EXPERIENCE

Matthews’s representations have included:

• BlackRock in numerous transactions, including its:
  • $12.55 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
• Affiliated Managers Group in:
  • its sale of Veritable to Pathstone
  • its sale of its interest in Baring Private Equity Asia to EQT
  • its acquisitions of Parnassus Investments and Abacus Capital Group
  • numerous minority transactions, including investments in Ara Partners, Forbion, Peppertree Capital Management, Baring Private Equity Asia and Comvest Partners
• Rithm Capital in its $700 million acquisition of Sculptor Capital Management
• 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
• SunLife Financial in its acquisitions of InfraRed Capital Partners, Crescent Capital Group and Advisors Asset Management
• Dai-ichi Life in its acquisition of a 19.9% strategic minority stake in Canyon Partners
• Lincoln Financial Group in its sale of its wealth management business to Osaic
• Janus Capital Group in its merger of equals with Henderson Group and its joint venture with Privacore Capital
• CI Financial in its sale of a minority interest in its U.S. wealth management business to Bain Capital and Abu Dhabi Investment Authority
• Old Mutual in its managed separation of Brightsphere Investment Group (formerly OM Asset Management), including through the sale of a 24.95% shareholding to HNA Capital US
• Aquarian Holdings in its acquisition of a minority interest in Obra Capital
• Benefit Street Partners in its sale to Franklin Resources
• Tennenbaum Capital Partners in its acquisition by BlackRock
• First Eagle Investment Management in its acquisition by funds affiliated with Blackstone and Corsair Capital
• 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
• Cannae Holdings in its strategic partnership with, and minority investment in, JANA Partners
• Betterment in its acquisition of Makara
• Morgan Stanley in its acquisition of Assurant’s CLO management business
• Société Générale in its sale of The TCW Group to The Carlyle Group and the management of TCW
• AMP Capital in its acquisition of a minority interest in PCCP
• Markel Corporation in its acquisition of Nephila Holdings
• Massachusetts Mutual Life Insurance Company in its acquisition of the retirement plans business of The Hartford Financial Services Group and in its sale of its retirement plan business to Empower Retirement
• John Hancock in its acquisition of the retirement plan services business of New York Life Investment Management
• Credit Suisse in its sale of its Customized Fund Investment Group to Grosvenor Capital Management
• Epoch Investment Partners in its acquisition of certain assets of Institutional Capital’s investment management business
• Sprott Asset Management in its acquisition of the gold strategy business of Tocqueville Asset Management
• Harbinger Group in its acquisition of a majority interest in CorAmerica Capital
• Graycliff Partners in its spin-out from HSBC