M&A Financial Advisory Deal List
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www.sullcrom.com N E W YORK WASHINGTON, D.C. L O S ANGELES PALO ALTO LONDON PARIS FRANKFURT BRUSSELS TOKYO HONG KONG BEIJING MELBOURNE SYDNEY Copyright © 2021 Sullivan & Cromwell LLP / Attorney Advertising. Prior results do not guarantee a similar outcome. S&C’S LEADING FINANCIAL ADVISORY EXPERIENCE Commercial Real Estate Lazard as financial adviser to Brookfield Property Partners’ (“BPY”) J.P. Morgan as exclusive financial adviser to Chesapeake Lodging Deutsche Bank and Goldman Sachs as financial advisers to (Bermuda) special committee in connection with Brookfield Asset Trust (U.S.) in its $2.7 billion acquisition by Park Hotels & Resorts Unibail-Rodamco (France) in its $24.7 billion acquisition of Management’s (Canada) $6.5 billion pending acquisition of the limited (U.S.) (2019) Westfield Corporation (Australia) (2017) partnership units of BPY (2021) Houlihan Lokey as financial adviser to the Special Committee of Lazard as financial adviser to the Special Committee of the Board Evercore as financial adviser to Annaly Capital Management (U.S.) the Board of Directors of HomeFed Corporation (U.S.) in of Directors of Phillips Edison Grocery Center REIT (PECO) (U.S.) in its $2.3 billion pending sale of its Commercial Real Estate connection with HomeFed’s acquisition by Jefferies (U.S.) (2019) in connection with PECO’s $1 billion acquisition of real estate business to Slate Asset Management (Canada) (2021) assets and the third party asset management business of its Citigroup and Goldman Sachs as financial advisers to LaSalle sponsor and external adviser, Phillips Edison Limited Partnership Goldman Sachs as financial adviser to CoStar Group (U.S.) in its Hotel Properties (U.S.) in its $4.8 billion acquisition by affiliates of (U.S.) (2017) $6.9 billion proposed acquisition of CoreLogic, later withdrawn Blackstone Real Estate Partners VIII (U.S.), later withdrawn (2018) (2021) UBS as financial adviser to the special committee of American J.P. Morgan as exclusive financial adviser to Marriott Vacations Finance Trust (U.S.) in its $1.4 billion acquisition of all of the Lazard as independent financial adviser to The Special Committee Worldwide (U.S.) in its $4.7 billion acquisition of ILG (U.S.) (2018) outstanding common stock of American Realty Capital – Retail of the Board of Directors of Taubman Centers (U.S.) in connection Centers of America (U.S.) (2016) with Simon Property Group’s (U.S.) acquisition of an 80% Barclays and Credit Suisse as financial advisers to CYS ownership interest in The Taubman Realty Group Limited Investments (U.S.) in its acquisition by Two Harbors Investment UBS as exclusive financial adviser to the Special Committee to the Partnership (U.S.) (2020) (U.S.) (2018) Board of Directors of Global Net Lease (U.S.) in connection with the $247 million acquisition by Global Net Lease of American J.P. Morgan as financial adviser to La Quinta Holdings (U.S.) in the Houlihan Lokey as financial adviser to the Special Committee of Realty Capital Global Trust II (U.S.) (2016) Preferred Apartment Communities (U.S.) in connection with its $1.95 billion acquisition of its hotel franchise and hotel management internalization of the functions performed by Preferred Apartment businesses by Wyndham Worldwide (U.S.) (2018) Goldman Sachs as financial adviser to the Special Committee of Advisors (U.S.) and NMP Advisors (U.S.) by acquiring the entities the Board of Directors of Hatteras Financial (U.S.) in its $1.5 billion Goldman Sachs as financial adviser to BUWOG (Austria) in its that own Preferred Apartment Advisors and NMP for an aggregate acquisition by Annaly Capital Management (U.S.) (2016) merger with Vonovia (Germany), pursuant to which Vonovia made purchase price of $154 million, plus up to $25 million of potential a voluntary public takeover offer for all outstanding shares of additional earnout consideration (2020) BUWOG for €29.05 in cash per BUWOG share (2017) S&C’S LEADING FINANCIAL ADVISORY EXPERIENCE Consumer & Retail Goldman Sachs as financial adviser to Sysco (U.S.) in its pending Houlihan Lokey as financial adviser to the special committee of Goldman Sachs as financial adviser to The Simply Good Foods acqusition of Greco and Sons (U.S.) from Arbor Investments (U.S.) Standard Diversified (U.S.) in its acquisition by Turning Point Company (U.S.) in its $1 billion acquisition of Quest Nutrition (U.S.) and the Greco family (2021) Brands (U.S.) under which Standard Diversified merged into a (2019) wholly-owned subsidiary of Turning Point Brands (2020) BMO Capital Markets as financial adviser to Performance Food Lazard as financial adviser to WPP (U.K.) in its sale of 60% of Group (U.S.) in its $2.5 billion pending acquisition of Core-Mark Bank of America and J.P. Morgan as financial advisers to the Kantar (U.K.), its global data, research, consulting and analytics Holding Company (U.S.) (2021) management board of METRO AG (Germany) in connection with business, to Bain Capital (U.S.) in a transaction valuing Kantar at SCP Group’s (Luxembourg) €1.0 billion acquisition of Real $4 billion (2019) Guggenheim Securities as lead financial adviser and Greenhill & (Germany) from METRO AG (2020) Co as financial adviser to Forest Road Acquisition Corp. (U.S.), a Bank of America and Goldman Sachs as financial advisers to the SPAC, in its pending three-way merger with The Beachbody Bank of America and J.P. Morgan as financial advisers to the Management Board of METRO AG (Germany) in connection with Company Group (U.S.) and Myx Fitness Holdings (U.S.), under management board of METRO AG (Germany) in connection with its Joint Reasoned Statement with the Supervisory Board of which Beachbody will become a public company with a pro forma SCP Group’s (Luxembourg) €1.0 billion pending acquisition of Real METRO recommending that the shareholders of METRO do not enterprise value of $2.9 billion (2021) (Germany) from METRO AG (2020) accept the unsolicited Voluntary Takeover Offer from EP Global Commerce VI GmbH (Germany), a holding company controlled by Morgan Stanley as financial adviser to Domtar (U.S.) in the $920 Centerview Partners as exclusive financial adviser to Xperi (U.S.) Daniel Křetínský (2019) million sale of its Personal Care business to American Industrial in its $3 billion combination with TiVo (U.S.) (2019) Partners (U.S.) (2021) Goldman Sachs as exclusive financial adviser to NASCAR Goldman Sachs (U.S.), on global competition matters, in Holdings (U.S.) in its $2 billion acquisition of International Goldman Sachs and J.P. Morgan as financial advisers to Indigo connection with The TJX Companies’ (U.S.) $225 million Speedway Corporation (U.S.) (2019) Glamour Company (Cayman Islands), wholly-owned by an affiliate investment for a 25% ownership stake in privately held Familia of MBK Partners, in its $1.1 billion pending acquisition of CAR Inc. (Russia), Russia’s only major off-price apparel and home fashions Goldman Sachs as financial adviser to Avon Products (U.K.) in its (Cayman Islands) (2020) retailer (2019) acquisition by Natura &Co (Brazil) in an all-share transaction that values Avon at an enterprise value of $3.7 billion, creating the Evercore as lead financial adviser to Grubhub (U.S.) in connection Perella Weinberg Partners and Houlihan Lokey as financial fourth-largest pure-play beauty group in the world (2019) with its $7.3 billion pending acquisition by Just Eat Takeaway.com advisers to Castle Brands (U.S.) in its $223 million acquisition by (Netherlands) to create the world’s largest online food delivery Pernod Ricard (France) (2019) company outside of China (2020) S&C’S LEADING FINANCIAL ADVISORY EXPERIENCE Consumer & Retail, continued DSP Merrill Lynch as financial adviser to Tata Global Beverages Rothschild as financial adviser to Inventure Foods (U.S.) in its UBS as financial adviser to Popeyes Louisiana Kitchen (U.S.) in its Limited (“TGBL”) (India) in connection with the $825 million de- $165 million acquisition by Utz Quality Foods (U.S.) (2017) $1.8 billion acquisition by Restaurant Brands International (Canada) merger of the Consumer Products Business of Tata Chemicals (2017) (India) into TGBL (2019) Rothschild as financial adviser to Coca-Cola Bottling Co. Consolidated (U.S.) in its exchange of franchise distribution territory Bank of America as financial adviser to Premier (U.S.) in its $325 Goldman Sachs as exclusive financial adviser to Sealed Air previously served by Coca-Cola Bottling for new franchise million acquisition of Innovatix (U.S.) and Essensa Ventures (U.S.) Corporation (U.S.) in its $510 million acquisition of Automated distribution territory previously served by Coca-Cola Refreshments (2016) Packaging Systems (U.S.) (2019) USA, a wholly owned subsidiary of The Coca-Cola Company (U.S.) (2017) Goldman Sachs as financial adviser to Craft Brew Alliance (U.S.) Bank of America as financial adviser to Willis Towers Watson in its series of new commercial agreements with Anheuser-Busch (U.K.) in its $1.2 billion acquisition of TRANZACT (U.S.) (2019) J.P. Morgan as financial adviser to Signet Jewelers (U.S.) in its (U.S.) that include an amended and extended master distribution $328 million acquisition of R2Net (U.S.) (2017) agreement, a new contract brewing arrangement and a new Bank of America as financial adviser to ACI Worldwide (U.S.) in its international distribution agreement (2016) $750 million acquisition of Speedpay (U.S.), The Western Union JPMorgan Chase as financial adviser to Michael Kors Holdings Company’s (U.S.) United States bill pay business, from Western (U.S.) in its acquisition of Jimmy Choo (U.K.), for an enterprise Bank of America as financial adviser to the Special Committee of Union (2019) value of $1.35 billion (2017) Michael Kors Holdings (U.S.) in its acquisition of Michael Kors (HK) Limited, the exclusive licensee of Michael Kors in China and certain Goldman Sachs and Centerview Partners as financial advisers to Goldman Sachs as financial adviser to HD Supply Holdings (U.S.) other jurisdictions in Asia for $500 million in cash (2016) Conagra Brands (U.S.) in its $10.9 billion acquisition of Pinnacle in the $2.5 billion sale of its Waterworks business unit to Clayton, Foods (U.S.) (2018) Dubilier & Rice (U.S.) (2017) J.P.