Cross-Border Transactions for Holding Company and Primary Portfolio Company
Completed a series of four complex, multimillion-dollar transactions in the U.S. and U.K. on behalf of a holding company and its primary portfolio company. In addition to traditional M&A aspects, our team provided guidance on related real estate, environmental, employment, benefits, immigration and international factors. Two of the four transactions closed on the same day on two different continents.
$20 Million Acquisition of Industrial Chemicals Company
Represented privately held company in $20 million equity purchase of an industrial chemicals company.
$290 Million Sale of Contract Packager
Represented privately held company in $290 million managed equity sale of contract packager to international strategic purchaser, including rollover investment.
Multi-Step Reorganization and Equity Investment for Real Estate Developer
Represented privately held real estate investment and development firm in multi-step holding company reorganization, with follow-on equity investment by international strategic investor.
$34 Million Sale of Manufacturing Business
Represented privately held company in $34 million equity sale of exhaust component manufacturer to strategic investor, including rollover investment.
$35 Million Recapitalization with Private Equity Sponsor Funding
Advised client on a recapitalization of a revenue cycle management company with funds from a private equity sponsor. The funds came in as equity, senior debt and subordinated debt with portions paid at closing as well as through a possible earn-out. The transaction required a simultaneous buyout of an affiliated joint venture and the execution of complicated software licensing and development agreements between the affiliate and the target company, which was to be controlled by the private equity sponsor post-closing.