Private Equity/Venture Capital

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Willkie is one of the few major law firms with extensive domestic and international experience in virtually every type of private equity transaction ranging from cross-border multibillion dollar leveraged buyouts to early-stage venture capital financings.  As a recognized leader in private equity transactions, fund formation and regulatory compliance Willkie regularly represents private equity investors, issuers and financial advisers in all aspects of domestic and international private equity transactions.

Due to the firm’s longstanding representation of many international private equity and venture capital institutions, our attorneys routinely work on sophisticated private equity transactions such as leveraged buyouts, management buyouts, spin-offs, growth equity investments, venture capital financings, going-private transactions, recapitalizations and dispositions.  We also represent a number of institutionally backed private enterprises (including portfolio companies of our private equity and venture capital fund clients) in connection with their financing, M&A and general corporate needs.  Our experience covers a broad cross-section of industry sectors, including manufacturing, services, finance, insurance, technology, software, retail, real estate, gaming, biotechnology, medical devices, communications and media.

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Willkie’s Corporate Practice covers all aspects of private equity transactional activities, including mergers and acquisitions, direct equity investments, secondaries, PIPEs, debt (bank, high-yield and mezzanine), finance, dispositions, restructurings, recapitalizations, "club" deals, joint ventures and management compensation issues. With integrated practices in the United States and Europe, our attorneys regularly provide our institutional and sponsor clients with imaginative and business-focused counsel with respect to legal, business and management issues that arise in private equity transactions.

Our corporate transactional attorneys are able to draw on experience in a broad range of areas including tax, regulatory, real estate, antitrust, bankruptcy, intellectual property, ERISA, litigation and environmental matters. From our offices in New York, Washington, Houston, Paris, London, Frankfurt, Brussels, Milan and Rome, we routinely advise private equity deal sponsors on all aspects of the relevant transactions, including debt and equity financing, deal and tax structure, merger and acquisition negotiation and documentation, due diligence, management arrangements, antitrust compliance, deal implementation and ultimate disposition and refinancings.

Willkie also represents a number of private fund portfolio companies and management teams, both in connection with their negotiations and relationships with institutional private equity investors and with respect to their daily operating legal needs such as M&A, general corporate, litigation, tax, intellectual property, employee benefits and financing advice. Our attorneys regularly work closely with entrepreneurs and management during every stage of the private company lifecycle, including start-up, seed funding, venture capital financing, debt financing, acquisitions, public offerings and dispositions.

Willkie was recognized in the 2016 editions of Chambers USA,Chambers Europe and Chambers Global as having one of the leading private equity transactional practices in the United States and Europe, and was named by Law360 as one of the top private equity groups of the year.  The firm is regularly cited among the foremost private equity deal counsel both domestically and internationally.

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Highlights

Leveraged Buyouts and Control Investments Experience

  • Bregal Freshstream/Verwater

    Represented Bregal Freshstream in its acquisition of a majority stake in Verwater, a Dutch oilfield services company, from investment firm Infestos. (2016)

  • Bridge Growth Partners/Finalsite

    Represented Bridge Growth Partners, LLC in its acquisition of Finalsite, a leading SaaS-based learning and communications platform for U.S. and international schools. (2016) 

  • exocad GmbH/The Carlyle Group

    Represented the shareholders of exocad GmbH, an independent developer of dental software solutions, in the sale of a majority stake to The Carlyle Group as well as certain shareholders on their reinvestment. (2016)

  • Inspired Gaming Group/Hydra Industries Acquisition Corp.

    Represented Inspired Gaming Group (as U.S. counsel) in its acquisition by Hydra Industries Acquisition Corp. from funds managed by Vitruvian Partners LLP and co-investors, a transaction reflecting a £200 million valuation of Inspired. (2016)

  • 3i/ATESTEO

    Represented 3i-backed ATESTEO with respect to €70 million refinancing/recapitalization. (2016)

  • E2open/Orchestro

    Represented E2open, an Insight Venture Partners portfolio company, in its acquisition of Orchestro, the leading provider of demand signal repositories and preemptive analytics for retail and omni-channel fulfillment. (2016)

  • Eurazeo/Glion Institute of Higher Education/Les Roches International School of Hotel Management

    Represented Eurazeo on the financing aspects of its CHF 380 million acquisition of Glion Institute of Higher Education and Les Roches International School of Hotel Management. (2016)

  • Tikehau/Cisbio Bioassays/Abenex

    Represented Tikehau on the financing aspects of the acquisition of Cisbio Bioassays by Abenex. (2016)

  • Insight Venture Partners/WorkForce Software/Workplace

    Represented Insight Venture Partners and portfolio company WorkForce Software in WorkForce’s acquisition of Workplace. (2016)

  • Bregal Freshstream/Radley

    Represented Bregal Freshstream in its acquisition of iconic British handbag and accessories brand Radley. (2016)

  • LOGICnow/SolarWinds

    Represented LOGICnow in its acquisition by SolarWinds. (2016)

  • Genstar Capital/IHS Inc.

    Represented Genstar Capital in its acquisition of the Operational Excellence & Risk Management (OERM) business of IHS. (2016)

  • IK Investment Partners/Marle

    Represented IK Investment Partners in its agreement to acquire orthopedic implant manufacturing company Marle from The Carlyle Group. (2016)

  • Warburg Pincus/ACAMS

    Represented Warburg Pincus and the Association of Certified Anti-Money Laundering Specialists (ACAMS) in the $330 million sale of ACAMS to Becker Professional Education. (2016)

  • Asset International/Market Metrics, Matrix Solutions

    Represented Genstar Capital portfolio company Asset International in its acquisition of Market Metrics and Matrix Solutions from FactSet. (2016)

  • PAI Partners/Ethypharm

    Represented PAI Partners in its negotiations to acquire European specialty pharma company Ethypharm from Astorg. (2016)

  • Galil Medical/BTG

    Represented certain shareholders of cryotherapy company Galil Medical in its sale to BTG plc. (2016) 

  • PayScale/MarketPay

    Represented PayScale, a Warburg Pincus portfolio company, in its merger with MarketPay. (2016)

  • Conga/Novatus, ActionGrid, CRMCulture

    Represented Conga, the leading provider of document and report generation solutions for Salesforce customers, in its acquisitions of Novatus, ActionGrid and CRMCulture. (2016)

  • Sage Midstream Ventures/Stonepeak Infrastructure Partners

    Represented Sage Midstream Ventures in its equity commitment of up to $500 million from Stonepeak Infrastructure Partners. (2016)

  • Ardian/Gantner

    Represented Ardian in its acquisition of Gantner, the leading international manufacturer of contactless NFC access control, electronic locking and cashless payment applications for the global leisure industry. (2016)

  • Bridge Growth Partners/Solace Systems

    Represented Bridge Growth Partners, LLC in its acquisition of a majority interest in Solace Systems, Inc., a leading provider of infrastructure messaging technology. (2016) 

  • 3i/Amor Group/Gilde Buy Out Partners

    Represented 3i in its sale of Amor Group, the German market leader for affordable precious jewelry, to Gilde Buy Out Partners. (2016) 

  • Liberty Oilfield Services/Sanjel Corporation

    We represented Liberty Oilfield Services, a Riverstone Holdings portfolio company, in its acquisition of the U.S. fracturing, coiled tubing and cementing assets of Sanjel Corporation. (2016)

  • AssetMark, Inc./Huatai Securities

    Represented AssetMark, Inc. in its agreement to be purchased by Huatai Securities from Aquiline Capital Partners and Genstar Capital. (2016) 

  • Aquiline Capital Partners/Simply Business

    Represented Aquiline Capital Partners in its agreement to acquire Simply Business, the U.K.’s biggest business insurance provider. (2016) 

  • Hudson's Bay Company/HBS Global Properties

    Represented Hudson’s Bay Company, owner of Saks Fifth Avenue and other leading department stores, in the sale of $50 million of its equity in HBS Global Properties, HBC’s real estate joint venture with Simon Property Group, which follows an earlier sale of $533 million of equity in HBS. (2016) 

  • Mercer Advisors/Kanaly Holdings

    Represented Mercer Advisors, a portfolio company of Genstar Capital, in its acquisition of Kanaly Holdings, creating one of the largest U.S. independent wealth managers. (2016) 

  • Captain Train/Trainline

    Represented Captain Train in its acquisition by KKR portfolio company Trainline, combining the #1 independent rail ticket retailers in the UK and Continental Europe. (2016)

  • Jagex Limited/Shanghai Hongtou Network Technology Co., Ltd.

    Represented Jagex Limited in its acquisition by Shanghai Hongtou Network Technology Co., Ltd. (2016)

  • PAI Partners/ADB Airfield Solutions/Safegate

    Represented PAI Partners and ADB Airfield Solutions in the acquisition of Safegate. (2016)

  • G.E.T. Enterprises/Olympus Partners

    Represented the management team of G.E.T. Enterprises in connection with G.E.T.’s acquisition by Olympus Partners. (2016)

  • Insight Venture Partners/Diligent

    Represented Insight Venture Partners in its acquisition of New Zealand-based software company Diligent Corporation, a take-private transaction valued at approximately US$624 million. (2016)

  • Zenith Energy/BP

    Advised Zenith Energy, a portfolio company of Warburg Pincus, in its agreement to acquire a liquids storage terminal facility located in the port of Amsterdam from BP plc. (2016)

  • Carnelian Energy Capital LP/Percussion Petroleum LLC

    Represented Carnelian Energy Capital LP in its capital commitment to Percussion Petroleum LLC,  an independent oil and natural gas company based in Houston. (2016)

  • Ekkio/Q-Biologicals

    Represented Ekkio and its portfolio company, Amatsigroup, in the acquisition of Q-Biologicals, a leading provider of process development and biomanufacturing services. (2016)

  • Aquiline Capital Partners/Wellington Insurance Group

    Represented Aquiline Capital Partners in its majority investment in Wellington Insurance Group, an insurance risk distribution and financial services organization. (2016)

  • Dexter Axle Company/AL-KO VT

    Represented Dexter Axle Company, a portfolio company of The Sterling Group, on its acquisition of AL-KO Vehicle Technology from AL-KO Kober SE. (2016) 

  • Hudson’s Bay Company/Gilt

    Represented Hudson’s Bay Company, owner of Saks Fifth Avenue and other leading department stores, in its $250 million acquisition of leading online shopping destination Gilt. (2016) 

  • Victory Capital/RS Investments

    Represented Victory Capital in its agreement to acquire RS Investments from The Guardian Life Insurance Company of America. (2015)

  • Latour Capital/Syclef

    Represented Latour Capital in the acquisition, through its fund Latour Capital II, of a majority stake in Syclef, a major French player in the installation and maintenance of commercial and agri-food refrigeration systems. (2015)

  • Genstar Capital/Aquiline Capital Partners/Ascensus

    Represented Genstar Capital and Aquiline Capital Partners in their acquisition of Ascensus, the country’s largest independent service provider of retirement and college savings plans, from private investment firm J.C. Flowers & Co. (2015)

  • Bregal Freshstream/Lunch Garden

    Represented London-based private equity fund Bregal Freshstream in its acquisition of Belgian self-service restaurant chain Lunch Garden from a consortium of investors led by H2 Equity Partners. (2015)

  • Aquiline Capital Partners/OmegaFi

    Represented Aquiline Capital Partners in its investment in OmegaFi, the leading provider of financial, membership management, and fundraising software and support solutions for college fraternities and sororities across the United States. (2015)

  • RIEMSER Pharma/Intrapharm Laboratories

    Represented RIEMSER Pharma GmbH, a German specialty pharmaceutical company backed by Ardian, in its acquisition of British specialty pharmaceutical company Intrapharm Laboratories Ltd. (2015)

  • Riverstone Holdings/Rover Petroleum

    Represented Riverstone Holdings in its up to $250 million equity commitment to Rover Petroleum, a newly formed, Dallas-based oil and gas company. (2015)

  • Centerbridge Partners/Superior Vision

    Represented Centerbridge Partners in its acquisition of Superior Vision Corporation, a leader in managed vision care, from Nautic Partners. (2015)

  • symplr/The CapStreet Group

    Represented leading SaaS provider symplr, a portfolio company of The CapStreet Group, in its recapitalization led by Pamlico Capital and existing investors.

  • Seaport Capital/Net Access

    Represented Seaport Capital, owner of Net Access, in the sale of Net Access to Cologix. (2015)

  • Lime Rock/SDI Gas

    Represented Lime Rock in its LBO of SDI Gas, a Pennsylvania-based oilfield service company operating in the Marcellus and Utica Shales. (2015)

  • Hudson's Bay Company/HBS Global Properties

    Represented Hudson’s Bay Company, owner of Saks Fifth Avenue and other leading department stores, in the sale of $533 million of its equity in HBS Global Properties, HBC’s real estate joint venture with Simon Property Group. (2015)

  • RegionalCare Hospital Partners/Apollo Global Management

    Represented Warburg Pincus portfolio company RegionalCare Hospital Partners, an owner and operator of regional acute care facilities, in its agreement to be acquired by Apollo. (2015)

  • Insight Venture Partners/Tenable Network Security

    Represented Insight Venture Partners in connection with a $250 million funding round for Tenable, one of the largest funding rounds completed for a private security company. (2015)

  • MedAssets, Inc./Pamplona Capital Management

    Advised MedAssets, a healthcare performance improvement company, in its agreement to be acquired by Pamplona Capital Management for $2.7 billion. (2015) 

  • Syncsort/Clearlake Capital Group

    Represented Syncsort, a global Big Data enterprise software provider, in its acquisition by Clearlake Capital Group. (2015) 

  • IK Investment Partners/Solina/Ardian

    Represented IK Investment Partners in its negotiations to sell leading European food solutions provider Solina Group to Ardian Mid Cap Buyout. (2015)

  • The Sterling Group/Liqui-Box

    Represented The Sterling Group in its sale of Liqui-Box Corporation to funds managed by Olympus Partners. (2015) 

  • Insight Venture Partners/Thycotic

    Represented Insight Venture Partners in its investment in Thycotic, a leader in the IT security solutions space. (2015) 

  • B&L Management Company/Blackstone/Fairstead

    Represented B&L Management Company in connection with the $690 million sale of 24 apartment buildings located in Chelsea and the Upper East Side in Manhattan to Blackstone and Fairstead. (2015) 

  • Appriss/The Retail Equation

    Represented Appriss Inc., a leading provider of data, risk assessment and analytic solutions for government, health information and the consumer industries, in its acquisition of The Retail Equation, a provider of predictive analytics for retail businesses. (2015) 

  • WuXi/Management-Led LBO

    Represented the Special Committee of the Board of Directors of WuXi PharmaTech Inc. in its $3.3 billion management-led leveraged buyout, one of the largest going private transactions of a Chinese-based, U.S. listed company. (2015)

  • FIS/SunGard

    Represented FIS, the world’s largest provider of banking and payments technology solutions, in its agreement to acquire SunGard, a leading financial software company, in a deal valued at $9.1 billion. (2015) 

  • Lagardère Travel Retail/Paradies

    Represented French airport shop operator Lagardère Travel Retail in its $530 million agreement to acquire Paradies, a leading airport travel retailer in North America, from private equity firm Freeman Spogli & Co, the Paradies family and other shareholders, creating the second-largest travel retailer in North America. (2015) 

  • CRGT/Salient/Bridge Growth Partners

    Represented private equity firm Bridge Growth Partners, LLC and CRGT, a full life‐cycle IT services provider for the Federal Government, in the merger of CRGT and Salient Federal Solutions, Inc. (2015)

  • Insight Venture Partners/Fenergo

    Represented Insight Venture Partners in its $75 million investment in Fenergo, a Dublin-based leader in Client Lifecycle Management software solutions for financial institutions. (2015)

  • The Sterling Group/Safe Fleet/Hadley’s Transit Mirror

    Represented Safe Fleet, a portfolio company of The Sterling Group, in its acquisition of the transit mirror product line for buses, shuttles and coaches from Hadley. (2015)

  • FFL/C.H.I. Overhead/KKR

    Represented San Francisco-based private equity firm Friedman Fleischer & Lowe LLC in the sale of C.H.I. Overhead Doors, a North American manufacturer of residential and commercial garage doors, to global private equity from KKR. (2015)

  • Ardian/Chal-Tec GmbH

    Represented Ardian in its investment in Chal-Tec GmbH for a stake of approximately 40 percent in the Berlin-based e-commerce company. (2015)

  • Insight Venture Partners/Fourth

    Represented Insight Venture Partners in its deal to acquire UK-based Fourth, the world’s leading provider of cloud-based cost control solutions to the hospitality industry, from ECI Partners. (2015)

  • Insight Venture Partners/Checkmarx

    Represented Insight Venture Partners in its $84 million investment in Checkmarx, a leading developer of software solutions used to identify, fix and block security vulnerabilities in web and mobile applications. (2015)

  • Insight Venture Partners/Conga

    Represented Insight Venture Partners in its $70 million investment in Conga, the developer of the Conga Suite, the most popular set of document generation and reporting applications for Salesforce. (2015)

  • Vatera/CVC/Alvogen

    Represented Vatera Healthcare Partners as part of the investment consortium led by CVC Capital Partners in the acquisition of a controlling stake in Alvogen, a high-growth pharmaceutical company, from Pamplona Capital Management. (2015)

  • IK Investment Partners/Lucas Meyer/IFF

    Represented IK Investment Partners in its deal to sell Lucas Meyer Cosmetics, the Canadian suppler of ingredients for the beauty industry (and a unit of the Unipex Group), to New York-based  International Flavors & Fragrances Inc, for €283 million. (2015)

  • Hudson’s Bay Company/Galeria Kaufhof

    Represented Hudson’s Bay Company, the Canadian owner of Saks Fifth Avenue, Lord & Taylor and other leading department stores, in its €2.82 billion cross-border deal to acquire German department store chain Galeria Kaufhof, Galeria Inno (Belgian subsidiary) and Sportarena from METRO AG. (2015)

  • IK Investment Partners/Cérélia Group

    Advised IK Investment Partners in the acquisition of Cérélia Group, a leading European manufacturer of ready-to-bake chilled dough products. (2015)

  • SpringBok Energy/NGP

    Represented Dallas-based Springbok Energy Partners, LLC in its joint venture with Natural Gas Partners (NGP) to pursue investments in mineral and royalty interests. (2015) 

  • LenderLive/Walz Group

    Represented mortgage services provider LenderLive Holdings, Inc., a portfolio company of Aquiline Capital Partners LLC, in its acquisition of Walz Group LLC, a leading provider of regulatory compliance solutions, full-cycle critical document fulfillment and Certified Mail Automation. (2015) 

  • Insight Venture Partners/Virgin Pulse

    Represented Insight Venture Partners in its $92 million control investment in Virgin Pulse, a designer of technology that cultivates good lifestyle habits for employees and is part of Sir Richard Branson’s Virgin Group. (2015) 

  • Macquarie Group/Advantage Funding

    Represented Macquarie Group Limited in its deal to acquire Advantage Funding Management Co., Inc., a  leading commercial vehicle finance firm, from Marubeni Group. (2015) 

  • The Sterling Group/Process Barron

    Represented Houston-based private equity firm The Sterling Group in its acquisition of Process Equipment, Inc. (Process Barron), a leading provider of custom turn-key air and material handling solutions to a variety of industries. (2015)

  • HealthcareSource/Francisco Partners/Insight Venture Partners

    We represented HealthcareSource, the leading provider of talent management solutions for the healthcare industry, in its agreement to be acquired by private equity firm Francisco Partners. Insight Venture Partners was the majority owner of HealthcareSource. (2015) 

  • Genstar Capital/Mercer Advisors

    We represented Genstar Capital in its agreement to acquire a majority interest in Mercer Advisors, the parent company to one of the largest Registered Investment Advisors and financial planning firms in the United States. (2015) 

  • Hudson’s Bay Company/Simon Property Group

    We represented Hudson’s Bay Company, owner of Saks Fifth Avenue and other leading department stores, in an agreement to form a real estate-focused joint venture with Simon Property Group, valued at $1.8 billion. (2015) 

  • The Sterling Group/Elkhart Brass Manufacturing Company, Inc.

    We represented Safe Fleet, a portfolio company of The Sterling Group, a Houston-based private equity firm, in its acquisition of Elkhart Brass Manufacturing Company, Inc., the industry's leading manufacturer of innovative firefighting and fire protection equipment. (2015) 

  • CapStreet Group/Keais Records Service, LLC

    We represented CapStreet Group in its acquisition of a majority stake in Keais Records Service, LLC, a leading medical records processor. (2015)

  • Ekkio Capital/Audevard

    We represented Ekkio Capital in its acquisition of Audevard, a veterinary pharmaceutical company focused on the equine field. (2015) 

  • Insight Venture Partners/E2open

    We represented Insight Venture Partners in its $273 million acquisition of E2open, a leading provider of cloud-based, on-demand software solutions. (2015) 

  • Aquiline/LenderLive

    Represented Aquiline Capital Partners LLC in its acquisition of mortgage services provider LenderLive Holdings, Inc.(2015) 

  • Wendel/Constantia Flexibles

    We represented Paris-listed private equity firm Wendel in its acquisition of a majority interest in Constantia Flexibles, one of the world leaders in flexible packaging, in a deal valuing Constantia Flexibles at €2.3 billion.  (2014) 

  • SourceHOV/BancTec Group

    Represented HandsOn Global Management (HGM), as controlling shareholder, in the merger of SourceHOV and BancTec Group, a deal that created a global leader in transaction processing solutions. (2014) 

  • Bridge Growth Partners/CRGT Inc.

    Represented Bridge Growth Partners LLC in its acquisition of CRGT, a leading provider of custom software and data analytics to federal agencies, from an affiliate of Veritas Capital. (2014) 

  • Metalogix/Permira Funds

    Represented management software company Metalogix in its acquisition by Permira, one of Europe’s largest private equity funds. (2014)

  • 3i/Christ

    Represented 3i in its acquisition of a majority stake in leading German jewelry and watch retailer Christ. (2014)

  • Riverstone Holdings/Proserv Group

    Represented Riverstone Holdings LLC in its acquisition of Proserv Group Inc., a global engineered products and services business focused on the offshore and subsea markets, from private equity firm Intervale Capital. (2014)

  • The CapStreet Group/Red Aviation

    Represented CapStreet in its majority recapitalization of Red Aviation, a provider of aircraft parts and services, alongside the company's senior management. (2014) 

  • BeyondTrust/Veritas/Insight

    Represented leading cybersecurity solution provider BeyondTrust in its sale to Veritas Capital by Insight Venture Partners. (2014) 

  • PAI Partners/Labeyrie

    Represented PAI Partners in its acquisition of a majority stake in French gourmet food producer Labeyrie Fine Foods. (2014)

  • ASM/Apax Partners/Leonard Green/CVC

    Represented management of Advantage Sales & Marketing LLC (ASM) in Apax Partners’ sale of a majority stake in ASM to affiliates of private equity firms Leonard Green & Partners, L.P. and funds advised by CVC Capital Partners. (2014)

  • Insight/FireMon

    Represented Insight Venture Partners in its acquisition of FireMon, the top provider of proactive security intelligence solutions. (2014)

  • iParadigms/Insight/CIG/Warburg Pincus

    Represented iParadigms, a California-based anti-plagiarism software company, in its $752 million sale to Insight Venture partners and GIC, Singapore's sovereign wealth fund, from majority owner Warburg Pincus. (2014)

  • 3i/Hilite International/AVIC Electromechanical Systems

    Represented 3i in its €473 million sale of Hilite International, a leading global supplier of highly engineered automotive engine and transmission components, to AVIC Electromechanical Systems, one of the largest industrial conglomerates in China. (2014)

  • GFI Software/TeamViewer/Permira

    Represented GFI Software in its sale of TeamViewer, a leading global provider of secure remote support software and online meetings, to Permira, one of Europe’s largest private equity funds. (2014)

  • PAI Partners/Euro Media Group

    Represented PAI Partners in its acquisition of a majority stake in EMG, Europe’s leading provider of audiovisual facilities and services. (2014)

  • Insight/WorkForce Software

    Represented Insight Venture Partners in its leveraged acquisition of WorkForce Software, the leading provider of workforce management solutions. (2014) 

  • Insight Venture Partners/Campaign Monitor

    Represented Insight in its $250 million investment in Sydney-based Campaign Monitor, a global leader in SaaS-based email marketing and design solutions. (2014)

  • ECi/Insight/Carlyle Group

    Represented Insight Venture Partners and its portfolio company ECi Software Solutions in the sale of ECi to The Carlyle Group. (2014) 

  • Liberty Resources II/Riverstone/Bakken Assets

    Represented Denver-based oil and gas company Liberty Resources II LLC and private equity firm Riverstone Holdings LLC in Liberty II’s $455 million acquisition of oil and gas assets in North Dakota's Williston Basin. (2014) 

  • AirWatch/VMware

    Represented AirWatch investors Insight Venture Partners and Accel Partners in the $1.54 billion sale of AirWatch, the leading provider of enterprise mobile management and security solutions, to VMware, Inc. (2014)

  • JHP/Warburg Pincus/Par Pharmaceutical

    Represented Warburg Pincus and its portfolio company JHP Pharmaceuticals in the approximately $490 million sale of JHP to Par Pharmaceutical Companies, Inc. (2014)

  • Scout 24

    Represented Scout24 Holding GmbH in Deutsche Telekom AG’s $2 billion sale of a 70 percent stake in Scout24 to Hellman & Friedman LLC. (2013)

  • Liberty Resources/Riverstone

    Represented Riverstone Holdings LLC and Liberty Resources II LLC, a newly-formed Denver-based oil and gas company, in the $350 million Riverstone-led investment in Liberty. (2013)

  • Insight Venture Partners Unitrends

    Represented Insight in its significant investment in Unitrends, the leading provider of all-in-one backup, archiving, instant recovery and disaster recovery solutions. (2013) 

  • Seven Mile/Microporous

    Represented Seven Mile Capital Partners in its acquisition of Microporous Products from Polypore International Inc. (2013) 

  • The Sterling Group/ROM

    Represented The Sterling Group in its acquisition of ROM Corporation and Specialty Manufacturing, Inc., manufacturers of safety and productivity components for the emergency vehicle, truck and trailer, and bus markets. (2013 ) 

  • The CapStreet Group/Industrial Plant Services

    Represented CapStreet in its majority recapitalization of Industrial Plant Services, Inc., a provider of corrosion resistant and non-metallic products, in partnership with the senior management team. (2013) 

  • CMI/Warburg Pincus/Roche

    Represented Constitutional Medical Inc. and Warburg Pincus in the sale of CMI to Roche Diagnostics. (2013) 

  • Insight Venture Partners/Kaseya

    Represented Insight in its significant investment in Kaseya, a leading Switzerland-based global provider of IT Service Management software. (2013) 

  • Rockwood/CeramTec/Cinven

    Represented Rockwood Holdings, Inc. on its $1.98 billion sale of  CeramTec, its advanced ceramics business, to European private equity firm Cinven. (2013) 

  • BMC Software/Insight Venture Partners

    Represented Insight Venture Partners in the $6.9 billion consortium acquisition of BMC Software. (2013)

  • Aquiline/Genstar/Genworth

    Represented Aquiline Capital Partners LLC and Genstar Capital LLC in their $412.5 million acquisition of Genworth Financial Inc.’s Wealth Management businesses. (2013) 

  • Warburg Pincus/JHP Pharmaceuticals

    Represented Warburg Pincus in connection with the $195 million acquisition of JHP Pharmaceuticals, LLC from JHP Holdings, LLC, an entity majority-owned by Morgan Stanley Principal Investments. (2012) 

  • PAI Partners/IPH

    PAI Partners in its agreement to acquire IPH, the French leader in industrial supply distribution, from Investcorp. (2012) 

  • Insight Venture Partners/Kinnser Software

    Advised Insight on its $40 million investment in Austin, Texas-based Kinnser, a Web-based software solutions provider (SaaS) for the home health industry that was named by Inc. magazine in both 2010 and 2011 as one of the 500 fastest growing private companies in the United States. (2012) 

  • The Sterling Group/Velcon Filters

    Represented The Sterling Group in its leveraged buyout of Velcon Filters, a filtration manufacturer and distributor, in 2009, tack-on acquisitions of substantial Dutch and German competitors and eventual sale of Velcon to Parker Hannifin Corporation for $280 million. (2012) 

  • Scotsman/ALI Group/Warburg Pincus

    Represented Scotsman Industries, the world’s largest commercial ice machine company, in its acquisition by ALI Group, a Milan, Italy-based diversified food service equipment manufacturer, from an affiliate of Warburg Pincus. (2012) 

  • The CapStreet Group/GHX Holdings

    Represented CapStreet and its majority-owned portfolio company GHX Holdings in the sale of GHX to a portfolio company controlled by General Atlantic. (2012) 

  • Platform Partners/Landmark Aviation

    Represented Platform Partners in the $625 million sale of Landmark Aviation to The Carlyle Group.  Platform founded Landmark’s predecessor entity (Encore FBO) and brought in GTCR as a co-investor in connection with Encore acquisition of Landmark. (2012) 

  • Aquiline/First Investors Financial Services Group

    Represented Aquiline Capital Partners LLC in the $100 million acquisition of auto lender First Investors Financial Services Group, Inc. (2012) 

  • Seaport Capital/Net Access

    Represented Seaport Capital in its leveraged buyout of Net Access, an owner of data centers in New Jersey. (2012) 

  • AXA Private Equity/HSE24/Providence

    Represented AXA Private Equity, the leading European diversified private equity firm, in its sale of a majority stake in Home Europe (HSE24), the international TV home shopping group, to media investor Providence Equity Partners. (2012) 

  • Aquiline/BI-SAM Technologies

    Represented Aquiline Capital Partners LLC in its acquisition of a majority interest in Paris-based BI-SAM Technologies, the leading data management and reporting platform provider to the asset management industry. (2012) 

  • Warburg Pincus/Endurance Energy

    Represented Warburg in its agreement to make additional investments of up to C$150 million in Canadian oil and gas explorer Endurance Energy Ltd., giving Warburg a majority stake in the company. (2012) 

  • 3i backed Hilite International/Cummins Inc.

    Represented 3i-backed Hilite International on the sale of its heavy-duty emissions control business to Cummins Inc. (2012) 

  • Warburg Pincus/Regional Diagnostic Laboratories

    Represented Warburg in connection with its investment of up to $250 million in newly launched Regional Diagnostic Laboratories, Inc. (2012) 

  • AlixPartners LLP/CVC Capital Partners

    Represented AlixPartners’ founder Jay Alix in the pending recapitalization of AlixPartners LLP, whereby funds affiliated with CVC Capital Partners agreed to acquire a majority stake in the global business advisory firm. (2012) 

  • Warburg Pincus, Allos Therapeutics, Inc./Spectrum Pharmaceuticals, Inc.

    Represented Warburg as the largest selling shareholder in the $206 million sale of biopharmaceutical developer Allos Therapeutics to Spectrum Pharmaceuticals. (2012)

  • Insight Venture Partners/Quest Software

    Represented Insight in the $2 billion buyout agreement to take Quest Software private. (2012)

  • Insight Venture Partners/Drilling Info

    Represented Insight as lead investor in the $165 million equity financing of Drilling Info, Inc., acquiring majority ownership of the provider of data intelligence to the oil and gas industries. (2012)

  • Riverstone Holdings LLC/EP Energy Corporation

    Advised energy and power-focused private equity firm Riverstone in its equity consortium arrangements as part of an Apollo Global Management-led consortium’s $7.15 billion leveraged buyout of EP Energy, the oil and gas exploration and production units of El Paso Corporation (named “Private Equity Deal of the Year” at the 2013 IFLR Americas Awards). (2012)

  • FFL/Strategic Investment Management

    Represented FFL in its acquisition of Strategic Investment Management, an outsourced investment management business. (2012)

  • Calvert Street Capital Partners/Lagniappe Health Systems

    Represented Calvert Street in its acquisition of Lagniappe Health Systems, a provider of operating systems to pharmacies. (2011/2012)

  • The Sterling Group Liqui-Box Corporation

    Represented The Sterling Group in its leveraged buyout of Liqui-Box Corporation from Du Pont. (2011)

  • MLM Information Services/CSC/Warburg Pincus

    Represented MLM Information Services and Warburg Pincus in Warburg’s sale of MLM to the parent company of Corporation Service Company. (2011) 

  • Warburg Pincus/Evidon, Inc.

    Advised Warburg on the serial increases of its majority equity stake in Evidon (f/k/a The Better Advertising Project, Inc.), first through the purchase of shares of Series A-2 preferred stock for an aggregate price of $3 million in June 2011 and then through the purchase of Series A-2 and A-3 preferred stock for an aggregate purchase price of approximately $4 million. (2011) 

  • Leonard Green & Partners and Large Private Equity Fund/Palms Resort Casino

    Represented the two private equity firms in their announced acquisition of a controlling stake of the Palms Casino Resort in exchange for their affiliates’ approximately $440 million in secured debt of the Las Vegas property. (2011)

  • Time Warner, ContentGuard Holdings, Inc./Pendrell Corporation

    Represented Time Warner as a primary shareholder in the sale of 90.1 percent of ContentGuard, a privately-held developer of digital rights management (DRM) and content distribution technologies with the largest portfolio of DRM patents worldwide, to Pendrell Corporation. Under the terms of the $90.1 million deal, Time Warner will retain 9.9 percent of ContentGuard and be entitled to appoint a representative to the ContentGuard board of directors. (2011) 

  • Insight Venture Partners, DailyDeal GmbH/Google

    Represented Insight, as a selling shareholder in DailyDeal, in the Berlin-based daily bargains website’s sale to Google. Competing with Groupon, LivingSocial and others in Germany, DailyDeal was founded in 2009 and offers discount deals for restaurants, travel destinations, entertainment venues and retail outlets in more than 90 cities in Germany, Austria, Switzerland and the United States. (2011) 

  • Insight Venture Partners, Ticket Monster/LivingSocial

    Provided counsel on the disposition of portfolio company Ticket Monster, South Korea's top social commerce site, to Washington-based LivingSocial, the second-largest deals provider after Groupon. (2011) 

  • Telcordia Technologies/Ericsson

    Represented Telcordia Technologies Inc., Providence Equity Partners, LLC and Warburg Pincus in the $1.15 billion sale of Telcordia, a global leader in the development of mobile, broadband and enterprise communications software and services, to Ericsson, the world leader in telecommunications technology and service. (2011) 

  • PAI Partners/SPIE

    Represented PAI Partners in its €2.1 billion sale of French engineering company SPIE to a consortium led by Clayton, Dubilier & Rice together with AXA Private Equity and Caisse de dépôt et placement du Québec. SPIE is a leader in electrical and mechanical engineering and HVAC services, energy and communication systems. This transaction was one of the five transactions nominated by IFLR Europe for its 2012 “Private Equity Deal of the Year” award. (2011)

  • 3i/Hilite International

    Represented 3i in the acquisition of a majority stake in Hilite International Inc., a global supplier of automotive products. (2011)

  • Insight Venture Partners/Lightyear Capital

    Represented Insight Venture Partners and Lightyear Capital and their co-owned portfolio company Realm Solutions, owner of ARGUS Software, in Realm’s $130M sale to Altus Group Limited. (2011)

  • PAI Partners/Sagard/Kiloutou

    Represented PAI Partners in its €535 million acquisition of Kiloutou from Sagard Private Equity. (2011) 

  • Yoplait/General Mills/PAI Partners

    Represented PAI Partners in the $1.1 billion sale of its 50 percent stake in Yoplait to U.S.-based food company General Mills. This transaction was recognized as “Private Equity Deal of the Year” at the 2012 IFLR Europe Awards. (2011) 

  • PAI Partners/Kwik-Fit/Itochu Corp.

    Represented PAI Partners in its sale of UK automotive repair company Kwik-Fit Group Ltd. to Japanese trading house Itochu Corp. for approximately $1 billion (£637 million). (2011) 

  • Investor Group/Jagex Limited

    Represented an investor group, comprising Insight Venture Partners, Spectrum Equity Investors and The Raine Group, in its growth investment in Jagex Limited, a leading independent developer and publisher of online games. (2011) 

  • FFL/Tritech Software

    Represented FFL in its acquisition of Tritech Software Systems, a provider of solutions for state and local emergency response systems. (2011)

  • AXA Private Equity/HSE 24

    Represented AXA Private Equity in its acquisition of German shopping network HSE 24 from insolvent Arcandor AG. (2009)

  • Sterling Group/Velcon Filters

    Represented The Sterling Group, L.P., a Houston-based private equity investment firm, in its acquisition of Velcon Filters, LLC., a global leader in the filtration process for jet fuel delivery.( 2009)

  • Warburg Pincus/Enodis

    Represented Warburg in its acquisition, through its affiliate Braveheart Acquisition Inc., of the Enodis global ice machine business from the Manitowoc Company. (2009)

  • SSP Offshore/IndyMac

    Represented SSP Offshore LLC in the approximately $13.9 billion consortium buyout of IndyMac Federal Bank by IMB HoldCo., a thrift holding company controlled by IMB Management Holdings LP. (2009)

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Non-Controlling PE and VC Investments

  • IK Investment Partners/B2S Group

    Represented IK Investment Partners in its acquisition of a significant minority stake in leading customer services outsourcing company B2S Group. (2016)

  • Insight Venture Partners/HomeToGo

    Represented Insight Venture Partners in its investment in HomeToGo, the world’s largest search engine for vacation rentals. (2016)

  • Cartesian Capital Group/Westport Innovations

    Represented Cartesian Capital Group LLC in its investment in Westport Innovations Inc., a Canadian company engineering the world's most advanced natural gas engines and vehicles. (2016)

  • Soros’s Ukrainian Redevelopment Fund/Ciklum

    Represented Soros’s Ukrainian Redevelopment Fund in its acquisition of a significant equity stake in Ciklum, a leading global IT service provider with operations in the Ukraine and throughout Europe and Asia. (2016)

  • Insight Venture Partners/BlaBlaCar

    Represented Insight Venture Partners in connection with a $200 million investment round in BlaBlaCar, the world’s largest long-distance ridesharing community. (2015) 

  • Insight Venture Partners/SpotHero

    Represented Insight Venture Partners in leading a $20 million investment round in SpotHero, the #1 ranking on-demand parking service. (2015) 

  • Aquiline Capital Partners/Fenergo

    Advised Aquiline Capital Partners LLC in an investment in Fenergo, the leading provider of client lifecycle management software solutions for investment banks, capital market firms and private banks. (2015) 

  • Insight Venture Partners/Priceline Group/Hotel Urbano

    Advised Insight Venture Partners, Hotel Urbano’s major institutional shareholder, in connection with Hotel Urbano’s strategic relationship with and investment from The Priceline Group.  Hotel Urbano is one of Brazil's largest and fastest growing online travel companies. The Priceline Group is the world leader in online travel and related services.  In connection with the partnership agreement, The Priceline Group made a $60 million investment in exchange for a minority interest in Hotel Urbano. (2015)

  • First Reserve/Enstar/CPPIB

    Represented private equity firm First reserve in the approximately $267 million sale of its stake in Enstar, the owner and manager of diversified insurance companies, to Canada Pension Plan Investment Board. (2015) 

  • Quantum Strategic Partners/Oak Street Health

    Represented Quantum Strategic Partners in its minority investment in Oak Street Health, operator of primary care centers focused on seniors in the Chicago metropolitan area. (2015)

  • Elliott Management/SIGFOX

    Advised Elliott Management Corporation as part of an investment group in a $115 million round of financing for French start-up SIGFOX, provider of a cellular network dedicated to the Internet of Things. The transaction was cited as the largest VC financing in France to date. (2015)

  • Warburg Pincus/Avalara

    Represented Warburg Pincus in its $100 million investment in Avalara, Inc., a leading provider of cloud-based software for sales tax and other transactional tax compliance. (2014) 

  • Cue Ball Capital

    Represented Cue Ball Capital in its venture capital investments in Redline Trading Solutions, Ditto Labs and ProofPilot. (2014)

  • Insight Venture Partners/Mirantis

    Represented Insight Venture Partners as the lead investor in the $100 million Series B preferred stock investment in Mirantis, the world’s leading OpenStack company. (2014) 

  • Insight Venture Partners/Yext

    Represented Insight Venture Partners, which led the  $50 million primary growth funding round of Yext, a technology software company that enables businesses to manage their information on multiple websites. (2014) 

  • Insight Venture Partners/Delivery Hero

    Represented Insight as lead investor in the $88 million investment in Berlin-based Delivery Hero, an online takeout services company with operations across Europe, Asia, Africa and South America. (2014)

  • Warburg Pincus/ComplexCare Solutions

    Represented Warburg Pincus in its $40 million investment in ComplexCare Solutions, Inc., a New York-based health services company. (2014) 

  • Insight Venture Partners/Vinted

    Represented Insight Venture Partners as the lead investor in the $27 million Series B preferred stock investment in Vinted, the social, mobile marketplace for second-hand clothes. (2014) 

  • Insight Venture Partners/Datasift

    Represented Insight as lead investor in the $42 million investment in Datasift, the platform that powers the social economy. (2013)

  • Cubera/RigNet/KKR

    Represented Cubera in the sale of a significant minority stake in upstream energy technology company RigNet, Inc. to funds advised or controlled by global private equity firm Kohlberg Kravis Roberts & Co. L.P. (2013) 

  • Maritime Finance Company

    Represented Maritime Finance Co., a specialty finance company created to lend to the maritime industry, and its founders in the company’s $580 million capitalization by private equity investors. (2013)

  • Insight Venture Partners/Hootsuite

    Represented Insight Venture Partners in its $165 million Series B funding of Hootsuite, a social media management system for brand management. (2013) 

  • Insight Venture Partners/AirWatch

    Advised Insight, as lead investor, in the $200 million investment in AirWatch®, the global leader and innovator in mobile device security and Enterprise Mobile Management (EMM) technology. (2013) 

  • Insight Venture Partners/New Relic

    Represented Insight Venture Partners in its $80 million funding of application monitoring business New Relic. (2013) 

  • Insight Venture Partners/B2B-Center

    Advised Insight as lead investor in the consortium investment in B2B-Center, Russia’s leading online procurement platform. (2012) 

  • Insight Venture Partners/Smartsheet

    Represented Insight Venture Partners as the lead investor in the $26 million Series D preferred stock investment in Smartsheet, a leading Software as a Service (SaaS) company. (2012) 

  • Insight Venture Partners/Cherwell Software

    Advised Insight Venture Partners in its $25 million minority equity investment into Cherwell Software, a provider of IT service management platform services for business functions. (2012) 

  • Insight Venture Partners/Open English

    Represented Insight Venture Partners in its $40 million investment in Open English, Latin America’s leading online English language school. (2012) 

  • Insight Venture Partners/Fanatics/Dreams

    Represented Insight in its equity financing arrangement with Fanatics Inc. in connection with Fanatics’ acquisition of Dreams Inc. (2012) 

  • Insight Venture Partners/Tumblr

    Represented Insight as a lead investor in an $85 million round of new venture capital financing for Tumblr, a blogging platform that combines social networking features with easy-to-use tools for quick, mixed-media posting, in September 2011. At the time of the financing, Tumblr was receiving 13 billion page views per month and had 30 million blogs generating more than 40 million posts per day. (2011)

  • Warburg Pincus/The Mutual Fund Store

    Represented Warburg in its partnership investment in Kansas City-based The Mutual Fund Store, the first and largest nationally-branded provider of fee-only, independent investment advice for the mass affluent market. (2011)

  • K1 Ventures Limited/Guggenheim Capital

    Represented K1 Ventures Limited in its $100 million Series A Preferred Unit and Warrant investment in Guggenheim Capital, LLC. (2011) 

  • Warburg Pincus/Velvet Energy Ltd.

    Represented Warburg in its co-investment in Velvet Energy Ltd., a newly formed oil and gas exploration and production company focused on the Western Canadian Sedimentary Basin. (2011) 

  • Insight Venture Partners/Georgian Partners/Dealfind

    Represented Insight Venture Partners and Georgian Partners in connection with a $31 million investment in Dealfind, an online group buying website. (2011) 

  • Warburg Pincus/Black Swan Energy Ltd

    Represented Warburg in its co-investment in Black Swan, a privately held oil and gas exploration and production company formed in 2010 and headquartered in Calgary, Canada. Warburg, along with the Canada Pension Plan Investment Board and KERN Partners, agreed to invest up to C$350 million in the company. (2011) 

  • Insight Venture Partners/Chegg Inc.

    Represented Insight Venture Partners in its $57 million investment (with investor group) in online textbook rental company Chegg, Inc. in conjunction with the extension of a $25 million line of credit to Chegg. (2009)

  • Warburg Pincus/RegionalCare

    Represented Warburg in connection with its equity financing plan of up to $300 million for RegionalCare Hospital Partners. (2009)

  • Clovis Oncology

    Represented Clovis Oncology, Inc. in securing $145 million in start-up financing. (2009)

  • Warburg Pincus/PhotoThera

    Represented Warburg as lead investor in connection with a $50 million investment in PhotoThera. (2009)

  • Warburg Pincus/Nuance

    Represented Warburg in connection with its $175 million PIPE investment in Nuance Communications, Inc. (2009)

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