Recent transactions while at predecessor firm:
MetLife / Mesirow FI & equity teams (2025) Mesirow/ Bastion Management ABL (2025) European Insurance Co./ Leading Real Estate Firm (2025) European Insurance Co./ Holding Co. of Direct Lending Firm (2025) Aflac/ Tree Line Capital Partners (2024) Ares/ Riverside Credit Strategies (2024) Guardian (stake & general account partnership)/ HPS (2024) Almanac/ Dermody Property (2024) AXA IM/ W Capital Partners (2024) Power Corp (Sagard) / HalseyPoint Asset Management (2024) lnvestcorp/ Corsair Capital (2023) Power Corp (Sagard)/ Performance Equity Management (2023) Invesco/ Faropoint (2023) Apollo (Redding Ridge)/ Gulf Stream Asset Management (2023) Madison Realty Capital/ Churchill Finance (2023) Bridge Investment Group/ Newbury Partners (2023) Stone Point/ Lincoln Property Company (2023) Dyal Capital Partners/ Specialty real estate firm (2023) Dyal Capital Partners/ DivCore Real Estate (2022) Colliers International/ Versus Capital Advisors (2022) Almanac Realty Investors/ Waterton Associates (2022) Colliers International/ Rockwood Capital (2022) Colliers International/ Basalt Infrastructure Partners (2022) Guardian Life/ HPS Investment Partners (2022) Bonaccord/ Trivest Partners (2022) ICONIQ/ Madison Realty Capital (2022) PetershiII (Goldman Sachs)/ healthcare & tech PE firm (2022) Pacific Current Group/ Banner Oak Capital Partners (2022) Dyal Capital Partners/ Asian PE firm (2022) Callodine Group/ Thorofare Capital (2021) Polen Capital/ DDJ Capital (2021) CIFC (Royal Family of Qatar)/ LBC Credit (2021) T. Rowe Price/ Oak Hill Advisors (2021) Apollo/ Griffin Capital (2021) lnvestcorp/ Artemis Real Estate Partners (2021) Blue Owl Capital/ Oak Street Real Estate (2021) Landmark/ Palladium Equity Partners (2021) Aquarian Holdings/ Gallatin Loan Management (2021)
EQT AB/ Exeter Property Group (2021) Prudential/ Green Harvest (2021) Sound Point Capital/ CVC U.S. Direct Lending (2021) Petershill (Goldman Sachs)/ Incline Management (2021) Petershill (Goldman Sachs)/ Oak Street Real Estate (2020) lnvestcorp/ Centre Lane Partners (2020) Ridgelake Partners/ Newbury Partners (2020) Sun life Financial/ Crescent Capital (2020) Morgan Stanley / Assurant (credit platform) (2020) Bonaccord Capital Partners/ Spear Street Capital (2020) Clearlake Capital/ WhiteStar Asset Management (2020) Investcorp/ Tages Capital (2020) Anchorage Capital Group/ Garrison Investment Group (2020) Ares/ Crestline Denali (2020) Dyal Capital Partners/ RXR Realty (2020) Neuberger Berman/ Almanac Realty Investors (2020) ArrowMark/ Stone Castle CDOTruPS platform (2020) Landmark/ Retail-oriented PE firm (2019) CenterSquare Investment Management/ RCG Longview (2019) Wafra, Landmark/ Siris Capital Group (2019) Atalaya Capital Management/ TEL0S Asset Management (2019) Brookfield/ ForestCity (2018) Stone Point/ Rialto Capital (2018) Hildene Capital Management/ Alesco Preferred Funding (2018) Goldman Sachs/ Rocaton Investment Advisors (2018) THL Credit Advisors/ Kramer Van Kirk Credit Strategies (2018) Dyal, Petershill (Goldman Sachs), Landmark/ Clearlake (2018) Natixis/ MV Credit Partners (2018) Sun life Financial/ GreenOak Real Estate (2018) LGT Capital Partners/ European Capital (2017) Brookfield Asset Management/ Center Coast Capital (2017) Morgan Stanley/ Mesa West Capital (2017) Marble Point Credit/ American Capital CLO Management (2017) New York Life/ Credit Value Partners (2017) Mitsui & Co./ CIM Group (2017) Principal Global Investors/ lnternos Global Investors (2017)
Other notable transactions :
3i/ Welsh Carson Fraser Sullivan (credit platform) Allianz Global Investors/ Sound Harbor Allied World/ Crescent Capital Allied World/ MatlinPatterson ALPS/ Bank of America‘s Liberty All Star Funds Ameriprise/ Security Benefit (Independent broker-dealer) Ashmore/ Emerging Markets Management Blackstone (GSO)/ Harbourmaster Blackstone (GSO) / Allied Capital (credit platform) Blackstone (GSO) / Allied Irish Bank (CLO platform) Blackstone (GSO)/ Allied Irish Bank (real estate debt platform) Carlyle/ Stanfield Capital Carlyle/ Metropolitan Real Estate OFC/ CypressTree (from Primus) OFC/ GE Capital (credit platform) E-Trade/ Retirement Advisors of America Fortress/ Hildene Leverage Credit (CLO platform) HF2 Financial Management/ ZAIS Group Legg Mason/ Permal Asset Management Lehman Brothers/ SG Cowen (private client group) LPL Financial/ Main Street Management LPL Financial/ The Private Trust Company LPL Financial/ W.S. Griffith Man Group/ Silvermine Capital McDonald Investment/ Van Kampen (fixed income business) MFS/ Bank of America‘s Colonial closed-end Funds Neuberger Berman/ David J. Greene New York Life/ Cornerstone Nomura/ Promxima Alpha Credit Old National/ Fund Evaluation Group Sound Harbor/ Aladdin Capital Touchstone/ Old Mutual (Brightsphere) (mutual fund platform) Touchstone/ Sentinel Investments
