Experience
Navigate To: Mergers and Acquisitions; Restructuring Venture Capital Transactions Capital Markets Transactions Special Situations
Mergers and Acquisitions; Restructuring*
- Great Jones in its sale to Meyer Corporation
- Simple Health in its transaction with Twentyeight Health
- Expectful in its sale to Babylist
- Hilma in its sale to Biocodex SAS
- Anduin Technologies Inc. in its acquisition of TurgenSec Ltd
- Tequila company in the exclusive license of its RTD business to a global alcoholic beverages company
- TCGplayer Inc. in its acquisitions of:
- ChannelFireball Inc. and BinderPOS Limited
- Roca Robotics
- Nordic Semiconductor ASA in its acquisition of Mobile Semiconductor, Inc.
- SuperOrdinary in its acquisition of FanFix
- Phenomenal in its acquisition of Reductress
- Quartz Media in its sale to G/O Media
- Simple Health in its acquisition of Emme
- RapidSOS in its acquisition of IamResponding
- All of Us Financial in its sale to PayPal
- CueHit in its sale to NEOGOV
- Interseller in its sale to Greenhouse Software
- A business intelligence software company in its sale to a UK based global information services company
- PrepAgent in its sale to Aceable
- Vision Hill Group in its sale to Galaxy Digital Holdings Ltd
- Aterian, Inc. in its acquisition of Photo Paper Direct Ltd
- Mavely in its sale to Nu Skin Enterprises
- Transcontinental Gold Mines Pty Ltd. in its sale to Denarius Silver Corp.
- Esposito’s Sausage in its sale to a PE fund
- Brooks Brothers Group in the 363 sales of non-core businesses
- Veterinary software business in its sale of a majority stake to a veterinary clinic operator
- Direct mail marketing business in its sale to a private equity firm
- Transaction Committee of Navig8 Product Tankers in Navig8’s $1.1 billion sale to Scorpio Tankers and related equity offering
- R. Bard in its $24 billion sale to Becton Dickinson
- Astoria Financial in its:
- $2.2 billion sale to Sterling Bancorp
- Terminated $2 billion sale to New York Community Bank
- Johnson Controls in its $16.3 billion combination with Tyco Int’l
- Resource America in its $207 million sale to C-III Capital Partners
- Entities affiliated with Oswaldo Cisneros in their:
- $200.7 million acquisition of Venezuelan oil interests from Harvest Natural Resources and Pluspetrol Resources
- Recapitalization and strategic partnership with Harvest Natural Resources
- Bank of America in its:
- Sale of its cash management business to BlackRock
- Acquisition of a warrant to acquire 4.9% of MBIA's shares as part of a litigation settlement
- S&P Global in its $2.225 billion acquisition of SNL Financial
- Atlas Energy, P. and Atlas Pipeline Partners, L.P. in the simultaneous:
- $1.9 billion sale of Atlas Energy to Targa Resources Corporation
- $5.8 billion sale of Atlas Pipeline Partners to Targa Resources Partners
- Reverence Capital Partners in its investment in Victory Capital
- Sears Holdings Corporation in its evaluation of strategic alternatives for its majority stake in Sears Canada
- Harman International in its $365 million acquisition of AMX
- Alico in its:
- $274 million acquisition of Orange-Co’s citrus business
- $72 million acquisition of Silver Nip Citrus from entities owned by certain Alico directors and officers
- 734 Agriculture and Arlon Group in their $137.8 million acquisition of a majority interest in Alico
- BioCryst Pharmaceuticals in its now-terminated $101 million acquisition of Presidio Pharmaceuticals
- Atlas Energy, P. and Atlas Pipeline Partners, L.P. in the simultaneous:
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Separation Transactions & Spin-Offs
- Beauty company in the proposed separation of its creator business
- Beauty and wellness company in the proposed separation of its influencer sales and marketing business
- Insurance technology platform in its spin-out from a fintech investment company
- Global media company in the separation and management buyout of its US media business
- Consumer health company in the exploration of strategic alternatives for its optical products business
- Brooks Brothers Group in the sale of its fashion jewelry business
- CONSOL Energy in its spin-off of CONSOL Mining
- The Chemours Company in its:
- $325 million sale of its sulfur products business to Veolia
- $230 million sale of its clean & disinfect business to Lanxess
- $140 million sale of its aniline business to Dow Chemical
- Johnson Controls in its:
- $3.7 billion spin-off of Adient plc, its Irish-incorporated automotive seating and interiors business
- $1.475 billion sale of its 50+ country Global WorkPlace Solutions business to CBRE
- $200 million sale of its interests in Canadian and Australian facilities management joint ventures to Brookfield Asset Management
- $265 million sale of its global automotive electronics businesses (excluding HomeLink) to Visteon
- $700 million sale of its HomeLink business to Gentex
- Atlas Energy, P. in its spin-off of its non-midstream assets, which was conditioned on the Atlas-Targa mergers
- eBay in its $72 billion separation of eBay and PayPal
- Bank holding company in its review of separation alternatives for its guaranteed loan business and securitized trusts
- PPG Industries in its $2.1 billion Reverse Morris Trust split-off of its chlor-alkali and derivatives business to Georgia Gulf
- Abbott Laboratories in its $54 billion spin-off of AbbVie
Venture Capital Transactions*
- Aptos Labs in its:
- $200MM Series Seed led by a16z crypto
- $200MM Series A, with participation from Jump Crypto, Binance, Apollo and others
- Multiple investments in and partnerships with blockchain-based companies
- Nori, a carbon removal marketplace, in multiple transactions, including its $6.25MM financing led by M13, Toyota Ventures, Placeholder and Cargill
- Address Labs, the developer of a cross-chain blockchain protocol, in multiple rounds of equity financing
- Impact Source, developer of a blockchain based mutual credit protocol, in multiple rounds of equity financing
- Quil, a layoff insurance company, in multiple financing transactions by bank holding companies
- Big Ticket Platform, an industry supported and funded digital platform for insurers, in multiple financing transactions and partnerships
- All of Us Financial, an online brokerage, in multiple transactions, including its Series Seed led by Coinsquare
- Forerunner Industries, a flood mapping clean tech company, in its Series A led by Union Square Ventures
- Simple Health, a DTC online birth control company, in multiple post-Series B financing transactions, including:
- Equity financings led by Goodwater Capital and Waypoint Capital Partners
- A term loan and revolving credit facility funded by JP Morgan
- Wellen, a healthcare company addressing osteoporosis, in multiple financing transactions
- SuperOrdinary, a global brand partnership company, in multiple transactions, including its:
- Series B equity financing
- Debt financing transactions
- Multiple equity joint ventures and partnerships
- Maude, a sexual wellness company, in multiple equity financing transactions
- Henry Rose, a genderless fine fragrance company, in its Series A financing led by Sandbridge Capital
- Great Jones, a DTC cookware company, in multiple financing transactions
- Clare Paint, a DTC online paint supplier, in multiple rounds of equity financing, including its $8MM Series A led by Pendulum
- Bread Beauty Supply, a haircare company for curly and non-traditional hair, in its Series Seed equity financing
- Milo Pets, an integrated pet clinic company, in multiple financing transactions, including its Series Seed led by affiliates of Quiet Capital
- STUDS, a digital DTC and brick and mortar ear piercing studio, in its $20MM Series B led by Spark Capital
- Proper Wild, a plant-based energy drink company, in multiple equity financings and its partnership with Barstool Sports
- Los Sundays Familia, a tequila company, in multiple rounds of financing, including its Series A led by CircleUp Growth Partners
- Room9, an early stage venture studio focused on food and beverage, on multiple financings, including Last Crumb and Madre Mezcal
- Bravely, a digital company coaching solution, in multiple financing transactions
- Uzabase, Inc., a business intelligence company, in multiple corporate venture financing transactions
- Lockstep Ventures, an early stage venture fund focused on companies solving racial disparities, in the negotiation with its seed investors and in multiple early stage venture financings
- Cloud9 Technologies in multiple transactions, including its:
- $17.5 million Series B funding round led by UBS
- $30 million Series A funding round led by J.P. Morgan Chase, Barclays, NEX Group and Point72 Ventures
- Sears Holdings Corporation in its $380 million rights offering of 40% of Sears Canada
- 734 Agriculture in its $35 margin loan with Rabo AgriFinance
- Abbott Laboratories, in connection with the AbbVie spin-off:
- $14.7 billion offering of AbbVie senior notes
- $7.7 billion tender offer of outstanding notes of Abbott
Capital Markets Transactions*
- Johnson Controls International plc in its:
- $500 million and €1 billion registered notes offerings
- Exchange offer and consent solicitation for $6.6 billion of outstanding notes issued by Johnson Controls and Tyco subsidiaries
- Adient in its $900 million and €1 billion 144A notes offerings in connection with its spin-off from Johnson Controls
- Entities affiliated with Oswaldo Cisneros in their $34 million private investment in Harvest Natural Resources
- Atlas Energy in its $40 million private issuance of preferred units in connection with the spin-off of its non-midstream assets
- Alico in its $207.5 million secured loan from affiliates of MetLife
Special Situations*
- Co-founder of an early stage Web 3.0 venture fund in the restructuring of the fund and replacement of investment advisor
- Web 3.0 venture fund in the separation of one of its co-founders and related general partnership changes
- Developer of a blockchain protocol in its successful response to one of the first contested governance proposals
- Founder of a hedge fund of funds in its spin-out from a larger fund family
- Founder in the negotiation of governance matters and settlement of a trade secrets claim related to a digital health company
- DTC health care company in the separation of its CEO and CTO and the secondary sales of equity by those individuals
- DTC retail company in the separation of one of its co-founders and related governance changes
- AI company in its exploration of M&A opportunities as part of its response to trade secrets claims
- Journalist in their separation from a media platform they co-founded
- Founders of a fintech company in their negotiation of a governance agreement with their lead investor and buyout of the investor
- Founders of a fintech company in the winddown of a regulated equity and commercial joint venture and creation of a new company
- Blockchain company in its response to a claim that a third party was entitled to a 50% equity stake as a co-founder
- Co-founders of a fintech company in their spin-out from a private equity fund and related governance arrangements
- Biotechnology company in the creation of a structured dividend and mandatory redemption plan for preferred equity holders
- Multiple seed stage AI, consumer and media start-ups in the separation of a co-founder and negotiated equity repurchase
- CEO of a publicly traded company in the sale of a preferred “golden share” back to the company
- Driver Capital Management in matters related to certain of its activist campaigns
- Special Committee of the Board of Barnwell Industries in its response to activism campaigns by MRMP-Managers
- Activist group in their successful proxy contest to replace the entire board and CEO of Destination Maternity Corp.
- National Fuel Gas Company in its response to activism by Mario Gabelli, including the first attempt by an activist to nominate a director using proxy access
- Special Committee of TICC Capital in TICC’s response to:
- An activist campaign by TPG Specialty Lending to terminate TICC’s investment management agreement
- Simultaneous activist campaigns by TPG and NexPoint opposing the proposed acquisition of TICC’s manager
- eBay in its response to an activism campaign by Carl Icahn, one of the first company responses to make heavy use of Twitter
- Bank of America in its $1.6 billion settlement of litigation with MBIA, which included issuance of a warrant to buy 9% of MBIA
- Motorola Solutions in its director nomination and standstill agreement with ValueAct Capital
*Certain matters above were handled prior to joining Perkins Coie, LLP