Representative PE/M&A Solar Matters
Represented Cox Enterprises re its investment by BlackRock Global Renewable Power Fund II in Distributed Solar Development.
Represented Axium Infrastructure re its acquisition of BlueWave, a leading Boston-based solar and energy storage developer.
Representing Macquarie Asset Management re its pending acquisition of a significant minority equity stake in D.E. Shaw Renewable Investments (DESRI), a large renewable energy company, for up to approximately $1.725 billion. (2024)
Represented Lightsource bp re its sale of 100% of a portfolio of two solar projects for an undisclosed amount: to Jera NEX Americas. (2024)
Representing Waste Management re a joint venture with a solar battery storage developer in the U.S.
Represented D.E. Shaw Renewable Investments re its sale of 88 MWs of operating solar assets across eight U.S. states.
Represented D.E. Shaw Renewable Investments re a sell side M&A transaction of a substantial minority private equity interest in a large portfolio of solar assets to Fiera.
Represented Macquarie Asset Management’s Green Investment Group re its acquisition of a U.S. solar platform business, Treaty Oak Clean Energy.
Represented Macquarie Asset Management’s Green Investment Group re its investment in Massachusetts-based Galehead Development, LLC, a lead utility-scale developer of renewable energy and energy storage projects.
Represented Treaty Oak Clean Energy, a subsidiary of Macquarie Asset Management’s Green Investment Group, re the purchase of two utility-scale solar plus storage projects from affiliates of Galehead Development, LLC.
Represented D.E. Shaw Renewable Investments re its acquisition and project financing of a 130 MWac solar project in Frederick County, Virginia from Torch Clean Energy.
Represented Macquarie Capital (USA) re its sale of Savion to Shell, consisting of a development pipeline of 18GW of solar and energy storage projects. The largest renewables development M&A deal to date.
Represented Axium Infrastructure re its acquisition of a 49% equity interest in Constellation Renewables Partners, a 1,415 MW diversified portfolio of twenty-four wind and four solar assets, from Manulife Investment Management, acting on behalf of John Hancock Infrastructure Fund and its affiliates.
Represented D.E. Shaw Renewable Investments re a sell side M&A transaction of a large majority private equity interest in a large portfolio of solar assets to Fiera.
Represented Capital Dynamics, a Swiss/NYC-based PE fund re its acquisition of a 70% interest in a 127MW operating solar power plant located in Arizona from Apollo Global Management.
Represented Capital Dynamics, a Swiss/NYC-based PE fund re its acquisition of an approximately 300MW portfolio of operating solar power plants located in California, Delaware and Arizona from LS Power.
Represented Axium Infrastructure re its acquisition of BlueWave, a leading Boston-based solar and energy storage developer.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW.
Represented D.E. Shaw Renewable Investments re its sale of a 49% equity interest in a portfolio of operating and to be constructed solar projects to a group of financial investors, led by Ullico.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity and project financing of a 100 MWac solar PV project in Utah.
Represented Tradewind Energy, Inc. re its sale of its 5GW+ solar power and energy storage platforms to Macquarie Capital.
Represented D.E. Shaw Renewable Investments re connection with the acquisition of a solar PV power plant located in Louisiana.
Represented D.E. Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in California.
Represented Axium Infrastructure re its bid to acquire a 50% interest in a solar power plant portfolio.
Represented Axium Infrastructure re its bid to acquire a solar distributed generation portfolio in the U.S.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy.
Represented D.E. Shaw Renewable Investments re the acquisition, tax equity financing and back-leverage debt financing of the Cuyama Project, a utility scale 40 MW-ac solar PV project, from First Solar, Inc. located in California.
Represented Riverstone re its bid to acquire a C&I solar portfolio located in the U.S.
Represented D.E. Shaw Renewable Investments, re its acquisition and related tax equity and construction financing of a 52MW PV solar power project located in Mississippi, which marks the largest solar project development in Mississippi.
Represented an energy company re the sale of a U.S. utility scale solar PV portfolio.
Represented Kruger Energy re its sale of a U.S. solar portfolio to Duke Energy.
Represented Kruger Energy re its acquisition of three solar projects located in California with 130 MW of PV from Regenerate.
Representative PE/M&A Clean Tech Matters
Represented InstarAGF re its bid to acquire a U.S. desalinization plant in Carlsbad, California.
Represented Steel Perlot, an Eric Schmidt backed technology incubation company, re its investment and asset contribution in Tokenalysis.
Represented Ridgewood Infrastructure re the acquisition of a majority of the outstanding capital stock of Ecosave, a clean tech company focused on facilitating energy efficient retrofit projects and building automation systems.
Represented Macquarie Capital re its investment in an electric vehicle business, called Electriphi.
Represented Macquarie Asset Management’s Green Investment Group re its investment in an electric vehicle joint venture with a leading electric vehicle manufacturer, called InCharge.
Represented a private equity fund re its acquisition of recycled water gathering systems and wells in the Permian basin.
Represented InstarAGF re its bid to acquire a U.S. desalinization plant in Carlsbad, California.
Represented a PE fund re its acquisition of a clean tech company focused on behind the meter technology.
Represented Instar Asset Management re its acquisition of a clean tech business.
Represented Clean Diesel Technologies re its reverse SPAC IPO/merger and recapitalization transaction.
Represented Citigroup Alternative Investments in a Series C convertible loan transaction with GreatPoint Energy.
Represented Leaf Clean Energy in a Series A convertible stock processing of Greenline Industries.
Represented Accera, a Germany based fund, in the recapitalization and VC funding of Energy Photovoltaics Inc.
Represented Coalogix, a clean coal technology company, in its sale to Energy Capital Partners.
Representative PE/M&A Carbon Sequestration Matters
Represented White Energy Holding Company, an ethanol producer and affiliate of a hybrid hedge/private equity fund, in connection with its merger with Gate City Renewables Fuel. (2024)
Represented Starwood Energy re a carbon sequestration PE/tax equity transaction.
Represented a PE-sponsored company and its affiliate re a joint venture with a leading oil & gas company in a section 45Q tax equity transaction involving ethanol and carbon sequestration.
Representative PE/M&A Alternative Fuels (including RNG) Matters
Represented Lotus Infrastructure Partners (f.k.a. Starwood Energy) re its acquisition of 50% of all issued and outstanding membership interests in Platte River Biogas, LLC, a renewable natural gas company, from Elevation Bio-Energy, LLC.
Represented Macquarie Asset Management’s Green Investment Group re its investment in Massachusetts-based Galehead Development, LLC, a lead utility-scale developer of renewable energy and energy storage projects.
Represented Starwood Energy re its acquisition of an organic waste to renewable natural gas anaerobic digester facility.
Represented Starwood Energy Group re its acquisition and construction equity financing of Gulf Coast Ammonia, the developer of a world-scale $900 million anhydrous ammonia plant in Texas, from Macquarie Capital, Mabanaft GmbH & Co. KG and Agrifos. The deal was named the “2019 North American Petrochemicals Deal of the Year” by Proximo.
Represented Instar Asset Management re its bid to acquire a waste to renewable natural gas facility located in Oregon from Equilibrium Capital.
Represented Clean Diesel Technologies re its reverse SPAC IPO/merger and recapitalization transaction.
Representative PE/M&A Wind Matters
Represented Axium Infrastructure re its acquisition of a 49% equity interest in Constellation Renewables Partners, a 1,415 MW diversified portfolio of twenty-four wind and four solar assets, from Manulife Investment Management, acting on behalf of John Hancock Infrastructure Fund and its affiliates.
Represented EverWind re its multi-billion-dollar green hydrogen and green ammonia production facility based in Nova Scotia, Newfoundland, and Labrador, Canada.
Represented Axium Infrastructure re its acquisition of equity interests in a portfolio of wind projects, which represents 1,063 MW of gross capacity, from BlackRock Renewable Power.
Represented Axium Infrastructure re its acquisition of a 49% equity interest in Constellation Renewables Partners, a 1,415 MW diversified portfolio of twenty-four wind assets, from Manulife Investment Management, acting on behalf of John Hancock Infrastructure Fund and its affiliates.
Represented Tradewind Energy re the divestiture of its 3GW+ wind asset portfolio to Invenergy, LLC.
Represented a PE Fund re a bid to acquire a portfolio of wind and solar assets.
Represented BlackRock (f.k.a.) First Reserve, a Greenwich, CT-based private equity fund, in connection with the leveraged buyout from Apex Clean Energy and multiple financings of a 298 megawatt wind farm under development in Oklahoma. This transaction marked the first U.S. renewables acquisition by First Reserve and was named the Financial Deal of the Year at the 2015 Platts Global Energy Awards.
Represented Axium Infrastructure, a private equity fund, re its acquisition from EDF Renewable Energy, Inc. of a 50% equity interest in the Slate Creek Wind Project, LLC, a 150 MW operating wind farm located in Kansas.
Represented a private equity fund re its bid to acquire a NY-based wind energy company.
Represented Swiss Life re a private equity investment in a 1.1 GW U.S. wind portfolio.
Represented UBS Infrastructure & Private Equity re its acquisition of a U.S. wind farm portfolio.
Represented UBS Infrastructure re its acquisition of a 50% private equity interest in Spinning Spur II from EDF.
Represented Fiera Axium Infrastructure re its an acquisition of a 49% private equity interest in a wind farm portfolio located in Oregon State from EDP Renewables North America.
Represented Japan-based Mitsui re a private equity investment in a GDF Suez Canada’s 680 MW wind farm aggregation.
Representative M&A/PE Energy Services & Infrastructure Services Matters
Represented Instar Asset Management in the business combination of Oilfield Water Logistics (“OWL”), Instar’s portfolio company that develops and operates wells, conveyance lines and related facilities in the southwestern United States for the disposal of water incident to the production of oil and gas, and Pilot Water Solutions (“Pilot”), a long-term, full-service water midstream company with expertise in produced water gathering, sourcing, recycling and disposing.
Represented InstarAGF Infrastructure re its acquisition of Texas-based Oilfield Water Logistics, an energy services company from Natural Gas Partners.
Represented Ridgewood Infrastructure re its acquisition of APP Jet Center, a fixed-based operator/logistics business.
Represented InstarAGF Essential Infrastructure, a North American-based private equity fund, re its leveraged buyout of a portfolio of US pipeline and terminal assets from affiliates of Buckeye Partners, L.P., including a jet fuel pipeline from Port Everglades, Florida to the Ft. Lauderdale and Miami, Florida airports, pipelines and terminal facilities serving the Reno, Nevada, San Diego, California and Memphis, Tennessee airports, and refined petroleum products terminals in Sacramento and Stockton, California.
Represented Luminus Management re its bid to acquire two jack-up rigs located in Mexico.
Represented InstarAGF Asset Management re its bid for a midstream pipeline located in Ohio.
Represented Luminus Management re its (Section 363 of the U.S. Bankruptcy Code) acquisition of the trucking logistics/assets and subsidiaries comprising the Mexico-based business of Taylor Express, Inc., from the Celadon Group, Inc.
Represented a private equity fund re its bid to acquire certain rail operations and related assets from Dow at certain Dow-owned manufacturing sites in the U.S. and Canada.
Represented InstarAGF Asset Management re its acquisition from Lincolnshire Management of AMPORTS, a U.S. and Mexico-based logistics car processing port terminal portfolio.
Represented Global Partnership Investing Capital (“GPI”), a private equity fund, in connection with the $2.5 billion funding round of GrabTaxi.
Represented the Alaska Permanent Fund, indirectly through its investment in Global Infrastructure Partners Ltd and directly along with several co-investors, re the acquisition of a 35% interest in the container terminal operations business of Switzerland’s MSC Mediterranean Shipping Co. SA for approximately $1.93 billion.
Representative M&A/PE Power (non-renewables power, such as hydro, natural gas and transmission) Matters
Represented Tenaska Energy re its acquisition of equity interest in an 885 MW natural gas, combined-cycle electric generating facility from J-POWER USA. (2024)
Represented White Energy Holding Company, an ethanol producer and affiliate of a hybrid hedge/private equity fund, in connection with its merger with Gate City Renewables Fuel. (2024)
Represented Abu Dhabi National Oil Company re its acquisition of 35% interest in Baytown Hydrogen and Ammonia Company from ExxonMobil Low Carbon Solutions Hydrogen Global. (2024)
Represented Lotus Infrastructure Partners sell 100% of its equity interest in the Quail Run Energy Center to Calpine Corporation. (2024)
Represented Axium Infrastructure in selling its 49% membership interest in Morongo Transmission LLC to The Morongo Band of Mission Indians. (2024)
Represented Denham Capital re its $605 million sale of Nexif Energy, a diversified power generation development company to Thailand’s RATCH Group.
Represented North Sea Natural Resources re its issuance of secured redeemable convertible loan notes to several new investors.
Represented Axium Infrastructure re its acquisition of 100% of Upper Peninsula Holding Company from Basalt Infrastructure Partners.
Represented Starwood Energy Group on the sale of its 503MW combined cycle natural gas, electric generation facility located in Cambridge, Wisconsin, to Dairyland Power Cooperative.
Represented Starwood Energy re its sale of a combined cycle natural gas portfolio.
Represented Starwood Energy Group Global re numerous renewable natural gas Private Equity acquisitions in the U.S. from various developers.
Represented a PE fund re its bid to acquire one of the largest district energy companies in the U.S.
Represented UBS Infrastructure & Private Equity, re the sale of a portfolio of 14 conventional/natural gas, operating power plants located in the U.S. and in the Caribbean to Contour Global, PLC.
Represented Axium Infrastructure re its acquisition of a large equity interest in CPV Three Rivers Energy Center, a 1,258 MW power project to be constructed in northeastern Illinois, from affiliates of General Electric Company and Competitive Power Ventures, Inc.
Represented Starwood Energy re its bid to acquire two combined-cycle gas turbine facilities located in California and Arizona and the senior debt of two combined-cycle gas turbine facilities in Massachusetts and New York from CSG Investments/Beal Bank.
Represented Axium Infrastructure re its acquisition of a 50% equity interest in a transmission line called Coachella under development from Oak Tree Capital.
Represented Starwood Energy Group re its (Section 363 of the U.S. Bankruptcy Code) leveraged buyout of 100% of the assets constituting the West Lorain Power Plant located in Lorain, Ohio from FirstEnergy Generation, LLC which are oil-fired power plants.
Represented Starwood Energy Group Global, a leading private equity fund focused on energy infrastructure, re its $1.23 billion acquisition of 100% of the equity interests in the operating subsidiaries of two of Dominion Energy’s combined-cycle gas turbine plants.
Represented Starwood Energy Group re the sale of a 50% equity interest in its Compass Power Generation gas-fired portfolio located in Massachusetts and Pennsylvania, to an affiliate of JERA Co.
Represented a hedge fund re a pending proxy dispute with an energy company.
Represented Axium Infrastructure re its bid to acquire a hydro pump storage facility located in Pennsylvania.
Represented Axium Infrastructure in connection with the Axium-led consortium to acquire the energy assets that supply Ohio State University in excess of $1 billion. (This transaction marked one of the largest P3 social infrastructure deals in the U.S.)
Represented a U.S. private equity fund re its bid to acquire a C&I solar portfolio located in the U.S.
Represented Starwood Energy Group re its acquisition of the RockGen and Garrison combined cycle natural gas electric generation facilities from affiliates of Calpine Corporation, a portfolio company of Energy Capital Partners.
Represented UBS Infrastructure re an acquisition of a combined cycle natural gas power plant portfolio located in Connecticut.
Represented Starwood Energy Group re its bid for a combined cycle natural gas portfolio located in Arizona.
Represented an energy/infra private equity fund re its acquisition of a natural gas power plant portfolio located in PJM.
Represented UBS Infrastructure & Private Equity re its acquisition of a significant minority interest in a 785 MW combined-cycle natural-gas-fired electricity generation power plant located in Connecticut from G.E.
Represented Starwood Energy Group re its leveraged buyout of a portfolio of natural-gas-fired electricity generation plants located in Massachusetts, from Dynegy, Inc.
Represented a New York-based private equity fund re its bid to acquire a portfolio of natural gas power-producing assets located in Colorado.
Represented Starwood Energy Group, a Greenwich, CT-based private equity fund, re its acquisition of a 790-megawatt combined-cycle natural-gas-fired generation power plant and a 50MW "Peaker" natural-gas-fired generation power plant located in Marcus Hook, Pennsylvania from NextEra Energy Resources for $760M.
Represented UBS Infrastructure & Private Equity, a New York-based private equity fund, re its leveraged buyout of a portfolio of 14 conventional energy power plants located in the U.S. and in the Caribbean from First Reserve.
Represented a co-lead investment bank as financial advisor to CNOOC Ltd., China’s largest producer of offshore crude oil and natural gas, re its $19.4 billion acquisition of Nexen Inc., an NYSE-listed upstream oil and gas company. This transaction was named “Global M&A Deal of the Year” by The American Lawyer.
Represented the Alaska Permanent Fund re a private equity transaction involving LS Power in the U.S.
Represented Barclays Natural Resources Investments in its acquisition of K Road Power Holdings, Inc re a 5GW solar portfolio under development.
Represented Transmission Developers Inc. (TDI) in sale of majority stake to Blackstone Energy re the Champlain Hudson Power express sub-river/lake transmission line from Quebec to New York City.
Represented Spring Lane Capital, re the first closing of its $400 million targeted inaugural energy buyout fund focused on water.
Represented Brookfield Renewable Energy in its acquisition of a 292 MW hydroelectric power plant from Talen Energy for $860M.
Representative Power Project Finance Matters
Represented Starwood Energy re its bid to acquire two combined-cycle gas turbine facilities located in California and Arizona and the senior debt of two combined-cycle gas turbine facilities in Massachusetts and New York from CSG Investments/Beal Bank.
Represented Lotus Infrastructure Partners & Edgewater Generation re its refinancing of its senior secured acquisition finance term loan, letter of credit and liquidity facilities. (2024)
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy.
Represented D.E. Shaw Renewable Investments re the acquisition, tax equity financing and back-leverage debt financing of the Cuyama Project, a utility scale 40 MW-ac solar PV project, from First Solar, Inc. located in California.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW.
Represented D.E. Shaw Renewable Investments re its acquisition and project financing of a 130 MWac solar project in Frederick County, Virginia from Torch Clean Energy.
Represented D.E. Shaw Renewable Investments re its project financing and tax equity financing of a 120 MW AC solar photovoltaic power plant in East Windsor, Connecticut.
Represented D.E. Shaw Renewable Investments re its tax equity financing of the 130 MWac Bartonsville solar project in Frederick County, Virginia with JPMorgan Chase Bank, N.A.
Represented D.E. Shaw Renewable Investments re its 6 project drop-downs of solar photovoltaic projects into an existing letter of credit and development loan and equipment loan facility.
Represented Bluewave re its upsizing of a revolving credit facility.
Represented D.E. Shaw Renewable Investments re an upsizing amendment via a Second Amended and Restated Financing Agreement with KeyBank National Association.
Represented Ohio Power Partners re its refinancing of the Middletown Energy Center, a 480 MW natural gas-fired combined cycle electric facility located in Butler County, Ohio.
Representative PE/M&A Digital Infrastructure and Tech, Media, Telecom (TMT)
Represented D.E. Shaw & Co. and its portfolio company, Arcesium, a data analytics company, re its follow-on private equity investment from existing equity holders, DESCO and an affiliate of J.P. Morgan Chase & Co.
Represented Hotwire Communications, a leading provider of fiber-to-the-home in the United States, in connection with a large private equity investment by Blackstone Tactical Opportunities and Blackstone Infrastructure Partners.
Represented Blackstone Infrastructure and one of its portfolio companies re a bolt on acquisition in the high-speed internet fiber cable sector.
Represented D.E. Shaw & Co. and its FinTech portfolio company, Arcesium, re a private equity investment by a private equity fund into such portfolio company.
Represented OMERS Private Equity re its sale of Sysomos, a data analytics company.
Represented OMERS Private Equity (USA) re its acquisition of a U.S.-India based technology company.
Represented AIG re its private equity investment in a cybersecurity company called K2 Intelligence, operated by the Kroll Family.
Represented an international pension plan re its acquisition of a U.S. social media company.
Represented LBO France Gestion re its leveraged buyout of 100% of McIntosh, a high-end audio equipment company, and certain other U.S. operating subsidiaries of Italy-based Fine Sounds S.p.A.
Represented Johnson & Johnson in connection with a media sector U.S. acquisition.
Represented Viacom in connection with the $2.3 billion BET acquisition through merger.
Represented OMERS Private Equity in its acquisition of Expion LLC, a social marketing software company.
Represented Lucent Technologies in sale of Excel Switching Corporation to EAS Group.
Represented UMT Consulting Group, a technology advisory business, in its sale to Ernst & Young.
Represented Strategic Value Partners in the sale of Pacific Crossing to NTT Communications.
Representative PE/M&A Real Estate Matters
Represented Axium Infrastructure re its acquisition of the entire issued share capital of RBL Nayland House, assisted living facility in the UK.
Represented Morguard Corporation re its acquisition of the commercial units of Rockville Town Square, a 12.5 acres mixed-use development that includes public services, retail, and dining options in Rockville, Maryland.
Represented Morguard re its acquisition of the Echelon at K Station property, a 350-unit Class A luxury apartment building in Chicago, Illinois.
Represented Morguard re its acquisition of a LA-based multi-family residential property from CIM Group.
Represented Morguard re its acquisition of a 50% equity interest in a multi-family residential property located in Chicago from CIM Group.
Represented Morguard re its pending acquisition of a multi-family residential property in the U.S.
Represented Morguard, a $21 billion AUM, Toronto/NY-based real estate buyout fund/REIT, re its leveraged buyout of a 46-story luxury apartment building from Magellan Development for $222.5 million located in Chicago, IL.
Represented Morguard Corporation re its acquisition of a 49% equity interest in Chicago-based multi-family property development from CIM Fund III.
Represented Toronto-based Morguard Corporation re its acquisition, through a wholly owned subsidiary, of a 100% freehold interest in Alta at K Station, a LEED Gold Certified high rise residential rental complex in Chicago, Illinois for approximately $300 million.
Represented D.E. Shaw & Co. re a real estate private equity sell-side transaction in the U.S.
Represented Caisse de dépôt et placement du Québec re its acquisition of a substantial minority interest in Avison Young, a leading real estate services company located in Canada and the U.S.
Represented a Canadian real estate buyout fund re its establishment of a U.S. private REIT with a Canadian pension plan to acquire U.S. multi-family buildings and offices.
Represented Morguard Corporation re its $450M acquisition of certain multi-family residences from Pearlmark.
Represented Virginia-based EJF Capital re a corporate M&A matter in the U.S. involving a U.S. REIT.
Representative PE/M&A Transportation & Logistics Matters
Represented Ridgewood Infrastructure re its acquisition of APP Jet Center, a fixed-based operator/logistics business.
Represented PSP in the 49% acquisition of the I-69 section 5 toll road located in Indiana.
Represented TPG/TSSP/Infrastructure re a private equity transaction in the U.S. Student Housing space structured as a P3.
Represented an equity member of a consortium of private capital that is re-developing New York's JFK Airport's Terminal 1 as part of a P3 transaction.
Represented Luminus Management re its (Section 363 of the U.S. Bankruptcy Code) acquisition of the trucking logistics/assets and subsidiaries comprising the Mexico-based business of Taylor Express, Inc., from the Celadon Group, Inc.
Represented a private equity fund re its bid to acquire certain rail operations and related assets from Dow at certain Dow-owned manufacturing sites in the U.S. and Canada.
Represented InstarAGF Asset Management re its acquisition from Lincolnshire Management of AMPORTS, a U.S. and Mexico-based logistics car processing port terminal portfolio.
Represented Global Partnership Investing Capital (“GPI”), a private equity fund, in connection with the $2.5 billion funding round of GrabTaxi.
Represented the Alaska Permanent Fund, indirectly through its investment in Global Infrastructure Partners Ltd and directly along with several co-investors, re the acquisition of a 35% interest in the container terminal operations business of Switzerland’s MSC Mediterranean Shipping Co. SA for approximately $1.93 billion.
Represented CIT Group with the acquisition of Flex Leasing Corporation, a rail leasing company.
Representative PE/M&A Financial Services Matters
Represented Atlas Merchant Capital re its sale of its equity interests in Somerset Reinsurance Holdings Ltd.
Represented a private equity fund backed management buyout of a non-U.S. bank.
Represented D.E. Shaw & Co. and its FinTech portfolio company, Arcesium, re a private equity investment by a private equity fund into such portfolio company.
Represented Atlas Merchant Capital re its bid to acquire a consumer lending business in Georgia.
Represented the Goldman Sachs Special Situations Investing Group, Inc. in connection with the equity / M&A aspects of Gymboree Group, Inc. restructuring.
Represented Elliott Management, a New York-based hedge fund, re a proposed acquisition in the insurance sector in the U.K.
Represented the Alaska Permanent Fund in connection with a private equity fund of funds transaction involving BlackRock Private Equity in the U.S.
Represented a private equity management team re a joint venture with a prominent hedge fund to create a platform to acquire distressed private equity/hedge funds and alternative asset managers
Represented CIT Group re the sale of its direct private equity interest to Goldman Sachs Private Equity.
Representative SPAC M&A Matters
Represented Clean Diesel Technologies re its reverse SPAC IPO/merger and recapitalization transaction.
Represented Lightning Systems, Inc., an electric truck manufacturer, re its merger with GigCapital3, Inc., a special purpose acquisition company (SPAC).
Represented GLG Partners in connection with its reverse SPAC merger with the Man Group for $3.4 billion.
Represented HCM Acquisition Corp in connection with its $625M SPAC IPO.
Represented JonesTrading in connection with the Forbes Global Media Holding's SPAC merger.
Represented JonesTrading in connection with Seven Oaks Acquisition’s $250M SPAC IPO.
Representative M&A/PE 363 Matters
Represented Starwood Energy Group re its (Section 363 of the U.S. Bankruptcy Code) leveraged buyout of 100% of the assets constituting the West Lorain Power Plant located in Lorain, Ohio from FirstEnergy Generation, LLC which are oil-fired power plants.
Represented Luminus Management re its (Section 363 of the U.S. Bankruptcy Code) acquisition of the trucking logistics/assets and subsidiaries comprising the Mexico-based business of Taylor Express, Inc., from the Celadon Group, Inc.
Represented Oaktree Capital Management re the pending bankruptcy filing of its subsidiary Footprint, a Massachussets-based natural gas powerplant.
Represented Starwood Energy in the acquisition of a natural gas and coal fired plant out bankruptcy from FirstEnergy.
Represented Luminus Management re its (Section 363 of the U.S. Bankruptcy Code) acquisition of the trucking logistics/assets and subsidiaries comprising the Mexico-based business of Taylor Express, Inc., from the Celadon Group, Inc.
Represented Strategic Value Partners re its acquisition of RathGibson pursuant to a Section 363 M&A deal.
Represented Fortress in the acquisition of Alterra Healthcare Corporation.
Representative Preferred Equity Transactions
Represented Macquarie Asset Management’s Green Investment Group re its private equity investment in InCharge, a battery storage business located in California. This was convertible preferred.
Represented Citigroup Alternative Investments in a Series C preferred equity transaction with GreatPoint Energy.
Represented Accera, a Germany based fund, in the convertible preferred equity funding of Energy Photovoltaics Inc.
Represented AIG re its private equity investment in a cybersecurity company called K2 Intelligence, operated by the Kroll Family. This was convertible preferred.
Represented TPG/TSSP/Infrastructure in connection with a private equity convertible preferred transaction in the U.S. Student Housing space, structured as a P3.
Represented Global Partnership Investing Capital (“GPI”), a private equity fund, in connection with the $2.5 billion convertible preferred transaction with GrabTaxi.
Represented D.E. Shaw & Co. in its convertible preferred investment into Arcesium, a data analytics company.
Representative Metal Transactions
Represented Emirates Global Aluminum, through one of its affiliates, re its acquisition of 80% of the equity interests in Spectro Alloys Corporation from FFS Incorporated. (2024)
Representative Tax Equity and Tax Credit Transactions
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy.
Represented D.E. Shaw Renewable Investments re the acquisition, tax equity financing and back-leverage debt financing of the Cuyama Project, a utility scale 40 MW-ac solar PV project, from First Solar, Inc. located in California.
Represented D.E. Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in California.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW.
Represented D.E. Shaw Renewable Investments re its project financing and tax equity financing of a 120 MW AC solar photovoltaic power plant in East Windsor, Connecticut.
Represented D.E. Shaw Renewable Investments re its tax equity financing of the 130 MWac Bartonsville solar project in Frederick County, Virginia with JPMorgan Chase Bank, N.A.
Representing Lotus Infrastructure Partners and its affiliate, BerQ RNG Holdings USA, through its subsidiary, ADK RNG, enter into a tax credit transfer agreement with First Southern Bank and Bank of Belleville. (2024)
Representative Digital Infrastructure Transactions
Representing Argo Inception Holdings in connection with its investment in TierPoint, a data center platform. (2024)
Representative PE/M&A Solar Matters
Represented D.E. Shaw Renewable Investments re its sale of 88 MWs of operating solar assets across eight U.S. states.
Represented D.E. Shaw Renewable Investments re a sell side M&A transaction of a substantial minority private equity interest in a large portfolio of solar assets to Fiera.
Represented D.E. Shaw Renewable Investments re its 6 project drop-downs of solar photovoltaic projects into an existing letter of credit and development loan and equipment loan facility.
Represented Macquarie Asset Management’s Green Investment Group re its acquisition of a U.S. solar platform business, Treaty Oak Clean Energy.
Represented Macquarie Asset Management’s Green Investment Group re its investment in Massachusetts-based Galehead Development, LLC, a lead utility-scale developer of renewable energy and energy storage projects.
Represented D.E. Shaw Renewable Investments re its project financing and tax equity financing of a 120 MW AC solar photovoltaic power plant in East Windsor, Connecticut.
Represented D.E. Shaw Renewable Investments re its tax equity financing of the 130 MWac Bartonsville solar project in Frederick County, Virginia with JPMorgan Chase Bank, N.A.
Represented Treaty Oak Clean Energy, a subsidiary of Macquarie Asset Management’s Green Investment Group, re the purchase of two utility-scale solar plus storage projects from affiliates of Galehead Development, LLC.
Represented D.E. Shaw Renewable Investments re its acquisition and project financing of a 130 MWac solar project in Frederick County, Virginia from Torch Clean Energy.
Represented Macquarie Capital (USA) re its sale of Savion to Shell, consisting of a development pipeline of 18GW of solar and energy storage projects. The largest renewables development M&A deal to date.
Represented Axium Infrastructure re its acquisition of a 49% equity interest in Constellation Renewables Partners, a 1,415 MW diversified portfolio of twenty-four wind and four solar assets, from Manulife Investment Management, acting on behalf of John Hancock Infrastructure Fund and its affiliates.
Represented D.E. Shaw Renewable Investments re a sell side M&A transaction of a large majority private equity interest in a large portfolio of solar assets to Fiera.
Represented Capital Dynamics, a Swiss/NYC-based PE fund re its acquisition of a 70% interest in a 127MW operating solar power plant located in Arizona from Apollo Global Management.
Represented Capital Dynamics, a Swiss/NYC-based PE fund re its acquisition of an approximately 300MW portfolio of operating solar power plants located in California, Delaware and Arizona from LS Power.
Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW.
Represented D.E. Shaw Renewable Investments re its sale of a 49% equity interest in a portfolio of operating and to be constructed solar projects to a group of financial investors, led by Ullico.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity and project financing of a 100 MWac solar PV project in Utah.
Represented Tradewind Energy, Inc. re its sale of its 5GW+ solar power and energy storage platforms to Macquarie Capital.
Represented D.E. Shaw Renewable Investments re connection with the acquisition of a solar PV power plant located in Louisiana.
Represented D.E. Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in California.
Represented Axium Infrastructure re its bid to acquire a 50% interest in a solar power plant portfolio.
Represented Axium Infrastructure re its bid to acquire a solar distributed generation portfolio in the U.S.
Represented D.E. Shaw Renewable Investments re its acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy.
Represented D.E. Shaw Renewable Investments re the acquisition, tax equity financing and back-leverage debt financing of the Cuyama Project, a utility scale 40 MW-ac solar PV project, from First Solar, Inc. located in California.
Represented Riverstone re its bid to acquire a C&I solar portfolio located in the U.S.
Represented a leading NY-based hedge fund, re its acquisition and related tax equity and construction financing of a 52MW PV solar power project located in Mississippi, which marks the largest solar project development in Mississippi.
Represented an energy company re the sale of a U.S., utility scale solar PV portfolio.
Represented Kruger Energy re its sale of a U.S. solar portfolio to Duke Energy.
Represented Kruger Energy re its acquisition of three solar projects located in California with 130 MW of PV from Regenerate.
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