EXPERIENCE

Stefan’s notable experience has included:

PRIVATE EQUITY & PORTFOLIO COMPANIES

• Warburg Pincus in the financing aspects of numerous transactions, including:
  • its acquisition, alongside Temasek, of Specialist Risk Group, a UK-based insurance solutions provider
  • its acquisition, alongside TA Associates, of a majority stake in Epassi Group, a Finland-based digital employee benefits and payment software company, and in Epassi’s combination with Exercite, a German-based provider of corporate health and wellness benefit solutions in Europe.
  • its portfolio company Citeline (f/k/a Pharma Intelligence) in its merger of equals with Norstella to form an end-to-end life sciences solutions provider
  • its investment in Polyplus, a developer of innovative and cost-effective technology used in gene and cell therapy
  • its portfolio company Allied Universal, a security company, in its recommended £3.8 billion cash offer for G4S and in multiple subsequent financings
  • its acquisition of Pharma Intelligence (n/k/a Citeline), a pharmaceutical and medical intelligence company, from Informa PLC
  • its acquisition of Minesoft, a UK-based global patent solutions provider
  • its portfolio company Fortius, a UK-based supply chain management company, in its acquisition of Once For All (Attestation Légale)
  • its agreement with Macquarie Capital Principal Finance to jointly acquire a majority stake in Premier Technical Services Group, a UK-based construction and facilities services group
• Investindustrial in the financing aspects of numerous transactions, including:
  • its acquisition, alongside the Bagnoli Family, of Forno d'Asolo, an Italy-based frozen bakery products manufacturer and distributor, from BC Partners
  • its investment in Fassi Group an Italy-based lifting equipment manufacturer
  • its acquisition of Generalife clinics, one of the largest European fertility clinic groups
  • its acquisition of Artsana, a leading distributor of healthcare and infant care products
  • its acquisition of Lifebrain, a leader in the routine and specialty laboratory testing business
  • its acquisition of Came, a leading manufacturer of highly engineered, precision fluid control solutions
  • its $3.2 billion business combination with Ermenegildo Zegna Group
  • its acquisition of Guala Closures, an Italy-based food & beverage packaging company
  • its acquisition of Neolith, a Spain-based sintered stone manufacturing company
  • its acquisition of Natra, S.A., a Spain-based producer and distributor of chocolate products
  • its acquisition of Italcanditi SpA, an Italy-based B2B food distributors
  • its acquisition of the Fassi Group, an Italy-based engineering group and manufacturer of lifting equipment
  • and its portfolio company, La Doria S.p.A., on its issuance of senior secured floating rate notes and entry into a revolving credit facility
  • and its portfolio company CEME S.p.A, , in connection with the issuance of €360 million of high-yield notes, and its entry into a new €67.5 million revolving credit facility
  • its acquisition of a majority stake in PiovanGroup, an Italy-based manufacturing and industrials company, via public offer
  • on the €225 million refinancing of its portfolio company Eataly, an Italy-based gourmet market, consisting of a €50 million term loan, a $110 million term loan and an €85 million revolving credit facility
• EP Group on the financing aspects of numerous transactions, including:
  • their approximately €6 billion voluntary public takeover offer for Metro AG, a German-based retailer
  • its cash offer for International Distribution Services (IDS), a UK-based postal service company and parent company of The Royal Mail Group, such non-binding takeover proposal for IDS offers 370 pence per IDS share, implying an enterprise value of £5.3 billion
• Carlyle in the financing aspects of numerous transactions, including:
  • the voluntary public takeover offer for Schaltbau Holding AG, a Germany-based mechanical and electrical engineering company specializing in transportation products
  • alongside Bain Capital in their joint public takeover offer for OSRAM Licht AG, a Germany-based electrical company
• Bain Capital Private Equity in the financing aspects of numerous transactions, including:
  • in the sale of Geometric Results, Inc., a workforce management software provider, to PRO Unlimited
  • alongside Carlyle in their joint public takeover offer for OSRAM Licht AG, a Germany-based mechanical and electrical engineering company specializing in transportation products
  • alongside Cinven in their €5.3 billion joint public takeover offer for the German pharmaceutical company Stada Arzneimittel AG, to-date the largest private equity transaction ever realized in the German market
  • alongside Cinven in their subsequent public delisting tender offer to the shareholders of STADA Arzneimittel AG, a Germany-based pharmaceutical company
  • its acquisition of MSX International, a business management platform for the automotive industry
  • its acquisition of Consolis, a leading European group specialized in the design and manufacture of high-performance pre-cast concrete products, from LBO France
  • its acquisition of Bugaboo International, a Netherlands-based design company that develops and produces mobility products
  • and its portfolio company MSX International in its acquisition of De Poel, the UK’s leading managed service provider and the associated upsizing and repricing of its senior secured term loan
• Accel-KKR in the financing aspects of numerous transactions, including:
  • its majority investment in Symfonia, a Poland-based accounting, payroll and ERP software company
  • in the successful public tender offer for Basware Corporation, a digital business services company
  • in its majority growth investment in NAVTOR, a leading provider of navigational software for the maritime industry
  • its portfolio company, Kerridge Commercial Systems Limited, a digital business services company, in several add-on acquisitions, including the take-private of EDP plc, a company listed on the main market of the London Stock Exchange and the take-private of MAM Software Group, Inc., a company listed on NASDAQ, as well as the company’s refinancing
  • its portfolio company Smart Communications in its acquisition of Intelledox, a global digital transformation software company
• Lone Star Funds in the financing aspects of numerous transactions, including:
  • its approximately €1 billion acquisition of Imerys Roofing, one of the leading roofing suppliers in the French construction market, from Imerys
  • its approximately €1.025 billion acquisition of Stark Group, the largest Nordic distributor of building materials, from Ferguson plc
  • and their portfolio company Stark Group in its acquisition of Saint Gobain Building Distribution Deutschland, a German-based building and construction retailer
  • and their portfolio company Xella in its acquisition of URSA, a leading European insulation materials manufacturer
• Partners Group in the financing aspects of numerous transactions, including:
  • its acquisition of Ammeraal Beltech, a manufacturing company, for €1 billion
  • in its acquisition of Techem, a Germany-based energy services provider, from Macquarie
  • and its portfolio company Civica, a UK-based software company, in various additional refinancings and facilities
• SK Capital in the financing aspects of numerous transactions, including:
  • the formation of a consortium with Heubach Group and the subsequent acquisition of Clariant's pigments business
  • its acquisition of Ipackchem, a France-based packaging manufacturer
• Daisy Group on the financing aspects of its acquisition of 4Com Technologies; alongside (i) the partial refinancing of Daisy’s existing credit facilities; and (ii) the refinancing of 4Com’s existing credit facilities
• Altera Infrastructure, an energy infrastructure company, in its pre-arranged chapter 11 cases filed in the Bankruptcy Court for the Southern District of Texas
• CPP Investments and the consortium on financing and structuring aspects of its acquisition of Galileo Global Education, a post-secondary education group.
• Pollen Street Capital on the financing aspects of its acquisition of Keylane Group B.V., a Netherlands-based software company for the insurance and pension industry
• Scranton Plasma, a Netherlands-based biotech company, on the refinancing of its existing facility with Bank of America with funds to be provided by Oaktree

REAL ESTATE FINANCE / INFRASTRUCTURE

• Global Logistics Properties in the financing aspects of numerous transactions, including:
  • its acquisition of IDI Gazeley, a European logistics company, from Brookfield Asset Management for approximately $2.8 billion
  • their bid for Logicor, a shipping management software company (ultimately sold to GIC for €12.25 billion)
• Brookfield in the financing aspects of numerous transactions, including:
  • its sale of Student Roost, a UK-based student housing company, to a joint venture formed between GIC and Greystar
  • its €1.089 billion recommended cash offer for Hibernia REIT
  • its all-cash voluntary public takeover offer for Befimmo SA, a Belgium-based real estate firm
  • its voluntary public takeover offer for alstria office REIT-AG
• Radius Global Infrastructure (a portfolio company of EQT and PSP) in the financing aspects of numerous transactions at both a holdco and a portfolio level.

OTHER

• A number of clients in respect of individual stock and multi-stock margin loan facilities and other derivative based stakebuilding tools
• A number of private equity clients in respect of proposed IPO facilities