Intellectual Property and Technology Transactions

Fact Sheet

Experience

  • Clean Tech | Renewable Energy

  • Joint Ventures, Collaborations and Strategic Alliances

    • Clayton, Dubilier & Rice in its $6 billion acquisition and subsequent combination of Fort Dearborn and Multi-Color Corporation, to create the world's largest label solutions company.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its acquisition of Columbian Mutual Life Insurance Company, as part of Columbian’s demutualization process.
    • Electrical Components International, a Cerberus Capital Management portfolio company and leading wire harness, electrical components, and sub-assembly supplier for the diversified industrial markets, in its acquisition of Omni Connection International.
    • Morgan Stanley Capital Partners in its acquisition of Sila, a heating and air company that offers HVAC, plumbing, indoor air quality, and home automation systems in the Northeastern and Mid-Atlantic United States.
    • Discovery, Inc. in the acquisition of WarnerMedia from AT&T in a Reverse Morris Trust transaction that values the combined entity at approximately $130 billion.
    • Domtar in its $3 billion sale to Paper Excellence.
    • Johnson & Johnson in its acquisition of Zarbee's Naturals, a leader in naturally-based healthcare products.
    • Johnson & Johnson in its global co-development and commercialization agreement with Theravance Biopharma, relating to various compounds being developed for the treatment of inflammatory bowel disease, including Crohn's and ulcerative colitis.
    • TPG and Welsh, Carson, Anderson & Stowe in the $4.1 billion acquisition of Kindred Healthcare.
    • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
    • Time Inc. in its $2.8 billion sale to Meredith.
    • AmTrust Financial Services in a strategic transaction with Madison Dearborn for a portion of AmTrust’s U.S. fee businesses valued at $1.15 billion.
    • Resolution Life, a global life insurance group focusing on the acquisition and management of portfolios of life insurance policies, in its sale of Lincoln Benefit Life to Global Bankers Insurance Group. (Terminated)
    • Pacific Life and Aviation Capital Group in the minority investment by Tokyo Century in Aviation Capital Group, a transaction which won the Airline Economics Aviation 100 “2017 Overall Equity Deal of the Year” award.
    • Kuvare in its acquisition of United Life Insurance Company.
    • Paraline Group and ICAT in the sale of ICAT to the Schinnerer Group, a subsidiary of Marsh & McLennan Companies.
    • Discovery, Inc. in its $14.6 billion acquisition of Scripps Networks Interactive.
    • Prudential Financial in its life insurance joint venture with CT Corp in Indonesia.
    • Clayton, Dubilier & Rice in its $650 million acquisition of Capco, FIS’s management consulting business.
    • Verizon in its $3.1 billion acquisition of Straight Path Communications, a leading wireless spectrum holder.
    • Citizens Financial in its acquisition of Western Reserve Partners, a merger and acquisition advisory firm.
    • Allergan in its $2.47 billion acquisition of ZELTIQ, a medical technology company focused on utilizing its proprietary CoolSculpting controlled-cooling technology platform, the sales leader in the fast-growing body contouring segment of medical aesthetics.
    • Warner Music Group in its investment in and licenses with Interlude Music, a joint venture technology company specializing in interactive music videos, to utilize its proprietary technology to jointly develop, create, produce and distribute innovative interactive music video content.
    • A global investment and technology development firm in software, patent, data and technology matters related to a joint venture with financial investors to develop financial analysis software and provide services in respect of back-end information technology systems and financial analysis software.
    • A global investment and technology development firm in trademark matters and licenses related to a joint venture with an international real estate and hotel business for constructing and branding hotels and residences in East Asia.
    • Alibaba.com in the acquisition of Yahoo! Inc.’s China business, licensing of proprietary Yahoo! technology and investment by Yahoo! in Alibaba.
    • Mitsui in its patent and trademark licenses, non-disclosure and services agreements, and joint venture with Dow Chemical to construct, own and operate a membrane chlor-alkali facility in Freeport, Texas.
    • A publisher of educational media in copyright, trademark, software and publishing matters, and tax issues related thereto, in connection with prospective cross-border joint ventures in Korea, Vietnam, Indonesia, Japan, Malaysia and Mexico.
    • LG Electronics in the establishment of a strategic alliance and co-branding relationship with Viking Range Corporation, including distribution of LG-brand home appliances through Viking distributors in the United States and expanding Viking’s international distribution.
    • American International Group in trademark, co-branding and social media matters and licenses related to its joint venture agreement with PICC Life Insurance Company Limited and its $500 million investment in People’s Insurance Company (Group) of China to form an agency distribution company in China for jointly developed life and retirement insurance products and certain existing insurance products.
    • Ambev S.A. in its $1.24 billion acquisition of indirect control of Cerveceria Nacional Dominicana (CND) and its strategic alliance with E. León Jimenes to create the leading brewer in the Caribbean.
    • A well-known life style brand in its formation of a joint venture to exploit the brand in Asia.
    • A health care research organization in its collaboration and funding agreements with hospitals, universities and global partners.
    • An individual in a joint venture with a leading UK-based restaurant group to expand the group globally through assignment and licensing of intellectual property.

  • Licensing

    • An Asian insurance company in its agreement to develop and license software and mobile applications to one of the world’s largest international banks in connection with a strategic alliance for insurance and financial products.
    • One of the world’s largest stock exchanges in negotiating technology development agreements with another exchange and in its separate acquisition and customization of trading software.
    • One of the largest UK-based software vendors in licensing its software to financial institutions worldwide.
    • A U.S. foreign policy and international affairs think tank in intellectual property, software and mobile application licenses, publishing agreements, and data services agreements with multiple publishers and technology service providers.
    • A U.S. management consulting firm in its branding agreement and LLC agreement with its IP special purpose entity and a divested entity licensee, and trademark and social media issues arising from a change of control of one of its licensees.
    • A multinational real estate management firm in licensing trademarks and information technology relating to the operation of a prominent resort property.
    • Westfield in negotiating a license to use the World Trade Center name, marks and logos in connection with its operation of the World Trade Center retail facilities.
    • An International Sports Federation in its trademark license and settlement agreement concerning rights in the name of its World Championship events.
    • A luxury spa and hair salon in its trademark license and management agreements with a cosmetics and fragrance company.
    • Galderma Pharma in its agreement with NovaBay Pharmaceuticals to develop and commercialize NovaBay's novel Aganocide drugs for major dermatological conditions.
    • Gen-Probe in its collaboration agreement with Pacific Biosciences of California in the research and development of third-generation DNA testing systems for use in disease diagnosis and blood screening.
    • A health care start-up in licensing patents, materials and technology from a cancer research and treatment center for the development of innovative treatments for cancer and other diseases.
    • Galderma Pharma in its licensing arrangement with Nuvo Pharmaceuticals (formerly ZARS Pharma) relating to the promotion and distribution of a topical anesthetic cream, Pliaglis, in North America and in the subsequent extension of that agreement to cover worldwide rights.

  • IP/IT-Related Agreements

    • A major sports league in drafting and negotiating sponsorship agreements to monetize its market-leading brand.
    • Harvard University in a commercial agreement to support the digitization and public availability of the federal and state case reports in the Harvard Law School library.
    • Oriental Trading Company, a Carlyle portfolio company, in its successful Delaware-based Chapter 11 proceedings.
    • Footprint Power in its supply, development, and services agreements in connection with the sale of Salem Harbor Energy Station Project to Highstar Fund IV and Toyota Tsusho, an EPC Contract with Iberdrola Energy Projects, to build a 700MW state-of-the-art combined-cycle gas electric generating facility and a $730 million construction financing, including documentation covering the IP rights to operate the facility.
    • A Brazilian metallurgy company in its joint research and development agreements and other commercial contracts.
    • Advice to an entrepreneur in drafting and negotiating an IP license and LLC agreement for the development and initial commercialization of a form of low cost renewable energy technology.
    • A non-profit, interdisciplinary arts organization that provides artists working in new media, literary and performing arts with exhibition and performance opportunities in the sale of a portion of its archives to a museum and research facility.
    • A leading professional services firm in the procurement and licensing of communications, information technology systems and software.
    • Conifer Financial Services in the drafting and negotiating of relevant technology services agreements with third party vendors in advance of the sale of a majority stake in the firm to Carlyle.

  • M&A, Divestitures, IPOs, Bond Offerings, Restructurings, and Financings

    • Presidio, a Clayton, Dubilier & Rice portfolio company, in its acquisition of a majority stake in Contender Solutions, an Elite ServiceNow partner.
    • Morgan Stanley Capital Partners in the sale of Sila Services to the private equity business at Goldman Sachs Alternatives.
    • Konica Minolta, a Japanese multinational equipment and materials manufacturer operating in the healthcare and industrial industries, in the $600 million sale of its subsidiary, Ambry Genetics, to Tempus AI.
    • Tractor Supply Company in its acquisition of Allivet, an online pet pharmacy.
    • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisition of a controlling interest in Motivair, a global provider of advanced liquid cooling solutions designed to meet the thermal challenges of modern computing technology.
    • Taranis Investment Limited in its Series E investment in Econic Technologies, a deep tech company focused on sustainable chemistry.
    • Everest Group in its strategic agreement for Ryan Specialty to acquire certain assets of Everest’s EverSports and Entertainment Insurance business, an MGU serving customers in the Sports, Leisure, and Entertainment market.
    • BTG Pactual in its acquisition of Greytown Advisors, a multifamily office located in Miami.
    • TPG Growth, the middle market and growth equity platform of TPG, in its acquisition of a minority stake in Homrich Berg.
    • Sixth Street in its acquisition of a minority stake in EdgeConneX, a global provider of data center capacity.
    • Verizon in its $20 billion acquisition of Frontier, the largest pure-play fiber internet provider in the U.S.
    • TPG and OneOncology in OneOncology’s acquisition of United Urology Group.
    • The Standard in its acquisition of The Allstate Corporation’s Employer Voluntary Benefits business in a transaction valued at approximately $2 billion.
    • Clayton, Dubilier & Rice and Epicor Software Corporation, a global provider of industry-specific enterprise software, in the sale of a significant ownership position in Epicor to CVC, a global private markets manager.
    • Guardian in its strategic partnership with HPS Investment Partners, a leading global credit investment firm with $116 billion in assets under management.
    • S&S Activewear, a tech-enabled provider of apparel and accessories, and its majority owner Clayton, Dubilier & Rice, in S&S Activewear’s acquisition of alphabroder, distributor of trade, retail, apparel brands and branded products.
    • Clayton, Dubilier & Rice in its acquisition, together with TowerBrook, of R1 RCM, a provider of technology-driven solutions that impact the patient experience and financial performance of healthcare providers, at an enterprise value of $8.9 billion.
    • Morgan Stanley Capital Partners in its acquisition of American Restoration, a provider of residential and commercial property mitigation and restoration services.
    • Dover Corporation in its $395 million acquisition of Marshall Excelsior, a provider of mission-critical cryogenic and flow control components.
    • TPG’s The Rise Fund, the multi-sector strategy of TPG’s global impact investing platform, as lead investor in the Series C financing of Hayden AI Technologies.
    • Pactiv Evergreen in the sale of its Pine Bluff, Arkansas, paper mill and Waynesville, North Carolina, extrusion facility, to Suzano.
    • Valenz Health, a Kelso & Company portfolio company and platform of integrated cost containment and payment integrity solutions, in its acquisition of Healthcare Bluebook, a healthcare cost and quality navigation platform.
    • Electrical Components International, a Cerberus Capital Management portfolio company, in its acquisition of Flex-Tec, a supplier of electrical harness systems, assemblies, and other critical engineered components for LED Commercial Lighting, Connected Lighting, and IoT markets.
    • White Cap, a Clayton, Dubilier & Rice portfolio company, in its acquisition of Dayton Superior, a provider of highly engineered accessories, chemicals and forming solutions within the concrete construction industry.
    • Gentiva, a Clayton, Dubilier & Rice portfolio company, in the sale of its personal care operations to Addus in a transaction valued at approximately $350 million.
    • Ambac in the $420 million sale of its legacy financial guarantee businesses, Ambac Assurance Corporation and Ambac UK, to funds managed by Oaktree Capital Management.
    • Ambac in its acquisition of a majority stake in Beat Capital Partners in a transaction valued at approximately $282 million.
    • American Coastal Insurance Corporation in its sale of Interboro Insurance Company to Forza Insurance Holdings.
    • Cerberus Capital Management in its $640 million sale of Cyanco to Orica.
    • Clayton, Dubilier & Rice in its strategic partnership with Elevance Health, which will bring together certain care delivery and enablement assets of Elevance’s Carelon Health and CD&R portfolio companies, apree health and Millennium Physician Group.
    • TPG in its acquisition of Classic Collision, a leading national collision repair multi-site operator.
    • Clayton, Dubilier & Rice in its acquisition of Presidio, a leading technology services and solutions provider, from BC Partners.
    • The George Robert Rawlings Trust in the sale of the Rawlings Companies to New Mountain Capital Group L.P.
    • Cornerstone Building Brands in its acquisition of Harvey, a manufacturer of high performing windows and doors.
    • Konica Minolta, a Japanese multinational equipment and materials manufacturer operating in the healthcare and industrial industries, in the sale of its subsidiary Invicro to Calyx, a portfolio company of CapVest and leading technology-enabled provider.
    • Clayton, Dubilier & Rice in its acquisition, together with Stone Point Capital, of Truist Insurance Holdings, a subsidiary of Truist Financial Corporation, at an enterprise value of $15.5 billion.
    • Clayton, Dubilier & Rice in its acquisition of a significant ownership position in Foundation Building Materials, a specialty building products distributor.
    • Sawai and Sumitomo in the $210 million sale of its subsidiary Upsher-Smith Laboratories to Bora Pharmaceuticals.
    • Clayton, Dubilier & Rice in its acquisition of Shearer’s Foods, a leading contract manufacturer and private label supplier in the snack industry in North America.
    • Schneider Electric in the sale of its subsidiary AutoGrid, a Virtual Power Plant (VPP) and Distributed Energy Resource Management System (DERMS) provider, to Uplight.
    • Clayton, Dubilier & Rice and Sharp in Sharp’s acquisition of Berkshire Sterile Manufacturing.
    • Prudential Financial in the formation of Prismic Life Reinsurance, a licensed Class E Bermuda-based life and annuity reinsurance company.
    • Kelso & Company and its portfolio company, BradyIFS, in the merger of BradyIFS and Envoy Solutions, which includes a new strategic and financial partnership with Warburg Pincus and its affiliate funds.
    • TPG Growth in its acquisition of a majority stake in Crowe Healthcare Consulting, establishing it as an independent entity.
    • Ascent, a global leading provider of expedited, time-critical logistics solutions and other transportation services, in its sale to affiliates of H.I.G.
    • TPG Rise Climate, the dedicated climate investing strategy of TPG's global impact investing platform TPG Rise, in the equity portion of a $700 million investment in Hybar, a newly formed company, to start up and operate a technologically advanced, environmentally sustainable scrap metal recycling steel rebar mill.icon-alt
    • Kelso & Company in its investment in Valenz.
    • Bregal Sagemount in its strategic growth investment in Neptune Flood Incorporated, a leading digital insurtech platform and private flood insurance provider.
    • Five Arrows, the alternative assets arm of Rothschild & Co., in its acquisition of a majority stake in n2y, a provider of comprehensive, SaaS-based solutions for students with unique learning challenges.
    • Prudential Financial in the acquisition of a majority interest in Deerpath Capital Management and its associated affiliates by PGIM, the $1.2 trillion global investment management business of Prudential.
    • Morgan Stanley Capital Partners in its acquisition of Allstar Services and RowCal.
    • TPG in its acquisition of a majority interest in OneOncology, a network of leading oncology practices, in a transaction valued at $2.1 billion.
    • StanCorp Financial Group in its acquisition of the Life & Disability business from Elevance Health.
    • Pernod Ricard in its acquisition of a majority stake in Skrewball, a super-premium and fast-growing flavored whiskey.
    • Kelso & Company in its investment in Pathstone, an independently operated, partner-owned advisory firm offering comprehensive family office services.
    • Gentiva, a Clayton, Dubilier & Rice portfolio company and leading hospice, palliative, and personal care company, in its acquisition of Heartland hospice and home care.
    • Inovar Packaging Group in its acquisition of Cimarron Label and Western Printing, a label printing provider.
    • Providence Equity Partners in its investment in a multi-decade lease for nine marquee billboards at Two Times Square and 1600 Broadway from Universal Branding Group.
    • M&T Bank Corporation in the sale of its Collective Investment Trust business to Madison Dearborn Partners.
    • Clayton, Dubilier & Rice in its acquisition, together with Greenbriar Equity Group, of Paradigm Precision and Whitcraft Group and the merger of the two companies.
    • Transdev, a global provider of mobility services, in its acquisition of FirstTransit, an EQT Infrastructure portfolio company.
    • Pernod Ricard in its acquisition of a majority stake in Código 1530 Ultra Premium and Prestige Tequila.
    • Resolution Life in its strategic partnership with Blackstone, including a $500 million strategic investment, for its life insurance and annuity consolidation business.
    • Morgan Stanley Capital Partners in its investment in Emler Swim School.
    • American International Group and Corebridge Financial, a majority-owned subsidiary of American International Group, in the initial public offering of Corebridge Financial.
    • Providence Equity Partners in its minority investment of up to $500 million in the formation of The North Road Company.
    • Kelso & Company in its strategic investment in WilliamsMarston, a leader in complex accounting, tax and valuation advisory services.
    • Clayton, Dubilier & Rice in the financing aspects of its $5.8 billion acquisition of Cornerstone Buildings Brands, the largest manufacturer of exterior buildings products in North America.
    • Schneider Electric, a global leader in the digital transformation of energy management and automation, in its acquisitions of EV Connect, an electric vehicle charging solutions provider, and EnergySage, an online marketplace for solar energy products and services.icon-alt
    • Clayton, Dubilier & Rice in its acquisition of a majority stake in the industrial businesses of Roper Technologies, which operates market-leading businesses that design and develop vertical software and application-specific products, in a transaction valued at $3.7 billion.
    • Kelso & Company and its portfolio company, Eagle Family Foods Group, in their acquisition of General Mills’ Helper main meals and Suddenly Salad side dishes businesses, in a transaction valued at approximately $610 million.
    • Clayton, Dubilier & Rice and TPG in their $4 billion take-private of Covetrus, a global animal-health technology and services company.
    • Kelso & Company in its acquisition of a majority interest in Inovar Packaging Group, a full-service provider of pressure sensitive labels, shrink sleeves and flexibles for a wide range of industries.
    • Carlyle in its $2.1 billion capital raise and equity investment in Fortitude Re and the formation of a strategic advisory services agreement.
    • Clayton, Dubilier & Rice in its acquisition of a 60% interest in Humana’s Kindred at Home Hospice and Personal Care divisions, valued at $3.4 billion.
    • Carlyle in its $2 billion acquisition of Abingworth, a life sciences investment firm.
    • Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment, in its acquisition of EaglePicher Medical Power, a medical device manufacturer.
    • S&S Activewear, a leading American imprintable apparel wholesale company and Clayton, Dubilier & Rice portfolio company, in its acquisition of TSF Sportswear, a multi-line wholesaler.
    • TA Associates, in its acquisition of TouchTunes, an in-venue, interactive music and entertainment platform, from funds advised by Searchlight and Newlight.
    • Constellation, backed by institutional investors Caisse de dépôt et placement du Québec and Ontario Teachers’ Pension Plan Board, in its acquisition of and $500 million capital contribution to Ohio National, as part of Ohio National’s demutualization process.
    • Blackstone as lead investor in DNAnexus’ $200 million financing round.
    • LIBERTY Dental Plan Corporation, a dental benefits administrator, in its sale of a majority stake in LIBERTY to Welsh, Carson, Anderson & Stowe, a private equity firm.
    • Carlyle in its strategic partnership with Orsini, an independent specialty pharmacy focused on rare diseases, gene therapies and complex conditions.
    • Spirit Airlines in its merger, later terminated, with Frontier Group Holdings, parent company of Frontier Airlines, in a transaction valued at $6.6 billion.
    • Atlas Merchant Capital in its investment in and strategic partnership with MarshBerry, a boutique investment banking and consulting firm.
    • Smartly.io, the leading social advertising platform, in its acquisition of Ad-Lib.io, the creative optimization platform.
    • Carestream Dental, a Clayton, Dubilier & Rice portfolio company and leading provider of dental technology, in the $600 million carve-out sale of its Scanning Technology business to Envista, a leading global dental products company.
    • Gympass, a corporate wellbeing platform, in the acquisition of Trainiac, a leading one-on-one personal training fitness platform.
    • Consilio, a Stone Point Capital portfolio company, in its acquisition of Legility, a global legal services provider.
    • Morgan Stanley Capital Partners in the sale of 24 Seven, a leading provider of digital marketing and creative staffing solutions, to a single asset GP-led continuation fund vehicle managed by an affiliate of MSCP.
    • Kelso & Company in its acquisition of a majority interest in ReSource Pro, a market leader in business process solutions for the P&C insurance industry.
    • White Cap, a Clayton, Dubilier & Rice portfolio company and leading North American distributor of specialty concrete and construction accessory, safety, and building products, in its acquisition of Ram Tool, a construction supply distribution company.
    • Carlyle in its investment in Resonetics, a leader in micro-manufacturing for the medical device and diagnostics equipment industries, valuing the company at approximately $2.25 billion.
    • Manulife, a Canadian multinational insurance company and financial services provider, in its reinsurance deal with Venerable, a provider of risk transfer solutions to variable annuity issuers, releasing approximately $2 billion in capital.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of OpenSlate, a content-focused measurement and analytics company.
    • S&S Activewear in its acquisition of TSC Apparel, a leading national distributor of blank apparel and accessories.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Wellframe, a digital health management company.
    • Carlyle in its acquisition of a majority stake in Saama, a leading AI-driven intelligent clinical cloud company that enables the life sciences industry to conduct faster and safer clinical developments and regulatory programs.
    • Clayton, Dubilier & Rice in its acquisition of PwC’s Global Mobility Tax and Immigration Services practice, the global leader in employee tax, immigration, business travel, cross-border managed services, and payroll solutions to multinational organizations and their employees.
    • Sun Life in its $2.475 billion acquisition of DentaQuest.
    • International Paper, a global producer of renewable fiber-based packaging and pulp products, in the separation and spin-off of its global printing papers business, Sylvamo, and related financing arrangements.
    • Consilio in its acquisition of the Adecco Group’s legal consulting and eDiscovery Business Units.
    • Blackstone in its investment in Medable, the leading cloud platform for patient-centered clinical research, valuing Medable at $2.1 billion.
    • Fortitude Re, a Carlyle portfolio company, in its acquisition of a $31 billion block of legacy variable annuities from Prudential Financial for a total transaction value of $2.2 billion.
    • Pactiv Evergreen in its $380 million acquisition of Fabri-Kal, a U.S. manufacturer of foodservice and custom thermoformed plastic packaging solutions.
    • Lone Wolf, a Stone Point Capital portfolio company, in its acquisition of Propertybase, a leading global real estate and mortgage software company.
    • Carlyle, as majority owner of Syniverse, in Syniverse’s $2.85 billion merger, later terminated, with special purpose acquisition company M3-Brigade Acquisition II Corp. resulting in Syniverse becoming a publicly traded company.
    • Cornerstone Building Brands in the $168 million sale of its roll-up sheet door business, DBCI, to Janus.
    • Nassau Financial Group, a Golden Gate Capital portfolio company, in the sale of its life insurance and annuity distribution company, Saybrus Partners, to AmeriLife Group.
    • Prudential Financial in the sale of its retirement plan business to Empower for a total transaction value of $3.55 billion.
    • Clayton, Dubilier & Rice and Solenis in the sale of Solenis to Platinum Equity at an implied enterprise value of $5.25 billion.
    • Kindred Healthcare, a TPG portfolio company and leading specialty hospital company delivering acute health services, in its sale to LifePoint Health, a leader in the delivery of community-based care.
    • Cornerstone Building Brands in the sale of its Insulated Metal Panels business to Nucor for $1 billion in cash.
    • Kelso & Company in its acquisition of a majority interest in C.L. Smith and its combination of C.L. Smith with Inmark.
    • Stone Point Capital in its investment in the combination of Consilio and Xact Data Discovery.
    • Blackstone as a lead investor in the formation of Hydrogen Health.
    • Kelso & Company in its acquisition of Ferraro Foods, a specialty foodservice distributor.
    • Blackstone in its investment in Ginger, a leader in on-demand behavioral healthcare.
    • CPP Investments as lead investor in a $400 million Series C financing for insitro, a machine learning-driven drug discovery and development company.
    • Waitr in its acquisition of Delivery Dudes.
    • Assurant in the $1.3 billion sale of its Global Preneed business to CUNA Mutual Group.
    • Carlyle, as majority owner of Syniverse, in Twilio’s $750 million investment in Syniverse.
    • HCA Healthcare in its acquisition of a majority stake in Brookdale Health Care Services, the home health, hospice and outpatient therapy business of Brookdale Senior Living.
    • Carlyle in its $2.6 billion sale of MedRisk to CVC Capital Partners.
    • GoDaddy in its acquisition of the .design domain extension.
    • GoDaddy in its acquisition of the .club domain extension.
    • MassMutual in its $3.5 billion acquisition of Great American Life, a wholly owned subsidiary of American Financial Group.
    • Entities managed by Blackstone in the $2.8 billion acquisition of Allstate Life Insurance Company.
    • Clayton, Dubilier & Rice in its acquisition of S&S Activewear, a leading North American distributor of imprintable apparel and accessories.
    • Domtar in the $920 million sale of its personal care business to American Industrial Partners.
    • GoDaddy in its acquisitions of the .club and .design domain extensions, as well as 28 domain extensions (and certain other business assets) owned and operated by Minds + Machines Group Limited (MMX).
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of Altruista, a care management software company that delivers care management and population health management solutions that support value-based and person-centered care models.
    • Investcorp in its strategic partnership with Centre Lane Partners, a private credit manager.
    • Kelso & Company in its investment in Inmark.
    • Blackstone's Tactical Opportunities Group in its investment in SUNZ Holdings, a leading provider of workers compensation insurance and related services such as claims administration, policy administration, and customer support.
    • Ambac Financial Group, a financial services holding company, in its acquisition of Xchange Benefits and Xchange Affinity Underwriting Agency, property and casualty managing general underwriters.
    • Individual FoodService, a Kelso & Company portfolio company, in its merger with Brady Industries.
    • Toyota Motor Corporation, as an investor in Uber Technologies' self driving unit Advanced Technologies Group (Uber ATG), in its sale of Uber ATG to Aurora.
    • Kelso & Company and US LBM in Bain Capital Private Equity’s acquisition of a majority interest in US LBM.
    • Cornell Capital and Hudson Structured Capital Management in their acquisition of a majority interest in Vault Insurance.
    • Morgan Stanley Capital Partners in the sale of Manna Pro Products, a recognized leader in pet care, to Carlyle.
    • Kindred Healthcare in the sale of its RehabCare business line, a provider of contract therapy services in 43 states, to Select Rehabilitation, a leading provider of contract rehabilitation services.
    • Stone Point Capital in its investment in Lone Wolf Technologies, the North American leader in residential real estate software.
    • Cornell Capital and its portfolio company Spectrum Automotive Holdings in their acquisition of CARS Protection Plus, a leading provider of vehicle service contracts.
    • Carlyle in its majority investment in TriNetX, a leading global health research network optimizing clinical research to bring new therapies to market faster.
    • Verizon in its $6.25 billion acquisition of Tracfone, the largest reseller of wireless services in the U.S.
    • Carlyle in its $175 million investment in Grand Rounds, a leader in healthcare quality and clinical navigation.
    • Gogo, the leading inflight Internet company, in the successful sale of its commercial aviation business to Intelsat, which was in Chapter 11 at the time of the transaction.
    • Clayton, Dubilier & Rice in its $4.7 billion acquisition of Epicor Software, a global provider of cloud-based, industry-specific Enterprise Resource Planning software to industrial-focused sectors.
    • MetLife in the $3.94 billion sale of its auto and home business to Zurich Insurance Group subsidiary Farmers Group.
    • Clayton, Dubilier & Rice in its $2.9 billion acquisition of White Cap, a leading distributor of specialty concrete and construction products, and its combination of White Cap with CSG, a leading U.S. distributor of specialty concrete and masonry accessories, for a total transaction value of approximately $4 billion.
    • Third Point Re in its $788 million merger with Sirius Group.
    • Aveva Group, a global leader in industrial software, in its $5 billion acquisition of OSIsoft.
    • The Special Committee of Liberty Broadband in Liberty Broadband’s $10.59 billion acquisition of GCI Liberty.
    • TPG in the sale of Adare Pharmaceuticals, a leading specialty contract development and manufacturing organization, to Thomas H. Lee Partners and Frazier Healthcare Partners and the related separation of Adare’s Eosinophilic Esophagitis product into a TPG-backed entity.
    • Clayton, Dubilier & Rice in its partnership investment in Cheney Brothers, a leading family-owned and operated regional food distributor serving the Southeastern United States.
    • HealthEdge and its controlling shareholder, Blackstone, in the acquisition of The Burgess Group, an innovative payment integrity software company focused on improving healthcare payment operations through a cloud-based technology platform.
    • Clayton, Dubilier & Rice in its acquisition of Radio Systems Corporation, a market-leading provider of innovative pet product solutions.
    • Schneider Electric in its acquisition of an 80% controlling stake in Operation Technology / ETAP Automation, the leading software platform for electrical power systems modeling and simulation.
    • Verizon in its acquisition of BlueJeans, a market-leading cloud-based video conferencing and event platform.
    • Prudential Financial in its $1.9 billion sale of Prudential Life Insurance of Korea to KB Financial Group.
    • Morgan Stanley Capital Partners and Pathway Vet Alliance in the $2.7 billion sale of a majority stake in Pathway to TSG Consumer Partners.
    • GoDaddy in its acquisition of Neustar’s Registry business, a registry technology platform that includes an extensive portfolio of top-level domains.
    • Morgan Stanley Capital Partners in its investment in World 50, a provider of private peer communities for business executives.
    • Blackstone in its acquisition of HealthEdge, a leading technology business that delivers next generation Core Administrative Processing Systems (CAPS) solutions to healthcare businesses.
    • Morgan Stanley Capital Partners and Cadence Education in the sale of Cadence Education to Apax Partners.
    • Allergan in its sale of Brazikumab to AstraZeneca and Zenpep to Nestle.
    • Stone Point Capital in its acquisition of Safe-Guard.
    • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
    • Toyota Motor Corporation in its $394 million investment in Joby Aviation, an aerospace company that is developing and commercializing all-electric vertical takeoff and landing aircraft to enable the deployment of fast, quiet and affordable air taxi services.
    • J.C. Flowers and AmeriLife Group in the sale of AmeriLife to Thomas H. Lee Partners.
    • Carlyle in its investment in American Express Global Business Travel. (Terminated)
    • AXA Equitable Holdings in its agreement to sell U.S. Financial Life Insurance Company & MONY Life Insurance Company of the Americas.
    • Resolution Life, a global life insurance group focusing on the acquisition and management of portfolios of life insurance policies, in its $1.25 billion acquisition of Voya Financial’s individual life in-force business.
    • New York Life in its $6.3 billion acquisition of Cigna’s Group Life and Disability Insurance business.
    • Clayton, Dubilier & Rice in its acquisition of Cynosure, a leader in medical aesthetics systems and technologies, from Hologic, a NASDAQ listed medical technology company primarily focused on women’s health.
    • Wilsonart, a Clayton, Dubilier & Rice portfolio company, in the $150 million sale of its Asia Business to Aica Kogyo and the Development Bank of Japan.
    • DoubleVerify, a Providence Equity Partners portfolio company and a leading software platform for digital media measurement and analytics, in its acquisition of Ad-Juster, a market-leading SaaS provider of unified data reporting and analytics for digital advertising.
    • Clayton, Dubilier & Rice in its proposed $4 billion take private acquisition of Anixter International, a NYSE-listed company. (Terminated)
    • Kelso & Company in its acquisition of a majority equity interest in Individual FoodService from Sole Source Capital.
    • Reynolds Group and Closure Systems International (CSI) in their sale of CSI businesses and facilities to Cerberus Capital Management.
    • Clayton, Dubilier & Rice and BrandSafway in the $6.2 billion sale of BrandSafway to Brookfield Business Partners L.P. and CD&R Fund X.
    • Chubb in the acquisition of Banchile Seguros de Vida and Segchile Seguros Generales from a subsidiary of Quiñenco S.A. and other minority investors.
    • Prudential Financial in its $2.35 billion acquisition of Assurance IQ.
    • Amazon as strategic partner to Yankee Global Enterprises in the acquisition of the YES Network from The Walt Disney Company at a total enterprise value of $3.47 billion.
    • Pacific Life in its sale of Aviation Capital Group to Tokyo Century Corporation.
    • Pernod Ricard in its $223 million acquisition of Castle Brands.
    • Centerbridge Partners in its investment in GoHealth.
    • Syncora Holdings in its $429 million sale of Syncora Guarantee, a wholly owned subsidiary, to Star Insurance Holdings, an entity organized by GoldenTree Asset Management LP.
    • AFP Habitat in its acquisition of Colfondos from Scotiabank and Mercantil Colpatria.
    • OEConnection (OEC) and Providence Equity in the sale of a majority stake in OEC to Genstar Capital.
    • RL LP in its sale of Lincoln Benefit Life to an affiliate of Kuvare US Holdings.
    • Bain Capital Private Equity and Diamond Castle in the sale of Beacon Health Options to Anthem.
    • Elliott Management in its $683 million acquisition of Barnes & Noble, the largest retail bookseller in the U.S.
    • Manna Pro, a manufacturer and marketer of pet care and nutrition products and a Morgan Stanley Capital Partners portfolio company, in its acquisition of Hero Pet Brands.
    • American Express in its acquisition of Resy, a leading digital restaurant reservation booking and management platform.
    • SouthernCarlson in its sale to Kyocera Corporation.
    • Toyota Motor Corporation in its joint investment, with DENSO Corporation and SoftBank Vision Fund, in Uber’s Advanced Technologies Group.
    • AmTrust Financial Services in the sale of its domestic and international surety and credit reinsurance operations to Liberty Mutual.
    • GoDaddy in its acquisition of Sellbrite, a multi-channel management platform.
    • Principal Financial Group in its $1.2 billion acquisition of Wells Fargo & Company’s Institutional Retirement & Trust business.
    • Sirius Computer Solutions, a leading IT solutions integrator, and its majority owner, Kelso & Company, in the sale of a majority equity interest in Sirius to Clayton, Dubilier & Rice.
    • Hamilton Insurance Group in its acquisition of Pembroke Managing Agency and Ironshore Europe DAC from Liberty Mutual.
    • NCI Building Systems in its unit purchase agreement with Environmental Materials, LLC.
    • Atlas Merchant Capital in its investment in Ascensus, the largest U.S. independent recordkeeping services provider, third-party administrator and government savings facilitator.
    • KeyBank in its acquisition of Laurel Road’s affinity-focused digital lending business.
    • Hojeij Branded Foods in its $330 million sale to Lagardère Travel Retail.
    • Quarton International, an independent U.S. and European M&A advisory firm, in its sale to Cowen.
    • Resolution Life, a global life insurance group focusing on the acquisition and management of portfolios of life insurance policies, in its revised AUS$3.0 billion acquisition of AMP Life.
    • Dealer Tire in a significant investment by Bain Capital Private Equity.
    • Providence Service Corporation and LogistiCare in LogistiCare’s acquisition of Circulation, a provider of technology-enabled logistics solutions and analytics for managing non-emergency transportation across healthcare.
    • Clayton, Dubilier & Rice in its joint investment with Cardinal Health in naviHealth, the largest manager of post-acute benefits for health plans and a leading value-based care partner to health systems and providers.
    • Dealer Tire in its significant investment in SimpleTire.
    • Solenis, a Clayton, Dubilier & Rice portfolio company, in its combination with BASF's paper and water chemicals business.
    • Pitney Bowes in the sale of its global production mail business to Platinum Equity.
    • SunSource, a Clayton, Dubilier & Rice portfolio company in its acquisition of Ryan Herco Flow Solutions, a distributor of hydraulic and pneumatic fluid power products in the U.S. and Canada.
    • Cerberus Capital Management in its acquisition of Electrical Components International, the world’s leading manufacturer of wire harnesses, control boxes and value-added assembly services, from KPS Capital Partners.
    • TPG and Welsh, Carson, Anderson & Stowe, with Humana, in their $1.4 billion acquisition of Curo Health Services.
    • Morgan Stanley Private Equity in its acquisition of Manna Pro, a leading producer of nutritional supplements and other animal products, from Carlyle.
    • Carlyle in its strategic minority investment in DiscoverOrg, the leading global sales and marketing intelligence platform.
    • Clayton, Dubilier & Rice in its acquisition of a majority interest in American Greetings.
    • Allergan in its $2.9 billion acquisition of LifeCell Corporation, a regenerative medicine business.
    • Verizon in IP, IT, privacy and data protection matters in connection with its $1.8 billion acquisition of XO Communications’ fiber-optic network business.
    • Kelso & Company in its acquisition of Risk Strategies Company, a national insurance and benefits brokerage and risk management firm, from Kohlberg & Company.
    • One of the world’s largest technology and e-commerce companies in its acquisition of an international semiconductor chip design company.
    • Verizon Communications in its pre-closing IP restructuring, IP licensing arrangements and certain technology matters in connection with the $10.54 billion sale of its local wireline operations in California, Florida and Texas to Frontier Communications.
    • Verizon Communications in IP, IT and privacy matters in connection with its $612 million acquisition of Hughes Telematics.
    • Tribune Company in its IP licenses and renegotiation of commercial technology arrangements in connection with its acquisition of Gracenote, the global leader in music technology and metadata, from Sony Corporation of America.
    • Tribune Media Company in its spin-off of Tribune Publishing Company, including drafting and negotiating of licenses and other agreements covering the post-separation use of IP.
    • A publisher of educational media in its sale of IP rights to certain English language learning educational products in China, Hong Kong, Macau, Taiwan and India and its pre-closing restructuring and reorganization to retain IP rights to dozens of non-Western territories.
    • Carlyle in its $3.3 billion acquisition of Getty Images.
    • Viewdle, a facial recognition technology provider, in its sale to Google.
    • LivingSocial in its acquisition of Ticket Monster, the leading social commerce website in South Korea.
    • Hasbro in its reacquisition of video game rights from Infogrames Entertainment and related licensing of Dungeons and Dragons, Monopoly and certain other properties.
    • Schneider Electric in IP, IT and privacy matters in its acquisition of Summit Energy Services, a leader in outsourced energy procurement and sustainability services to industrial, commercial and institutional enterprises.
    • Schneider Electric in IP and software development matters in connection with its $2 billion acquisition of Telvent GIT SA, a software and solutions provider to the electricity, water, transportation and oil and gas industries.
    • Gogo, the world’s leading provider of in-flight connectivity, in its $187 million initial public offering of common stock.
    • Nestlé in its $1.4 billion acquisition of the aesthetic dermatology business of Valeant Pharmaceuticals.
    • Johnson & Johnson in IP matters in connection with the sale of its worldwide intimate health business to Reckitt Benckiser, a UK-based consumer goods company.
    • Clayton, Dubilier & Rice in IP matters in connection with both its acquisition and sale of PharMEDium, a provider of sterile compounding services to hospital pharmacies.
    • Actavis in the sale of its branded respiratory business in the U.S. and Canada to AstraZeneca for $600 million, and an additional payment of $100 million relating to certain other agreements.
    • Actavis in its acquisition of Nasdaq-listed Durata Therapeutics, a pharmaceutical company focused on the development and commercialization of therapeutics for patients with infectious diseases and acute illnesses, for $675 million plus contingent value rights.
    • Pernod Ricard in its €5.6 billion acquisition of the Vin & Sprit Group, makers of Absolut vodka, from the Kingdom of Sweden in one of the largest cross-border privatizations of 2008.
    • Guardian in the sale of its eMoney online financial advisory business to Fidelity.
    • International Paper on the treatment of IP assets in the negotiation of a $1.4 billion ABL Credit Facility entered into in connection with the combination of its xpedx distribution solutions business with Unisource Worldwide in a “Reverse Morris Trust” transaction to form Veritiv Corporation.
    • Standard General in its acquisition of RadioShack’s assets based credit facility from GE Capital in a transaction expected to result in ownership of not less than 50% of the company’s equity securities and including the allocation of intellectual property rights among various stakeholders through assignments and licenses.

  • Privacy, Data Protection and Cybersecurity

    • A major processor of personal financial data on privacy issues in acquiring other aggregators of personal data.
    • A financial services company in developing privacy related documentation.
    • An industry-leading media and entertainment company on recent developments in privacy law and revising its forms of Privacy Policy and website Terms of Use to be used across its family of companies worldwide.
    • A major television content company to ensure that privacy policy is consistent with U.S. law and its terms of use are enforceable.
    • An early stage growth equity investment company in its non-disclosure agreement with a well-known family office and the implementation of IT security policies and procedures at the family office and its vendors.
    • A private equity firm in assessing potential risks from data and network security breaches at a healthcare company and the availability of insurance coverage in connection therewith.

  • Counseling

    • Among the world’s leading providers of cloud-based processing and data storage services in drafting, and advising on liability issues, with respect to its standard terms of use.
    • A leading consumer electronics and computer firm in drafting its end user license agreements for software.
    • An alcohol beverage company in intellectual property and trade secret protection matters relating to its agreements with a manufacturer.
    • Private equity firms in negotiating vendor agreements to acquire information technology, software and consulting services.
    • A professional and amateur theatre licensing company in advice on copyright and other entertainment matters related to Broadway musical scripts and scores.
    • A leading developer, publisher and marketer of interactive entertainment on trademark, merchandising, advertising and marketing issues as well as royalty sharing arrangements between partners and developers in connection with the development of an entertainment-branded clothing line.
    • An arts organization in securing rights to copyrighted works, releases from participants in publicly performed works and negotiations with government agencies for use of public space for art exhibitions and performances.
    • A telecommunications and media company based in Japan in its release of an online video sharing service in the U.S.
    • Advice to a leading foreign law firm, on behalf of a foreign government on U.S. cases and other recent developments with respect to how products manufactured outside the U.S. in violation of non-US IP laws can be blocked from importation or sale within the U.S.