Sector Expertise

Consumer & Retail
Principal Sector Focus:
  • Apparel and Footwear
  • Automotive Aftermarket
  • Beverages
  • Consumer Products
  • Food Service Distribution
  • Grocery Retail
  • Mass and Discount Retail
  • Packaged Food
  • Protein & Produce
  • Restaurants
  • Specialty Retail
Notable Facts:
  • Over 30 professionals worldwide based in New York, Charlotte, London and Hong Kong covering 270 companies
  • Completed over 190 transactions since the beginning of 2016 valued over $125 billion
  • #1 bookrunner for all Consumer & Retail IPOs since 20161
  • #1 issuer of Consumer Institutional Leveraged Loans and #5 issuer of Consumer Institutional High Yield since 20162
  • One of Wall Street’s leading M&A advisory firms in the consumer & retail space – completed over 45 transactions valued over $52 million since 2016

Sources:

1. Dealogic - January 1, 2016 - October 31, 2019
2. Bloomberg, January 2019; deals less than $400 million

Energy
Principal Sector Focus:
  • Exploration and Production
  • Upstream
  • Midstream
  • Oil Field Services
Notable Facts:
  • One of the largest energy investment banking teams in the world, with nearly 80 professionals worldwide and the deepest technical bench
  • Unrivaled leader in Energy M&A, having advised on more than 500 transactions involving total consideration of over $400 billion
    • Advised on over $25 billion in strategic and financial joint ventures
    • Served 40 of the 50 largest worldwide energy companies
    • Foremost advisor in oil and gas transactions in unconventional basins
  • Robust financing business, active in both the public syndicated capital markets (high yield, leveraged loan and equity offerings), and the private capital markets, with over $35 billion in private capital raised in the last three years and #1 market share
Financial Institutions
Principal Sector Focus:
  • Asset Managers
  • Broker Dealers
  • Business Development Companies
  • Commercial Finance
  • Depositories
  • Consumer Finance
  • Financial Technology
  • Insurance
  • Market Structure and Technology
Notable Facts:
  • Over 25 professionals worldwide based in New York and London covering over 125 companies
  • Completed over 130 bookrun financings and advisory transactions since the beginning of 2016 valued in excess of $55 billion
Financial Sponsors
Principal Sector Focus:
  • Sell-Side M&A
  • Acquisition Financing
  • Staple Financing
  • Dividend Recap Financing
  • IPO and Secondary Share Monetizations
  • Buy-Side M&A
Notable Facts:
  • One of the largest dedicated financial sponsor coverage groups in the world, with 15 senior professionals worldwide
  • Completed over 1,000 transactions with an aggregate value over $745 billion since the beginning of 2016
  • Active coverage of over 300 private equity firms
  • In 2018 alone, we completed over 270 transactions with over 155 financial sponsors
  • Strong momentum in Europe and Asia, with over 40 transactions completed for financial sponsors in 2018
  • Completed approximately $45 billion of advisory transactions involving financial sponsors in 2018
  • Raised over $136 billion in debt and equity for financial sponsor portfolio companies in 2018, including:
    • 164 leveraged finance transactions and equity financings
    • Committed capital to over 85 debt financings, including 25 financings greater than $1 billion
Healthcare
Principal Sector Focus:
  • Large-Cap Pharmaceuticals
  • Specialty Pharmaceuticals
  • Generic Pharmaceuticals
  • Pharmaceutical Services
  • Biotechnology
  • Diagnostics
  • Life Science Tools
  • Medical Devices
  • Healthcare IT
  • Healthcare Providers
  • Managed Care
  • Healthcare REITs
Notable Facts:
  • One of the largest healthcare investment banking teams in the world
  • Over 120 professionals worldwide based in New York, San Francisco, London and Hong Kong covering over 555 companies
  • Completed over 595 bookrun financings and advisory transactions since the beginning of 2016 with an aggregate value over $290 billion
Industrials
Principal Sector Focus:
  • Automotive
  • Automotive Aftermarket
  • Aviation, Aerospace & Defense
  • Building Products
  • Business & Industrial Services
  • Chemicals
  • Distribution
  • Diversified Industrials
  • Maritime & Shipping
  • Metals & Mining
  • Logistics & Transportation
  • Paper & Packaging
  • Power, Renewables & Infrastructure
Notable Facts:
  • Over 170 professionals worldwide based in New York, Boston, Chicago, Charlotte, Los Angeles, Washington DC, Atlanta, Houston, Hong Kong, London, Mumbai and Toronto covering over 515 companies
  • Completed over 400 bookrun financing and advisory transactions since the beginning of 2016 valued over $230 billion
Media, Communications & Information Services
Principal Sector Focus:
  • Data and Information Services
  • Advertising and Marketing Services
  • Content and Entertainment
  • Media, Publishing and Broadcast 
  • Cloud and Internet Infrastructure
  • Wireless and Satellite
  • Wireline and Cable 
  • Towers, Distributed Antenna Systems (DAS) and Small Cell 
Notable Facts:
  • 15 professionals worldwide based in New York and London covering 75 companies
  • Completed over 95 bookrun financings and advisory transactions since the beginning of 2016 valued over $65 billion
Public Finance
Principal Sector Focus:
  • Airports
  • Economic Development
  • General Obligation Bonds
  • Healthcare
  • Higher Education
  • Housing
  • Public Power
  • Public Private Partnerships
  • Renewables
  • State Revolving Funds
  • Transportation
  • Water and Sewer
Notable Facts:
  • Over 40 professionals located in eight cities throughout the United States
  • Completed over 195 bookrun underwriting transactions with aggregate value of more than $41 billion since the beginning of 2016
Real Estate, Gaming & Lodging
Principal Sector Focus:
  • Residential: Multifamily / Single Family
  • Industrial
  • Office
  • Retail
  • Net Lease
  • Data Centers
  • Self Storage
  • Lodging & Leisure
  • Real Estate Owners, Land Developers, Service Providers
  • Real Estate Private Equity Funds
  • Gaming Operators, Online Gaming, Tribal Gaming
  • Lottery Services and Gaming Equipment Manufacturers
Notable Facts:
  • Over 30 professionals worldwide based in Charlotte, Frankfurt, London, and New York covering over 165 companies
  • Completed over 172 bookrun financings and advisory transactions since the beginning of 2016 in excess of $115 billion
Technology
Principal Sector Focus:
  • Cloud Infrastructure
  • Communications Technology
  • FinTech & Payments
  • Internet
  • Mobility Technology
  • Semiconductors & Electronics
  • Software
  • Tech Enabled Services
Notable Facts:
  • 125 professionals across every vertical of technology in every major geography
  • Completed 260 Technology transactions since beginning of 2016 valued in excess of $175 billion
  • Category leader in technology leveraged finance with over 40 lead-left transactions since 2016
  • 28 Bookrun IPOs globally since 2016