People

Jonathan Melmed is a Mergers & Acquisitions corporate partner based in New York. He is Co-Chair of the firm’s Global Private Equity/M&A practice with over 20 years of experience.  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. 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

He has been recognized as a leading M&A lawyer in Chambers USA in 2014 and 2015, and in Chambers Global in 2014 - 2019. Jonathan was also recognized as a leading U.S. Private Equity Buyouts lawyer by Legal 500 U.S. in 2016 - 2019. Additionally, in 2011 - 2014 and 2017 - 2019, Jonathan was recognized by the Legal 500 U.S. for M&A as well as in 2013, 2014 and in 2017 - 2019 as one of 13 leading lawyers in the U.S. for Energy: Renewable/Alternative Power. Legal 500 U.S. for M&A has referred to Mr. Melmed as “incredibly responsive and able to handle difficult negotiations and matters...results oriented.” Jonathan has also been recognized by New York Super Lawyers for M&A in 2010, 2013 - 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, EnerTech Capital Partners, Axium Infrastructure, First Reserve, Greensoil Investments, Hapoalim Capital, Harbinger Capital Partners, iCON Infrastructure, La Coop fédérée, LBO France Gestion, Lyxor (f/k/a Société Générale Asset Management), Macquarie Capital, Morgan Stanley Private Equity, Novus Capital, OMERS Private Equity, Ontario Teachers, Opus Capital, SCP Private Equity, Southern Cross Private Equity, Starwood Energy Group, Strategic Value Partners, TOMS Capital, TPG Sixth Street Partners and UBS Infrastructure & 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

French

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


2014 and 2015

Recognized as a leading business lawyer by Chambers Global


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

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


2017, 2018, and 2019

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


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

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


Legal 500 U.S. 2013

Named by New York Super Lawyers for M&A


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

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Recognition

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


2014 and 2015

Recognized as a leading business lawyer by Chambers Global


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

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


2017, 2018, and 2019

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


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

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


Legal 500 U.S. 2013

Named by New York Super Lawyers for M&A


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

Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re the 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. (2020)

Represented Macquarie Green re its private equity investment in a battery storage business. (2020)

Represented Starwood Energy Group in 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. (2020)

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Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re the 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. (2020)

Represented Macquarie Green re its private equity investment in a battery storage business. (2020)

Represented Starwood Energy Group in 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. (2020)

Represented DE Shaw Renewable Investments in 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 and Fiera Infrastructure. (2020)

Represented AMG National Trust and its affiliate Cupola Infrastructure in its joint venture with a subsidiary of FSPH, Inc., re the acquisition, financing, renovation and leasing of an industrial building in California. (2020)

Represented DE Shaw Renewable Investments in its acquisition, tax equity and project financing of a 100 MWac solar PV project in Utah. (2020)

Representing Macquarie Green re its investment in an electric vehicle joint venture with a leading electric vehicle manufacturer. (2020)

Representing a private equity fund in its pending acquisition of a utility scale battery storage business located in California. (2020)

Representing Luminus Management in its acquisition pursuant to a Section 363 bankruptcy proceeding of a U.S. trucking logistics company from Caledon. (2020)

Representing Luminus Management in 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. (2020)

Representing a private equity fund in the acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW. (2020)

Representing a private equity fund in its bid to acquire certain rail operations and related assets from Dow at certain Dow-owned manufacturing sites in the U.S. and Canada. (2020)

Representing a private equity fund in its bid to acquire 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. (2020)

Representing a private equity fund in 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. (2020)

Representing a private equity fund in its bid to acquire a waste to renewable natural gas facility located in Oregon from Equilibrium Capital. (2020)

Representing an ethanol producer and affiliate of a hybrid hedge/private equity fund re its first in kind tax equity financing under 45Q re Carbon Sequestration located in Texas. (2020)

Representing a private equity fund backed management buyout of a non-U.S. bank. (2020)

Representing TPG/TSSP/Infrastructure in a US private equity transaction in the U.S. Student Housing space structured as a P3. (2020)

Representing DE Shaw & Co. in a real estate private equity sell side transaction in the U.S. (2020)

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. (2020)

Representing Axium Infrastructure in its bid to acquire a portfolio of 1.9GW of renewable energy assets in the U.S. (2020)

Representing Morguard in its pending acquisition of a 50% equity interest in a multi-family residential property located in Chicago from CIM Group. (2020)

Non-M&A/PE 2020 Originated Matters

Representing Axium Infrastructure, an open ended energy infrastructure fund, re its ongoing fund formation capital raising and closings. (2020)

Representing a private equity fund re its EPC dispute with a European developer re a Mass-based CCGT natural gas power plant. (2020)

Representing LBO France Gestion re its financing with a U.S. lender regarding its audio equipment portfolio company McIntosh. (2020)

Representing Luminus Management re its California Carbon Credit fund formation with Blackstone. (2020)

Representing EnerTech Capital re its clean tech fund formation with a California utility. (2020)

Representing a private equity fund re its waking agreement dispute with a wind developer. (2020)

2019 and Earlier PE/M&A Representative Matters

Represented InstarAGF Infrastructure in its acquisition of Texas-based Oilfield Water Logistics, an energy services company from Natural Gas Partners. (2019)

Represented DE Shaw & Co. and its FinTech portfolio company in connection with a private equity investment by a private equity fund into such portfolio company. (2019)

Representing BC Partners in its bid to acquire a BDC. (2019)

Represented DE Shaw & Co. in its bid to acquire a payment systems/fin tech company. (2019)

Representing InstarAGF Infrastructure in its bid to acquire a U.S. biogas facility in the U.S. (2019)

Representing TPG TSSP/Infrastructure in a U.S. private equity transaction in the U.S. Military housing space structured as a P3. (2019)

Represented InstarAGF Essential Infrastructure, a North American-based private equity fund, in 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 (2018).

Represented Starwood Energy Group Global, a leading private equity fund focused on energy infrastructure, in 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. (2018)

Representing DE Shaw Renewable Investments in the acquisition, tax equity and back-leveraged financing of two Solar PV Projects in Utah, totaling 180MWac. (2019)

Represented Tradewind Energy in the divestiture of its 3GW+ wind asset portfolio to Invenergy, LLC. (2019)

Represented Morguard in its pending acquisition of a multi-family residential property in the U.S. (2019)

Represented Atlas Merchant Capital in its bid to acquire a consumer lending business in the U.S. (2019)

Represented Caisse de dépôt et placement du Québec in its acquisition of a substantial minority interest in Avison Young, a leading real estate services company located in Canada and the U.S. (2018)

Represented Axium Infrastructure in its acquisition of a 50% equity interest in a transmission line called Coachella under development from Oak Tree Capital. (2019)

Represented Tradewind Energy, Inc. in the sale of its 5GW+ solar power and energy storage platforms to Macquarie Infrastructure/Capital. (2019)

Represented Starwood Energy Group in 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. (2019)

Represented Starwood Energy Group in 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. (2019)

Represented Goldman Sachs Special Situations Investing Group, Inc. in connection with the equity aspects of Gymboree Group, Inc.

Represented InstarAGF in its bid to acquire a U.S. desalinization business. (2019)

Represented a PE Fund in a bid to acquire a portfolio of wind and solar assets. (2019)

Represented LBO France in connection with an industrial sector recapitalization. (2019)

Represented a PE-sponsored company and its affiliate in a joint venture with a leading oil & gas company in a section 45Q novel tax equity transaction involving ethanol and carbon sequestration. (2019)

Represented Starwood Energy Group in 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. (2018)

Represented DE Shaw Renewable Investments in connection with the acquisition of a solar PV power plant located in Louisiana. (2018)

Represented UBS Infrastructure in a pending acquisition of a combined cycle natural gas power plant portfolio located in Connecticut. (2018)

Represented a hedge fund in a pending proxy dispute with an energy company. (2018)

Represented Starwood Energy Group in its bid for a combined cycle natural gas portfolio located in Arizona. (2018)

Represented DE Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in California. (2018)

Representing DE Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in Oregon. (2018)

Represented Axium Infrastructure in its bid to acquire a hydro pump storage facility located in Pennsylvania. (2018)

Represented Luminus Management in its bid to acquire two jack-up rigs located in Mexico. (2018)

Represented InstarAGF Asset Management in its bid for a midstream pipeline located in Ohio. (2018)

Represented Axium Infrastructure in its bid to acquire a 50% interest in a solar power plant portfolio. (2018)

Representing Starwood Energy Group in a sell-side auction of certain combined cycle natural gas power plants. (2018)

Represented Axium Infrastructure in its bid to acquire a solar distributed generation portfolio in the U.S. (2018)

Represented InstarAGF Asset Management in its acquisition from Lincolnshire Management of AMPORTS, a U.S. and Mexico-based logistics car processing port terminal portfolio (2018).

Representing DE Shaw Renewable Investments in a sale transaction involving a solar power plant portfolio. (2018)

Representing Axium Infrastructure, an energy/infrastructure private equity fund, in its bid to acquire 100% of a portfolio of operating natural gas power plants located in the U.S. (2018)

Represented OMERS Private Equity in its sale of Sysomos, a data analytics company. (2018)

Representing a London-based private equity fund in its potential bid to acquire a port terminal in the U.S. (2018)

Represented an energy/infra private equity fund in its acquisition of a natural gas power plant portfolio located in PJM. (2018)

Represented UBS Infrastructure & Private Equity in 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. (2017)

Represented DE Shaw Renewable Investments in the acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy. (2017)

Represented Starwood Energy Group in its leveraged buyout of a portfolio of natural-gas-fired electricity generation plants located in Massachusetts, from Dynegy, Inc. (2017)

Represented Global Partnership Investing Capital (“GPI”), a private equity fund, in connection with the $2.5 billion funding round of GrabTaxi.

Represented DE Shaw Renewable Investments in 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 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.) (2017)

Represented OMERS Private Equity (USA) in its acquisition of a U.S.-India based technology company. (2017)

Represented First Reserve in its sale of its energy/infrastructure portfolio to BlackRock. (2017)

Represented Morguard, a $21 billion AUM, Toronto/NY-based real estate buyout fund/REIT, in the leveraged buyout of a 46-story luxury apartment building from Magellan Development for $222.5 million located in Chicago, IL. (2017)

Represented Spring Lane Capital, in the first closing of its $400 million targeted inaugural energy buyout fund.

Representing a North American real estate buyout fund in its pending acquisition of a hybrid retail/multi-family building in the U.S. (2017)

Representing Paris-based LBO France Gestion, a private equity fund, in a recapitalization/refinancing transaction involving one of its U.S.-based portfolio companies in the industrials sector. (2017)

Representing a private equity fund in connection with its acquisition of a solar power plant under development in the U.S. (2017)

Representing a private equity fund in its bid to acquire a street light concession in the U.S. (2017)

Representing a private equity fund in its bid to acquire a 500MW + natural gas cogeneration power plant located in the U.S. (2017)

Representing a private equity fund in its bid to acquire a portfolio of contracted and under development wind farms in the U.S. (2017)

Representing a Canadian power developer in its pending acquisition of a portfolio of hydro power plants located in the U.S. (2017)

Representing a UK based industrials company in a sell side auction (2017)

Representing a North American power/infrastructure open ended PE fund on its evergreen/ongoing U.S. fund formation. (2017)

Representing a U.S. based power fund in its U.S. fund formation activities. (2017)

Representing a Canadian based real estate buyout fund in its U.S. fund formation (2017)

Representing Barclays plc in a U.S. bank financing transaction (2017)

Represented OMERS Private Equity in its sale of Marketwired to NASDAQ. (2016)

Represented Starwood Energy Group, a Greenwich, CT-based private equity fund, in 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. (2016)

Represented a leading NY-based hedge fund, in 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. (2016)

Represented 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. (2016)

Represented UBS Infrastructure & Private Equity, a New York-based private equity fund, in its leveraged buyout of a portfolio of 14 conventional energy power plants located in the U.S. and in the Caribbean. (2016)

Representing a private equity fund in connection with its potential acquisition of a distressed U.S. toll road (2016)

Represented Brookfield Renewable Energy Partners, a Canadian-based private equity fund, in its leveraged buyout of two hydro power plants (approximately 292 MW) located in Pennsylvania from Talen Energy for $860M. (2016)

Represented Axium Infrastructure, a private equity fund, in the 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. (2016)

Representing an international pension plan in connection with its potential acquisition of a distressed U.S. toll road (2016)

Represented a Canadian real estate buyout fund in its establishment of a U.S. private REIT with a Canadian pension plan to acquire U.S. multi-family buildings and offices. (2016)

Represented AIG in its private equity investment in a cybersecurity company.

Represented Vale in 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 a co-lead investment bank as financial advisor to CNOOC Ltd., China’s largest producer of offshore crude oil and natural gas, in 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 in connection with a private equity transaction involving BlackRock Private Equity in the U.S.

Represented Harbinger Capital Partners LLC in its acquisition of Old Mutual U.S. Life Holdings, Inc. for approximately $350 million.

Represented Elliott Management, a New York-based hedge fund in a proposed acquisition in the insurance sector.

Represented a U.S. private equity fund in its bid to acquire a C&I solar portfolio located in the U.S. (2016)

Represented a U.S. private equity fund in its bid to acquire a hydro portfolio located in the U.S. (2016)

Representing a Swiss packaging company in a sell-side auction of certain U.S. assets. (2016)

Representing Blackberry Limited in its pending acquisition of a U.S. target. (2016)

Representing a Canadian life sciences company in a U.S. private placement. (2016)

Represented a U.S. hedge fund it its acquisition of a 100MW solar power plant located in Arizona under development and its ongoing tax equity financing of such project. (2016)

Represented a New York-based private equity fund in its bid to acquire a portfolio of natural gas power-producing assets located in Colorado. (2016)

Representing a renewable energy private equity fund in its acquisition and tax equity financing involving a portfolio of utility scale solar projects. (2016)

Represented a UMT Consulting, a technology consulting company, in its sale to Ernst & Young. (2015)

Representing an infrastructure private equity fund in its acquisition of a portfolio of utility scale solar assets. (2015)

Representing a real estate buyout fund in its acquisition of a multi-family residential building in the U.S. (2015)

Representing a Canadian logistics company on its pending IPO. (2015)

Represented an energy company in the sale of a U.S., utility scale solar PV portfolio. (2015)

Represented a private equity fund in its bid to acquire a NY-based wind energy company. (2015)

Represented an international pension plan in its acquisition of a U.S. social media company. (2015)

Represented Kruger Energy in the potential sale of a U.S. energy asset in the solar sector. (2015)

Represented Swiss Life in a private equity investment in a 1.1 GW U.S. wind portfolio. (2015)

Represented a non-U.S. pension plan in the acquisition of an equity interest in a U.S. toll road. (2014)

Represented LBO France Gestion in connection with the 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. (2014)

Represented UBS Infrastructure & Private Equity in connection with its acquisition of a U.S. wind farm portfolio. (2014)

Represented Kruger Energy in the acquisition of three solar projects located in California with 130 MW of PV. (2014)

Represented Morguard Corporation in its acquisition of a 49% equity interest in Chicago-based multi-family property development from CIM Fund III. (2014)

Representing Kruger Energy in its bid to acquire a gas distribution company in the U.S. (2014)

Representing the Alaska Permanent Fund in connection with an infrastructure fund transaction involving Morgan Stanley Infrastructure Partners II in the U.S. (2014)

Representing New York-based TOMS Capital in connection with an oil and gas U.S.-European M&A transaction. (2014)

Represented Future Electronics in an Asia & European financing transaction. (2014)

Represented certain life insurance companies in connection with their acquisition financing of a utility scale, solar power plant portfolio. (2014)

Represented the Alaska Permanent Fund in connection with a private equity transaction involving LS Power in the U.S. (2013)

Represented Fiera Axium Infrastructure in connection with an acquisition of a 49% private equity interest in a wind farm portfolio located in Oregon State from EDP Renewables North America. (2013)

Represented Johnson & Johnson in connection with a media sector U.S. acquisition. (2013)

Represented Morguard Corporation in connection with a $450M acquisition of certain multi-family residences from Pearlmark. (2013)

Represented Virginia-based EJF Capital in a corporate M&A matter in the U.S. involving a U.S. REIT. (2013)

Represented the Alaska Permanent Fund, indirectly through its investment in Global Infrastructure Partners Ltd and directly along with several co-investors, in the acquisition of a 35 percent interest in the container terminal operations business of Switzerland’s MSC Mediterranean Shipping Co. SA for approximately $1.93 billion. (2013)

Represented a private equity management team in a joint venture with a prominent hedge fund to create a platform to acquire distressed private equity/hedge funds and alternative asset managers. (2013)

Represented a Canadian healthcare company in connection with a U.S. high yield offering. (2013)

Represented Japan-based Mitsui in a private equity investment in a GDF Suez Canada’s 680 MW wind farm aggregation. (2012)

Represented Toronto-based Morguard Corporation in 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. (2012)

Representing Brevan Howard, a European-based hedge fund, in a potential U.S. corporate acquisition. (2012)

Representing RBC Dominion Securities and JMP Securities in a U.S. equity offering in the life sciences sector. (2012)

Representing Morguard in a U.S. financing transaction in Florida. (2012)

Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re the 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. (2020)

Represented Macquarie Green re its private equity investment in a battery storage business. (2020)

Represented Starwood Energy Group in 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. (2020)

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Matters

Represented Capital Dynamics, a Swiss/NYC private equity fund re the 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. (2020)

Represented Macquarie Green re its private equity investment in a battery storage business. (2020)

Represented Starwood Energy Group in 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. (2020)

Represented DE Shaw Renewable Investments in 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 and Fiera Infrastructure. (2020)

Represented AMG National Trust and its affiliate Cupola Infrastructure in its joint venture with a subsidiary of FSPH, Inc., re the acquisition, financing, renovation and leasing of an industrial building in California. (2020)

Represented DE Shaw Renewable Investments in its acquisition, tax equity and project financing of a 100 MWac solar PV project in Utah. (2020)

Representing Macquarie Green re its investment in an electric vehicle joint venture with a leading electric vehicle manufacturer. (2020)

Representing a private equity fund in its pending acquisition of a utility scale battery storage business located in California. (2020)

Representing Luminus Management in its acquisition pursuant to a Section 363 bankruptcy proceeding of a U.S. trucking logistics company from Caledon. (2020)

Representing Luminus Management in 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. (2020)

Representing a private equity fund in the acquisition, tax equity financing and project financing of two solar PV projects in Louisiana, totaling 70 MW. (2020)

Representing a private equity fund in its bid to acquire certain rail operations and related assets from Dow at certain Dow-owned manufacturing sites in the U.S. and Canada. (2020)

Representing a private equity fund in its bid to acquire 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. (2020)

Representing a private equity fund in 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. (2020)

Representing a private equity fund in its bid to acquire a waste to renewable natural gas facility located in Oregon from Equilibrium Capital. (2020)

Representing an ethanol producer and affiliate of a hybrid hedge/private equity fund re its first in kind tax equity financing under 45Q re Carbon Sequestration located in Texas. (2020)

Representing a private equity fund backed management buyout of a non-U.S. bank. (2020)

Representing TPG/TSSP/Infrastructure in a US private equity transaction in the U.S. Student Housing space structured as a P3. (2020)

Representing DE Shaw & Co. in a real estate private equity sell side transaction in the U.S. (2020)

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. (2020)

Representing Axium Infrastructure in its bid to acquire a portfolio of 1.9GW of renewable energy assets in the U.S. (2020)

Representing Morguard in its pending acquisition of a 50% equity interest in a multi-family residential property located in Chicago from CIM Group. (2020)

Non-M&A/PE 2020 Originated Matters

Representing Axium Infrastructure, an open ended energy infrastructure fund, re its ongoing fund formation capital raising and closings. (2020)

Representing a private equity fund re its EPC dispute with a European developer re a Mass-based CCGT natural gas power plant. (2020)

Representing LBO France Gestion re its financing with a U.S. lender regarding its audio equipment portfolio company McIntosh. (2020)

Representing Luminus Management re its California Carbon Credit fund formation with Blackstone. (2020)

Representing EnerTech Capital re its clean tech fund formation with a California utility. (2020)

Representing a private equity fund re its waking agreement dispute with a wind developer. (2020)

2019 and Earlier PE/M&A Representative Matters

Represented InstarAGF Infrastructure in its acquisition of Texas-based Oilfield Water Logistics, an energy services company from Natural Gas Partners. (2019)

Represented DE Shaw & Co. and its FinTech portfolio company in connection with a private equity investment by a private equity fund into such portfolio company. (2019)

Representing BC Partners in its bid to acquire a BDC. (2019)

Represented DE Shaw & Co. in its bid to acquire a payment systems/fin tech company. (2019)

Representing InstarAGF Infrastructure in its bid to acquire a U.S. biogas facility in the U.S. (2019)

Representing TPG TSSP/Infrastructure in a U.S. private equity transaction in the U.S. Military housing space structured as a P3. (2019)

Represented InstarAGF Essential Infrastructure, a North American-based private equity fund, in 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 (2018).

Represented Starwood Energy Group Global, a leading private equity fund focused on energy infrastructure, in 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. (2018)

Representing DE Shaw Renewable Investments in the acquisition, tax equity and back-leveraged financing of two Solar PV Projects in Utah, totaling 180MWac. (2019)

Represented Tradewind Energy in the divestiture of its 3GW+ wind asset portfolio to Invenergy, LLC. (2019)

Represented Morguard in its pending acquisition of a multi-family residential property in the U.S. (2019)

Represented Atlas Merchant Capital in its bid to acquire a consumer lending business in the U.S. (2019)

Represented Caisse de dépôt et placement du Québec in its acquisition of a substantial minority interest in Avison Young, a leading real estate services company located in Canada and the U.S. (2018)

Represented Axium Infrastructure in its acquisition of a 50% equity interest in a transmission line called Coachella under development from Oak Tree Capital. (2019)

Represented Tradewind Energy, Inc. in the sale of its 5GW+ solar power and energy storage platforms to Macquarie Infrastructure/Capital. (2019)

Represented Starwood Energy Group in 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. (2019)

Represented Starwood Energy Group in 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. (2019)

Represented Goldman Sachs Special Situations Investing Group, Inc. in connection with the equity aspects of Gymboree Group, Inc.

Represented InstarAGF in its bid to acquire a U.S. desalinization business. (2019)

Represented a PE Fund in a bid to acquire a portfolio of wind and solar assets. (2019)

Represented LBO France in connection with an industrial sector recapitalization. (2019)

Represented a PE-sponsored company and its affiliate in a joint venture with a leading oil & gas company in a section 45Q novel tax equity transaction involving ethanol and carbon sequestration. (2019)

Represented Starwood Energy Group in 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. (2018)

Represented DE Shaw Renewable Investments in connection with the acquisition of a solar PV power plant located in Louisiana. (2018)

Represented UBS Infrastructure in a pending acquisition of a combined cycle natural gas power plant portfolio located in Connecticut. (2018)

Represented a hedge fund in a pending proxy dispute with an energy company. (2018)

Represented Starwood Energy Group in its bid for a combined cycle natural gas portfolio located in Arizona. (2018)

Represented DE Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in California. (2018)

Representing DE Shaw Renewable Investments in connection with the acquisition and tax equity financing of a solar PV power plant located in Oregon. (2018)

Represented Axium Infrastructure in its bid to acquire a hydro pump storage facility located in Pennsylvania. (2018)

Represented Luminus Management in its bid to acquire two jack-up rigs located in Mexico. (2018)

Represented InstarAGF Asset Management in its bid for a midstream pipeline located in Ohio. (2018)

Represented Axium Infrastructure in its bid to acquire a 50% interest in a solar power plant portfolio. (2018)

Representing Starwood Energy Group in a sell-side auction of certain combined cycle natural gas power plants. (2018)

Represented Axium Infrastructure in its bid to acquire a solar distributed generation portfolio in the U.S. (2018)

Represented InstarAGF Asset Management in its acquisition from Lincolnshire Management of AMPORTS, a U.S. and Mexico-based logistics car processing port terminal portfolio (2018).

Representing DE Shaw Renewable Investments in a sale transaction involving a solar power plant portfolio. (2018)

Representing Axium Infrastructure, an energy/infrastructure private equity fund, in its bid to acquire 100% of a portfolio of operating natural gas power plants located in the U.S. (2018)

Represented OMERS Private Equity in its sale of Sysomos, a data analytics company. (2018)

Representing a London-based private equity fund in its potential bid to acquire a port terminal in the U.S. (2018)

Represented an energy/infra private equity fund in its acquisition of a natural gas power plant portfolio located in PJM. (2018)

Represented UBS Infrastructure & Private Equity in 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. (2017)

Represented DE Shaw Renewable Investments in the acquisition, tax equity financing, and project financings of a 46 MW solar power plant in Arizona; Seller was Torch Clean Energy. (2017)

Represented Starwood Energy Group in its leveraged buyout of a portfolio of natural-gas-fired electricity generation plants located in Massachusetts, from Dynegy, Inc. (2017)

Represented Global Partnership Investing Capital (“GPI”), a private equity fund, in connection with the $2.5 billion funding round of GrabTaxi.

Represented DE Shaw Renewable Investments in 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 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.) (2017)

Represented OMERS Private Equity (USA) in its acquisition of a U.S.-India based technology company. (2017)

Represented First Reserve in its sale of its energy/infrastructure portfolio to BlackRock. (2017)

Represented Morguard, a $21 billion AUM, Toronto/NY-based real estate buyout fund/REIT, in the leveraged buyout of a 46-story luxury apartment building from Magellan Development for $222.5 million located in Chicago, IL. (2017)

Represented Spring Lane Capital, in the first closing of its $400 million targeted inaugural energy buyout fund.

Representing a North American real estate buyout fund in its pending acquisition of a hybrid retail/multi-family building in the U.S. (2017)

Representing Paris-based LBO France Gestion, a private equity fund, in a recapitalization/refinancing transaction involving one of its U.S.-based portfolio companies in the industrials sector. (2017)

Representing a private equity fund in connection with its acquisition of a solar power plant under development in the U.S. (2017)

Representing a private equity fund in its bid to acquire a street light concession in the U.S. (2017)

Representing a private equity fund in its bid to acquire a 500MW + natural gas cogeneration power plant located in the U.S. (2017)

Representing a private equity fund in its bid to acquire a portfolio of contracted and under development wind farms in the U.S. (2017)

Representing a Canadian power developer in its pending acquisition of a portfolio of hydro power plants located in the U.S. (2017)

Representing a UK based industrials company in a sell side auction (2017)

Representing a North American power/infrastructure open ended PE fund on its evergreen/ongoing U.S. fund formation. (2017)

Representing a U.S. based power fund in its U.S. fund formation activities. (2017)

Representing a Canadian based real estate buyout fund in its U.S. fund formation (2017)

Representing Barclays plc in a U.S. bank financing transaction (2017)

Represented OMERS Private Equity in its sale of Marketwired to NASDAQ. (2016)

Represented Starwood Energy Group, a Greenwich, CT-based private equity fund, in 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. (2016)

Represented a leading NY-based hedge fund, in 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. (2016)

Represented 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. (2016)

Represented UBS Infrastructure & Private Equity, a New York-based private equity fund, in its leveraged buyout of a portfolio of 14 conventional energy power plants located in the U.S. and in the Caribbean. (2016)

Representing a private equity fund in connection with its potential acquisition of a distressed U.S. toll road (2016)

Represented Brookfield Renewable Energy Partners, a Canadian-based private equity fund, in its leveraged buyout of two hydro power plants (approximately 292 MW) located in Pennsylvania from Talen Energy for $860M. (2016)

Represented Axium Infrastructure, a private equity fund, in the 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. (2016)

Representing an international pension plan in connection with its potential acquisition of a distressed U.S. toll road (2016)

Represented a Canadian real estate buyout fund in its establishment of a U.S. private REIT with a Canadian pension plan to acquire U.S. multi-family buildings and offices. (2016)

Represented AIG in its private equity investment in a cybersecurity company.

Represented Vale in 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 a co-lead investment bank as financial advisor to CNOOC Ltd., China’s largest producer of offshore crude oil and natural gas, in 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 in connection with a private equity transaction involving BlackRock Private Equity in the U.S.

Represented Harbinger Capital Partners LLC in its acquisition of Old Mutual U.S. Life Holdings, Inc. for approximately $350 million.

Represented Elliott Management, a New York-based hedge fund in a proposed acquisition in the insurance sector.

Represented a U.S. private equity fund in its bid to acquire a C&I solar portfolio located in the U.S. (2016)

Represented a U.S. private equity fund in its bid to acquire a hydro portfolio located in the U.S. (2016)

Representing a Swiss packaging company in a sell-side auction of certain U.S. assets. (2016)

Representing Blackberry Limited in its pending acquisition of a U.S. target. (2016)

Representing a Canadian life sciences company in a U.S. private placement. (2016)

Represented a U.S. hedge fund it its acquisition of a 100MW solar power plant located in Arizona under development and its ongoing tax equity financing of such project. (2016)

Represented a New York-based private equity fund in its bid to acquire a portfolio of natural gas power-producing assets located in Colorado. (2016)

Representing a renewable energy private equity fund in its acquisition and tax equity financing involving a portfolio of utility scale solar projects. (2016)

Represented a UMT Consulting, a technology consulting company, in its sale to Ernst & Young. (2015)

Representing an infrastructure private equity fund in its acquisition of a portfolio of utility scale solar assets. (2015)

Representing a real estate buyout fund in its acquisition of a multi-family residential building in the U.S. (2015)

Representing a Canadian logistics company on its pending IPO. (2015)

Represented an energy company in the sale of a U.S., utility scale solar PV portfolio. (2015)

Represented a private equity fund in its bid to acquire a NY-based wind energy company. (2015)

Represented an international pension plan in its acquisition of a U.S. social media company. (2015)

Represented Kruger Energy in the potential sale of a U.S. energy asset in the solar sector. (2015)

Represented Swiss Life in a private equity investment in a 1.1 GW U.S. wind portfolio. (2015)

Represented a non-U.S. pension plan in the acquisition of an equity interest in a U.S. toll road. (2014)

Represented LBO France Gestion in connection with the 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. (2014)

Represented UBS Infrastructure & Private Equity in connection with its acquisition of a U.S. wind farm portfolio. (2014)

Represented Kruger Energy in the acquisition of three solar projects located in California with 130 MW of PV. (2014)

Represented Morguard Corporation in its acquisition of a 49% equity interest in Chicago-based multi-family property development from CIM Fund III. (2014)

Representing Kruger Energy in its bid to acquire a gas distribution company in the U.S. (2014)

Representing the Alaska Permanent Fund in connection with an infrastructure fund transaction involving Morgan Stanley Infrastructure Partners II in the U.S. (2014)

Representing New York-based TOMS Capital in connection with an oil and gas U.S.-European M&A transaction. (2014)

Represented Future Electronics in an Asia & European financing transaction. (2014)

Represented certain life insurance companies in connection with their acquisition financing of a utility scale, solar power plant portfolio. (2014)

Represented the Alaska Permanent Fund in connection with a private equity transaction involving LS Power in the U.S. (2013)

Represented Fiera Axium Infrastructure in connection with an acquisition of a 49% private equity interest in a wind farm portfolio located in Oregon State from EDP Renewables North America. (2013)

Represented Johnson & Johnson in connection with a media sector U.S. acquisition. (2013)

Represented Morguard Corporation in connection with a $450M acquisition of certain multi-family residences from Pearlmark. (2013)

Represented Virginia-based EJF Capital in a corporate M&A matter in the U.S. involving a U.S. REIT. (2013)

Represented the Alaska Permanent Fund, indirectly through its investment in Global Infrastructure Partners Ltd and directly along with several co-investors, in the acquisition of a 35 percent interest in the container terminal operations business of Switzerland’s MSC Mediterranean Shipping Co. SA for approximately $1.93 billion. (2013)

Represented a private equity management team in a joint venture with a prominent hedge fund to create a platform to acquire distressed private equity/hedge funds and alternative asset managers. (2013)

Represented a Canadian healthcare company in connection with a U.S. high yield offering. (2013)

Represented Japan-based Mitsui in a private equity investment in a GDF Suez Canada’s 680 MW wind farm aggregation. (2012)

Represented Toronto-based Morguard Corporation in 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. (2012)

Representing Brevan Howard, a European-based hedge fund, in a potential U.S. corporate acquisition. (2012)

Representing RBC Dominion Securities and JMP Securities in a U.S. equity offering in the life sciences sector. (2012)

Representing Morguard in a U.S. financing transaction in Florida. (2012)

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

French

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


2014 and 2015

Recognized as a leading business lawyer by Chambers Global


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

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


2017, 2018, and 2019

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


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

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


Legal 500 U.S. 2013

Named by New York Super Lawyers for M&A


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

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Recognition

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


2014 and 2015

Recognized as a leading business lawyer by Chambers Global


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

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


2017, 2018, and 2019

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


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

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


Legal 500 U.S. 2013

Named by New York Super Lawyers for M&A


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