Aegon/Wilton Re: Represented Aegon in its deal to sell its two largest U.S. run-off businesses, pursuant to which Aegon's Transamerica life subsidiaries will reinsure $14 billion of liabilities to affiliates of Wilton Re US Holding Inc.
AIG/Validus: Represented Perella Weinberg as financial advisor to AIG in a $5.6 billion acquisition of reinsurer Validus.
AlixPartners/Galt & Company: Represented AlixPartners in its acquisition of management consulting firm Galt & Company.
AlixPartners/Zolfo Cooper: Represented global consulting firm AlixPartners on its acquisition of independent financial advisory and interim management firm Zolfo Cooper.
Alleghany/Pacific Compensation/CopperPoint: Represented Alleghany Corporation in the $150 million sale of Pacific Compensation Insurance Company, an underwriter of workers' compensation insurance, to CopperPoint Mutual Insurance Company.
Allied World/Fairfax Financial: Represented Allied World in its agreement to be acquired by Fairfax Financial for $4.9 billion in cash and stock.
American Portfolios Financial Services, Inc./Advisor Group: Represented American Portfolios Financial Services, Inc. in its acquisition by Advisor Group, a leading network of independent wealth management firms.
AmTrust Financial Services: Represented the Special Committee of the Board of Directors of AmTrust Financial Services, Inc. in AmTrust’s sale to Stone Point Capital, the CEO and the Karfunkel Family.
Apex Group/FundAdminChain: Advised Apex Group in the acquisition of a majority stake in FundAdminChain.
Apex Group Ltd. and Genstar/TA Associates: Represented Apex Group Ltd. and Genstar Capital in the significant minority investment by TA Associates in Apex, a Genstar portfolio company.
Apex Group/Genstar Capital/Tzur Capital: Represented Genstar Capital and its portfolio company Apex Group on the acquisition and financing of Tzur Capital Management Ltd.
Aquiline Capital Partners: Advised Aquiline Capital Partners, a private equity firm investing exclusively in the financial services sector, in the following transactions:
- CHEOPS TECHNOLOGY: Represented Aquiline Capital Partners with respect to its acquisition of a majority shareholding in CHEOPS TECHNOLOGY.
- OSG Billing Services: Represented Aquiline in its acquisition of OSG Billing Services to create an omni-channel customer communications hub.
- Relation Insurance: Represented Aquiline its agreement to acquire Relation Insurance Services, one of the largest independent insurance brokers in the United States, from private equity firms Parthenon Capital and Century Equity Partners.
- Simply Business: Advised Aquiline in its acquisition of Simply Business, the UK’s biggest business insurance provider. Also represented Simply Business and its shareholders (including Aquiline) in its subsequent sale of Simply Business to Travelers Companies, Inc. for approximately $490 million.
- Stone Point Capital/Consilio/Xact Data Discovery: Represented Aquiline Capital Partners in its acquisition of Xact Data Discovery, and the subsequent merger of eDiscovery companies Xact and Consilio.
- Aquiline Capital Partners/SurePoint Technologies: Represented Aquiline in its investment in SurePoint Technologies.
- Togetherwork/GI Partners: Represented Aquiline and Togetherwork on the sale of group management software and payments provider Togetherwork to GI Partners.
- Wellington Insurance Group: Represented Aquiline in its majority investment in Wellington Insurance Group, an insurance risk distribution and financial services organization.
Ascensus/Genstar Capital/Aquiline Capital Partners/Atlas Merchant Capital: Represented Ascensus, owned by Genstar Capital and Aquiline Capital Partners, in connection with the addition of new investors, led by Atlas Merchant Capital LLC, to the ownership group.
Ascensus/Genstar Capital/Aquiline Capital Partners/Atlas Merchant Capital Stone Point/GIC: Represented Ascensus and its two main private equity owners, Aquiline and Genstar, in the sale of Ascensus to Stone Point Capital and GIC.
Aspen Insurance/Apollo Funds: Represented Aspen Insurance Holdings Limited in its agreement to be acquired by certain investment funds affiliated with Apollo Global Management, a leading global alternative investment manager, for $2.6 billion.
AssetMark, Inc./Huatai Securities: Advised AssetMark in its purchase by Huatai Securities from Aquiline Capital Partners and Genstar Capital, which was named “M&A Deal of the Year” at the 2017 IFLR Americas Awards.
Asset International/Market Metrics, Matrix Solutions: Represented Genstar Capital portfolio company Asset International in its acquisition of Market Metrics and Matrix Solutions from FactSet.
Assurant/The Warranty Group: Represented Assurant, Inc., a premier global provider of risk management solutions, in its $2.5 billion acquisition of The Warranty Group, a leading global provider of protection plans and related programs.
Avenue/Itaú Unibanco: Represented Avenue, a leading U.S. brokerage for Brazilian investors, in its sale of an initial 35% stake, and subsequent controlling stake, to Itaú Unibanco.
BB&T Corporation/Regions Insurance Group: Represented BB&T Corporation in its agreement to acquire Regions Insurance Group from Regions Financial Corporation.
BB&T Corporation/Swett & Crawford: Represented BB&T Corporation in its acquisition of Swett & Crawford from Cooper Gay Swett & Crawford for $500 million in cash.
BISAM/Aquiline Capital Partners/FactSet: Advised BISAM Technologies S.A. and the sellers, led by Aquiline Capital Partners, in the sale of BISAM to FactSet for $205.2 million.
BNP Paribas Cardif/Scotiabank: Represented BNP Paribas Cardif in the negotiation of a long-term bancassurance strategic alliance in Latin America with Scotiabank.
Cetera Financial Group/Voya Financial: Represented Cetera in its acquisition of the independent financial planning channel of Voya Financial Advisors.
CIP Capital/TPG Capital/P20 Global Holdings: Represented CIP Capital in its sale to an affiliate of TPG Capital of a majority of its interest in P20 Global Holdings, Inc., a leading provider of certain employer of record, payroll and benefits services.
Citizens Financial/DH Capital: Represented Citizens Financial Group, Inc. in its acquisition of private investment banking firm DH Capital LLC.
CoAdvantage/SourcePointe: Represented PE-backed CoAdvantage in its acquisition of SourcePointe, a provider of outsourced HR services.
Compliance Solutions Strategies/AMFINE: Represented CIP Capital portfolio company Compliance Solutions Strategies (CSS), a leading RegTech platform serving software clients in the financial services vertical, in its acquisition of AMFINE, a provider of SaaS-based regulatory reporting services to European asset managers, asset servicers and insurers.
Covius/Chronos Solutions: Represented Covius, a portfolio company of Aquiline Capital Partners, in its acquisition of Chronos Solutions' credit, verification, REO and auction businesses.
Covius/Nationwide Title Clearing: Represented private equity-owned Covius in its acquisition Nationwide Title Clearing.
Diligent Corporation/Galvanize: Represented Diligent in its acquisition of Galvanize, a SaaS governance, risk, and compliance software provider.
Diligent Corporation/Steele Compliance Solutions: Represented Diligent in its acquisition of Steele Compliance Solutions, Inc., an ethics and compliance SaaS provider.
Eaton Vance WaterOak Advisors/CI Financial Corp./Pathstone: Represented Eaton Vance WaterOak Advisors on the acquisitions of its investment advisory and wealth management business by CI Financial Corp. and Pathstone.
Empower Retirement/Personal Capital: Represented digital wealth management company Personal Capital in its acquisition by Empower Retirement, one of the country’s largest retirement services providers.
Fenergo/Insight Partners/Astorg/Bridgepoint: Represented Fenergo in its sale by Insight Partners to Astorg and Bridgepoint.
FIFS Holdings Corp./First Investors Financial Services Group/Gallatin Point Capital: Represented First Investors in its sale to Gallatin Point Capital.
Finance of America/FarmOp Capital: Represented Finance of America Holdings in its acquisition of a minority stake in FarmOp Capital, a specialty finance company providing working capital loans to farm operators.
FIS/CapcoCD&R: Represented Fidelity National Information Services, Inc. (FIS), a global leader in financial services technology, in its $477 million sale of a majority stake in Capco, its management consulting business, to private investment firm Clayton, Dubilier & Rice.
FIS/SunGard: Represented FIS in its acquisition of SunGard, a leading financial software company, in a deal valued at $9.1 billion. Also represented FIS in its sale of SunGard’s Public Sector and Education businesses to Vista Equity Partners for $850 million.
FIS/Worldpay: Represented FIS in its $42 billion agreement to merge with Worldpay, Inc., a global leader in eCommerce and payments.
Fortress Investment Group/SoftBank Group: Represented Morgan Stanley as financial advisor to Fortress Investment Group in its $3.3 billion acquisition by SoftBank Group.
Franklin Templeton/BNY Alcentra Group: Represented Franklin Templeton in its acquisition of BNY Alcentra Group, a leading European credit and private debt manager, from The Bank of New York Mellon Corporation.
Franklin Templeton/Lexington Partners: Represented Franklin Templeton in its $1.75 billion acquisition of Lexington Partners, a manager of secondary private equity and co-investment funds.
Genstar Capital/Apex Group/Banco Modal: Represented Genstar Capital and its portfolio company Apex Group in its acquisition of Banco Modal’s Alternative Fund Administration business in Brazil (MAF).
Genstar Capital/Apex Group/BRL Trust Investimentos: Represented Genstar Capital and its portfolio company Apex Group in its acquisition of BRL Trust Investimentos, a leading independent fund administrator in Brazil
Genstar Capital/Apex Group/FundRock: Represented Genstar Capital and its portfolio company Apex Group in the acquisition by Apex of FundRock Management Company SA and FundRock Partners Ltd.
Genstar Capital/Cerity Partners: Advised Genstar Capital in its investment in Cerity Partners, a leading independent wealth management firm.
Genstar Capital/Foreside Financial Group/ACA Group: Represented Foreside Financial Group, a portfolio company of Genstar Capital, in its acquisition of ACA Group.
Genstar Capital/Foreside Financial Group/Alaric Compliance Services: Represented Foreside Financial Group, a portfolio company of Genstar Capital, in its acquisition of Alaric Compliance Services.
Genstar Capital/Foreside Financial Group/Lovell Minnick Partners: Represented Genstar Capital in its agreement to acquire a majority stake in Foreside Financial Group.
Genstar Capital/Institutional Shareholder Services Inc./Deutsche Börse: Represented ISS and Genstar Capital in Genstar’s sale of ISS to Deutsche Börse for $2.275 billion.
Genstar Capital/Numerix: Represented Genstar Capital in its acquisition of Numerix, the leader in capital markets risk management technology.
Genstar Capital/Sphera/Blackstone: Represented Sphera and Genstar in Genstar’s $1.4 billion sale of Sphera, a leading provider of ESG software, data, and consulting services, to Blackstone.
IK Investment/iM Global Partner: Represented IK Investment Partners on its investment in iM Global Partner, a global network dedicated to asset management.
Insight Partners/Five Arrows/Kpler: Represented Insight Partners on its minority investment, together with Five Arrows, in Kpler.
Insight Partners/Genesis Global Technology Limited: Represented Insight Partners on its Series C investment in financial markets software company Genesis Global Technology Limited.
Insight Partners/Pollinate: Represented Insight Partners in connection with a $50 million funding round in Pollinate.
Insight Partners/Qonto: Represented Insight Partners on its Series D investment in Qonto, a France-based online bank for businesses.
KKR/Global Atlantic: Represented KKR in its acquisition of retirement and life insurance company Global Atlantic for $4.4 billion.
Levine Leichtman Capital Partners/Global Loan Agency Services: Represented Levine Leichtman Capital Partners on its investment in Global Loan Agency Services (GLAS).
Ministry Brands/Reverence Capital Partners: Represented Ministry Brands in a majority investment from Reverence Capital Partners.
Nephila/Markel: Represented Nephila Holdings Limited, the pre-eminent insurance-linked securities manager in the world, in its agreement to be acquired by Markel.
Ontellus/Aquiline Capital Partners/The CapStreet Group: Represented leading record retrieval provider Ontellus, a portfolio company of The CapStreet Group, in its acquisition by Aquiline Capital Partners.
Orion Advisor Solutions/Brinker Capital: Represented investment management company Brinker Capital in its merger with Orion Advisor Solutions to create a combined technology and TAMP platform for financial advisors.
Orion Advisor Solutions/Redtail Technology: Represented Orion Advisor Solutions in its acquisition of Redtail Technology, a leading web-based CRM software firm serving the wealth management industry.
Orion Advisor Solutions/TownSquare Capital: Represented Orion Advisor Solutions in its acquisition of TownSquare Capital, a boutique, full-service investment and trading platform.
OSG Billing Services/Microdynamics Group: Represented OSG Billing Services in its acquisition of Microdynamics Group, a provider of integrated, multichannel transactional print and electronic solutions.
OSG Billing Services/NCP Solutions: Represented OSG Billing Services, a portfolio company of Aquiline Capital Partners, in the acquisition of NCP Solutions, a provider of outsourced transactional communications for the financial services industry.
RevSpring/Loyale Healthcare: Represented Loyale Healthcare, a leading provider of patient payment and engagement solutions, in its acquisition by RevSpring.
Rockefeller Financial Services/Gregory Fleming/Viking Global Investors: Represented Rockefeller Financial Services, Inc., the parent company of Rockefeller & Co., in a deal with financial services executive Gregory J. Fleming to form Rockefeller Capital Management (backed by Viking Global Investors LP), an independent financial services firm focused on wealth management, asset management and strategic advisory.
Royal Bank of Scotland/Banco Santander SA: Represented Royal Bank of Scotland in the acquisition of Santander’s credit card business.
Securitas Capital/Nascent Group: Counseled Securitas, the private equity fund sponsored by Swiss Re, on its investments in Nascent Group, a financial services group operating in Italy, Ireland and Luxembourg.
SimpleNexus/nCino: Represented SimpleNexus, a leading developer of mobile-first technology for the modern mortgage lender, in its $1.2 billion acquisition by nCino, the worldwide leader in cloud banking.
Simplicity Group Holdings/Aquiline Capital Partners/Lee Equity Partners: Represented Simplicity in its sale by Aquiline Capital Partners and management to Lee Equity Partners.
SourceHOV Holdings, Inc./Novitex Holdings, Inc./Quinpario Acquisition Corp.: Represented SourceHOV in its $2.8 billion merger agreement with Novitex and Quinpario to form Exela Technologies.
Strategic Insight/BrightScope: Represented Genstar Capital portfolio company Strategic Insight, formerly known as Asset International, in its acquisition of BrightScope, the leading provider of retirement plan, sales and distribution data.
Temenos/Kony: Represented Kony Inc., the fast growing U.S. #1 digital banking SaaS company, in its acquisition by Switzerland-based banking software company Temenos for up to $580 million.
Union Square Ventures/ADDI: Represented Union Square Ventures in a Series B investment for Latin America digital lender ADDI.
Victory Capital/THB Asset Management: Represented Victory Capital in its acquisition of THB Asset Management.
Victory Capital/WestEnd Advisors: Represented Victory Capital in its acquisition of WestEnd Advisors for $480 million.
Zurich Insurance Group: Represented Zurich Insurance Group in the following acquisitions:
Cover-More/Travel Ace/Universal Assistance: Represented Zurich in its agreement to acquire 19 travel assistance providers in Latin America, positioning its Cover-More Group as the leader in global travel insurance and assistance in the region.
- EuroAmerica: Represented Zurich in its acquisition of the individual and group life insurance businesses and the long-term savings operations of EuroAmerica in Chile.
- QBE: Represented Zurich in its agreement to acquire Australian insurer QBE in Latin America for $409 million.