Experience

• • J.C. Flowers as co-investor in the $5.1 billion acquisition of Enstar (NASDAQ: ESGR), a global insurance group, led by Sixth Street.
  • Rithm in its acquisition of Sculptor Capital Management, a multi-strategy hedge fund manager, in a transaction valued at approximately $639 million.
  • Atlas Merchant Capital as co-lead investor, alongside South Street Securities, in an equity investment in MAXEX, a market utility and liquidity provider for the U.S. mortgage markets.
  • Atlas Merchant Capital in its investment in Cascadia Capital, a boutique M&A advisory firm.
  • Atlas Merchant Capital in its equity and convertible debt investment in Xpansiv Limited.
  • Spirit Airlines in its sale, later terminated, to JetBlue for $3.8 billion.
  • Total Financial Solutions (d/b/a Total Bank Solutions) in its merger with Reich & Tang Deposit Networks.
  • 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.
  • Mizuho, a leading global bank, in its acquisition of Capstone Partners, a leading middle-market placement agent.
  • Canaccord Genuity Group, an independent, full-service financial services firm, in its acquisition of Sawaya Partners, an independent M&A advisory firm.
  • Oaktree Capital Management as a lead investor in the $890 million recapitalization of Patriot National Bancorp, parent company of a nationally chartered bank, in its merger with American Challenger, an entity formed in 2020 to establish a new digital national bank.
  • IDB Bank, the largest Israeli bank operating in the U.S., in the creation of IDB Lido Wealth, a strategic partnership and joint venture with Lido Advisors, a full-service, independent investment advisor.
  • Naviera Ultranav in the combination of Ultragas ApS’s fleet business with Navigator Holdings. The combined entity will have an aggregate net asset value of approximately $1.3 billion.
  • Waitr in its acquisition of Delivery Dudes.
  • UPC in the transfer of personal lines business in four states to HCI.
  • BMO in its acquisition of Clearpool Group, a provider of holistic electronic trading solutions.
  • J.C. Flowers and AmeriLife Group in the sale of AmeriLife to Thomas H. Lee Partners.
  • Mitsui USA in its acquisition of a non-controlling interest in Capitala, a private equity and credit manager, and the formation of a strategic partnership between the two firms.
  • Pacific Life in its sale of Aviation Capital Group to Tokyo Century Corporation.
  • Citizens Financial in its agreement to purchase certain assets of Bowstring Advisors, an Atlanta-based M&A advisory firm.
  • Atlas Merchant Capital in its investment in Ascensus, the largest U.S. independent recordkeeping services provider, third-party administrator and government savings facilitator.
  • Canaccord Genuity Group on its acquisition of Petsky Prunier, a preeminent boutique M&A advisory firm.
  • The Special Conflicts Committee of the Board of Directors of Navios Maritime Holdings Inc. in the sale by Navios of its ship management division and certain general partnership interests to a related party.
  • Japan Post Holdings in its purchase of a strategic stake of approximately 7% of outstanding common shares of Aflac.
  • Quarton International, an independent U.S. and European M&A advisory firm, in its sale to Cowen.
  • Citizens Financial in its acquisition of Clarfeld Financial Advisors.
  • CVC Capital Partners in its investment in Republic Finance, a consumer loan provider.
  • Morgan Stanley, as financial advisor to Assurant, in Assurant's $2.5 billion acquisition of The Warranty Group.
  • 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.
  • Apex Fund Services in its sale to Genstar Capital, a leading middle-market private equity firm.
  • Adveq in its sale to Schroders.
  • Empowerment Ventures and its wholly-owned subsidiary UniRush, a pioneer in the development of reloadable prepaid debit cards, in the sale of UniRush to Green Dot.
  • Carlyle and Conifer in the sale of Conifer Financial Services, an asset services firm, to SS&C Technologies.
  • Capital Group in a significant equity investment in Koba International, which owns and operates the D1 brand of hard-discount retail stores in Colombia.
  • Capital Group in its 457 million reais ($142 million) investment in BK Brasil Operação e Assessoria a Restaurantes, which operates the Burger King.
  • American Coastal Insurance Company and its parent, RDX Holding Corp., in its merger with United Insurance Holdings Corp.
  • Apollo Global Management in a significant equity investment in Genco Shipping & Trading.
  • Eaton Partners in its sale to Stifel Financial.
  • J.C. Flowers and Ascensus in the sale of Ascensus to Genstar Capital and Aquiline Capital Partners.
  • Conifer Financial Services in the sale of Conifer Securities, its broker-dealer division, to Cowen Group.
  • Apollo Global Management in its acquisition of a majority interest in the asset management business of AR Capital (subsequently withdrawn), its acquisition of the wholesale distribution business of RCS Capital and its substantial minority equity investment in RCS Capital. (Terminated)
  • Atlas Merchant Capital in a series of preferred stock investments in South Street Securities.
  • Perella Weinberg Partners, as a financial advisor to Willis Group, in Willis Group's $18 billion merger with Towers Watson.
  • AmRisc management in its purchase of American Coastal Insurance Company from BB&T, and its sale of a majority interest in AmRisc, a managing general agency, to BB&T.
  • J.C. Flowers in its acquisition of AmeriLife Group.
  • The D. E. Shaw Group, a global investment and technology development firm, in the sale of a 20% equity interest in the management companies of The D. E. Shaw Group previously owned by Lehman Brothers to an entity managed by Hillspire.
  • Pediatric Services Holding Corporation, the parent of Pediatric Services of America, in its sale to J.H. Whitney Capital Partners.
  • Northwestern Mutual in its $2.7 billion sale of Russell Investments to the London Stock Exchange Group.
  • Ontario Teachers’ Pension Plan in the formation of a joint venture with Aircastle to invest in leased aircraft.
  • Investors in settling on favorable terms a dispute arising out of a subscription agreement with a leading Chilean financial services company.
  • Capital International and Acon Investments in their acquisition of Vetra Energia, S.L., an oil and gas exploration and development company operating primarily in Colombia.
  • Markel Corporation in its $3.13 billion acquisition of Alterra Capital Holdings, a listed Bermuda reinsurer.
  • Miller Buckfire in its sale to Stifel Financial.
  • Senior management of The TCW Group, a leading diversified asset management company, in the acquisition of The TCW Group by management and private equity funds sponsored by Carlyle.
  • The Principal Financial Group in its acquisition of AFP Cuprum S.A., a pension manager in Chile.
  • J.C. Flowers and Crump Group in the sale of the life and property and casualty insurance divisions of Crump to BB&T Corporation.
  • International Lease Finance Corporation in its $228 million acquisition of AeroTurbine from AerCap.
  • Capital Group in a significant minority investment in Constellation Overseas, the oil services subsidiary of the Queiroz Galvão Group.
  • Capital Group, PineBridge and the International Finance Corporation in the $442 million indirect sale of their 39% stake in Jumbo Retail Argentina to Cencosud.
  • iPayment in its 2011 recapitalization, including the redemption of the outstanding equity interest of its majority shareholder.
  • Carlyle in its acquisition of a majority interest in CVC Brasil Operadora e Agência de Viagens S.A., the largest tour operator in Latin America.
  • Capital Group in its investment in Grupo IBMEC Educacional.
  • American International Group in the sale of its investment advisory and asset management business to Pacific Century Group.
  • J.C. Flowers in Shinsei Bank's proposed, later terminated, $5.9 billion merger with Aozora Bank.
  • Liberty Mutual in its $6.2 billion acquisition of Safeco Corporation.
  • 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.
  • AXA Group in its $1.5 billion acquisition of ING Seguros, the Mexican insurance subsidiary of ING Groep.
  • J.C. Flowers in its investment in MF Global.
  • NLMK in its proposed $3.53 billion acquisition of the John Maneely Company from Carlyle.
  • A consortium led by Capital Group in the establishment of Arcos Dorados and the related acquisition of all of the Latin American and Caribbean operations of McDonald’s.
  • Liberty Mutual in its $2.7 billion acquisition of Ohio Casualty Group.
  • A consortium led by Salford Capital Partners in the acquisition of Metromedia International Group.
  • J.C. Flowers in its acquisition of the Retirement and Insurance Services Divisions of The Bisys Group.
  • ThinkEquity Partners in its sale to UK broker Panmure Gordon & Co.
  • Phelps Dodge in its $26 billion merger with Freeport-McMoRan Copper & Gold, forming the world’s largest publicly traded copper company.
  • Pillowtex Corporation in the $121 million sale of the company to SB Capital Group, Gibbs International, Gordon Brothers Retail Partners and Tiger Capital Group.
  • Capital Group in its acquisition of a significant minority interest in Inversiones Jumbo S.A., the largest grocery store chain in Argentina.
  • Mitsui in its $900 million sale of the Brazilian mining company Caemi Mineração e Metalurgia to Vale and the related $830 million purchase by Mitsui of a significant interest in Valepar, the controlling shareholder of Vale.