EXPERIENCE

David’s representations have included:

• BlackRock in its $12.55 billion acquisition of Global Infrastructure Partners
• The directors of Hayfin Capital Management in the sale to Arctos Partners
• Lincoln Financial 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
• Wells Fargo in its $2.1 billion sale of its asset management business to GTCR and Reverence Capital
• E*TRADE in its acquisition by Morgan Stanley in an all-stock transaction valued at $13 billion
• Dai-ichi Life in its acquisition of a 19.9% strategic minority interest in Canyon Partners and the future right to acquire the remaining interest
• Affiliated Managers Group in:
  • its acquisition of Parnassus Investments and Abacus Capital Group
  • numerous minority investment transactions, including investments in Ara Partners, Peppertree Capital Management, Baring Private Equity Asia, Blue Mountain Capital, Comvest Partners, Garda Capital, Jackson Square Partners and OCP Asia
• BlackRock in numerous transactions, including:
  • its minority investment in Circle Internet Financial
  • the establishment of its wealth management joint venture in China with China Construction Bank and Temasek
  • its acquisition of Citigroup’s Mexican asset management business
  • its acquisition of the energy infrastructure funds business of First Reserve and Infraestructura Institucional
  • its acquisition of Barclay Global Investors
  • the combination of the Merrill Lynch investment management business with BlackRock
• Sun Life Financial in numerous transactions, including its acquisition of InfraRed Capital Partners, Advisors Asset Management and Crescent Capital Group
• Janus Capital Group in its merger-of-equals with Henderson Group
• 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
• SSG Capital Holdings in its sale of controlling stake to Ares Management
• Western Technology Investment in its sale to P10
• Fortress in its minority investment in Stronghold Investment Management Holdings
• Wilshire Associates in its sale to Motive Partners and CC Capital
• 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
• Benefit Street Partners in its sale to Franklin Resources
• Cetera Financial Group in its sale to Genstar Capital
• WCM Investment Management in its sale of a minority interest to Natixis
• Resolute Investment Managers (a/k/a American Beacon) in numerous transactions, including:
  • its acquisition of a minority interest in ARK Investment Management
  • its acquisitions of Crest Investment Partners Shapiro Capital Management, Green Harvest Asset Management, RSW Investments and SSI Investment Management
  • its sale of its interest in Green Harvest Asset Management and ARK Investment Management
• Tennenbaum Capital Partners in a minority investment by CNO Financial Group and in its sale to BlackRock
• Sumitomo Mitsui Banking Corporation in its minority investment in Marathon Capital
• Callodine Capital in its acquisition of Thorofare Capital
• AMP Capital in its acquisition of a minority interest in PCCP, LLC
• Eurazeo in its acquisition of a minority interest in Rhône Group
• Morgan Stanley in its sale of E*TRADE Advisor Services to Axos Financial
• Lehman Brothers Holdings in its sale of a minority interest in D. E. Shaw to Hillspire (family office of Eric Schmidt)
• Solus Alternative Asset Management in its sale of a minority interest to Blackstone Capital Partners and restructuring of the ownership and structure of the business
• Asset Management Finance in more than 10 minority investment transactions, including investments in Lucidus Capital Partner, Brigade Capital Management and Reservoir Capital Group
• National Australia Bank in its acquisition of a minority interest in AREA Property Partners, Altrinsic Global Advisors and Peridiem Global Investors
• Caxton Alternative Management in its minority investment by the Goldman Sachs Petershill Fund in Caxton Associates
• E*TRADE in its acquisitions of OptionsHouse, Trust Company of America and the online brokerage business of Capital One and its sale of G1 Execution Services to Susquehanna International Group
• First Eagle Investment Management in its acquisition by funds affiliated with Blackstone and Corsair Capital
• Nuveen Investments in its sale of Nuveen Investments to TIAACREF by Madison Dearborn Partners for $6.25 billion
• Société Générale in its sale of The TCW Group to The Carlyle Group and the management of TCW
• Pacific Century Group in its acquisition of American International Group’s third-party asset management business for up to $500 million
• Lincoln Financial Group in its sale of its asset management business, Delaware Investments, to Macquarie Group Limited for $428 million
• Citigroup in the $3.7 billion asset swap between Citigroup and Legg Mason