• Representation of various well-known U.S. and offshore money managers in connection with a variety of acquisitions and control and non-control investments.
• Practice includes a broad range of equity investments in Asia, including in companies based in China, India, Indonesia and Australia, and significant experience in cross-border transactions.
• Industries targeted include financial services, real estate, oil and gas exploration, oil field services, hotel, mining, automotive, health care, airlines, car rental, telecommunications, environmental, and distribution and other services.
• Representative transactions include acquisitions, divestitures, bankruptcy exit financings, investment financings, joint venture formations and private equity capital raising.

Representative transactions include:

• Representation of funds affiliated with Cerberus Capital Management, L.P. in connection with the pending Albertson Companies and Kroger Company merger.
• Acquisition of Safeway Inc. by Albertsons Companies and an investor group led by Cerberus Capital Management, L.P.
• Acquisition of SUPERVALU’s Albertsons, Acme, Jewel-Osco, Shaw's and related Osco and Sav-on in-store pharmacies and related non-control investment in SUPERVALU common stock.
• Acquisition of Albertsons Companies' non-core grocery businesses.
• Issuance by Albertsons Companies of $1.75 billion of convertible preferred stock exchangeable for Albertsons Companies real estate.
• IPO of Albertson Companies.
• Acquisition of US and Japanese operations of Container Systems International.
• Restructuring of investment in Steward Healthcare Systems.
• Sale of DynCorp International to Amentum.
• Acquisition by a consortium of a German Landesbank.
• Formation of joint venture between The Related Companies and Oxford Properties Group, an affiliate of OMERS, to develop the Hudson Yards project; representation of Oxford in the capitalization of three office towers, a retail center and a residential building as part of the project.
• Formation of Keane Group Holdings LLC, a joint venture in the fracking industry.
• Acquisition of Trican Well Service’s U.S. oil field services businesses for cash and equity securities.
• Acquisition by Keane of RockPile Energy Services for cash and stock.
• IPO of Keane Group Inc.
• Merger of Keane Group Inc. and C&J Energy Services Inc.
• IPO of BAWAG Group AG.
• Bankruptcy exit financing and formation of joint venture to acquire large residential development project in Florida.
• Acquisition of minority stake in U.S.-based satellite company.
• Acquisition of U.S. business process outsourcing company from Indian parent.
• Going-private transaction for U.S. time-share company.
• Sale of Talecris Biotherapeutics to Grifols SA of Spain.
• Acquisition of non-controlling equity interests in PRC companies in a variety of sectors, including retail, mining, chemicals and industrials.
• Acquisition of non-controlling equity interests in Indian pharmaceutical retailer.
• Convertible bond investment in leading Australian rare earths company, and subsequent restructuring of that investment.
• Acquisition of non-controlling equity interests in oil and gas exploration companies in Indonesia.
• Acquisition of building products distribution businesses of Georgia-Pacific Corp.
• Proposed acquisition of subprime mortgage loan originator and servicer.
• Acquisition of coated-paper businesses of Mead Westvaco Corp. and Stora Enso North America.
• Sale of carbonless paper business of NewPage Corp.
• Sale of timber assets of Escanaba Timber LLC.
• Acquisition of Alamo and National car rental businesses out of bankruptcy, and subsequent sale of the businesses to Enterprise.
• Acquisition of core businesses of Teleglobe out of insolvency proceedings in the U.S., Canada and the U.K. and subsequent sale of Teleglobe to VSNL.
• Acquisition of Mervyn's department store chain from Target Corp.
• Acquisition of the assets of Georgia-Pacific Corp.’s building products distribution business, and related financings.
• Acquisition of the business and assets of GDX Automotive Inc. from GenCorp Inc.
• Bankruptcy exit financing for ICG Communications Inc.
• Auction sale of Arthur D. Little out of bankruptcy.
• Acquisition of New York Cash Exchange (NYCE) by First Data Corp.
• Investment in Clean Harbors Inc. to finance the acquisition of Safety-Kleen Systems Inc. out of bankruptcy.
• Acquisition of Exco Resources Inc. and its subsequent sale to management.

Other representations include:

• Keane Group Inc. in connection with its IPO and listing on the New York Stock Exchange.
• Mount Kellett Capital Management LP in management company formation and private equity raise.
• Fortress Investment Group in connection with the structuring of its innovative hybrid hedge fund focused on credit investments.
• Issuers in connection with IPOs, including a leading European financial institution in connection with its New York Stock Exchange listing.
• Leading European financial institution in connection with formation of joint venture to conduct asset-based lending in U.S.
• U.S. private investment partnership in connection with acquisition of a substantial health care services company, and subsequent transactions, including divestitures, restructurings of the capitalization, new credit facilities and public offerings.
• Seller of television production company in complex structured acquisition in which a substantial portion of the purchase price was payable on a deferred, earn-out basis.
• Major Japanese financial institution in connection with acquisition of controlling interest in major U.S. non-bank financial services company.
• Major U.S. non-bank financial services company in connection with its acquisition activities in the factoring sector.
• Both buyers and sellers in wide range of auctions of companies and divisions in Industries including health care, financial services, consumer goods and telecommunications.

• “Businesses with 10,000 or Fewer Employees: Federal Reserve Publishes Details on CARES Act Loans,” Schulte Alert, April 9, 2020
• “Paycheck Protection Program Update: Guidance on Affiliation, Clarification on Eligibility and New Forms,” Schulte Alert, April 6, 2020
• “SBA Issues Regulations on Paycheck Protection Program, Narrowing Eligibility and Providing More Details,” Schulte Alert, April 3, 2020
• “Paycheck Protection Program Loans to Small Businesses — Treasury Issues Application Form and Additional Guidance,” Schulte Alert, April 1, 2020
• “CARES Act Provides Financial Assistance for Mid-Sized Companies,” Schulte Alert, March 30, 2020
• “CARES Act Provides Loans, Expands Employment Benefits and Revises Tax Provisions for Small Businesses,” Schulte Alert, March 30, 2020
• “SEC Reporting Companies Granted Further Extension of Filing Relief Due to COVID-19,” Schulte Alert, March 27, 2020
• “The Advisers Behind Today’s Defining M&A Deals: A Conversation with Schulte’s Leading M&A and Securities Lawyers,” The Hedge Fund Journal, October 2019 (interview)
• Quoted, “CBS-Viacom Merger May See Challenges From Unlikely Places,” Law360, Aug. 14, 2019
• Contributor, Distressed Investing M&A (Schulte in association with Mergermarket and Debtwire), 2012 and 2013

• “Developments in Outbound China M&A: Opportunities for U.S. Private Equity Owners,” Schulte Asia Investment Series, February 2015
• Schulte 3rd Annual Distressed Investing Conference, November 2014
• Moderator, “Investing in Distressed Municipal Debt,” Schulte 2nd Annual Distressed Investing Conference, November 2013
• “Distressed Market Opportunities for 2013,” Schulte Distressed Investing Conference: Reflections on 2012 and the Road Ahead, December 2012
• “Myths and Realities of Doing Business in Asia,” Grant Thornton Global Private Equity Conference, April 2012
• “What to Consider When Buying: Mortgage Servicing Rights, Whole Loans and Asset-Backed Securities in Distressed Situations," Schulte Investment Management Hot Topics Seminar, April 2008

• Chambers USA
• The Legal 500 United States

• Director, Idaho First Bank and Peak Bancorp, December 2023–Current
• Director, Lerer Hippeau Acquisitions Corp., March 2021–December 2022
• Co-Head of M&A and Securites Group, Schulte Roth & Zabel LLP, November 2014–December 2020
• President, Mount Kellett Capital Management LP, October 2008–January 2010