Alex Kelly

Select Recent Asset Management Transactions

• Multiple buy-side transactions in the asset management sector, including:
  • Ares in its investments into MidCap Financial Investment Corporation, GCP International, Walton Street Mexico, and Black Creek Group, each real estate investment advisory firms, and Blue Cove, a fixed income manager
  • Hunter Point Capital in its investments into Nuveen Private Capital, Equitix and Pretium Partners, each alternative asset management firms
  • Sixth Street Partners in its investment into L+M Companies, a real estate investment, development, and property management firm
  • Patria in its investment into WP Global Partners, a private equity firm
  • PIMCO in its investments into Allianz Real Estate, a real estate asset manager and Gurtin Municipal Bond Management, a fixed-income asset manager
  • Azimut in its investments into Sanctuary Wealth, a wealth advisory firm, and Kennedy Capital, a private equity firm, and its investment into, and exit from, Roundshield Partners, a real estate asset manager
  • Onex in its investment into and subsequent sale of a majority interest in Falcon Investment Advisors, a private credit asset manager
• Multiple sell-side transactions in the asset management sector, including:
  • American Real Estate Partners in its sale of a minority interest to Brookfield
  • Special Committee of the Board of Sculptor Capital Management, a private equity, CLO and hedge fund manager in its sale to Rithm Capital
  • Argo Infrastructure Partners, an infrastructure private equity firm, in its sale to Apollo
  • L Catterton, a private equity firm, in its sale of a minority interest to Hunter Point Capital
  • VMG Partners, a private equity firm, in its sale of a minority interest to Bonaccord Capital Partners
  • Bastion Asset Management, a private credit investment manager, in its sale to Mesirow Capital
  • Content Partners, an entertainment-focused private equity manager, in multiple sale transactions
• A variety of transactions in the wealth management space, including representing FL Putnam in its investment into AOG Wealth Management, Corient in its investment into Gellar & Company, and Lunate in its investment into Cambridge Associates

Select Recent Private Equity Representations

• EQT in its acquisition of the TachoSil® biosurgery business from Corza Medical
• Hg Capital in a variety of transactions in the technology and software sector, including its sale of Gen II and investments into Flowie, Rightsline, Payworks, Teamworks, A-LIGN, NContracts, and Venminder
• Centerbridge Partners in its sale of the IPS Adhesives business to Matrix Adhesives Group
• Warburg Pincus in a variety of transactions, including its investment into Everise, a global healthcare services company, and its sale of Eco Material Technologies and Scale Microgrid Solutions, each renewables companies
• Antin Infrastructure Partners in a variety of transactions in the infrastructure sector, including its acquisition of Vigor Marine Group, investment into Origis Energy, a renewable energy platform, and Brookfield’s investment into Origis Energy
• Entrepreneurial Equity Partners in a variety of transactions in the food contract manufacturing sector, including its investments in Roskam Baking Company, Organic Milling, and Marsan Foods
• Carlyle, in its investment into Sedgwick, a claims management company and the sale of a minority interest to Altas Partners