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Experience
- Negotiated and closed a $155 million (plus delayed draw term loan (DDTL) and incremental facilities) for a sponsor’s acquisition of a manufacturer of custom packaging products and shipping crates for manufacturers, construction companies, defense, mining, heavy-duty engines, and agriculture. Reviewed and charted commitment letters from various lenders and worked with the M&A team to line up SunGard terms in the purchase agreement and commitment letters.
- Represented a private equity sponsor in connection with the financing of the initial platform acquisition of a company that installs and revamps HVAC facilities for schools, government buildings, and companies, as well as the 17 acquisitions that followed and a major refinancing that converted the facility from asset based to cash flow.
- Represented a public company (that was originally a private equity portfolio company) in connection with a $100 million asset-based loan (ABL) and a $125 million Term Loan B. Prior representation included the financing of the initial platform and multiple acquisitions.
- Represented a private equity sponsor in connection with the financing of a platform acquisition and several subsequent acquisitions of a company that provides volume recruitment and onboarding services.
- Represented a portfolio company of a private equity sponsor whose business (supporting study abroad programs) shut down due to the pandemic to successfully negotiate a purchase by the sponsor of the existing debt at a significant discount to par.
- Represented a prominent fund of funds in connection with nine investments in major multibillion-dollar venture capital firms.
Representative Sponsors:
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Bertram Capital, CAI Capital, Halifax Group, Hark Capital, High Street Capital, Huron Capital, Main Post Partners, Performance Equity Management, Pike Capital, Rubicon Technology Partners, and Wynnchurch Capital.
