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Tom represents public and private companies and their investors in securities offerings, mergers and acquisitions, and other strategic transactions. Tom is a trusted advisor to clients across the full range of capital markets transactions, including initial public offerings and public and private equity and debt financings, as well as complex strategic transactions, including public and private mergers and acquisitions, joint ventures, and other investments. Tom also regularly advises public companies and investors on securities law compliance, disclosure and corporate governance matters.
Experience
Examples of transactional matters include advising:
Capital Markets Transactions
- TPG Capital and the Canada Pension Plan Investment Board as selling shareholders in the $1.77 billion initial public offering and $1.07 billion secondary offering of Viking Holdings Ltd.
- Olaplex Holdings, a hair care company, and sponsor Advent International in the company’s $1.8 billion initial public offering.
- European Wax Center, a global chain of hair removal salons, and the selling stockholder in the company’s $111 million follow-on offering, and in the company’s $400 million whole-business securitization transaction.
- Seagate Technology Holdings plc, a market leading data storage company, in its issuance of $1.5 billion of exchangeable notes and equity derivative transactions.
- Acushnet Holdings Corp., a golf product distributor, in its $350 million offering of senior notes.
- Eversource Energy, New England’s largest energy and water utility, and its subsidiaries through $14.0 billion in offerings and other strategic transactions.
- The lead underwriters in the initial public offering and secondary offering of TPG, a leading global alternative asset management firm.
- LifeStance Health, one of the nation’s largest providers of outpatient mental healthcare, on its initial public offering and secondary offering.
- The lead underwriters in the initial public offering of Cushman & Wakefield plc, a leading global real estate services firm, as well as in the company’s block trade offerings.
- Planet Fitness, Inc., one of the largest franchisors and operators of fitness centers in the United States, on its initial public offering, “Up-C” corporate restructuring and whole-business securitization transactions.
- IMS Health Holdings, Inc. on its initial public offering and other capital markets transactions, including 144A debt financings.
- IQVIA Holdings Inc. (formerly Quintiles IMS Holdings, Inc.) on its 144A debt financing in connection with the merger of IMS Health Holdings, Inc. and Quintiles Transnational Holdings, Inc. and subsequent financings.
- Bain Capital Life Sciences on various investment transactions, including PIPE investments in Dicerna Pharmaceuticals, Inc., X4 Pharmaceuticals and Savara.
- Bain Capital on capital markets transactions of portfolio companies including Genpact, IQVIA, HD Supply, Bloomin’ Brands, Acadia Healthcare, BRP, HCA, FleetCor and Warner Chilcott.
- LPL Financial Holdings Inc., the parent company of the nation’s largest independent broker-dealer network, in connection with public offerings, 144A debt financings and other strategic transactions.
- Blue Coat, Inc., a leading provider of advanced web security solutions, and its private equity sponsor Bain Capital on its initial public offering process, which culminated in its sale to Symantec.
- Taylor Morrison Home Corporation, one of the largest public homebuilders in North America, and its private equity sponsors, TPG and Oaktree Capital, on its initial public offering and “Up-C” corporate restructuring.
M&A and Strategic Transactions
- Bain Capital in several transactions, including:
- its take-private acquisition of PowerSchool Holdings, Inc for $5.6 billion.
- its take-private acquisition of Envestnet for $4.5 billion.
- its partnership with Pfizer to create Cerevel Therapeutics, a biopharmaceutical company focused on developing drug candidates to treat disorders of the central nervous system.
- Genstar Capital on its $585 million sale of 2-10 Home Buyers Warranty to Frontdoor.
- Patient Square Capital in its take-private acquisition of Eargo.
- Crosspoint Capital Partners in its take-private acquisition of Absolute Software Corp.
- Planet Fitness on its acquisition of Sunshine Fitness and concurrent financing transaction.
- Advent International on its revised deal to acquire Forescout Technologies, Inc. by tender offer.
- LPL Financial on its joint acquisition with Macquarie of Waddell & Reed and carve-out acquisition of the wealth management business of Waddell & Reed, as well as its acquisitions of Allen & Company, Financial Resources Group, Pence Wealth Management and Lucia Securities, among others, and other strategic transactions.
- Eversource Energy on several transactions, including:
- its acquisitions of Columbia Gas of Massachusetts and Aquarion Water Company;
- in the sale of its 50% ownership in two offshore wind projects, South Fork Wind and Revolution Wind, to Global Infrastructure Partners for approximately $1.1 billion; and
- in the sale of its 50% interest in its offshore wind development lease joint venture with Ørsted AS to Ørsted for $625 million.
- Acushnet Holdings Corp. in its acquisition of LK International AG, a Switzerland-based provider of high-end technical ski and golfwear.
- NFP and Wealthspire Advisors in Wealthspire’s acquisition of Private Ocean.
- Eze Software, a leading global provider of investment management solutions, on its sale to SS&C Technologies.
- Petco Holdings, Inc., a leading pet specialty retailer, on its sale to CVC Capital Partners and the Canada Pension Plan Investment Board and on its concurrent “dual-track” initial public offering process.
- Cambrex Corporation, a leading manufacturer of small molecule innovator and generic active pharmaceutical ingredients, on its acquisitions of Snapdragon Chemistry, Q1 Scientific, Avista Pharma Solutions, Halo Pharma and PharmaCore.