Restructurings

• Ad hoc group of term lenders in the Chapter 11 case of Belk, Inc. in a deal supported by all major lender groups to consensually restructure through a one-day prepackaged Chapter 11 filing
• Specialty retailer Francesca's Holdings Corporation in its Chapter 11 proceeding, which includes its sale to TerraMar Capital LLC
• First lien lenders to gym chain 24 Hour Fitness in the financial restructuring of over US$1.2 billion of funded debt through which the group became majority owners of the reorganized company
• Funds managed by Franklin Advisers as majority lenders under the debtor-in-possession financing facility and eventual majority owners of Appvion Inc. pursuant to a credit bid for Appvion's assets in Chapter 11
• CST Industries, the world's largest and leading tank and dome manufacturer, and two affiliated debtors, as lead debtors' counsel in connection with their Chapter 11 proceedings
• DNB Bank ASA as a prepetition lender and debtor-in-possession lender in connection with the Chapter 11 bankruptcy of GulfMark Offshore Inc.
• Republic Airways Holdings Inc. in its Chapter 11 proceedings and successful plan of reorganization
• Delta Petroleum Corporation in its Chapter 11 filing and plan of reorganization that involved the formation of a joint venture company with Laramie II LLC
• Credit Suisse AG in Zurich on its participation in a US$1.4 billion syndicated loan as well as a US$75 million bilateral facility against Excel Maritime and 40 of its affiliates amid the Greek shipping company's descent into bankruptcy
• Trident Resources Corporation in its Chapter 11 restructuring
• Strategic Value Partners as co-lead investor with Angelo, Gordon & Company in the restructuring of NextMedia Group Inc.
• Avenue Capital as lead investor in the restructuring of Ion Media Networks
• Avenue Capital as lead investor in the restructuring of MagnaChip Semiconductor Corporation
• The Official Committee of Unsecured Creditors of Mirant Energy, LLC in its Chapter 11 restructuring
• Northwest Airlines Corporation in its Chapter 11 restructuring
• Credit Suisse First Boston Corporation, the largest holder of bonds issued by Panda, an electric power generator, in the restructuring of Panda and its corporate parent
• The bondholders committee in connection with the restructuring of Spanish telecom Jazztel plcThe informal bondholders committee in the restructuring of Arch Wireless, Inc.  
• Casual Male in its Chapter 11 liquidation and related asset sales
• Lodgian Inc. in its Chapter 11 restructuring
• Geneva Steel Company in its Chapter 11 restructuring
• Numerous investment banks, private equity funds, hedge funds, creditors' committees and debtors in connection with financial restructuring transactions, including the provision of debtor-in-possession financing and equity backstop commitments

Mergers & Acquisitions

• SBJ Capital in its investment in Rishi Tea & Botanicals, a branded specialty and organic tea and botanicals producer
• A private equity and family office consortium in its US$1.84 billion acquisition of PureWest Energy, a leading Rocky Mountain independent natural gas producer
• INEOS Acetyls in its US$500 million acquisition of the Eastman Texas City site, including an Acetic Acid plant, from Eastman Chemicals Co. (NYSE: EMN)
• Genius Sports Ltd. (NYSE: GENI) on its US$200 million acquisition of software company Second Spectrum, a leading provider of cutting-edge data tracking and visualization solutions. Alex advised on transaction structuring alternatives, qualification as a tax-free reorganization, and multi-jurisdictional tax issues.
• Genstar Capital on its acquisition of Brook + Whittle, a leading provider of sustainable labeling solutions serving growth-oriented consumer end markets, from private equity firm TruArc Partners
• Diversis Capital in its sale of cloud-based software company ArrowStream, Inc. to private equity company Tailwind Capital
• Palladium Equity Partners, LLC in its acquisition of Envoy Global, a tech-enabled employment immigration services provider. Alex led tax-related matters on the acquisition, structuring, rollover terms, and post-closing governance structure.
• Platinum Equity Advisors, LLC in its acquisition of Paramount Global Surfaces, Inc., a developer, importer, and distributor of premium porcelain and other tile surfaces
• PMC Capital Group, LLC, a Los Angeles-based private equity firm, in its acquisition of StyroChem Canada, Ltd. from WinCup, Inc. StyroChem is a leading manufacturer of expandable polystyrene grades used in food service, packaging, construction, casting, and specialty applications with over US$100 million of revenue.
• Atlanta Braves in its sale of minor league affiliates the Triple-A Gwinnett Stripers, the Double-A Mississippi Braves, and the High-A Rome Braves to Endeavor Group Holdings
• Private equity fund manager in its acquisition of a regional pharmacy chain, as well as the structuring of its corporate platform to facilitate roll-up acquisitions of other regional pharmacy companies
• Subsidiary of global trading company in sale of its food business unit to leading specialty food importer
• Private investment firm in various acquisitions, including of gym franchises, a software solutions company, and a wine and spirits company
• Private equity firm TELEO Capital Management, LLC in acquiring an onboard services and supply chain software solutions business from e-gatematrix LLC
• Consumer storage and commercial cleaning products company American Plastics, LLC, a portfolio company of Highview Capital, LLC and Victory Park Capital Advisors, LLC, in its acquisition of Centrex Plastics, LLC and Creative Plastic Concepts
• Carolina Panthers (NFL) owner David Tepper in his winning bid to secure Major League Soccer (MLS) expansion team Charlotte Football Club
• Todd Boehly, Co-Founder, Chairman and CEO of the Eldridge holding company, in his acquisition of a minority interest in the Los Angeles Lakers NBA franchise
• Health-E Commerce, an online pre-tax health and wellness shopping platform in its sale to private equity firm Beecken Petty O'Keefe & Co.
• ConvergeOne (Nasdaq: CVON), a Global IT services provider, in its recent agreement to acquire VT Consolidated, Inc. (Venture Technologies)
• Sandbridge Capital and Thom Browne, Inc. in the sale of an 85 percent stake in American fashion design house Thom Browne to the Italian luxury company Ermenegildo Zegna Group
• Marlin Equity Partners in its acquisition of FrontStream, Inc., a leading provider of software solutions for non-profit fundraising and corporate giving
• Endeavor Global Marketing, the cultural marketing division of famed Hollywood agency Endeavor, in its acquisition of full-service branding and marketing firm 160over90
• LaLiga, the Spanish soccer league, in its joint venture with Relevent Sports to commercialize its media, sponsorship, and licensing rights in North America
• ITT Corporation in its acquisition of Hartzell Aerospace, a California-based parts designer and manufacturer
• Brambles Ltd. in a US$115 million sale of its Transport Management System (TMS), LeanLogistics, to UK-based Kewill Inc., a global provider of supply-chain software New York City
• Epic Pharma in its US$550 million sale to China's Humanwell Healthcare Group and New Jersey's PuraCap Pharmaceutical
• Clinquest Group B.V. in the sale of its US and Dutch subsidiaries to Accelovance Inc., a Rockville, Maryland-based global Contract Research Organization (CRO) focusing on oncology vaccines and general medicine clinical research
• Chiltern, a leading global contract research organization headquartered in the UK, in the acquisition of Pennsylvania- based Theorem Clinical Research
• ITT Corporation in its acquisition of Wolverine Automotive Holdings Inc., the parent company of Wolverine Advanced Materials LLC
• Heartland Food Group (Heartland) in its acquisition of the iconic artificial sweetener brand Splenda from Johnson & Johnson subsidiary McNeil Nutritionals with Centerbridge Partners who became a shareholder in Heartland as part of the transaction
• Chindex International Inc. in its sale to a buyer consortium consisting of an affiliate of US private equity firm TPG, an affiliate of Shanghai Fosun Pharmaceutical Group and the Chindex CEO
• Cipla in its acquisition of two US generic drug companies, InvaGen Pharmaceuticals Inc and Exelan Pharmaceuticals Inc., for US$550 million in cash
• Greenbriar Equity Group in its acquisition of a majority stake in SEKO Logistics, a leading provider of supply chain services
• Kenner & Company Inc. in the US$1.1 billion acquisition of Dynacast, a maker of precision die-cast components and a division of Melrose PLC
• Merck & Company Inc. in a US$9.5 billion acquisition of Cubist Pharmaceuticals Inc., an antibiotic manufacturer, and in a US$3.85 billion deal to buy Idenix Pharmaceuticals Inc., a biotechnology company developing drugs to cure hepatitis C
• Zoetis Inc. in the US$255 million acquisition of certain assets of Abbott Laboratories' veterinary division
  Rockwood Holdings Inc. in the sale of its titanium dioxide and performance additive businesses to Huntsman Corp. for US$1.33 billion
• MediaNews Group Inc. in its acquisition of 21st Century Newspaper Holdings LLC and its offering of US$125 million "high-yield" senior secured notes to fund the acquisition
• Republic Airways in its sale of Frontier Airlines to an affiliate of private equity firm Indigo Partners
• Rockwood Holdings Inc. in the sale of its clay-based additives business to Germany's Altana Group
• Rockwood Holdings Inc. in reaching an agreement to sell its titanium dioxide and performance additive businesses for US$1.1 billion
• Greenbriar Equity Group in its acquisition of railroad maintenance equipment and services company Nordco from the private equity arm of the Ontario Municipal Employees Retirement System
• ACT Teleconferencing in its sale to Premiere Global Services
• Greenbriar Equity Group in its acquisition of Transplace, the Texas logistics firm for the trucking industry, from an affiliate of CI Capital Partners, a New York-based private equity firm
• Innovative Power Solutions, a US manufacturer of electrical power generators and converters used primarily in military aircraft, in its sale to Zodiac Aerospace, a world leader in aeronautical equipment and systems headquartered in France
• Greenbriar Equity Group LLC in its acquisition of PetroChoice from KRG Capital
• Benihana Inc. in its acquisition by Angelo, Gordon & Co.
• Cenveo Inc. in the sale of its forms and business documents group to Ennis, Inc.
• Mizkan Americas, a leading condiment manufacturer, in its acquisition of Border Foods Inc. from Ares Capital
• Bridas Corporation in its US$7 billion acquisition of BP's stake in Pan American Energy
• Royalty Pharma in its joint acquisition of Cypress Bioscience Inc. with Ramius LLC
• Max Capital Group Ltd. in its merger with Harbor Point Re Ltd.
• Marathon Acquisition Corporation in its acquisition of Global Ship Lease Inc.
• Pfizer Inc. in its acquisition of Vicuron Pharmaceuticals Inc.
• StorageTek in its acquisition by Sun Microsystems Inc.
• Procter & Gamble Company in its acquisition of The Gillette Company
• Pfizer Inc. in its acquisition of Pharmacia Corp.
• TeleCorp PCS Inc. in its merger with AT&T Wireless Services Inc.
• The Special Committee of the Board of Directors of the Houghton Mifflin Company in Vivendi Universal's cash acquisition of Houghton Mifflin stock
• Quaker Oats Company in its merger with PepsiCo Inc.
• TeleCorp PCS Inc. in its double dummy merger with Tritel Inc. and simultaneous asset swap with AT&T
• Numerous investment banks, private equity funds and hedge funds in connection with their acquisition of portfolio companies and strategic investments
  

Securities Offerings, Financing and Other Transactions

• B. Riley Securities as sole bookrunner of the US$1.025 billion underwritten public offering of Bed Bath & Beyond (NASDAQ: BBBY) Series A convertible preferred stock and warrants
• B. Riley Securities as sole placement agent in the private placement of US$53.4 million of Series A preferred stock and warrants of Ribbon Communications (NASDAQ: RBBN), a global provider of real-time communications technology and IP optical networking solutions
• TTM Technologies, Inc. (NASDAQ: TTMI), a leading global printed circuit board (PCB) manufacturer, on the execution of a definitive agreement to divest four manufacturing plants comprising substantially all of the assets of its Mobility business unit as a separate enterprise for US$550 million in cash consideration
• Franklin Advisers, as investment manager, in a series of successful refinancing transactions aggregating more than US$3 billion, relating to a large health care provider in the United States. These runway-enhancing transactions included an exchange and tender offer for a series of notes and a fully backstopped tack-on debt offering.
• Major financial services institution as administrative agent in a US$500 million syndicated secured revolving credit facility for entertainment production company
• Global investment firm on its purchase of a portfolio of more than US$500 million in prime fixed-rate consumer automobile loans secured by new and used cars and light trucks, and on the financing of the assets via a secured term loan
• Financial services institution on a US$70 million secured credit facility to renowned production company, to finance streaming films and episodic content
• Leading financial institution in its tax equity investment in a wind power project developed by multinational energy company. The project is expected to be able to provide electricity to nearly 60,000 homes.
• Multiple leading financial institutions in connection with construction and tax equity bridge loans totaling approximately US$170 million with regard to a solar power project
• Global investment firm and venture capital firm in a GP-led direct secondary transaction involving more than a dozen different fund vehicles selling interests in several VC-backed portfolio companies
• Global investment firm in a joint venture formed to hold equity-notes in an orphan company established to finance aircraft leased to one of the world's largest air carriers
• Entertainment brand management company in creation of, and multiple draw-downs under, a securitization facility to acquire and hold music rights from notable artists
• Envy Gaming, Inc. in the addition of multi-platinum, award-winning artist Post Malone to its ownership group
• AMC Networks as underwriters' counsel in connection with AMC's US$800 million senior notes offering and represented the joint lead arrangers, administrative agent and collateral agent in connection with AMC's US$1.25 billion senior secured credit facility
• Air Lease Corporation and the issuers in connection with a US$344.7 million offering that launched ALC's Thunderbolt platform
• Tennenbaum Capital Partners LLC in a US$100 million engine financing facility to Mesa Air Group Inc., a regional airline
• Blackbird Capital I in an US$800 million aircraft lease ABS securitization, the proceeds of which will be used by Blackbird to acquire a portfolio of 19 aircraft
• Underwriting group for an US$800 million public debt offering by CBS Corp. to repurchase shares and pay down short-term debt
• United Airlines Inc. in issuances of US$949 million pass-through trust certificates, series 2014-1 and US$929.3 million pass-through trust certificates, series 2013-1
• Philippine Airlines Inc. in connection with a US$9.5 billion order for 65 aircraft in what is the largest aviation purchase in Philippines history
• Banco Regional SAECA, one of Paraguay's largest banks, in its issuance of US$300 million senior notes due 2019
• A leading financial institution as initial purchaser and sole structuring agent in a US$636.21 million asset-backed securitization sponsored by Dublin-based Avolon Aerospace Leasing Limited
• Air Lease Corporation in connection with its inaugural financing with the Export-Import Bank of the United States
• Goldman Sachs as bookrunner and structuring agent in a US$587.5 million transaction involving Emirates and Doric — Airfinance Journal's "Innovative Deal of the Year"
• Goldman Sachs as arranger in connection with Guggenheim Partners' purchase of US$1 billion worth of aviation loans from AerCap Holdings — Airfinance Journal's "Capital Markets Deal of the Year"
• A leading financial institution in the formation of its aircraft leasing joint venture with Dublin-based Avolon—Airfinance Journal's "Equity Deal of the Year"
• Syndicate of major financial institutions in connection with a US$500 million senior secured trade-related facility agreement for the Brazilian producer and Macao trading subsidiaries of Sateri International Group
• Major Brazilian steel conglomerate as borrower in connection with a US$3 billion revolving credit facility transaction
• HSBC Securities Inc. and Société Générale as joint leader arrangers in two loan facility transactions for a Brazilian pulp and paper group aggregating US$2.65 billion BNP Paribas, Goldman Sachs and JPMorgan as lead underwriters in the public offer of US$500 million of debt securities of Viacom Inc.
• Cenveo Corporation in the private placement of US$225 million high-yield debt securities and US$75 million of exchangeable debt securities placed by Bank of America, and the simultaneous tender offer for three series of high-yield debt securities
• Morgan Stanley et al. as lead underwriters in the public offering of US$750 million of debt securities of Viacom Inc.
• Lorillard Inc. in the public offering of US$500 million senior notes
• Alterra Finance LLC in its offering of US$350 million aggregate principal amount senior notes
• Greenlight Capital Re Ltd. in its initial public offering
• TeleCorp PCS Inc. and Tritel Inc. in multiple high-yield debt offerings totaling over US$1 billion
• Corporations, partnerships and high net-worth individuals in connection with their Internal Revenue Service ruling requests, audit preparation and defense and other tax controversy matters