Representative Engagements

Some recent highlights of our accomplishments include advising:

• 3G Capital in the spin-out, restructuring, seed arrangement and new fund launch of Sahana Capital Management
• Angelo Gordon in its $2.7 billion sale to TPG
• Apollo Global Management in its all-stock merger with Athene, a leading retirement services provider, in a transaction valuing Athene at approximately $43 billion
• Blackstone and its affiliates in dozens of strategic partnerships, minority investments and seed investments
• Brookfield Asset Management in its $1.5 billion strategic partnership with Castlelake, an alternative asset manager specializing in asset-based investments in the private specialty finance, real assets and aviation markets; and in its strategic partnership with Primary Wave in a deal valued over $2 billion
• Canyon Partners in its sale of a 19.9% stake in its business to Dai-ichi Life Holdings
• EagleTree Capital in its strategic minority investments from Misland Capital and Bullingham Capital and its investments from affiliates of AlpInvest Partners and Alberta Teachers’ Retirement Fund Board
• Fortress Investment Group in its acquisition of the non-digital real estate funds and related capital account assets of Colony Capital, representing approximately $2.7 billion in combined assets under management
• General Atlantic in its acquisition of Actis, an infrastructure fund with over $12 billion in assets under management and its acquisition of Iron Park Capital Partners, a global credit and investment manager, to create General Atlantic Credit
• Investcorp in its acquisition of a minority stake in Artemis Real Estate Partners
• KPS Capital Partners in its sale of a minority interest to Dyal Capital Partners
• Oak Hill Advisors in its $4.2 billion sale to T. Rowe Price Group
• Oak Hill Capital in Wafra’s acquisition of a strategic minority interest in Oak Hill from an affiliate of Jefferies and in a strategic minority equity investment in Oak Hill by Stonyrock Partners
• Viking Global Investors in its investment in Rockefeller Capital Management, an independent financial services firm newly formed by Rockefeller Financial Services, the parent company of Rockefeller & Co., and Gregory J. Fleming

The head of our Asset Management M&A Group, David Hepp, and Matthew Collin have also advised:

• Affiliated Managers Group in numerous transactions, including its:
  • sale of Veritable to Pathstone
  • acquisitions of Parnassus Investments and Abacus Capital Group
  • minority transactions in Ara Partners, Forbion, Peppertree Capital Management, Baring Private Equity Asia, Comvest Partners, Blue Mountain Capital, Garda Capital, Jackson Square Partners and OCP Asia
• American Equity Life Insurance Company in its strategic partnership with Pretium Partners, including its minority investment and future capital commitments
• Axiom Asia in its sale of a minority interest to GLP
• Benefit Street Partners in its sale to Franklin Resources
• BlackRock in numerous transactions, including its:
  • $12.5 billion acquisition of Global Infrastructure Partners
  • acquisition of Kreos Capital
  • acquisition of Citigroup’s Mexican asset management business
  • formation of a joint venture wealth management company with China Construction Bank and Temasek Holdings
  • acquisition of a minority investment in Circle Internet Financial
  • acquisition of Infraestructura Institucional
  • acquisition of the energy infrastructure funds business of First Reserve
  • acquisition of Barclay Global Investors
  • the combination of the Merrill Lynch investment management business with BlackRock
• Cetera Financial Group in its sale to Genstar Capital
• E*TRADE in its acquisition by Morgan Stanley in an all-stock transaction valued at $13 billion
• Foresters Financial in its sale of assets related to its U.S. asset management business, including First Investors mutual funds, to Macquarie Investment Management, and assets related to its U.S. broker-dealer and advisory business to Cetera Financial Group
• Janus Capital Group in its merger of equals with Henderson Group and its joint venture with Privacore Capital
• Lincoln Financial Group in its sale of its wealth management business to Osaic
• Neuberger Berman Group in the $12.5 billion combination of its Dyal Capital Partners division and Owl Rock Capital Group to form Blue Owl Capital
• Rithm Capital in its $700 million acquisition of Sculptor Capital Management
• Russell Investments in:
  • a minority investment by Hamilton Lane and a related strategic partnership
  • its $2.7 billion sale to the London Stock Exchange Group
• SSG Capital Holdings in its sale of controlling stake to Ares Management
• SunLife Financial in its acquisitions of InfraRed Capital Partners, Crescent Capital Group and Advisors Asset Management
• Tennenbaum Capital Partners in its acquisition by BlackRock
• Wells Fargo in connection with its $2.1 billion carve-out sale of Wells Fargo Asset Management and related legal entities to GTCR and Reverence Capital Partners