Jeffrey L. Rothschild Partner

Experience

Selected special committee representations include the following:

• The special committee of the board of directors of GWG Holdings, Inc. in the sale by two of GWG’s executive officers of their equity ownership in GWG for $25 million in cash and equity ownership in a newly created entity.
• The special committee of board of directors of Penske Automotive Group, Inc. in its $239 million acquisition from subsidiaries of GE Capital Global Holdings, LLC of a 5.5% ownership interest in Penske Truck Leasing Co., L.P.
• The Special Committee of the Board of Directors of Constellation Healthcare Technologies in its sale for approximately $309 million to CC Capital.
• The special committee of the board of directors of Apple REIT Ten, Inc. in its $1.3 billion sale to Apple Hospitality REIT, Inc.
• The special committee of the board of directors of Penske Automotive Group, Inc. in its $499 million acquisition from subsidiaries of GE Capital Global Holdings, LLC of a 14.4% ownership interest in Penske Truck Leasing Co., L.P.
• The Conflicts Committee of the general partner of Spectra Energy Partners in connection with its $1.5 billion sale of two natural gas liquids pipelines to Spectra Energy Corp.
• One of the Trustees of a charitable trust that is the largest shareholder of Cargill in Cargill’s publicly announced $25 billion transaction that would result in the distribution of Cargill’s 64% ownership stake in The Mosaic Company to Cargill’s shareholders and debt holders.
• The Special Committee of the Board of Directors of WPCS as it evaluated strategic alternatives that culminated in a litigated asset sale.
• The Special Committee of the board of directors of Mainline Management in responding to an unsolicited bid of approximately $188 million by ArcLight and Kelso for the minority public equity interests that they did not already own.

Selected M&A representations include the following:

• Representation of Carpenter Co., a global, diversified and world class chemical company, in its $492 million acquisition of the engineered foam business line of Recticel SA/NV (ENXTBR: REC), a Belgium-based manufacturer of polyurethane foam.
• Representation of 7 Mile Advisors, LLC, an independent advisory firm, in its sale to Houlihan Lokey, Inc., a global investment bank.
• Representation of Carolina Foods, Inc., a wholesale sweet goods bakery, in connection with an investment from Falfurrias Capital Partners, a private equity firm.
• Representation of The ExOne Company (Nasdaq: XONE), a global provider of three-dimensional printing machines and 3D printed and other products, in its $575 million sale of all issued and outstanding shares of its common stock to Desktop Metal, Inc. (NYSE: DM), a company accelerating the transformation of manufacturing with an expansive portfolio of 3D printing solutions, from rapid prototyping to mass production.
• Representation of TruVista Surgery Center, a Michigan-based ophthalmology practice, in its partnership Sunvera Group, a management service organization providing services to ophthalmology practices across multiple specialties and backed by Ridgemont Equity Partners.
• Alcohol Monitoring Systems, Inc. dba SCRAM Systems®, a leading provider of technology-enabled monitoring solutions and groundbreaking offender management software for state and local judicial systems and corrections departments, in its sale to LMG Holdings, Inc., a portfolio company of The Riverside Company.
• Teledyne Technologies Incorporated, a leading provider of sophisticated instrumentation, digital imaging products and software, aerospace and defense electronics, and engineered systems, in its $8 billion acquisition of FLIR Systems Inc., a leading industrial technology company focused on intelligent sensing solutions for defense and industrial applications.
• Essentra PLC (LSE: ESNT), a global provider of specialty fiber and plastic products, in (1) its $65 million acquisition of 3C! Packaging Inc., a leading designer and manufacturer of custom folding cartons, printed literature, foil and flexible packaging and labels for the pharmaceuticals and healthcare sectors; (2) the $77 million divestiture of its Specialty Tapes business, Duraco Specialty Tapes LLC, to certain units of OpenGate Capital, a global private equity firm; (3) the sale of its Pipe Protection Technologies business to National Oilwell Varco for approximately $48 million; and (4) as U.S. counsel in the £312 million sale of its packaging business to Mayr-Melnhof Group, an Austria-based leading producer of carton board and folding cartons.
• Dominion Energy Inc. in its acquisition of SCANA Corp. for $13.4 billion.
• American Woodmark Corporation in its acquisition of RSI Home Products Inc. for approximately $1.08 billion.
• Stanley Furniture in the sale of substantially all of its assets to Churchill Downs LLC for approximately $16.25 million.
• Clondalkin, an international producer of packaging products and a portfolio company of Egeria (a European private equity fund), in the sale of Vaassen, Inc. to ProAmpac, a leading global flexible packaging company, and a portfolio company of Pritzker Group Private Capital.
• Badger Sportswear in its sale to CCMP.
• ExlService Holdings in its purchase of RPM Direct and RPM Data Solutions for approximately $74 million.
• Tesoro Logistics LP in its $2.5 billion acquisition of QEP Resources Inc.
• Teledyne Technologies Incorporated in its $171 million merger with Bolt Technology Corporation.
• KPMG LLP in the sale of its Acumen Technology Group to The Variable Annuity Life Insurance Company, a subsidiary of American International Group.
• Professional Diversity Network Inc. in its acquisition of the National Association of Professional Women Inc.
• Angelo Gordon in connection with its acquisition of certain securities from Taylor, Bean & Whitaker Mortgage in a 363 proceeding.
• The Jean Coutu Group (PJC) in its $2.375 billion acquisition of over 1,500 drugstores comprising Eckerd’s Northern and Mid-Atlantic drugstore business from J. C. Penney Company.
• Gibraltar Industries in its purchase of The Expanded Metal Company and Sorst Streckmetall GmbH from Clifton House Acquisition Limited, a UK-based private equity firm, for 22 million pounds sterling.
• WCI Steel, an integrated producer of value-added, custom steel products with a focus on custom flat-rolled steel products, in connection with its $380 million litigated sale to OAO SeverStal.
• Aixtron Aktiengesellschaft in its $143 million stock-for-stock cross-border merger with Genus.

Selected Financial Advisory representations include the following:

• A bulge bracket investment bank as financial advisor to:
  • Iberdrola in its $8.4 billion acquisition of Energy East;
  • DRAXIS in its $255 million sale to Jubilant Organosys;
  • RehabCare in its $101 million acquisition of Symphony Health, a subsidiary of Leucadia;
  • Centex in the $400 million sale of Centex to Balfour Beatty;
  • KB Home in its $811 million sale of Kaufman & Broad to PAI;
  • Cree in its $668 million acquisition of Ruud Lighting;
  • Eldorado in its $2.5 billion acquisition of European Goldfields;
  • Cardinal Health in its $2.1 billion acquisition of AssuraMed; and
  • Alaska Airlines in its $2.6 billion acquisition of Virgin American.
• B. Riley Financial Inc. as financial advisor to:
  • Siebert Financial Corp. (NASDAQ: SIEB) in its 51% equity sale to Kakao Pay Corporation, a fintech subsidiary of Korean-based conglomerate Kakao Corp; and
  • a publicly-traded provider of financial services in its purchase of 24% of the outstanding membership interests in a financial services firm.
• Barclays as financial advisor to Force Protection in its $360 million litigated sale to a leading aerospace and defense company.
• Benchmark Capital as financial advisor to RR Media in its $242 million sale to SES S.A.
• Berenson as financial advisor to EnergySouth in its $510 million sale to Sempra.
• BMO Capital Markets Corp. as financial advisor to:
  • Purple Innovation, Inc. (Nasdaq: PRPL), a digitally-native vertical brand with a mission to help people feel and live better through innovative comfort solutions, in its acquisition of Intellibed, a premium luxury gel-based mattress manufacturer;
  • Evoqua Water Technologies (NYSE: AQUA), an industry leader in mission-critical water treatment solutions, in its $196.3 million acquisition of the assets of the renal business operated by Mar Cor Purification and Cantel Medical, both subsidiaries of STERIS Plc (NYSE: STE:), a leading provider of infection prevention and other procedural products and services;
  • A producer, packager, assembler and distributor of food products its sale of assets to a producer, marketer and distributor of a wide array of dairy products;
  • Sprint Food Stores, Inc., an owner and operator of convenience stores in the U.S., in its sale of 34 company-operated fuel and convenience store locations to EG Group, a UK-based leading petrol forecourt retail convenience operator;
  • Independence Realty Trust, Inc. (NYSE: IRT), a real estate investment trust that owns and operate multifamily apartment properties, in connection with its $7 billion merger with Steadfast Apartment REIT, Inc., a non-traded public real estate investment trust, to create a leading public multifamily REIT;
  • American Zinc Recycling LLC, a leading provider of environmental services to the U.S. steel industry, in the $450 million sale of its recycling assets to Befesa S.A., a Luxembourg-based company specializing in in collection and recycle of steel dust and aluminum residues, as well as provision of other related services and logistics;
  • Edmentum, Inc. in a strategic growth investment from The Vistria Group;
  • Jason Industries, Inc. (Nasdaq: JASN), the parent company to a global family of manufacturing leaders, in the sale of its Metalex business within the Engineered Components segment to UPG LLC, a premier steel provider;
  • Adtalem Global Education (NYSE: ATGE), a leading workforce solutions provider, in its $1.48 billion acquisition of Walden University, a leading online healthcare education provider, from Laureate Education, Inc. (Nasdaq: LAUR), a leading provider of quality higher education services;
  • Dialog Semiconductor (XETRA: DLG), a UK-based semiconductor manufacturer, in its $500 million acquisition of Adesto Technologies Corp. (Nasdaq: IOTS), a leading provider of integrated circuits and embedded systems for the Industrial Internet of Things (IIOT);
  • Cott Corp. (NYSE: COT), a water and filtration service company, in its $405 million sale of S&D Coffee, the largest coffee and tea manufacturer and supplier to restaurants and convenience stores in America, to Westrock Coffee, a roaster, producer and exporter of coffee;
  • Hycroft Mining Corp., a U.S.-based gold and silver producer, in its merger with Mudrick Capital Acquisition Corp. (Nasdaq: MUDS), a blank check company;
  • Special Committee of the Board of Directors of Steadfast Income REIT, Inc. in its merger with Steadfast Apartment REIT, Inc., which is also combining with Steadfast Apartment REIT III, Inc., to create a $3.3 billion REIT;
  • KeHE Distributors, a specialty and organic wholesale food distributor, in connection with strategic investment from TowerBrook Capital Partners L.P.;
  • Pioneer Railcorp, a railroad holding company, in its $72.4 million sale to BRX Transportation Holdings, an entity formed by Brookhaven Rail Partners and Related Infrastructure;
  • Harsco Corporation in its $625 million acquisition of Clean Earth Inc., a leader in processing and beneficially reusing specialty waste;
  • Reddy Ice, Inc., a publicly traded manufacturing and distribution company majority-owned by Centerbridge Partners L.P., in its sale to Stone Canyon Industries Holdings LLC, a global industrial holding company;
  • Comstock Resources Inc., an  independent energy company engaged in the acquisition, development, production and exploration of oil and natural gas properties, in its $2.4 billion acquisition of Covey Park Energy LLC;
  • Brightcove Inc. (Nasdaq: BCOV), the leading provider of cloud services for video, in its $15 million acquisition of the online video platform business of Ooyala, a provider of cloud video technology;
  • QEP Resources, Inc. (NYSE: QEP), a leading independent crude oil and natural gas exploration and production company, in its $1.65 billion sale of Williston Basin assets in North Dakota and Montana to Vantage Energy Acquisition Corp. (Nasdaq: VEAC), an energy-focused special purpose acquisition company;
  • Hardinge Inc. (Nasdaq: HDNG) in its $245 million sale to an affiliate of Privet Fund Management LLC;
  • Global Power Equipment Group in its $43.25 million sale of Braden to Innova Global Ltd.;
  • Primo Water in its $263 million acquisition of Glacier Water Services;
  • Providence and Worcester Railroad in its $126 million sale to Genesee & Wyoming Inc.;
  • Questar Assessment Inc. in its $127.5 million sale to Educational Testing Service; and
  • Paysafe in its $470 million acquisition of Merchants’ Choice Payment Solutions.
• Capstone/Berkeley Research Group as financial advisor to:
  • The Standard Register Company in its $218 million acquisition of WorkflowOne;
  • CCA Industries, Inc. in a financing;
  • Entertainment Gaming Asia Inc. in a rights offering;
  • ION in a debt exchange; and
  • in solvency engagements.
• Cassel-Salpeter as financial advisor to:
  • Cyclo Therapeutics (Nasdaq: CYTH), a clinical-stage biotechnology company dedicated to developing life-changing medicines through science and innovation for patients and families living with disease, in its merger with Rafael Holdings (NYSE: RFL), a holding company that invests in novel cancer therapeutics that have the potential to improve and extend the lives of patients.
  • HF2 Financial Management in its $175 million acquisition of ZAIS Group and in solvency engagements; and
  • HealthLynked Corp. (OTC: HLYK), a global healthcare network, in its acquisition of MedOfficeDirect, LLC, a virtual distributor of discounted medical supplies.
• CBIZ in solvency engagements.
• Citigroup as financial advisor to:
  • Accu-Met Laser and New England Precision Grinding in their sales to Riverside;
  • ProLogic in its sale to Ultra Electronics; and
  • TMI in its sale to MiTek.
• Credit-Suisse as financial advisor to:
  • On Command in its $300 million sale to Liberty Media; and
  • SafeNet in its $450 million acquisition of Rainbow Technologies.
• Deloitte Corporate Finance LLC as financial advisor in certain engagements.
• Duff & Phelps as financial advisor to:
  • Rotonics in its $40 million sale to Spell Capital;
  • McJunkin Red Man in a recapitalization;
  • Gibraltar Packaging in its $21 million sale to Rosmar;
  • CommScope in its $2.65 billion purchase of Andrew;
  • ZANTAZ in its $400 million sale to Autonomy;
  • Applied Digital in its $82 million merger with Digital Angel;
  • Source Interlink in its $1.3 billion purchase of the Primedia Enthusiast Division;
  • Primedia in its issuance of a $96 million dividend;
  • KCPC in its $1 billion purchase of Central Parking;
  • American Industrial in its $20 million purchase of E-ONE;
  • LSSi in its $70 million sale to Volt Delta;
  • Peabody Energy in its spin-off of Patriot Coal;
  • Trans Healthcare in its $48 million sale of assets to Omega Healthcare;
  • Time Warner in its spin-off of its cable business;
  • Seacor in its $410 million spin-off of Era Group;
  • NBTY, a portfolio company of The Carlyle Group, in a leveraged dividend recap;
  • First Data in its $29 billion sale to KKR;
  • Granite Construction in its acquisition of Wilder Construction;
  • Veramark in its sale to Varsity Inc.;
  • ABC Supply and American Builders & Contractors Supply in their transaction to redeem shares, repay certain indebtedness;
  • CiG Wireless in its $150 million sale to Vertical Bridge; and
  • Aclara, a portfolio company of Sun Capital, in a leveraged dividend recap; and in solvency engagements
• Eureka Capital as financial advisor to:
  • AlerisLife, Inc., a provider of residential and lifestyle services to older adults, in its sale of Ageility Physical Therapy Solutions to FOX Rehabilitation, a primarily clinician-operated, professional private practice of full-time physical, occupational, and speech therapists; and
  • Roofing & Insulation Supply in its acquisition of Beacon Roofing Supply.
• GlassRatner, a subsidiary of B. Riley, as financial advisor to Siebert, a financial services company, in its acquisition of Weeden, a leading primer brokerage services provider.
• Goldman Sachs as financial advisor to a leading tax firm in its aborted $1 billion sale of one of its divisions to Cerberus.
• Houlihan Lokey as financial advisor to:
  • GE (NYSE: GE) in its spin-off of GE Vernova (NYSE: GEV), one of the world’s leading providers of electricity;
  • AT&T in its spin-off of WarnerMedia, which subsequently merged with Discovery to form Warner Bros. Discovery;
  • OHA Holdings Limited in its acquisition of a portion of Irving Oil, a Canada-based oil and gas company, that it did not already own;
  • Trover Solutions in its $60 million acquisition by Thomas Weisel;
  • Stratagene in its $246 million sale to Agilent;
  • BioVeris in its $600 million sale to Roche;
  • a leading consulting firm in its $2.54 billion sale to Carlyle;
  • Platinum Equity in its $420 million acquisition of Covad;
  • Accredited Home Lenders in its $296 million litigated sale to Lone Star;
  • Cornerstone in its $70 million transaction with Chiesi;
  • Hexion in its $3.75 billion merger with Momentive;
  • Earthlink in its $370 million acquisition of One Communications;
  • SuperGen in its $140 million transaction with Astex;
  • STR in its $275 million sale of a division to Underwriters Laboratories;
  • Armstrong World Industries in its $1.05 billion recap and a $260 million stock repurchase;
  • GSI in its $82 million acquisition of NDS Surgical;
  • NeoGenomics in its $190 million acquisition of Clarient from GE Healthcare;
  • Freeport-McMoRan in its $1 billion sale of a 13% interest in its Morenci mine to Sumitomo Metal Mining; and
  • Yates Petroleum in its $2.5 billion sale to EOG Resources; and in solvency engagements.
• JMP Group LLC (NYSE: JMP) as financial advisor to Redwood
  Trust, Inc. (NYSE: RWT), a specialty finance company, in its $490 million acquisition of CoreVest American Finance Lender, a leading nationwide originator and portfolio manager of business-purpose residential loans, and several of its affiliates.
• KPMG Corporate Finance as financial advisor to:
  • Hurray! in a transaction with Shanda Interactive;
  • Wonder Auto Technology in its acquisition of Jinheng (BVI) from Jinheng Automotive;
  • Ku6 in a transaction with pipi.com; and
  • Luna Innovations in Luna’s sale of its medical shape sensing business to Intuitive Surgical.
• Kroll as financial advisor having rendered a solvency opinion to a telecom company in its exchange of $115 million of preferred stock for loans and a $75 million dividend.
• Lincoln International as financial advisor to:
  • Pioneer Power Solutions, Inc., an industry leader in the design and manufacture of electrical equipment, in connection with its sale of liquid filled and dry type transformer business to Mill Point Capital, a middle-market private equity firm;
  • CFC in its $94 million sale to Audax;
  • WL Plastics in its recap by Sequel Holdings and Crow Kaminski Capital;
  • WILink in its $50 million sale to Waterfall Acquisition;
  • Siegel-Robert in the sale of its automotive Division to Guardian Industries;
  • American Asphalt & Grading in the sale of its Mining Services division to ClearLight;
  • Haas TCM in its sale to The Jordan Company;
  • John Hardy in the sale of its jewelry business in a management-led buyout;
  • Cummins in its $125 million sale of its exhaust business to Global Tube;
  • Force Protection in its $360 million litigated sale to General Dynamics;
  • Arsenal Capital in its acquisition of Evonik’s global colorants business; and
  • General Donlee in its $110 million sale to Triumph Group.
• Loop Capital in solvency engagements.
• Morgan Joseph as financial advisor to:
  • Eagle Supply in its sale to Gulfside Supply;
  • American Property Investors in its $652 million acquisition of equity interests in 3 oil & gas companies and The Sands Hotel and Casino;
  • American Rice in its sale to SOS Cuetara USA;
  • Glenayre Electronics in its acquisition of the CD and DVD business of Entertainment Distribution Company;
  • Noble International in its $300 million acquisition of certain assets from ArcelorMittal;
  • Peerless Systems in the $37 million sale of substantially all of its intellectual property to Kyocera Mita;
  • Radiation Therapy Services in its $1.1 billion litigated sale to Vestar;
  • Bio-Imaging Research in its $21 million sale to Varian Medical Systems;
  • Michael Baker in its $39 million sale of Baker Energy to John Wood;
  • Michael Baker in its $59 million acquisition of The LPA Group;
  • Michael Baker in its $50 million acquisition of RBF Consulting; and
  • Weidlinger Associates in its merger with Thornton Tomasetti.
• Morgan Stanley as financial advisor to:
  • Steel Dynamics in its $281 million acquisition of Roanoke Electric Steel;
  • CF Industries in its $4.7 billion litigated acquisition of Terra Industries;
  • CF Industries in connection with Agrium’s $4.6 billion bid for CF Industries; and
  • Pepco Holdings in its $6.8 billion sale to Exelon Corporation.
• Navigant Capital Advisors as financial advisor to Radica Games Limited in its $232 million sale to Mattel.
• Oberon Securities as financial advisor in certain engagements.
• Olsen Palmer as the financial advisor to:
  • Clayton, HC in its $284 million sale of Clayton Bank & Trust and American City Bank to FirstBank, a wholly-owned subsidiary of FB Financial Corporation;
  • F&M Bank in its $85 million sale to F&M Bancorp; and
  • Pioneer State Bank in its sale to NuMark Credit Union.
• Oppenheimer & Co. as financial advisor to:
  • The Special Committee of the Board of Directors of Ashford (NYSE American: AINC) in connection with its reverse stock split to subsequently delist its shares;
  • Avalo Therapeutics, Inc. (Nasdaq: AVTX), a clinical stage biotechnology company focused on the treatment of immune dysregulation, in its acquisition of a Phase 2-ready anti-IL-1β mAb, which it refers to as AVTX-009, through the acquisition of privately held AlmataBio, Inc.;
  • Isoray Inc. in its acquisition of Viewpoint Molecular Targeting Inc.;
  • Cano Health, Inc. (NYSE: CANO), a high-touch, technology-powered healthcare company, in its approximately $67 million sale of substantially all of the assets associated with the operation of its primary care centers in Texas and Nevada to CenterWell Senior Primary Care, a network of one-stop doctors’ offices that offer complete care for Medicare and Medicare Advantage patients, with a focus on senior primary care;
  • Angion Biomedica Corp. (Nasdaq: ANGN), a biopharmaceutical company focused on the discovery, development and commercialization of novel small molecule therapeutics, in its merger with Elicio Therapeutics, a clinical-stage biotechnology company;
  • Publicly traded leading global active asset manager in its sale to a global asset manager;
  • Acasti Pharma Inc. (Nasdaq: ACST, TSX-V: ACST), a biopharmaceutical company, in its $64 million acquisition of Grace Therapeutics, Inc., an emerging biopharmaceutical company focused on developing innovative drug delivery technologies for the treatment of rare and orphan diseases;
  • Anchiano Therapeutics Ltd. (Nasdaq: ANCN), a preclinical biopharmaceutical company, in its $150 million merger with Chemomab Ltd., a clinical-stage biotech company;
  • GRAF Industrial Corp. (NYSE: GRAF), a special purpose acquisition company, in its $1.8 billion merger with Velodyne Lidar, Inc., a global leader in lidar technology, and its $150 million PIPE transaction in connection with the merger;
  • American Electric Technologies, Inc. (Nasdaq: AETI), a leading provider of power delivery solutions, in its merger with Stabilis Energy, a leader in small-scale production and distribution of liquefied natural gas (LNG), to create one of the leading public small-scale LNG production and distribution companies in North America;
  • First Trinity Financial Corporation in its sale to Brickell L&A Holdings, LLC, an affiliate of 777 Partners LLC.; and
  • VirtualScopics in its $16 million sale to BioTelemetry.
• Peter J. Solomon & Company as financial advisor to Panavision in connection with:
  • an opinion regarding the fairness of the financial terms of a senior subordinated term loan agreement involving MacAndrews & Forbes, its parent;
  • an opinion regarding the fairness of the financial terms of an amended line of credit from MacAndrews & Forbes; and
  • a $300 million take private by MacAndrews & Forbes.
• Raymond James as financial advisor to:
  • Antenna Research Associates, Inc., a leading provider of integrated radio frequency and advanced communications products to the aerospace and defense end-markets, in its merger with OceanSound Partners, a growth-oriented private equity firm that invests in technology and technology-enabled services businesses serving government and highly regulated enterprise end-markets;
  • Artel LLC, a leading provider of telecommunications and technology support services and a portfolio company of TPG (NASDAQ: TPG), in its sale to Cydecor, Inc., an award-winning veteran-owned business that delivers mission-enabling technology solutions to national security and defense agencies;
  • i3 Verticals, Inc. (NASDAQ: IIIV), a software company delivering integrated software and services to customers in strategic vertical markets, in its $440 million sale of its merchant of record payments business to Payroc WorldAccess, LLC, a leading omni-channel payments provider;
  • Resideo Technologies, Inc. (NYSE: REZI), a leading manufacturer and distributor of technology-driven products and solutions, in its $1.4 billion acquisition of Snap One Holdings Corp. (Nasdaq: SNPO), a leading provider of smart-living products, services, and software to professional integrators;
  • Societal CDMO, Inc. (Nasdaq: SCTL), a contract development and manufacturing organization dedicated to solving complex formulation and manufacturing challenges primarily in small molecule therapeutic development, in its sale to CoreRx, Inc., under which CoreRx will acquire all outstanding shares of Societal CDMO for $1.10 per share in cash;
  • Computer Task Group, Incorporated (Nasdaq: CTG), a leader in North America and Western Europe helping companies employ digital IT solutions and services to drive productivity and profitability, in its $170 million sale to Cegeka, a leading European IT solutions company;
  • Paya Holdings Inc. (Nasdaq: PAYA), a leading provider of integrated payment and commerce solutions, in its $1.3 billion sale to Nuvei Corp. (Nasdaq: NVEI), a Canada-based fintech company;
  • Computer Services, Inc. (OTC: CSVI), a leading provider of end-to-end fintech and regtech solutions, in its $1.6 billion sale to Centerbridge Partners, L.P. and Bridgepoint Partners, both private investment firms;
  • Terra Property Trust, Inc., an externally managed REIT, in its $436 million merger with Western Asset Mortgage Capital Corporation (NYSE: WMC), an externally managed REIT that invests in, finances, and manages a portfolio of real estate-related securities, whole loans, and other financial assets;
  • Cleopatra Resources LLC, an oil and gas company, in connection with a private placement of $10 million to $25 million;
  • Dover Motorsports, Inc. (NYSE: DVD), a promoter of NASCAR sanctioned and other motorsports events, in its $131.5 million sale to Speedway Motorsports, LLC, the leading marketer, promoter and sponsor of motorsports
    entertainment;
  • Perion Network Ltd. (Nasdaq: PERI), an Israel-based global advertising technology company, in its $93.5 million acquisition of Vidazoo, a leading video technology company;
  • SouthState Corp. (Nasdaq: SSB), a Florida-based financial services company, in its $542 million merger with Atlantic Capital Bancshares, Inc. (Nasdaq: ACBI), a bank holding company headquartered in Georgia;
  • Blue Ridge Bankshares, Inc. (NYSE: BRBS), the parent holding company of Blue Ridge Bank, National Association, in its $283.5 million merger with FVCBankcorp, Inc. (Nasdaq: FVCB), the holding company for FVCbank, a Virginia-chartered community bank;
  • BioTelemetry, Inc. (Nasdaq: BEAT), a leading remote medical technology company, in its $2.8 billion sale to Royal Philips (NYSE: PHG), a global leader in health technology;
  • Blue Ridge Bankshares (NYSE: BRBS) in its all-stock merger with Bay Banks of Virginia (OTC: BAYK) to create a leading Virginia-based community bank;
  • Dime Community Bancshares, Inc. (Nasdaq: DCOM), the parent company of Dime Community Bank, in its $850 million merger with Bridge Bancorp, Inc. (Nasdaq: BDGE), the parent company of BNB Bank;
  • Leeds Equity Partners, a private equity firm, in its sale of Campus Management Acquisition Corp., a global provider of cloud-based student information systems, and Edcentric Holdings, a leading SaaS platform for institutional effectiveness, to Veritas Capital, a leading private investment firm;
  • Capstone Logistics, LLC, a third-party logistics company, in its acquisition of the stock of Priority Express Courier, Inc., a Pennsylvania-based logistics company, from an investor group led by JZ Partners and The Edgewater Funds;
  • Liberty Tax, Inc., the indirect parent company of Liberty Tax Service and Buddy’s Home Furnishings, in its $208 million acquisition of The Vitamin Shoppe (NYSE: VSI), an omni-channel, specialty retailer of nutritional products;
  • Sun Communities, Inc., a real estate investment trust, in its $343.6 million acquisition of Jensen’s, Inc., a 31-community manufactured housing portfolio;
  • Pebblebrook Hotel Trust (NYSE: PEB), a real estate investment trust, in its $5.2 billion acquisition of LaSalle Hotel Properties (NYSE: LHO), a real estate investment trust, to create one of the largest owners of independent lodging properties in the U.S.;
  • ConnectWise in its approximate $1.5 billion sale to Thoma Bravo, LLC.;
  • CenterState Bank Corp. (Nasdaq: CSFL), one of the largest community bank franchises headquartered in Florida, in its $850.4 million acquisition of National Commerce Corp. (Nasdaq: NCOM), an Alabama-based financial holding company;
  • Merit Medical Systems, Inc. in its $200 million acquisition of Cianna Medical, Inc.;
  • Seacoast Banking Corp. (Nasdaq: SBCF) in its $133 million acquisition of First Green Bancorp, Inc.;
  • McEwen Mining, a gold and silver mining company, in its acquisition of Lexam VG Gold;
  • March Networks in its $90 million sale to Infinova;
  • iParty in its $35 million litigated sale to Party City;
  • EMCORE Corporation in its $150 million sale of its Space Photovoltaics business to Veritas Capital;
  • Coeur Mining in its $150 million acquisition of Paramount Gold and Silver; and
  • Frisch’s Restaurants, Inc. in its $175 million sale to an affiliate of NRD Partners.
• Republic Capital Group as financial advisor to Lovell Minnick Partners in its continued investment, and redeployment of additional capital, in Pathstone.
• Robert W. Baird as financial advisor to:
  • Capitol Meridian Partners, a private investment firm, in its $80 million growth investment in Parry Labs, LLC, a defense technology company that develops next generation open architecture mission solutions;
  • ChannelAdvisor Corp. (NYSE: ECOM), a leading provider of cloud-based e-commerce solutions, in its sale to CommerceHub, an industry-leading commerce network, a Software as a Service (SaaS) provider with a commerce network connecting the world’s leading retailers and brands with drop ship, marketplace and delivery solutions, for approximately $730 million;
  • Team, Inc. (NYSE: TISI), a global leading provider of integrated, digitally-enable asset performance assurance and optimalization solutions, in the $280 million sale of its Quest Integrity business to Baker Hughes, an energy technology company;
  • Curtis Instruments, a leading electrification partner to OEMs across a broad range of markets, in its sale to Kohler Co., Inc., a global leader in the manufacturing of household fixtures and furniture;
  • ManpowerGroup (NYSE: MAN), the leading global workforce solutions company, in its $925 million acquisition of ettain group, one of the largest privately held IT resourcing and services provides in North America, from A&M Capital Partners, a private equity firm;
  • Parsons Corp. (NYSE: PSN), a leading disruptive technology provider in the global defense, intelligence, and critical infrastructure markets, in its $203 million acquisition of BlackHorse Solutions, Inc., a digital security firm;
  • McKean Defense, an employee-owned life cycle management, engineering, enterprise transformation and total ship integration business, and its affiliates, Mikros Systems and Cabrillo Technologies, in their sale to Noblis, Inc., a leading provider of science, technology and strategy
    services to the federal government;
  • Sportsman’s Warehouse Holdings Inc. (Nasdaq: SPWH) in its $810 million sale to Great American Outdoors Group;
  • AMETEK, Inc. (NYSE: AME), a leading global manufacturer of global instruments and electromechanical devices, in the $250 million sale of its Reading Alloys business to Kymera International, a leading specialty materials company;
  • Leidos Holdings, Inc. (NYSE: LDOS), a Fortune 500 science and technology leader, in its $1.65 billion acquisition of Dynetics, Inc., an industry-leading applied research and national security solutions company;
  • Ecology and Environment Inc. (Nasdaq: EEI) in its $66 million sale to WSP Global Inc.;
  • Gardner Denver Holdings, Inc. in its $15 billion reverse Morris Trust transaction with Ingersoll Rand Industrial;
  • Span-America Medical Systems, a mattress manufacturer, in its $80 million sale via cash tender offer to Savaria Corp., a publicly traded, Canada-based leading manufacturer in the accessibility industry;
  • a leading manufacturer of electric motors in its $400 million acquisition of certain operations of a major U.S. multi-national conglomerate corporation;
  • Merisel in its aborted sale to a private equity firm;
  • COMSYS IT in its $431 million sale to Manpower;
  • Ladish in its $778 million sale to Allegheny Technologies;
  • RC2 in its $640 million sale to Tomy;
  • Harsco in the $525 million sale of its infrastructure division to Clayton Dubilier & Rice; and
  • Material Sciences in its $230 million sale to an affiliate of Insight Equity.
• Rothschild as financial advisor to:
  • OM Group in the $408 million sale of its Nickel business to Norilsk Nickel;
  • Israel Chemical in its $352 million acquisition of Supresta from Ripplewood;
  • CF in its $4.7 billion litigated acquisition of Terra;
  • CF in connection with Agrium’s $4.6 billion bid for CF;
  • Clarus in its $135 million acquisition of Black Diamond & Gregory Mountain;
  • PerkinElmer in its $600 million acquisition of Caliper Life Sciences;
  • Air Products in its $884 million acquisition of a 67% stake in Indura;
  • Elster in its $2.3 billion sale via cash tender offer to Melrose;
  • a large chemical company in its $62 acquisition via tender offer of Verenium;
  • CF Industries in its $1.4 billion sale of its phosphates business to The Mosaic Company; and
  • Sorin in its $2.7 billion strategic transaction with Cyberonics.
• Stifel as financial advisor to:
  • Heritage-Crystal Clean, Inc. (Nasdaq: HCCI), a provider of parts cleaning and used oil collection services, in its $1.2 billion sale to J.F. Lehman & Company, a leading private equity investment firm focused on aerospace, defense, maritime, and environmental sectors;
  • WillScot Corp. (Nasdaq: WSC), a leader in specialty rental services and portable storage solutions, in its $1.7 billion merger with Mobile Mini, Inc. (Nasdaq: MINI), a leading provider of portable storage solutions, to create a $6.6 billion enterprise;
  • Targacept in its $100 million strategic transaction with Catalyst Biosciences; and
  • Stericycle, Inc. (Nasdaq: SRCL), a U.S.-based leading provider of compliance-based solutions, in the $462.5 million sale of its Domestic Environmental Solutions business to Harsco Corporation (NYSE: HSC), a global provider of environmental solutions for industrials waste streams and innovative technologies.
• Stout Risius Ross as financial advisor to Leidos Holdings, Inc. in its $4.6 billion merger with the Information Systems & Global Solutions business of Lockheed Martin Corp.
• William Blair as financial advisor to:
  • PracticeWorks in its $493 million sale to Kodak;
  • a consumer information and measurement company in its $100 million sale to Symphony;
  • VitalWorks in its $100 million sale to Cerner;
  • a music company in its $98 million acquisition of Music & Arts Center;
  • Merge in its $348 million acquisition of Cedara;
  • The Trizetto Group in its $146 million acquisition of Quality Care Solutions;
  • Netsmart in its acquisition of CMHC Systems;
  • LESCO in its $231 million sale to Deere;
  • Coleman Cable in its $161 million acquisition of Copperfield;
  • First Consulting in its $365 million sale to Computer Sciences;
  • the audit committee of Allscripts-Misys Healthcare Solutions in its $1.3 billion merger with Eclipsys and its transaction with Misys;
  • Treehouse Foods in its $180 million acquisition of ST Specialty;
  • ExamWorks in its $210 million acquisition of MES Group;
  • NovaMed in its $215 million sale to HIG;
  • China GrenTech in its $250 million litigated take private;
  • EasyLink in its $310 million sale to Open Text;
  • China TransInfo Technology in its $150 million litigated take private;
  • Winner Medical in its $100 million litigated take private; and
  • Met-Pro in its $210 million litigated sale to CECO Environmental.