Mandated |
|
Federal Deposit Insurance Corporation (“FDIC”)
Advisor to the FDIC in connection with ongoing developments in the financial services industry |
Undisclosed |
Financial |
Mar-15-2013
Closed |
|
Hostess Brands
Advisor to Hostess Brands in connection with the sale of its Drake’s cake brand and related assets to McKee Foods Corporation |
$ 28 Million |
Retail/Consumer |
Mar-15-2013
Closed |
|
Hostess Brands
Advisor to Hostess Brands in connection with the sale of certain of its Northwestern bread brands and related assets to U.S. Bakery |
$ 31 Million |
Retail/Consumer |
Mar-13-2013
Closed |
|
Hostess Brands
Advisor to Hostess Brands in connection with the sale of the majority of its snack cake business and related assets including the Hostess and Dolly Madison brands to Apollo Global Management and Metropoulos & Co. |
$ 410 Million |
Retail/Consumer |
Feb-28-2013
Pending |
|
Hostess Brands
Advisor to Hostess Brands in connection with the sale of the majority of its bread business and related assets including the Wonder, Merita, Nature’s Pride, Home Pride and Butternut bread brands to Flowers Food |
$ 360 Million |
Retail/Consumer |
Feb-28-2013
Closed |
|
Hostess Brands
Advisor to Hostess Brands in connection with the sale of its Beefsteak bread brand to Grupo Bimbo |
$ 32 Million |
Retail/Consumer |
Feb-20-2013
Pending |
|
Office Depot
Advisor to the company on its defense against shareholder activist Starboard Value and to the Transaction Committee of the Office Depot Board of Directors in connection with its merger of equals with OfficeMax |
$ 1.2 Billion |
Retail/Consumer |
Feb-15-2013
Closed |
|
France Telecom S.A. (“France Telecom”) and Sonae, SGPS, S.A. (“Sonae”)
Perella Weinberg Partners acted as sole intermediary between France Telecom and Sonae regarding the put and call agreement allowing France Telecom to dispose its 20% stake in Sonaecom, SGPS, S.A. to Sonae |
€ 113.5 Million |
Telecommunications |
Feb-14-2013
Closed |
|
Portuguese State
Financial adviser, with Caixa – Banco de Investimento, in connection with the Portuguese State’s sale of a 4.144% stake in EDP - Energias de Portugal, S.A. via an accelerated book building process |
€ 356 Million |
Utilities |
Jan-21-2013
Pending |
|
Sonaecom, SGPS, S.A. (“Sonaecom”)
Advisor to Sonaecom in relation to the merger of OPTIMUS - SGPS, S.A., its telecommunications subsidiary, and ZON Multimédia – Serviços de Telecomunicações e Multimédia, SGPS, S.A., a Portuguese cable operator |
€ 2.5 Billion |
Telecommunications |
Dec-20-2012
Pending |
|
Emirates NBD
Advisor to Emirates NBD in connection with its acquisition of BNP Paribas’ commercial banking subsidiary in Egypt, BNP Paribas S.A.E. |
$ 500 Million |
Financial |
Dec-20-2012
Pending |
|
NYSE Euronext
Advisor to NYSE Euronext in connection with its sale to IntercontinentalExchange |
$ 10.2 Billion |
Financial |
Dec-03-2012
Closed |
|
Competitor Group, Inc.
Sole advisor to Competitor Group, Inc. in connection with its sale to Calera Capital |
Undisclosed |
Media |
Oct-30-2012
Closed |
|
Special Committee of the Board of AP Alternative Assets LP ("AAA")
Advisor to the Special Committee of the Board of AAA in connection with the contribution of substantially all of AAA’s assets into Athene Holding |
$ 1.08 Billion |
Insurance, Financial |
Oct-29-2012
Closed |
|
Independent Committee of the Board of Tetragon Financial Group Limited
Advisor to the Independent Committee of the Board of Tetragon Financial Group Limited in connection with its acquisition of Polygon Management LP |
$ 99 Million |
Financial |
Oct-10-2012
Closed |
|
Vertis, Inc.
Advisor to Vertis in connection with its evaluation of strategic alternatives and the sale of substantially all of its assets to Quad/Graphics pursuant to section 363 of the Bankruptcy Code |
$ 267 Million |
Business Services, Media |
Sep-27-2012
Pending |
|
Prudential Financial
Advisor to Prudential Financial in connection with its acquisition of the Individual Life Insurance business of Hartford Financial Services Group |
$ 1.5 Billion |
Insurance |
Sep-27-2012
Pending |
|
Sealy Corporation
Financial advisor to an independent committee of Sealy’s Board in connection with its sale to Tempur-Pedic International |
$ 1.3 Billion |
Retail/Consumer |
Sep-10-2012
Closed |
|
Citigroup and Morgan Stanley
Engaged by Citigroup and Morgan Stanley as the independent appraiser of Morgan Stanley Smith Barney in connection with Morgan Stanley exercising its option to acquire an additional 14% stake in Morgan Stanley Smith Barney |
Undisclosed |
Financial |
Aug-27-2012
Closed |
|
TPC Group Inc.
Sole advisor to TPC Group in connection with its sale to First Reserve Corporation and SK Capital Partners |
$ 850 Million |
Chemicals |
Aug-13-2012
Pending |
|
Julius Baer Group
Sole financial advisor to the Julius Baer Group in connection with its acquisition of Merrill Lynch’s International Wealth Management business from Bank of America |
Up to $ 1.2 Billion |
Financial |
Aug-02-2012
Pending |
|
Lerner Family
Advisor to the Lerner Family on its sale of the Cleveland Browns to James Haslam |
Undisclosed |
Sports |
Jul-16-2012
Pending |
|
One Lambda, Inc.
Sole financial advisor to One Lambda in connection with its sale to Thermo Fisher Scientific |
$ 925 Million |
Healthcare |
Jul-12-2012
Pending |
|
Major Investor Group from Qatar
Advisor to Mayhoola in connection with its acquisition of Valentino Fashion Group |
Undisclosed |
Retail/Consumer |
Jul-09-2012
Closed |
|
Luminex
Financial advisor to Luminex Corporation in connection with its acquisition of GenturaDx |
$ 50 Million |
Healthcare |
Jul-01-2012
Closed |
|
The Linde Group
Financial advisor to The Linde Group in connection with its acquisition of Lincare Holdings Inc. |
$ 4.6 Billion |
Healthcare |
May-31-2012
Closed |
|
Prudential plc
Sole financial advisor to Prudential plc in connection with its acquisition of SRLC America Holding Corp. from Swiss Re through its wholly-owned subsidiary Jackson National Life Insurance Company |
$ 621 Million |
Insurance |
May-31-2012
Pending |
|
The Talbots, Inc.
Sole financial advisor to The Talbots, Inc. in connection with its sale to Sycamore Partners |
$ 369 Million |
Retail/Consumer |
May-15-2012
Closed |
|
KPS Capital Partners, LP
Sole financial advisor to KPS Capital Partners, LP in connection with its acquisition of ThyssenKrupp Waupaca, Inc. from ThyssenKrupp Budd Company, a wholly-owned subsidiary of German industrial conglomerate ThyssenKrupp AG |
Undisclosed |
Industrial |
May-01-2012
Pending |
|
Collective Brands, Inc.
Sole financial advisor to Collective Brands, Inc. in connection with its sale to a consortium comprised of Wolverine World Wide, Blum Capital Partners and Golden Gate Capital |
$ 2.0 Billion |
Retail/Consumer |
May-01-2012
Pending |
|
Imperial Sugar Company
Sole financial advisor to Imperial Sugar Company in connection with its sale to Louis Dreyfus Commodities LLC |
$ 203 Million |
Agricultural Products |
Apr-30-2012
Closed |
|
Hologic
Financial advisor to Hologic in connection with its acquisition of Gen-Probe |
$ 3.7 Billion |
Healthcare |
Apr-30-2012
Closed |
|
Lockton Companies, Inc.
Exclusive financial advisor to Lockton Companies, Inc. in connection with its acquisition of Stone Point Capital’s minority interest in its UK-based subsidiary, Lockton International |
Undisclosed |
Insurance |
Apr-26-2012
Pending |
|
Rhön-Klinikum AG
Advisor to the Supervisory Board of Rhön-Klinikum AG in connection with the voluntary public takeover offer by Fresenius SE & Co. KGaA |
€ 3.9 Billion |
Healthcare |
Apr-12-2012
Pending |
|
Google
Sole advisor to the Special Committee of the Board of Directors of Google in connection with a recapitalization and dividend of non-voting shares |
Undisclosed |
Technology |
Mar-07-2012
Closed |
|
Wholesome Sweeteners
Advisor to Imperial Sugar Company in the sale of its 50% interest in Wholesome Sweeteners, the leading provider of organic and fair trade certified sweeteners in North America, to Arlon Group |
Undisclosed |
Agricultural Products |
Feb-29-2012
Closed |
|
Peugeot Family Group
Sole financial advisor to the Peugeot Family Group in relation to the PSA Peugeot Citroen (“PSA”) / General Motors alliance, investment in PSA’s €1.0 Billion rights issue and the sale of share subscription rights to General Motors |
Rights Issue Size: € 1.0 Billion / Peugeot Family Group Investment: € 140 Million |
Industrial |
Feb-15-2012
Closed |
|
Kiala
Sole financial advisor to Kiala in connection with its sale to UPS |
Undisclosed |
Technology |
Feb-02-2012
Closed |
|
Portuguese State
Financial adviser, with Caixa – Banco de Investimento, in connection with the Portuguese State’s sale of a 40% share in REN – Redes Energeticas Nacionais, SGPS, S.A. to State Grid International (25%) and Oman Oil Company (15%) |
€ 592 Million |
Utilities |
Jan-31-2012
Pending |
|
Outokumpu
Advisor to Outokumpu in connection with its acquisition of Inoxum, the stainless steel unit of ThyssenKrupp |
€ 2.7 Billion |
Industrial |
Jan-27-2012
Closed |
|
Solutia Inc.
Advisor to the Board of Directors of Solutia in connection with its sale to Eastman Chemical |
$ 4.7 Billion |
Chemicals |
Dec-23-2011
Closed |
|
France Telecom-Orange
Advisor to France Telecom-Orange in connection with the disposal of its Swiss mobile unit Orange Switzerland to Apax Partners |
€ 1.6 Billion |
Telecommunications |
Dec-22-2011
Closed |
|
Portuguese State
Financial adviser, with Caixa – Banco de Investimento, in connection with the Portuguese State’s sale of a 21.35% share in EDP - Energias de Portugal, S.A. to China Three Gorges Corporation |
€ 2.7 Billion |
Utilities |
Dec-12-2011
Closed |
|
ThyssenKrupp AG
Sole financial advisor to ThyssenKrupp in connection with the sale of Blohm + Voss Shipyards, Blohm + Voss Repair (including Blohm + Voss Oil Tools) and Blohm + Voss Industries to STAR Capital Partners |
Undisclosed |
Industrial |
Nov-07-2011
Closed |
|
SIRIS Capital
Sole financial advisor to SIRIS Capital in connection with its acquisition of Tekelec |
$ 780 Million |
Technology |
Oct-10-2011
Closed |
|
Dexia
Advisor to the independent board members of Dexia SA in connection with its sale of Dexia Banque Belgique to the Belgian State |
€ 4.0 Billion |
Financial |
Oct-03-2011
Closed |
|
Special Committee of the Board of Directors of C&D Technologies Inc.
Advised the Special Committee of the Board of Directors of C&D Technologies in conjunction with its sale to, and minority squeeze-out by, Angelo Gordon |
$ 217 Million |
Industrial |
Sep-08-2011
Closed |
|
Caliper Life Sciences, Inc.
Exclusive financial advisor to Caliper Life Sciences in connection with its sale to PerkinElmer |
$ 600 Million |
Healthcare |
Sep-02-2011
Closed |
|
Liz Claiborne, Inc.
Financial advisor to Liz Claiborne in connection with the sale of its global Mexx apparel business to a joint venture majority-owned by The Gores Group |
$ 85 Million |
Retail/Consumer |
Aug-18-2011
Closed |
|
Hewlett-Packard
Advisor to Hewlett-Packard in connection with its recommended cash acquisition of Autonomy Corporation plc |
$ 11.7 Billion |
Technology |
Jun-29-2011
Closed |
|
Oracle Corporation
Sole advisor to the Independent Committee of Oracle's Board of Directors in connection with Oracle's acquisition of Pillar Data Systems |
Undisclosed |
Technology |
Jun-24-2011
Closed |
|
PwC
Advisor to PwC in connection with its acquisition of PRTM |
Undisclosed |
Business Services, Technology |
Jun-14-2011
Closed |
|
Capgemini
Exclusive financial advisor to Capgemini in connection with its acquisition of Prosodie |
€ 382.0 Million |
Technology |
May-31-2011
Closed |
|
Atari
Sole financial advisor to Atari in connection with its sale of Cryptic Studios to Perfect World |
$ 50 Million |
Media, Technology |
May-31-2011
Closed |
|
Intrexon
Exclusive financial advisor and placement agent to Intrexon in connection with its capital raise of $100 mm of Series E Senior Preferred Stock |
$ 100 Million |
Healthcare |
May-31-2011
Closed |
|
Northrop Grumman
Advisor to Northrop Grumman in connection with its decision to explore strategic alternatives for its Shipbuilding business |
Undisclosed |
Aerospace/Defense |
May-23-2011
Closed |
|
iPayment Inc.
Exclusive financial advisor to iPayment in connection with recapitalization and redemption of equity interests |
Undisclosed |
Business Services, Technology |
Apr-19-2011
Closed |
|
Millicom International Cellular S.A.
Financial advisor to Millicom in connection with the consolidation of its stock market listing to NASDAQ OMX Stockholm in Sweden and the delisting of its shares from NASDAQ in the U.S. |
Undisclosed |
Telecommunications |
Apr-01-2011
Closed |
|
CSC
Sole financial advisor to CSC in connection with its acquisition of iSOFT Group |
$ 410 Million |
Technology |
Mar-31-2011
Mandated |
|
TNK-BP
Financial advisor to the independent directors of TNK-BP in relation to events involving BP, Rosneft, and TNK-BP |
Undisclosed |
Oil & Gas/Power/Energy |
Feb-16-2011
Closed |
|
Apollo Global Management, LLC and Athene Holding Ltd.
Sole financial advisor to Apollo Global Management, LLC and Athene Holding Ltd. in connection with Athene’s acquisition of Investors Insurance Corporation |
$ 55 Million |
Insurance |
Feb-16-2011
Closed |
|
The Woodbridge Company Limited
Sole financial advisor to The Woodbridge Company Limited in connection with the sale of its two hotel assets to Strategic Hotels & Resorts and a concurrent PIPE investment into Strategic Hotels & Resorts |
$ 145 Million |
Real Estate |
Feb-14-2011
Closed |
|
Verlinvest
Sole financial advisor to Verlinvest in connection with its acquisition of ToLuna plc |
$ 270 Million |
Media |
Feb-02-2011
Closed |
|
Oranje-Nassau Energie B.V.
Sole financial advisor to Oranje-Nassau Energie B.V. in connection with its acquisition of Cirrus Energy Corporation |
C$ 102 Million |
Oil & Gas/Power/Energy |
Jan-29-2011
Closed |
|
Massey
Lead financial advisor to Massey Energy Company in connection with its sale to Alpha Natural Resources |
$ 8.5 Billion |
Oil & Gas/Power/Energy |
Jan-18-2011
Closed |
|
Cargill
Financial advisor to certain Cargill Inc. shareholder trusts in connection with Cargill’s proposal to split-off its 64% ownership stake in The Mosaic Company to Cargill shareholders |
$ 24.3 Billion |
Agricultural Products |
Jan-01-2011
|
|
United States Department of the Treasury
From January 2011 to January 2012, Perella Weinberg provided information and analyses to the U.S. Treasury for its consideration and actions regarding Treasury’s investments in Ally Financial, Inc. |
|
Financial |
Dec-20-2010
Closed |
|
Merck KGaA
Advisor to Merck KGaA in connection with its sale of its Crop BioScience business to Novozymes A/S |
$ 275 Million |
Healthcare |
Dec-15-2010
Closed |
|
Cypress Bioscience, Inc.
Advisor to the Board of Directors of Cypress Bioscience in connection with its sale to Ramius LLC and Royalty Pharma |
$ 255 Million |
Healthcare |
Nov-25-2010
Closed |
|
Del Monte
Advisor to the Board of Directors of Del Monte in connection with its sale to KKR, Vestar Capital Partners and Centerview Partners |
$ 5.3 Billion |
Retail/Consumer |
Nov-23-2010
Closed |
|
J. Crew Group
Sole advisor to Special Committee of the Board of Directors in connection with the sale of J.Crew to an investor group led by TPG Capital, Leonard Green & Partners |
$ 3.0 Billion |
Retail/Consumer |
Oct-18-2010
Closed |
|
Royal Bank of Canada
Advisor to Royal Bank of Canada in its recommended cash acquisition of BlueBay Asset Management plc |
$ 1.5 Billion |
Financial |
Oct-15-2010
Closed |
|
Essilor
Advisor to Essilor in connection with the acquisition of a 50% stake and formation of joint venture with Shamir Optical, an Israeli based, Nasdaq listed provider of products and technology to the ophthalmic lens industry |
$ 260 Million |
Healthcare |
Oct-14-2010
Closed |
|
Seagate Technology
Advisor to Seagate in connection with a go-private transaction and other strategic alternatives |
Undisclosed |
Technology |
Sep-30-2010
Closed |
|
Prudential Financial, Inc.
Advisor to Prudential in connection with its acquisition of AIG Star Life Insurance Co. and AIG Edison Life Insurance Co., AIG’s Japanese life insurance businesses |
$ 4.8 Billion |
Insurance |
Sep-22-2010
Closed |
|
QAD Inc.
Advisor to the Special Committee of the Board of Directors in connection with the dual-class recapitalization of QAD’s common stock |
Undisclosed |
Technology |
Aug-24-2010
Closed |
|
PwC
Advisor to PwC in connection with its acquisition of Diamond Management & Technology Consultants |
$ 378 Million |
Business Services, Technology |
Aug-17-2010
Closed |
|
Pactiv Corporation
Independent financial advisor to Board of Directors of Pactiv Corp. in connection with its sale to Reynolds Group Holdings |
$ 6.0 Billion |
Industrial |
Aug-03-2010
Closed |
|
EnQuest plc
Advisor to EnQuest plc in connection with its acquisition of Stratic Energy Corporation |
$ 120 Million |
Oil & Gas/Power/Energy |
Jun-21-2010
Closed |
|
Foodstar
Advisor to Foodstar in connection with its sale to H.J. Heinz Company |
$ 165 Million + Earnout |
Retail/Consumer |
Jun-09-2010
Closed |
|
Eclipsys
Advisor to Eclipsys in connection with its all-stock merger with Allscripts-Misys Healthcare Solutions |
$ 1.3 Billion |
Technology |
Jun-07-2010
Closed |
|
Marsh & McLennan Companies
Advisor to Marsh & McLennan in connection with its sale of Kroll Inc. to Altegrity, Inc. |
$ 1.1 Billion |
Business Services, Technology |
May-17-2010
Closed |
|
Man Group
Lead financial advisor to Man Group in connection with its acquisition of GLG Partners |
$ 1.7 Billion |
Financial |
Apr-22-2010
Closed |
|
Qwest Communications
Lead financial advisor to Qwest’s Board of Directors on its all-stock merger with CenturyLink, creating the third largest telecommunications company in the United States |
$ 22.4 Billion |
Telecommunications |
Mar-24-2010
Closed |
|
Dassault Family
Advisor to the Dassault Family in connection with its acquisition of a 5% stake in Veolia Environnement |
€ 630 Million |
Utilities |
Mar-15-2010
Closed |
|
Kingdom Hotel
Advisor to Kingdom Hotel Investments in connection with its sale to Kingdom Holding Company |
$ 1.0 Billion |
Real Estate |
Mar-12-2010
Closed |
|
Lionsgate Entertainment
Financial advisor to the Special Committee of the Lionsgate Board of Directors in connection with their evaluation of an unsolicited tender offer from activist investor, Carl Icahn |
Undisclosed |
Media |
Feb-28-2010
Closed |
|
Merck KGaA
Advisor to Merck KGaA in connection with its acquisition of Millipore Corporation |
$ 7.2 Billion |
Healthcare |
Feb-08-2010
Closed |
|
Warburg Pincus
Advisor to Warburg Pincus in connection with its acquisition of an equity interest in Primerica, Inc. from Citigroup |
Undisclosed |
Insurance |
Feb-05-2010
Closed |
|
Unibail-Rodamco
Advisor to Unibail-Rodamco in connection with its acquisition of Simon Ivanhoe |
€ 715 Million |
Real Estate |
Dec-18-2009
Closed |
|
Airvana
Advisor to SAC Private Capital Group in connection with its acquisition of Airvana |
$ 530 Million |
Technology |
Dec-08-2009
Closed |
|
Talbots
Advisor to Talbots in connection with its acquisition of BPW Acquisition Corp. |
$ 480 Million |
Retail/Consumer |
Oct-20-2009
Closed |
|
NFI LuxCo
Advisor to NFI LuxCo in connection with the sale of its Bauwerk Parkett subsidiary to a Swiss company owned jointly by EGS Beteiligungen and Zurmont Madison Private Equity |
Undisclosed |
Industrial |
Oct-14-2009
Closed |
|
Breakingviews
Advisor to Breakingviews in connection with its sale to Thomson Reuters |
Undisclosed |
Media |
Sep-08-2009
Closed |
|
France Telecom
Advisor to France Telecom in connection with the merger between its Orange UK mobile unit and T-Mobile UK |
Undisclosed |
Telecommunications |
Sep-07-2009
Closed |
|
Pacific Century Group
Advisor to Pacific Century Group in connection with its acquisition of a portion of the investment advisory and asset management business of American International Group |
$ 500 Million |
Financial |
Aug-04-2009
Closed |
|
The Pepsi Bottling Group
Advisor to the Special Committee of the Board of Directors of The Pepsi Bottling Group in connection with its sale to PepsiCo |
$ 14.8 Billion |
Retail/Consumer |
Jun-11-2009
Closed |
|
BlackRock
Advisor to BlackRock in connection with its acquisition of Barclays Global Investors |
$ 13.5 Billion |
Financial |
May-13-2009
Closed |
|
Sealy Corporation
Advisor to Sealy Corporation in connection with its comprehensive refinancing |
$ 625 Million |
Retail/Consumer |
Apr-23-2009
Closed |
|
Emesco AB
Advisor to Emesco AB in connection with its sale to Investment AB Kinnevik |
$ 400 Million |
Financial |
Mar-09-2009
Closed |
|
Rohm and Haas Company
Advisor to Wachtell, Lipton, Rosen & Katz as counsel to Rohm and Haas Company in connection with litigation related to the merger between The Dow Chemical Company and Rohm and Haas Company |
$ 18.8 Billion |
Chemicals |
Nov-17-2008
Closed |
|
Gulf Bank K.S.C.
Advisor to Gulf Bank of Kuwait in connection with its recapitalization plan |
$ 1.4 Billion |
Financial |
Oct-10-2008
Closed |
|
MullinTBG
Advisor to Mullin-TBG Insurance Agency Services in connection with its sale to Prudential Financial |
Undisclosed |
Insurance |
Oct-03-2008
Closed |
|
Wachovia Corporation
Advisor to Wachovia Corporation in connection with its merger with Wells Fargo & Company |
$ 15.1 Billion |
Financial |
Sep-15-2008
Closed |
|
Ciba Holding
Advisor to Ciba Holding in connection with its merger with BASF SE |
$ 5.5 Billion |
Chemicals |
Sep-08-2008
Closed |
|
UST
Advisor to UST in connection with its sale to Altria Group |
$ 11.7 Billion |
Retail/Consumer |
Jul-25-2008
Closed |
|
Inmarsat plc
Advisor to Inmarsat plc in connection with a proposed offer for Inmarsat by the Harbinger Capital Partners Funds and SkyTerra Communications, Inc. |
Undisclosed |
Telecommunications |
Jul-15-2008
Closed |
|
Continental AG
Advisor to Continental AG in connection with an unsolicited takeover offer by Schaeffler KG |
$ 35.9 Billion |
Industrial |
Jul-09-2008
Closed |
|
WPP Group plc
Advisor to WPP Group plc in connection with its acquisition of Taylor Nelson Sofres plc |
$ 3.0 Billion |
Media |
Jun-17-2008
Closed |
|
Visiprise
Advisor to Visiprise Inc. in connection with its sale to SAP AG |
Undisclosed |
Technology |
Mar-31-2008
Closed |
|
Ore Hill Partners
Advisor to Ore Hill Partners in connection with the sale of a 50% interest to Man Group plc and an acquisition of a 50% interest in Pemba Credit Advisers |
Undisclosed |
Financial |
Mar-07-2008
|
|
New York State Insurance Department
Advisor to NYSID in connection with a review of the monoline industry |
Undisclosed |
Insurance |
Jan-21-2008
Mandated |
|
Entities affiliated with Mr. John Fredrikson
Advisor to entities affiliated with John Fredriksen in connection with the evaluation of strategic alternatives of his minority stake in TUI AG |
Undisclosed |
Industrial |
Jan-17-2008
Closed |
|
C. V. Starr & Co.
Advisor to C. V. Starr & Co. in connection with the evaluation of American International Group |
Undisclosed |
Insurance |
Jan-15-2008
Closed |
|
Kuwait Investment Authority
Advisor to the Kuwait Investment Authority in connection with its investment in Merrill Lynch & Co |
$ 2.0 Billion |
Financial |
Dec-21-2007
Closed |
|
International SOS
Advisor to International SOS in connection with its capital reorganization |
Undisclosed |
Insurance |
Dec-13-2007
Closed |
|
Deutsche Lufthansa
Advisor to Deutsche Lufthansa in connection with its acquisition of a minority equity interest in JetBlue Airways |
$ 310 Million |
Transportation |
Nov-19-2007
Closed |
|
Olympus Corporation
Advisor to Olympus Corporation in connection with its acquisition of Gyrus Group plc |
$ 2.1 Billion |
Healthcare |
Oct-06-2007
Closed |
|
Tele2
Advisor to Tele2 in connection with the sale of its Italian and Spanish operations to Vodafone |
$ 1.1 Billion |
Telecommunications |
Aug-15-2007
Closed |
|
The Lamson & Sessions Co.
Advisor to The Lamson & Sessions Co. in connection with its review of strategic alternatives and sale to Thomas & Betts Corp. |
$ 450 Million |
Financial |
Jul-17-2007
Closed |
|
Access Industries
Advisor to Access Industries in connection with its acquisition of Lyondell Chemical Company by its affiliate, Basell |
$ 18.8 Billion |
Chemicals |
Jun-29-2007
Closed |
|
Belvedere Winery
Advisor to Belvedere Winery in connection with the sale of the Belvedere vodka trademark in the US to Millennium Import LLC, an affiliate of LVMH Moët Hennessy Louis Vuitton |
Undisclosed |
Retail/Consumer |
Jun-25-2007
Closed |
|
GLG Partners
Advisor to GLG Partners in connection with its reverse acquisition transaction with Freedom Acquisition Holdings |
$ 3.4 Billion |
Financial |
Jun-19-2007
Closed |
|
BC Partners
Advisor to BC Partners in connection with its acquisition of a majority interest in Intelsat |
$ 16.4 Billion |
Telecommunications |
Jun-09-2007
Closed |
|
Antalis, a subsidiary of Sequana Capital
Advisor to Antalis in connection with its acquisition of Map Merchant Group |
$ 520 Million |
Industrial |
Jun-09-2007
Closed |
|
Quinlan Private
Advisor to Quinlan Private in connection with its acquisition of the Jurys Inns division of the Jurys Doyle Hotel Group |
$ 1.6 Billion |
Leisure/Gaming/Hotels |
May-15-2007
Closed |
|
Thomson Corp.
Advisor to Thomson Corp. in connection with its recommended acquisition of Reuters Group plc |
$ 18.3 Billion |
Media |
Apr-17-2007
Closed |
|
OMI Corp.
Advisor to OMI Corp. in connection with its evaluation of strategic alternatives and sale to Teekay Shipping Corp. and TORM |
$ 2.2 Billion |
Transportation |
Apr-10-2007
Closed |
|
Unibail Holdings S.A.
Advisor to Unibail Holdings S.A. in connection with its merger of equals with Rodamco Europe N.V. |
$ 19.1 Billion |
Real Estate |
Mar-27-2007
Closed |
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The Goodyear Tire & Rubber Company
Advisor to The Goodyear Tire & Rubber Company in connection with the sale of its Engineered Products Division to The Carlyle Group |
$ 1.5 Billion |
Industrial |
Mar-07-2007
Closed |
|
Environmental Defense Fund
Advisor to the Environmental Defense Fund in connection with its role as an advocate for environmental interests in the acquisition of TXU Corporation by a consortium of private equity firms |
Undisclosed |
Oil & Gas/Power/Energy |
Mar-03-2007
Closed |
|
Pathmark Stores Inc.
Advisor to Special Committee of the Board of Directors of Pathmark Stores in connection with its the sale to The Great Atlantic & Pacific Tea Company |
$ 1.3 Billion |
Retail/Consumer |
Jan-24-2007
Closed |
|
Charterhouse Capital Partners
Advisor to Charterhouse Capital Partners in connection with its acquisition of The Vivarte Group |
$ 4.6 Billion |
Financial |
Dec-19-2006
Closed |
|
IFIL Group
Advisor to IFIL Group in connection with its acquisition of a majority stake in Cushman & Wakefield |
$ 1.0 Billion |
Real Estate |
Nov-30-2006
Closed |
|
Alghanim Industries
Advisor to Alghanim Industries in connection with its acquisition (jointly with Saint-Gobain) of Izocam A.S. |
Undisclosed |
Building Products |
Oct-11-2006
Closed |
|
The Texas Pacific Group ("TPG")
Advisor to TPG in connection with its acquisition of a majority stake in Télédiffusion de Franceradio, TV and telecom operators |
$ 6.4 Billion |
Telecommunications |
Aug-26-2006
Closed |
|
Clessidra
Advisor to Clessidra in connection with the sale of its investment in Sisal S.p.A. to Apax Partners and Permira |
$ 1.1 Billion |
Financial |