EXPERIENCE

Sam’s private equity clients include Berkshire Partners, General Atlantic, Golden Gate Capital, Kohlberg & Co., Palladium Equity Partners, Roark Capital Group and Wellspring Capital Management, as well as their portfolio companies.

Some of his recent experience includes representing:

• Angelo Gordon in its $2.7 billion sale to TPG
• Kohlberg & Co. in:
  • its acquisition of Worldwide Clinical Trials
  • its investment in United Digestive
  • its acquisition of a 50% stake in United States Infrastructure Corporation (USIC) from Partners Group at an enterprise value of $4.1 billion
  • its acquisition of Ob Hospitalist Group from Gryphon Investors
  • its sale of Kellermeyer Bergensons Services to an affiliate of GI Partners
  • the sale of HawkeyePedershaab to Forsyth Capital Investors
  • SpecialtyCare, a portfolio company of Kohlberg & Co., in its sale to Morgan Stanley Infrastructure Partners
  • Nellson Nutraceutical, a portfolio company of Kohlberg & Co., in its acquisition of Genysis Brand Solutions and its acquisition of certain assets associated with the nutritional bar and powder manufacturing operations of NBTY, Inc.
  • NBG Home, a portfolio company of Kohlberg & Co., in its acquisition of Design Solutions International
  • Aurora Casket Company, a portfolio company of Kohlberg & Co., in its sale to Matthews International Corporation
• Berkshire Partners in its investment in Mielle Organics and subsequent sale of the company to P&G Beauty
• Funds managed by affiliates of Berkshire Partners in their acquisition of FoodChain ID from Paine Schwartz Partners
• General Atlantic and Aperture New Holdings, a portfolio company of General Atlantic and the parent company of OptionsHouse, in the acquisition of Aperture by E*TRADE Financial Corporation
• General Atlantic in:
  • its strategic investment in Flint Group
  • its acquisition and initial public offering of European Wax Center
  • its investment in ThreatLocker
• Buying consortium of General Atlantic and Silver Lake in their acquisition of A Place for Mom, a portfolio company of Warburg Pincus
• An affiliate of Roark Capital in its $1.6 billion acquisition of the ServiceMaster Brands businesses from ServiceMaster Global Holdings and in ServiceMaster’s subsequent acquisition of TWO MEN AND A TRUCK
• Funds affiliated with Palladium Equity Partners in its investment in CircusTrix Holdings
• CircusTrix Holdings in:
  • its acquisition of Rockin’ Jump Holdings
  • its acquisition of Sky Zone and Sky Zone Franchise Group
• Golden Gate Capital in its acquisition of Securly from the company’s shareholders and in Securly’s subsequent acquisition of Eduspire Solutions
• Wellspring Capital Management in:
  • the merger of its portfolio company, Prolamina Corporation, with Ampac Holdings
  • its acquisition of Hoffmaster Group
• Sidewalk Labs, an application platform provider for addressing urban problems and an affiliate of Alphabet Inc., in a number of transactions, including in its spin-off and merger of its infrastructure platform business with Ontario Teachers’ Pension Plan
• Oaktree Capital Management in:
  • the launch of a joint venture with Redwood Trust to invest in business-purpose bridge loans originated by CoreVest American Finance Lender
  • its investment in Infrastructure and Energy Alternatives
• Blackstone Growth, alongside Atairos, in its minority investment in GeoComply Solutions
• Cigna Corporation in:
  • its acquisition of Brighter Inc.
  • its investment in Omada Health
• TAO Group in the acquisition of a 62.5% equity stake in a newly formed TAO Group by The Madison Square Garden Company
• L3Harris Technologies in the $1 billion sale of its airport security and automation business to Leidos Holdings
• LS Power Equity Advisors in the sale of Calhoun Energy Center to East Alabama Generating, a subsidiary of Harbert Power Fund V
• The Special Committee of the Board of Directors of Pattern Energy Group Inc. in its approximately $6.1 billion all-cash acquisition by Canada Pension Plan Investment Board (CPPIB)
• Bioverativ Inc. in its $11.6 billion acquisition by Sanofi