Matters

Insurance

  • Represented Ignyte Insurance (formerly NSM Insurance) and its affiliated specialty insurance platforms over more than a decade in connection with a broad range of strategic acquisitions, divestitures and corporate transactions, including:
    • Advising on more than a half-dozen strategic add-on acquisitions of specialty insurance businesses, including platforms focused on B2B insurance programs, consumer and travel health insurance and pet insurance.
    • Represented the client in the sale of its U.S. commercial insurance division to a leading growth-oriented investment firm and the sale of Ignyte Insurance's Collector Vehicle Division to Philadelphia Insurance Companies.
  • Represented Novacore, an independent specialty insurance platform, in its acquisition of a managing general agent specializing in habitational and real estate coverages.
  • Represented Tompkins Financial Corporation in the sale of its wholly owned subsidiary, Tompkins Insurance Agencies, Inc., to Arthur J. Gallagher & Co. The transaction advanced Tompkins' strategic focus on its core banking business while transitioning one of the nation's leading independent insurance agencies to a global insurance brokerage and risk management platform.

Financial Services & Wealth Management

  • Represented Hightower Holding, LLC and its affiliated wealth management platforms in connection with strategic acquisitions, including:
    • The acquisition of a Dallas-based financial planning and wealth management practice, expanding the client's advisory platform and investment management capabilities.
    • Hightower Advisors' acquisition of Journey Strategic Wealth, a wealth management firm with approximately $5 billion in assets under management at the time of the transaction, marking the first external acquisition for Hightower Signature Wealth.

Life Sciences & Health Care

  • Represented a global pharmaceutical company in the acquisition of the assets of a publicly traded biopharmaceutical company, including its proprietary inhaled drug delivery technology platform. The representation included leading all aspects of the transaction, including due diligence, negotiation and documentation, as well as advising on the novation and renegotiation of key commercial and license agreements to support the client's strategic expansion in innovative drug delivery technologies.
  • Represented a biopharmaceutical company in the sale of a wholly owned subsidiary and related strategic assets to a biotechnology company. The representation included serving as lead deal counsel, overseeing all aspects of the transaction, including due diligence, negotiation and transaction documentation.

Technology & Digital Infrastructure

  • Represented Ascent, LLC, a leading provider of data center facility management services, in its acquisition by Wesco International. The transaction combined Ascent's specialized data center operations and critical infrastructure capabilities with Wesco's global platform, strengthening service offerings for data center customers across North America.
  • Represented a global provider of manufacturing execution system (MES) software serving the aerospace and defense, medical device and consumer electronics industries in the sale of the company to an affiliate of a leading middle-market private investment firm. The transaction positioned the business to accelerate product innovation and expand its global software platform.
  • Represented LexFusion, a leading legal technology accelerator and strategic advisor, in its sale to Baretz+Brunelle. The transaction combined LexFusion's market-leading legal innovation platform with a premier legal industry advisory firm, expanding its ability to serve law firms, corporate legal departments and legal technology companies across the evolving legal ecosystem.

Industrial & Business Services

  • Represented Compactor Rentals of America, a private equity-backed provider of trash compactor and baler rentals serving the industrial sector, in the acquisition of certain compactors, balers and recycling equipment, agreements and contracts, boxes and similar items and the related rental agreements from a Texas-based provider of compaction and waste management equipment.
  • Represented Commercial Management Systems (CMS) and General Equipment Acceptance Corporation (GEAC), founder-led providers of managed waste, recycling, jobsite support and equipment leasing services, in their sale to BP Environmental Services. The transaction enabled CMS and GEAC to build on their longstanding market positions while expanding the reach of their integrated environmental and equipment financing solutions.
  • Represented a New York-based provider of pool installations and outdoor furnishing services in the sale of 100% of the equity of its irrigation line to a New York-based private equity firm.