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 over 275 companies
  • Completed over 150 transactions since the beginning of 2016 valued over $100 billion
  • #1 bookrunner for all Consumer & Retail IPOs since 20161
  • #2 issuer of Consumer Institutional Leveraged Loans and #4 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 - June 30, 2016 - December 31, 2018
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 90 professionals worldwide (Americas, Europe, and Asia)
  • Unrivaled technical and financial expertise with a deep bench of engineers, geologists, bankers, and support personnel
  • Leader in M&A, having advised on over $300 Billion in transactions with #1 market share over the past decade
    • 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
  • Completed over 175 bookrun financings and advisory transactions since the beginning of 2016 with valuation of over $130 billion
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, London and Hong Kong covering over 100 companies
  • Completed over 100 bookrun financings and advisory transactions since the beginning of 2016 valued in excess of $45 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 860 transactions with an aggregate value of nearly $600 billion since the beginning of 2016
  • Active coverage of over 160 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 105 professionals worldwide based in New York, San Francisco, London and Hong Kong covering over 565 companies
  • Completed over 490 bookrun financings and advisory transactions since the beginning of 2016 with an aggregate value over $242 billion
Industrials
Principal Sector Focus:
  • Automotive
  • Automotive Aftermarket
  • Aviation, Aerospace & Defense
  • Building Products
  • Business & Industrial Services
  • Chemicals
  • Distribution
  • Diversified Industrials
  • Maritime & Shipping
  • Metals & Mining
  • Paper & Packaging
  • Power, Renewables & Infrastructure
Notable Facts:
  • 145 professionals worldwide based in New York, Boston, Chicago, Charlotte, Los Angeles, Washington DC, Atlanta, Houston, Hong Kong, London, Mumbai and Toronto covering over 395 companies
  • Completed over 335 bookrun financing and advisory transactions since the beginning of 2016 valued over $195 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:
  • Over 15 professionals worldwide based in New York and London covering approximately 100 companies
  • Completed over 85 bookrun financings and advisory transactions since the beginning of 2016 valued over $47 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:
  • Approximately 40 professionals located in eight cities throughout the United States
  • Completed over 160 bookrun underwriting transactions with aggregate value of more than $30 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 25 professionals worldwide based in Charlotte, Frankfurt, London, and New York covering over 130 companies
  • Completed over 135 bookrun financings and advisory transactions since the beginning of 2016 valued in excess of $100 billion
Technology
Principal Sector Focus:
  • Cloud Infrastructure
  • Communications Technology
  • FinTech & Payments
  • Internet
  • Mobility Technology
  • Semiconductors & Electronics
  • Software
  • Tech Enabled Services
Notable Facts:
  • Over 115 professionals across every vertical of technology in every major geography
  • Completed over 50 Technology transactions since beginning of 2016 valued in excess of $1 billion
  • Category leader in technology leveraged finance with over 40 lead-left transactions since 2016
  • 27 Bookrun IPOs globally since 2016