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Jonathan Melmed is a Mergers & Acquisitions/Private Equity corporate partner based in New York. He is Co-Chair of the firm’s Global Private Equity/M&A practice with over 24 years of experience and is currently serving on our Policy Committee, the firm’s governing and management group. Jonathan represents private equity funds, pension plans, sovereigns, family offices, hedge funds, corporate clients and investment banks re U.S. and international M&A, private equity and complex corporate transactions. Jonathan has extensive M&A and PE experience across many sectors, including in the energy, power, infrastructure, financial services, media, telecommunications, fiber, telecom, technology, life sciences, health care, pharma, and real estate/REIT sectors, and has extensive SPAC M&A experience. Jonathan is also the Co-Chair of the firm’s Global Energy Power & Infrastructure practice, leads our Canada practice and co-leads our Energy Transition practice. 

Recognition and Honors
For more than a decade, Jonathan has been listed among the leading M&A and private equity lawyers in such guides as Chambers USA, Chambers Global and Legal 500, and has been referred to as “incredibly responsive and able to handle difficult negotiations and matters...results oriented.” He has been recognized as a leading M&A lawyer in Chambers USA in 2014-2015, 2020-2022 and in Chambers Global in 2014 - 2022. Jonathan was also recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S. in 2016-2022. Additionally, in 2011-2014 and 2017-2022 Jonathan was recognized by the Legal 500 U.S. for M&A as well as in 2013, 2014, and 2017-2022 as a leading lawyer in the U.S. for Energy: Renewable/Alternative Power. Jonathan has also been recognized by New York Super Lawyers for M&A in 2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019.

Jonathan’s representative fund clients have included, among others, The Alaska Permanent Fund, Blackstone Energy Partners, BMO Capital, Brevan Howard, Brookfield Energy Partners, the Caisse de Dépôt et Placement du Québec, Caithness Private Equity, Capital Dynamics, Citi Alternative Investments, Crestline Private Equity, D.E. Shaw, DRI Capital, DW Partners, EJF Capital, Elliott Associates, Elliott Management, EnerTech Capital Partners, Axium Infrastructure, First Reserve, Galway Capital, Greensoil Investments, Hapoalim Capital, Harbinger Capital Partners, iCON Infrastructure, La Coop fédérée, LBO France Gestion, Lyxor (f/k/a Société Générale Asset Management), Macquarie Asset Management, Macquarie Capital, Morgan Stanley Private Equity, Oaktree Capital Management, Novus Capital, OMERS Private Equity, Ontario Teachers, Opus Capital, Ridgewood Infrastructure, SCP Private Equity, Southern Cross Private Equity, Starwood Energy Group, Strategic Value Partners, TOMS Capital, TPG Sixth Street Partners and UBS Infrastructure & Private Equity.

Jonathan is also consistently recognized as a leading renewable energy lawyer in the U.S. by Legal 500 U.S. and has one of the most active renewable energy/clean tech and infra Private Equity and M&A practices in the country.

Representative Broad Based Sector M&A/PE Matters (see the "Matters" section below for other representative matters listed by sector)

  • 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. Please click here to read the press release.
  • Represented Lightning Systems, Inc., an electric truck manufacturer, re its merger with GigCapital3, Inc., a special purpose acquisition company (or SPAC). Please click here to read the press release.
  • Represented OMERS Private Equity re its original acquisition and subsequent sale (many years later) of Marketwired, a press release distribution company, to NASDAQ.
  • Represented Harbinger Capital Partners LLC re its acquisition of Old Mutual U.S. Life Holdings, Inc., a life insurance business, for approximately $350 million.
  • 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. Please click here to read a press release.
  • Represented Brazil-based Vale re a tender offer bid for all of the outstanding shares of capital stock of NYSE-listed Alcan Inc. The winning bid was for $38 billion.
  • Represented OMERS Private Equity in its acquisition of Give & Go Prepared Foods.
  • Representing Axium Infrastructure re its acquisition of 100% of Upper Peninsula Holding Company from Basalt Infrastructure Partners. Please click here to read the press release.
  • 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 Southern Cross Private Equity in its acquisition of MorePharma, a Mexico based pharmaceutical distribution company.
  • Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer. Please click here to read the press release.
  • 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 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 the special committee of Bed Bath & Beyond in its acquisition of Buy Buy Baby.
  • Represented Brookfield Renewable Energy in its acquisition of a 292 MW hydroelectric power plant from Talen Energy for $860M.
  • Represented First Reserve re its sale of its energy/infrastructure portfolio to BlackRock.
  • 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 PSP in the 49% acquisition of the I-69 section 5 toll road located in Indiana.
  • 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. Please click here to read the press release.
  • Represented CIT Group on the sale of over 120 direct private equity interests to ProStar Equity Partners and over 100 LP interests to Goldman Private Equity.

Credentials

B.C.L., McGill University, Distinction, Dean’s Honour List

LL.B., McGill University, Distinction, Dean’s Honour List

B.A., McGill University, with Great Distinction, Dean’s Honour List, James McGill Scholar

New York

English

French

Recognized as a leading U.S. M&A lawyer by Chambers USA


2022

Recognized as a leading business lawyer by Chambers Global


2022

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2022

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2022

Recognized as a Highly Regarded Private Equity Lawyer by IFLR1000


2021

Recognized as a leading U.S. M&A lawyer by Chambers USA


2014, 2015, 2020, and 2021

Recognized as a leading business lawyer by Chambers Global


2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2011, 2012, 2013, 2014, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Securities lawyer in the category of Capital Markets: Global Offerings


Legal 500 U.S. 2013 and 2021

Named by New York Super Lawyers for M&A


2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019

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Recognition

Recognized as a leading U.S. M&A lawyer by Chambers USA


2022

Recognized as a leading business lawyer by Chambers Global


2022

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2022

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2022

Recognized as a Highly Regarded Private Equity Lawyer by IFLR1000


2021

Recognized as a leading U.S. M&A lawyer by Chambers USA


2014, 2015, 2020, and 2021

Recognized as a leading business lawyer by Chambers Global


2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2011, 2012, 2013, 2014, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Securities lawyer in the category of Capital Markets: Global Offerings


Legal 500 U.S. 2013 and 2021

Named by New York Super Lawyers for M&A


2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019

Matters

Please see below for Jonathan’s sector-specific matters across: battery storage, solar, wind, carbon sequestration, clean tech, alternative fuels, energy services & infrastructure services, power, digital infrastructure & TMT, real estate, transportation & logistics, financial services, SPAC, and 363.

Representative PE/M&A Battery Storage Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re its acquisition from Middle River Power and the subsequent development and construction of the 60 MW / 240 MWh Coso battery storage project located in California as one of the first battery storage projects selected to meet the California Public Utilities Commission’s mandate to meet California’s rapidly increasing needs for resource adequacy.

Represented Axium Infrastructure, a private equity fund based in Montreal and New York that focuses on energy and infrastructure investments, re its acquisition from Recurrent Energy of an 80% interest in the Crimson Battery Energy Storage Projects. Please click here to read an article about the transaction.

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Matters

Please see below for Jonathan’s sector-specific matters across: battery storage, solar, wind, carbon sequestration, clean tech, alternative fuels, energy services & infrastructure services, power, digital infrastructure & TMT, real estate, transportation & logistics, financial services, SPAC, and 363.

Representative PE/M&A Battery Storage Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re its acquisition from Middle River Power and the subsequent development and construction of the 60 MW / 240 MWh Coso battery storage project located in California as one of the first battery storage projects selected to meet the California Public Utilities Commission’s mandate to meet California’s rapidly increasing needs for resource adequacy.

Represented Axium Infrastructure, a private equity fund based in Montreal and New York that focuses on energy and infrastructure investments, re its acquisition from Recurrent Energy of an 80% interest in the Crimson Battery Energy Storage Projects. Please click here to read an article about the transaction.

Represented Macquarie Green (GIG) re its private equity investment in InCharge, a battery storage business located in California.

Represented Macquarie’s GIG re the sale of InCharge, a battery storage business, to ABB.

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. Please click here to read a press release.

Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer. Please click here to read the press release.

Represented Tradewind Energy, Inc. re its sale of its 5GW+ solar power and energy storage platforms to Macquarie Capital.

Representative PE/M&A Solar Matters

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. Please click here to read a press release.

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.

Representing DE Shaw Renewables 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. Please click here to read the press release.

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. Please click here to read the press release.

Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer. Please click here to read the press release.

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 DE 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 DE 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 DE Shaw Renewable Investments re connection with the acquisition of a solar PV power plant located in Louisiana.

Represented DE 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 DE 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 DE 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.

Representative PE/M&A Wind Matters

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. Please click here to read the press release.

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 PE/M&A Carbon Sequestration Matters

Representing White Energy, an ethanol producer and affiliate of a hybrid hedge/private equity fund, re a first in kind tax equity financing under 45Q Carbon Sequestration transaction located in Texas.

Representing 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 Clean Tech Matters

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.

Representing Macquarie Capital’s GIC re its investment in an electric vehicle business, called Electriphi.

Represented Macquarie Green re its investment in an electric vehicle joint venture with a leading electric vehicle manufacturer, called InCharge.

Representing 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. 

Representing a PE fund re its acquisition of a clean tech company focused on behind the meter technology.

Representing 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 Alternative Fuels (including RNG) Matters

Representing 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 M&A/PE Energy Services & Infrastructure Services Matters

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. Please click here to read the press release.

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

Representing Axium Infrastructure re its acquisition of 100% of Upper Peninsula Holding Company from Basalt Infrastructure Partners. Please click here to read the press release.

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. Please click here to read a press release.

Representing Starwood Energy re its sale of a combined cycle natural gas portfolio.

Representing Starwood Energy Group Global re numerous renewable natural gas Private Equity acquisitions in the U.S. from various developers.

Representing a PE fund re its bid to acquire one of the largest district energy companies in the U.S.

Representing 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 InstarAGF re its bid to acquire a U.S. desalinization plant in Carlsbad, California. 

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 PE/M&A Digital Infrastructure and Tech, Media, Telecom (TMT) Matters

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. Please click here to read the press release.

Representing Blackstone Infrastructure and one of its portfolio companies re a bolt on acquisition in the high speed internet fiber cable sector.

Represented DE 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 Morguard re its acquisition of the Echelon at K Station property, a 350-unit Class A luxury apartment building in Chicago, Illinois.

Representing 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 DE 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. Please click here to read the press release.

Represented PSP in the 49% acquisition of the I-69 section 5 toll road located in Indiana.

Representing TPG/TSSP/Infrastructure re a private equity transaction in the U.S. Student Housing space structured as a P3.

Representing 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 a private equity fund backed management buyout of a non-U.S. bank.

Represented DE 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 Lightning Systems, Inc., an electric truck manufacturer, re its merger with GigCapital3, Inc., a special purpose acquisition company (SPAC). Please click here to read the press release.

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

Representing 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 acqusition of Alterra Healthcare Corporation.

Matters

Please see below for Jonathan’s sector-specific matters across: battery storage, solar, wind, carbon sequestration, clean tech, alternative fuels, energy services & infrastructure services, power, digital infrastructure & TMT, real estate, transportation & logistics, financial services, SPAC, and 363.

Representative PE/M&A Battery Storage Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re its acquisition from Middle River Power and the subsequent development and construction of the 60 MW / 240 MWh Coso battery storage project located in California as one of the first battery storage projects selected to meet the California Public Utilities Commission’s mandate to meet California’s rapidly increasing needs for resource adequacy.

Represented Axium Infrastructure, a private equity fund based in Montreal and New York that focuses on energy and infrastructure investments, re its acquisition from Recurrent Energy of an 80% interest in the Crimson Battery Energy Storage Projects. Please click here to read an article about the transaction.

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Matters

Please see below for Jonathan’s sector-specific matters across: battery storage, solar, wind, carbon sequestration, clean tech, alternative fuels, energy services & infrastructure services, power, digital infrastructure & TMT, real estate, transportation & logistics, financial services, SPAC, and 363.

Representative PE/M&A Battery Storage Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re its acquisition from Middle River Power and the subsequent development and construction of the 60 MW / 240 MWh Coso battery storage project located in California as one of the first battery storage projects selected to meet the California Public Utilities Commission’s mandate to meet California’s rapidly increasing needs for resource adequacy.

Represented Axium Infrastructure, a private equity fund based in Montreal and New York that focuses on energy and infrastructure investments, re its acquisition from Recurrent Energy of an 80% interest in the Crimson Battery Energy Storage Projects. Please click here to read an article about the transaction.

Represented Macquarie Green (GIG) re its private equity investment in InCharge, a battery storage business located in California.

Represented Macquarie’s GIG re the sale of InCharge, a battery storage business, to ABB.

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. Please click here to read a press release.

Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer. Please click here to read the press release.

Represented Tradewind Energy, Inc. re its sale of its 5GW+ solar power and energy storage platforms to Macquarie Capital.

Representative PE/M&A Solar Matters

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. Please click here to read a press release.

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.

Representing DE Shaw Renewables 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. Please click here to read the press release.

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. Please click here to read the press release.

Represented Axium Infrastructure on its acquisition of BlueWave, a leading Boston-based solar and energy storage developer. Please click here to read the press release.

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 DE 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 DE 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 DE Shaw Renewable Investments re connection with the acquisition of a solar PV power plant located in Louisiana.

Represented DE 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 DE 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 DE 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.

Representative PE/M&A Wind Matters

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. Please click here to read the press release.

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 PE/M&A Carbon Sequestration Matters

Representing White Energy, an ethanol producer and affiliate of a hybrid hedge/private equity fund, re a first in kind tax equity financing under 45Q Carbon Sequestration transaction located in Texas.

Representing 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 Clean Tech Matters

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.

Representing Macquarie Capital’s GIC re its investment in an electric vehicle business, called Electriphi.

Represented Macquarie Green re its investment in an electric vehicle joint venture with a leading electric vehicle manufacturer, called InCharge.

Representing 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. 

Representing a PE fund re its acquisition of a clean tech company focused on behind the meter technology.

Representing 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 Alternative Fuels (including RNG) Matters

Representing 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 M&A/PE Energy Services & Infrastructure Services Matters

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. Please click here to read the press release.

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

Representing Axium Infrastructure re its acquisition of 100% of Upper Peninsula Holding Company from Basalt Infrastructure Partners. Please click here to read the press release.

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. Please click here to read a press release.

Representing Starwood Energy re its sale of a combined cycle natural gas portfolio.

Representing Starwood Energy Group Global re numerous renewable natural gas Private Equity acquisitions in the U.S. from various developers.

Representing a PE fund re its bid to acquire one of the largest district energy companies in the U.S.

Representing 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 InstarAGF re its bid to acquire a U.S. desalinization plant in Carlsbad, California. 

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 PE/M&A Digital Infrastructure and Tech, Media, Telecom (TMT) Matters

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. Please click here to read the press release.

Representing Blackstone Infrastructure and one of its portfolio companies re a bolt on acquisition in the high speed internet fiber cable sector.

Represented DE 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 Morguard re its acquisition of the Echelon at K Station property, a 350-unit Class A luxury apartment building in Chicago, Illinois.

Representing 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 DE 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. Please click here to read the press release.

Represented PSP in the 49% acquisition of the I-69 section 5 toll road located in Indiana.

Representing TPG/TSSP/Infrastructure re a private equity transaction in the U.S. Student Housing space structured as a P3.

Representing 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 a private equity fund backed management buyout of a non-U.S. bank.

Represented DE 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 Lightning Systems, Inc., an electric truck manufacturer, re its merger with GigCapital3, Inc., a special purpose acquisition company (SPAC). Please click here to read the press release.

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

Representing 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 acqusition of Alterra Healthcare Corporation.

Credentials

B.C.L., McGill University, Distinction, Dean’s Honour List

LL.B., McGill University, Distinction, Dean’s Honour List

B.A., McGill University, with Great Distinction, Dean’s Honour List, James McGill Scholar

New York

English

French

Recognized as a leading U.S. M&A lawyer by Chambers USA


2022

Recognized as a leading business lawyer by Chambers Global


2022

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2022

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2022

Recognized as a Highly Regarded Private Equity Lawyer by IFLR1000


2021

Recognized as a leading U.S. M&A lawyer by Chambers USA


2014, 2015, 2020, and 2021

Recognized as a leading business lawyer by Chambers Global


2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2011, 2012, 2013, 2014, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Securities lawyer in the category of Capital Markets: Global Offerings


Legal 500 U.S. 2013 and 2021

Named by New York Super Lawyers for M&A


2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019

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Recognition

Recognized as a leading U.S. M&A lawyer by Chambers USA


2022

Recognized as a leading business lawyer by Chambers Global


2022

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2022

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2022

Recognized as a Highly Regarded Private Equity Lawyer by IFLR1000


2021

Recognized as a leading U.S. M&A lawyer by Chambers USA


2014, 2015, 2020, and 2021

Recognized as a leading business lawyer by Chambers Global


2014, 2015, 2016, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S.


2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. M&A lawyer by Legal 500 U.S.


2011, 2012, 2013, 2014, 2017, 2018, 2019, 2020, and 2021

Recognized as a leading U.S. Securities lawyer in the category of Capital Markets: Global Offerings


Legal 500 U.S. 2013 and 2021

Named by New York Super Lawyers for M&A


2010, 2013, 2014, 2015, 2016, 2017, 2018, and 2019