Experience
Representative matters
- Goldman Sachs Capital Partners in connection with its acquisition financing of DOXA Insurance.
- Goldman Sachs Capital Partners in connection with its acquisition financing of People Corporation.
- CVS Health Corporation, as Borrower, on a $5 billion term loan facility to finance a portion of CVS’ approximately $10.9 billion acquisition of Oak Street Health.
- Volta, as Borrower on a subordinated secured delayed draw term loan facility of up to $20 million with Equilon Enterprises d/b/a Shell Oil Products US.
- Valvoline, as Borrower, in connection with its $950 million refinancing and its $2.65 billion sale of its global products business to Aramco.
- Chesapeake Utilities Corporation in its $923 million acquisition of Florida City Gas from NextEra Energy.
- Caris Life Sciences, as Borrower, on a $400 million senior secured term loan facility provided by OrbiMed and Braidwell.
- Volta in its $169 million sale to Shell USA.
- Quest Diagnostics, as Borrower, in connection with its $750 million revolving credit facility agented by J.P. Morgan Chase.
- Atlas Holdings and its affiliates in connection with the acquisition financing of U.S. Farathane.
- CVS Health Corporation, as Borrower, on a new $2 billion five-year senior unsecured revolving credit facility and amendments to two existing $2 billion five-year senior unsecured revolving credit facilities.
- Motus Integrated Technologies, as Borrower, in connection with its asset-based lending facility agented by Wells Fargo.
- Advantage Solutions, as Borrower, in connection with its $1.325 billion term loan financing and its $400 million asset-based lending facility.
- CSW Industrials Holdings, as Borrower, and the other loan parties on a $400 million senior secured revolving credit facility.
- CVS Health Corporation, as Borrower, on a $2 billion five-year senior unsecured revolving credit facility.
Private Equity/Private Capital
- Cantor Commercial Real Estate in connection with numerous warehouse repurchase facilities.
- CITIC Capital in connection with the acquisition financing of DDS Labs.
- Goldman Sachs Capital Partners and AAG Holding III, LLC and Apple American Group LLC, as borrowers, in a $250 million acquisition financing led by Bank of America, as lender and agent.
- Goldman Sachs Capital Partners and Hawker Beechcraft in connection with financings and other related matters relating to a $1.7 billion credit facility led by Credit Suisse, as agent and lender.
- Goldman Sachs Capital Partners and Sigma Electric Manufacturing Corp. in connection with a financing led by PNC Bank, as agent and lender.
- Goldman Sachs Capital Partners and Sigma Electric Manufacturing Corp. in connection with a senior unitranche financing arranged by Brightwood Loan Services LLC and KeyBank National Association.
- Goldman Sachs Capital Partners in connection with the acquisition financing for People Corporation and related multiple financings.
- Goldman Sachs Capital Partners in connection with the acquisition financing for DOXA Insurance.
- Goldman Sachs Capital Partners in connection with the financings for Human Security.
- KKR Debt Funds in connection with a highly structured $130 million debt investment in Eddie Bauer, consisting of a $40 million second lien financing and a $90 million springing 2nd lien unsecured financing.
- Fidelity Investments as an investor and holder of debt securities in connection with numerous companies and restructuring situations.
- Lee Equity Partners in connection with the take-private acquisition financing for The Edelman Financial Group Inc., consisting of a senior secured credit facility and a senior subordinated loan facility.
- Lee Equity Partners and The Edelman Financial Group Inc. and its affiliates as borrowers in a dividend recapitalization transaction to provide for credit facilities consisting of a term loan facility (split between two tranches) and a revolving credit loan facility arranged by Fortress Credit Corp.
- Mubadala Capital in connection with structuring, negotiating and documenting financings for new unitranche loan platforms.
- New Mountain Capital and JDA Software Group, Inc. in connection with a $1.45 billion recapitalization transaction.
- New Mountain Capital and RedPrairie Corporation, as borrower, in connection with a $1.55 billion acquisition financing for the tender offer of shares of JDA Software Group, Inc. and numerous related follow-on financings.
- New Mountain Capital and Information Resources, Inc. in connection with a $400 million acquisition financing led by Bank of America, as agent and lender. Numerous follow-on financings and refinancings for Information Resources, Inc.
- Silverpoint Capital in connection with various restructurings of Silverpoint Capital portfolio companies and investments.
- Symphony Technology Group and Connexity, Inc. in connection with a loan and security agreement with Bank of America, N.A. as administrative agent and in connection with a loan and security agreement with LBC Credit Partners III, L.P., as administrative agent.
- Symphony Technology Group and First Advantage Corporation in connection with a dividend recapitalization consisting of a $535 million first lien credit facility led by Bank of America and a $150 million second lien credit facility led by Tannenbaum Capital Partners.
- Symphony Technology Group and MSC Software Corporation in connection with MSC Software Corporation’s $315 million first lien credit facility and $120 million second lien financing.
- Symphony Technology Group in connection with the acquisition financing of Ventiv Technology, the company formerly known as Aon eSolutions.
- Symphony Technology Group and Symphony Teleca Corporation, an STG portfolio company, as borrower, in connection with its $125 million credit facility and the acquisition financing of Aditi Technologies.
- Symphony Technology Group, Inc. and Dodge Data & Analytics LLC in connection with its $240 million term loan facility and a $20 million credit facility.
- Vector Capital in connection with the financing for the acquisition of Allegro Development Corporation.
- Vector Capital and SafeNet in connection with SafeNet’s $255 million dividend recapitalization of its first and second lien credit facilities arranged by Bank of America Merrill Lynch and Deutsche Bank Securities Inc.
- Vector Capital in connection with its acquisition financing of Saba Software, Inc., involving a $185 million secured opco credit facility and senior holdco PIK financing.
- Vector Capital in connection with the $375 million recapitalization and acquisition financing for the take private acquisition of Halogen Software, Inc.
- Vector Capital in connection with the acquisition financing of Allegro Development Corporation.
Corporates
- Boulder Brands, Inc. in connection with a $280 million credit facility led by Bank of Montreal.
- Boulder Brands, Inc. in connection with a $330 million credit facility led by Citibank.
- Chefs’ Warehouse, Inc. in connection with its ABL and Term Loan credit facilities.
- CVS Health Corp. in connection with a $49 billion bridge financing in connection with the acquisition of Aetna Inc.
- CVS Health Corp. in connection with a $5 billion term loan financing in connection with the acquisition of Aetna Inc.
- CVS Health Corp. in connection with a $1.25 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and J.P. Morgan Chase Bank, N.A.
- CVS Health Corp. in connection with a 5-year $1 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC.
- CVS Health Corp. in connection with a $1 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC.
- CVS Health Corp., as borrower, in connection with a $13 billion bridge financing in connection with the acquisition of Omnicare, Inc.
- Metropolitan Life Insurance Company and an affiliated real estate debt fund in connection with a multi-hundred million dollar warehouse repurchase facility provided by Wells Fargo.
- APP Pharmaceuticals LLP in connection with a $1.145 billion financing led by Deutsche Bank in connection with a spin-off from Abraxis Bioscience.
- Rio Tinto plc and Cloud Peak Inc. in connection with a $400 million financing led by Morgan Stanley in connection with a spin-off of Cloud Peak, Inc. in an initial public offering from Rio Tinto plc.
- Humana in connection with a $1 billion revolving credit facility led by J.P. Morgan.
- Legg Mason, Inc. in connection with its corporate credit facilities.
- Navios Maritime Holdings Inc. in connection with numerous financings, including secured high yield bond issuances and secured term facilities.
- Salesforce.com in connection with its $1 billion corporate revolver.
- Salesforce.com in connection with the $500 million term loan facility to finance the tender offer for Demandware, Inc.’s shares.
- Sears Hometown and Outlet Stores, Inc. in connection with its ABL and term loan financings.
- WebMD Corporation in connection with the tender offer by Internet Brands, Inc., a KKR portfolio company, for the shares of WebMD Corporation.
Speaking Engagements
- Panelist, Alternative Financing Solutions, ACG DealMAX, May 2023
- Panelist, Current Trends in Direct Lending, Refinitiv LPC’s Spring 2022 Loans Virtual Conference, March 2022
Awards
- Notable Practitioner, IFLR1000, 2023