65+ total transactions representing $20B+ in aggregate value — 15 tracked below spanning 2005–2021 · 6 industries
Advised on acquisition of TruHearing by EQT-backed Sivantos Group, part of long-standing track record in consumer health and audiology sectors.
Advised board of Canada's leading doctor-centric retail eye care chain (140+ locations) on strategic sale to publicly-listed New Look Vision Group. Created largest retail eye care chain in Canada and 8th largest in North America.
Exclusive financial advisor on $900M strategic sale of direct-to-consumer contact lens leader to WellPoint. Major transaction for optical/healthcare vertical. Also advised on company go-private transaction, divestitures, and strategic partnership with Walmart.
Advisor to founders of Optical Distributor Group (2nd largest contact lens/ophthalmic distributor) on competitive auction among strategic and PE buyers. Negotiated merger with competitor ABB-Concise financed by New Mountain Capital. Resulting merged business has $1.2B+ in sales.
Advised global aluminum producer Alcoa on divestitures of Global Foil strategic business unit facilities in China and Spain during post-2008 financial crisis aluminum market downturn.
Exclusive advisor to China's largest containerboard producer (SEHK:2689, $7.4B market cap) on $175M acquisition of Rumford and Biron pulp and paper mills from Catalyst Paper. Marked Nine Dragons' strategic entry into North American market. Multiple less than 6x LTM EBITDA.
Advised on $820M sale of NEP Broadcasting by American Securities.
Advised 21st Century Fox on $3.5B merger of Shine Group with Apollo Management portfolio companies Endemol and CORE Media, creating major media production platform.
Investment banker to debtor in Chapter 11 restructuring of Philadelphia Inquirer/Philadelphia Daily News parent. Arranged DIP financing and highest-price bankruptcy newspaper sale during 2009-2012 distress period. Landmark credit bidding case.
Advised Data Axle and Court Square Capital Partners on sale of Anne Lewis Strategies, leading provider of tech-enabled digital fundraising services for nonprofits and political organizations. Corporate carveout transaction.
Financial advisor to Vision Direct on sale to Essilor International, global leader in ophthalmic lens manufacturing.
Advised management and board of publicly-listed drugstore.com on $450M strategic sale to Walgreens, representing 113% one-day premium to stock price and 50x EBITDA multiple. Also advised on JV with Luxottica and subsequently on divestiture of SkinStore.com to Hut Group.
Advised board of directors of London-listed Incadea (enterprise software to 3,500+ automotive dealers) on strategic sale to US-based Dealertrack Technologies at 70%+ stock premium, 3x revenue, 19x EBITDA multiple.
Advised founders of ABAQUS (simulation/visualization software for Fortune 100 in automotive, aerospace, manufacturing) on sale to Paris-based Dassault Systèmes at 4x revenue multiple. Became SIMULIA, a leading simulation software platform.