billion.
    • M&T Bank Corporation in the sale of its Collective Investment Trust business to Madison Dearborn Partners.
    • Morgan Stanley, as financial advisor to Citizens Financial, in Citizens Financial’s acquisition of all of the outstanding shares of Investors Bancorp in a stock and cash deal for approximately $3.5 billion.
    • Citizens Financial in its acquisition of 80 East Coast branches and the national online deposit business from HSBC Bank USA, N.A.
    • Citizens Financial in its acquisition of Franklin American Mortgage.
    • Admirals Bank, a private equity-sponsored bank, in its merger to form Bank & Trust Company of Boston, and its concurrent spin-off of a nationwide solar lending business. (Terminated)icon-alt
    • Fifth Third Bank in the sale of its Pennsylvania branch presence to First National Bank of Pennsylvania, and the sale of its Missouri branch presence to Great Southern Bank.
    • Canada Pension Plan Investment Board in its $12 billion acquisition of GE Capital’s sponsor lending business, including Antares Capital, the leading lender to middle market private equity sponsors in the U.S.
    • Rothschild Asset Management, the U.S. asset management business of the Rothschild Group, in the establishment of Rothschild Larch Lane Management Company, a registered fund of hedge funds with Larch Lane Advisors.
    • Evercore, as financial advisor to Verso Paper Corporation, in Verso’s $1.4 billion acquisition of NewPage Holdings.
    • AIA Group in its landmark exclusive bancassurance partnership with Citibank to distribute its insurance products to 11 countries in the Asia Pacific region. This was the largest ever bancassurance deal in Asia.
    • Evercore, as financial adviser to ICG Group, in the $375 million sale of Procurian to Accenture.
    • Sberbank in its transaction with BNP Paribas Personal Finance whereby Sberbank is transferring its car loan business, generated through partnerships with auto manufacturers and car dealers, to Cetelem Bank, the joint banking venture owned by Sberbank and BNP Paribas Group.
    • The management team of Glendon Capital Management in its spinout from Barclays.
    • AXA Financial in the $1.06 billion sale of MONY Life Insurance Company and reinsurance of an in-force book of life insurance policies to Protective Life Insurance Company.
    • Sandler O'Neill, as financial adviser to Ally Bank, in its $585 million sale of a portfolio of mortgage servicing rights to Ocwen Financial Corp.
    • Otkritie Financial in matters related to a tender offer by NomGDR Limited for the outstanding global depositary receipts of NOMOS-BANK.
    • Miller Buckfire in its sale to Stifel Financial.
    • Sun Life Financial in the $1.35 billion sale of certain of its U.S. subsidiaries.
    • Admirals Bank in its sale of of four branches to Bristol County Savings Bank for approximately $42.7 million in deposits.
    • J.P Morgan Securities, as financial advisor to Yard House Restaurants, relating to a sale.
    • Duff & Phelps, as financial advisor rendering a solvency opinion, in the complex multibillion-dollar sale of AT&T Yellow Pages to Cerberus.
    • Rochdale Investment Management in its sale to City National Bank.
    • Deutsche Bank Securities, as financial advisor to Great Wolf Resorts, in the $703 million sale of Great Wolf Resorts to Apollo Global Management.
    • Deutsche Bank Securities, as financial advisor to W.P. Carey, a public REIT, in the sale of W.P. Carey to its management company.
    • J.C. Flowers and Crump Group in the sale of the life and property and casualty insurance divisions of Crump to BB&T Corporation.
    • Evercore, as financial advisor to BlackRock, in BlackRock's acquisition of Claymore Investments, a Canadian ETF sponsor.
    • Sberbank in the acquisition of 70% stake in Cetelem Bank and formation of a joint venture with BNP Paribas Personal Finance.
    • Rothschild, as financial advisor to Bitstream, a publicly traded target company.
    • Deutsche Bank Securities, as financial advisor to Sonesta International Hotels.
    • Miller Buckfire in Stifel Financial's $40 million senior preferred investment in Miller Buckfire.
    • J.P. Morgan Securities, as financial advisor to CoStar Group, in CoStar Group's $860 million acquisition of LoopNet, an online commercial real estate marketplace.
    • HarbourVest Partners and Paul Capital Advisors, as part of a consortium providing equity financing for the formation of NewQuest Asia Fund and its acquisition of Bank of America Merrill Lynch's non-real estate private equity portfolio in Asia.
    • Evercore, as financial advisor to optionsXpress Holdings, in the $1 billion sale of optionsXpress Holdings to Charles Schwab.
    • A management group in the establishment of a Northeast commercial banking franchise, with an expected capital raise of $600 million.
    • Deutsche Bank Securities, as financial advisor to the Special Committee of CPA®:14, a REIT managed by W. P. Carey, in CPA®:14's merger with CPA®:16 - Global, a sister REIT managed by W. P. Carey.
    • Macquarie Capital, as financial advisor to Erie Indemnity Company, in Erie Indemnity Company's sale of three wholly owned property and casualty subsidiaries and shares of Erie Family Life Insurance to the Erie Insurance Exchange.
    • Kelso & Company in its investment in Sandler O'Neill + Partners, a full-service investment banking firm specializing in financial services companies.
    • Royal Bank of Canada, as financial advisor to First Ipswich Bancorp, in the sale of First Ipswich Bancorp to Brookline Bancorp.
    • FNBNY Bancorp and its sponsor, Modern Capital Partners, in FNBNY’s acquisition of Madison National Bancorp and its subsidiary, Madison National Bank.
    • Miller Buckfire, as financial advisor to ITC^DeltaCo, in ITC^DeltaCo's $516 million sale to EarthLink.
    • G5 Holding in its sale of a 50% interest to Evercore.
    • National Australia Bank in a potential acquisition of a German financial services firm. (Terminated)
    • J.P Morgan Securities, as financial advisor to Corn Products International, in Corn Products International's $1.3 billion acquisition of National Starch from AkzoNobel.
    • Lazard Freres & Co., as financial advisor to Qwest Communications, in Qwest's $22.4 billion sale to CenturyLink.
    • Board of Directors of Security Benefit Mutual Holding Company in its sale of Security Benefit Corporation to Guggenheim Partners, LLC and a group of investors, including certain shareholders of Guggenheim Partners, and Security Benefit Mutual Holding Company Demutualization and Dissolution Plan
    • Prudential Financial in its $4.5 billion sale of a noncontrolling interest in its joint brokerage venture, Wells Fargo Advisors, to Wells Fargo.
    • A management group in its acquisition of Domestic Bank, a Rhode Island federal savings bank.
    • J..P Morgan Securities, as financial advisor to Equinix, in Equinix's $689 million acquisition of Switch & Data Facilities Company.
    • Calera Capital as part of a consortium of investors in the acquisition of First Republic Bank from Bank of America Corp.
    • Phibro in its sale by Citigroup to Occidental Petroleum.
    • Morgan Stanley, as financial advisor to The Pepsi Bottling Group, in the $7.8 billion acquisition of The Pepsi Bottling Group by PepsiCo.
    • J.C. Flowers in Shinsei Bank's proposed, later terminated, $5.9 billion merger with Aozora Bank.
    • American International Group in regulatory matters related to the sale of AIG Bank Finance to Banque PSA Finance.
    • American International Group (AIG) and American International Assurance Company in AIG's agreement with the Federal Reserve Bank of New York to reduce the debt AIG owes the FRBNY by $25 billion and position AIA and American Life Insurance Company for initial public offerings.
    • American International Group (AIG) and American International Assurance (AIA) in the transfer of interests in AIA to the Federal Reserve Bank of New York in exchange for cancellation of debt owed by AIG to FRBNY in the amount of $16 billion.
    • HVB U.S. Finance, a registered broker-dealer subsidiary of Hypo-und Vereinsbank, in a complex transaction involving HVB's investment in The Williams Capital Group, a minority broker-dealer, and the asset acquisition by The Williams Capital Group of Nutmeg Securities, a minority broker-dealer, with regulatory counsel including preparation of notices to FINRA and filings with the FRB.
    • Rothschild, as financial advisor to Textron, in the  sale of HR Textron to Woodward Governor Company.
    • HarbourVest Partners in its acquisition of the Lehman Brothers Venture Partners business.
    • Unibanco in its formation of a $1.3 billion joint venture with American International Group (AIG) and subsequent purchase of AIG's joint venture interest.
    • Banco Itau in its broker-dealer regulatory matters and merger with Unibanco.
    • Miller Buckfire, as financial advisor to Castle Brands, in a recapitalization transaction.
    • Evercore, as financial adviser to Centerplate, in its sale to Kohlberg & Co.
    • J.C. Flowers in its role as financial adviser to Bank of America in its agreement to acquire Merrill Lynch in a $50 billion all-stock transaction.
    • AAC Capital Partners in its sale of a $1.5 billion investment portfolio to a group of investors led by Goldman Sachs Asset Management.
    • Lehman Brothers, as financial adviser to Teva Pharmaceutical Industries, in its $8.9 billion acquisition of Barr Pharmaceuticals.
    • Lehman Brothers, as financial adviser to the Special Committee of Tercica, in the $663 million sale of Tercica to Ipsen.
    • Merrill Lynch in its purchase of series A redeemable convertible preference shares of Winfort Global Ltd., a developer and licensor of advanced multimedia products and technologies for the digital video market, together with a redeemable convertible promissory note issued by Winfort and a warrant to purchase certain additional series A convertible redeemable preference shares of Winfort.
    • JPMorgan Chase (formerly Bear Stearns) as financial adviser to DRS Technologies in its $5.2 billion sale to Finmeccanica.
    • A leading private equity firm in its $200 million investment in National City Corporation.
    • Sandler O'Neill as financial adviser to the NYMEX board in its $9.4 billion acquisition by CME Group.
    • Evercore, as financial advisor to Smithfield Foods, in the $565 million sale of Smithfield Foods's beef processing operations to JBS SA.
    • Evercore, as financial advisor to Performance Food Group Company, in the $1.3 billion sale of Performance Food Group Company to affiliates of the Blackstone Group and Wellspring Capital Management.
    • Shinsei in its investment in Agennix, a Texas-based biotech company.
    • Lehman Brothers, as financial advisor to MGI PHARMA, in the $3.9 billion sale of MGI PHARMA to Eisai.
    • Merrill Lynch Asia in its investment in Bluechip Corporate Investment Centre.
    • ORIX Corporation, in its participation as a member of a consortium led by the Longreach Group, in the consortium's $694 million acquisition of Entie Commercial Bank.
    • Merrill Lynch in its investment in Foreign Currency Convertible Bonds issued by Webel SL Energy Systems Limited, the second largest producer of solar photovoltaic cells and modules in India, and listed on the Singapore Stock Exchange (SGX-ST).
    • Merrill Lynch Asia in its investment in Religare Enterprises, an integrated financial services company in India.
    • Rothschild, as financial advisor to Textron, in Textron's $1.1 billion acquisition of United Industrial Corporation.
    • The management team of ABN AMRO Capital, a private equity buyout firm with €3.1 billion of funds under management, in the sale of ABN AMRO Capital to the management.
    • Royal Bank of Canada, as financial advisor to RARE Hospitality International, in the $1.4 billion sale of RARE Hospitality International to Darden Restaurants.
    • Deutsche Bank Securities, as financial advisor to Integra Telecom, in Warburg Pincus' purchase of a minority interest in Integra.
    • Deutsche Bank Securities, as financial adviser to Rio Tinto, in its $38 billion acquisition of Alcan.
    • Evercore, as financial advisor to the Special Committee of ARINC, in the sale of ARINC to Carlyle.
    • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
    • Merrill Lynch in its investment in Foreign Currency Convertible Bonds issued by Gemini Communication Limited, one of India’s leading networking solutions providers, and listed on the Luxembourg Stock Exchange.
    • ORIX Corporation in its investment as a member of a consortium in the consortium's NT$23.8 billion acquisition of a majority interest in EnTie Bank, a Taiwanese commercial bank.
    • Rothschild, as financial advisor to the transaction committee of the board of directors of Doral Financial Corporation, in the $610 million sale of Doral Financial Corporation to Doral Holdings.
    • Royal Bank of Canada, as financial advisor to Steven G. Mihaylo, the largest shareholder and former CEO of Inter-Tel, in Mitel Networks' $723 million acquisition of Inter-Tel.
    • The supervisory board of ABN Amro in its €72 billion combination with a consortium led by Royal Bank of Scotland, and the $21 billion sale of its LaSalle Bank subsidiary to Bank of America.
    • Miller Buckfire & Co. in its sale of a 10% interest in Miller Buckfire to Sal. Oppenheim Jr. & Cie. KGaA and the creation of a strategic alliance regarding financial restructuring services between the two companies.
    • Managed Risk Advisors in its contribution to Parametric Risk Advisors, an affiliate of Eaton Vance, on the formation of Parametric Risk.
    • Unibanco in its sale of BWU Comércio e Entretenimento, which owns the right to use the Blockbuster trademark in Brazil, to Lojas Americanas.
    • Deutsche Bank Securities, as financial advisor to Integra Telecom, in Integra Telecom's $710 million acquisition of Eschelon Telecom.
    • Lehman Brothers, as financial advisor to the Special Committee of Triad Hospitals, in the $6.8 billion acquisition of Triad Hospitals by Community Health Systems.
    • Lehman Brothers, as financial advisor to Sierra Health Services, in the $2.6 billion acquisition of Sierra Health Services by UnitedHealth.
    • J.P Morgan Securities, as financial advisor to VNU, in VNU's $226 million minority buy-in of NetRatings.
    • Deutsche Bank Securities, as financial advisor to MetLife, in the sale of MetLife's annuities and pensions business to Challenger Life.
    • JP Morgan in its sale of its American Fast Foods, the holder of the Domino's Pizza license in Hong Kong, Taiwan, China and other Asian countries.
    • J.P.Morgan, as presenting bank, in the €22 billion mix and match offer of NYSE Euronext Inc. for the shares of Euronext NV.
    • Lehman Brothers, as financial advisor to Actelion, in Actelion's $420 million acquisition of CoTherix.
    • Sonenshine Partners, as financial advisor to ProQuest Company, in ProQuest's $481 million acquisition by Snap-on Incorporated.
    • Deutsche Bank Securities, as financial advisor to Apollo Management and Texas Pacific Group, in Apollo Management's and Texas Pacific Group's $25.9 billion acquisition of Harrah's.
    • Deutsche Bank Securities, as financial advisor to U.S. Lec Corp, in the $1.3 billion acquisition of U.S. Lec Corp by Paetec Communications.
    • Principal Financial in its $740 million acquisition from Washington Mutual of WM Advisors, manager of approximately $26 billion in assets, including the WM Group of Funds.
    • Deutsche Bank Securities, as financial advisor to Boyd Gaming Corporation, in Boyd Gaming Corporation's $576 million sale of South Coast Casino to Michael Gaughan, the founder of the Coast Casinos chain.
    • Lehman Brothers, as financial advisor to Tercica, in Tercica's stock issuance and swapping of product rights with Ipsen.
    • Deutsche Bank Securities, as financial advisor to Universal, in Universal's $540 million sale of the non-tobacco businesses of its subsidiary Deli Universal to NIBC Principal Investments.
    • Shinsei Bank Limited in its investment in the preferred stock of Acucela, a Seattle-based biotechnology company.
    • Deutsche Bank Securities in the sale of Cellu Paper, in which Deutsche Bank Securities owned a warrant, to Weston Presidio.
    • Lehman Brothers, as financial advisor to Thermo Electron Corporation, in Thermo Electron Corporation's $10.6 billion acquisition of Fisher Scientific Industries to create Thermo Fisher Scientific.
    • Deutsche Bank Securities, as financial advisor to SBA Communications, in SBA Communications's $1 billion acquisition of AAT Communications Corp.
    • Deutsche Bank Securities, as financial advisor to Lexar Media, in the $850 million sale of Lexar Media to Micron.
    • J.P. Morgan, as financial advisor to Abertis, in Abertis' €5 billion buyout of SANEF.
    • Sonenshine Partners, as financial advisor to Riverstone Networks, a technology company, in the $170 million sale of all of Riverstone Networks's assets to Lucent, a transaction under Section 363 of the bankruptcy code.
    • Deutsche Bank Securities, as financial advisor to JLL Partners, in the $416 million sale by JLL Partners of its interest in Builders FirstSource to a sister fund and Warburg Pincus.
    • A Ripplewood-led consortium in its purchase of a minority interest in The Commercial Bank of Egypt.
    • Lehman Brothers, as financial advisor to Allscripts Healthcare Solutions, in Allscripts Healthcare Solutions's $272 million acquisition of A4 Health Systems.
    • Bank of New York in its acquisition of Urdang Capital Management, a real estate investment advisor and sponsor of real estate funds, from Urdang’s management and other owners.
    • Bank of New York in its acquisition of an 80% interest in Alcentra Group, a UK-based sub-investment grade debt advisor and sponsor of collateralized debt funds.
    • Shinsei Bank in its investment in Panacea Pharmaceuticals.
    • J.P. Morgan Securities, as financial advisor to CorSolutions, in the $445 million sale of CorSolutions to Matria Health Care.
    • The shareholders of United Financial Group (UFG), an investment company, in the sale of a 60% shareholding in Deutsche Bank.
    • Deutsche Bank Securities, as financial advisor to Shuffle Master, in Shuffle Master's $108 million acquisition of Stargames.
    • Rothschild, as financial advisor to APW Ltd., in APW Ltd.'s $138 million sale of McLean Midwest Corporation, Electronic Solutions and Aspen Motion Technologies to Pentair.
    • Deutsche Bank Securities, as financial advisor to Bimini Mortgage Management, in Bimini Mortgage Management's €60 million acquisition of Opteum Financial Corp.
    • Deutsche Bank Securities, as financial advisor to the Special Committee of the Board of WFS Financial, in the purchase of WFS by Wachovia, simultaneously with Wachovia's purchase of Westcorp, for $3.9 billion in total.
    • Deutsche Bank Securities, as financial advisor to Web Clients, in the sale of Web Clients to Value Click.
    • Lazard Freres in the sale of its minority interest in Assystem Brime, a French listed company.
    • Lehman Brothers, as financial advisor to Lumenos, in the $185 million acquisition of Lumenos by WellPoint.
    • Genbel Securities, the investment management arm of Sanlam Financial Services Group (South Africa), in its sale of Fieldstone, an investment banking boutique focused on project finance and infrastructure projects, to Fieldstone Private Capital Group.
    • Deutsche Bank Securities, as financial advisor to Retek, in the $670 million sale of Retek to Oracle Corporation.
    • Lehman Brothers, as financial advisor to Medco Health Solutions, in Medco Health Solutions's $2.3 billion acquisition of Accredo Health,  creating the largest specialty pharmacy business in the U.S.
    • UFJ Holdings in its $41 billion combination with Mitsubishi Tokyo Financial Group, creating the world’s then largest bank.
    • Deutsche Bank Securities, as financial advisor to Magnum Hunter Resources, in the $2.2 billion sale of Magnum Hunter Resources to Cimarex Energy (NYSE), a major gas production and transportation company.