Private Equity (PE)

• J.F. Lehman in multiple transactions, including:
  • 2 billion take-private of Heritage-Crystal Clean Inc.
  • Acquisition of Atomic Transport, LLC.
  • Acquisition and subsequent sale of Lone Star Disposal.
  • Acquisition of Narda-MITEQ from L3Harris.
  • Acquisition of Global Marine Group, a leading provider of subsea cable installation and maintenance services.
  • Acquisition of Integrated Global Services.
  • Acquisition of Envirosafe Services of Ohio, Inc. and its acquisition of Worldwide Recovery Systems, Inc. and Yes Management Inc by its portfolio company Crystal Clean.
  • Acquisition of Murphy Pipeline Contractors, its acquisition of Insight Pipe Contracting and its acquisition of Creekside by its portfolio company PURIS.
• New Mountain Capital in multiple transactions by portfolio companies, including:
  • Aegion Corporation, the leading provider of infrastructure maintenance in its sale of Aegion Energy Services, to Brock Holdings and its sale to Houston-based Voyager Interests.
  • 3E Company Environmental, Ecological and Engineering, in its acquisition of European-based Chemycal and all IP assets of ChemChain Sarl, and in its acquisition of France-based Quick-FDS from Editions T.I, a subsidiary of WEKA Group.
  • Cumming Group, an international project management and cost consulting firm, in its acquisition of Zubatkin Owner Representation, CLoSE UK and BTCC.
  • Profile Products, a world-leading manufacturer of wood-fiber-based ceramic technologies, in its acquisition of The Quick Plug Group.
  • HomeX, a technology and services platform in connection with multiple acquisitions.
  • Dataessential, a market research company, in connection with licensing and other matters.
• Alturus Capital in the acquisition of Physicians Rehab Solution, LLC and the divestiture of Encapture to Thoma Bravo’s SMA Technologies.
• Capital Southwest in its tax-free spin-off of CSW Industries.
• Community Counseling Service Co. (CCS Fundraising), the world’s leading fundraising consulting firm for non-profits, with respect to a strategic investment by ABRY Partners.
• Connell Limited Partnership in multiple transactions, including:
  • Sale of Anchor Danly and AWC Manufacturing to Hidden Harbor Capital Partners.
  • Sale of Wabash Alloys to Aleris International.
  • Acquisition of Dayton Progress from Federal Signal and subsequent sale to Misumi Group.
  • Acquisition of SencorpWhite.
• Evolute Capital, LLC in multiple transactions, including:
  • Acquisition of eGroup Holding Company, a recognized leader in differentiated Data Center, Cloud, Hybrid Cloud, and Managed Service.
  • Acquisition of Signature Utility Services, LLC, a provider of helicopter services for railroad planning, vegetation and hazard mitigation, and construction.
  • eGroup Holding Company, LLC, a portfolio company of Evolute Capital, in its acquisition of substantially all the assets of Enabling Technologies Corp. and RedHawk.
• Futura Title & Escrow in its sale to an investment affiliate of Seidler Equity Partners.
• Great Elm Group, Inc. in multiple transactions, including:
  • US80 million sale of a majority equity interest in Great Elm Healthcare, LLC to QHM Holdings Inc.
  • Sale of a majority interest of Forest Investments, Inc. to affiliates of JPMorgan Chase & Co.
• NRC Group, (a public company majority-owned by J.F. Lehman & Company), in its US750 million transaction with Hennessy Capital Acquisition Corp. III and subsequent US966 million acquisition by US Ecology.
• Road Ventures in various investments (and secondary investments) in Alto Experience, Inc., a premium subscription based ride share company.

Mergers & Acquisitions (M&A)

• Aeries Technology, as a subsidiary of Aark Singapore Pte. Ltd, in Aark Singapore’s combination with Worldwide Webb Acquisition Corp.
• Ardagh Group in its US8.5 billion transaction with Gores Holdings V., a Nasdaq-listed SPAC, involving its metal packaging business.
• Citrix Systems in its US2.25 billion acquisition of Wrike, Inc.
• ExcelFin Acquisition Corp. in an agreement to combine with Baird Medical Investment Holdings Limited in a transaction that will result in Baird Medical, a medical technology company, based Guangzhou, China, going public on Nasdaq under the ticker XFIN.
• Granite Construction Inc. in multiple transactions and divestitures, including:
  • Divestiture of its Inliner business to Inland Pipe Rehabilitation.
  • US536 million acquisition of Layne Christensen.
• Hitachi, Ltd. in its US9.5 billion acquisition of GlobalLogic Inc.
• Investcorp Europe Acquisition Corp I in its proposed business combination with OpSec Group, a UK-based global leader in brand protection solutions and intellectual property management.
• Microvast, Inc. in its US3 billion business combination with Tuscan Holdings Corp., a Nasdaq-listed SPAC and US57.5 million bridge financing notes offering with affiliates of Luxor Capital Partner.
• Mother Lode Holding Co. in its US300 million acquisition by First American Financial Corporation.
• Newell Rubbermaid in its US16 billion acquisition of Jarden Corporation.
• Oncor Electric Delivery Company in connection with Sempra Energy’s US18.8 billion enterprise value acquisition of Energy Future Holdings Corp., Oncor’s majority owner.
• Reynolds American in multiple transactions, including:
  • US49 billion acquisition by British American Tobacco.
  • US5 billion sale to JT Group of the international rights to the Natural American Spirit brand name.
  • 4 billion acquisition of Lorillard and related US7.1 billion asset divestiture to an Imperial Tobacco affiliate.
• SAP in connection with the US12.5 billion sale of Qualtrics International, Inc. to Silver Lake.
• Strike Capital in its attempted sale to a SPAC.
• Teradyne, Inc. in multiple transactions, including:
  • Acquisition of Energid.
  • Investment in Technoprobe S.p.A.
  • Sale to Technoprobe of its Device Interface Solutions Business.
• Tokyo Electron in its attempted US29 billion merger-of-equals with Applied Materials Inc.
• TV Ammo, Inc.: US1.21 billion business combination with Breeze Holdings Acquisition Corp., a SPAC
• Volta Inc. in its acquisition by Shell USA, Inc.