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REPRESENTATIVE EXPERIENCE

Matthew J. Chapman

Mergers and Acquisitions

Represented Mid Atlantic Capital Corporation, a leading provider of custody, brokerage, trade processing, and financial services technology, in connection with its strategic partnership with Parthenon Capital Partners and Waterfall Asset Management
Represented Precision Distribution Consulting, Inc. in its sale to KPI Integrated Solutions
Represented Honeybee Robotics, Ltd. in its sale to Ensign-Bickford Industries, Inc.
Represented the trustee of the Lifetouch Inc. Employee Stock Ownership Trust in the sale of stock of Lifetouch Inc. to Shutterfly, Inc. for US$825 million
Represented SHoP Architects, Inc. in their reorganization, financing, and the setup and sale of stock to an ESOP
Represented Crane Co. in the US$172 million purchase of the Instrumentation and Sampling business of CIRCOR International, Inc., a provider of flow control solutions and other highly engineered products for the industrial, energy, aerospace, and defense markets
Represented the trustee of the STV Group, Incorporated Employee Stock Ownership Trust in the sale of the stock of STV Group, Incorporated to an indirect subsidiary of TPO Venture Partners, LLC
Represented Atlantic Plywood Corporation, a wholesale supplier of hardwood plywood and panel products, in its sale to Parksite Inc.

Pension Risk Transfers

Represented United States Steel Corp. in relation to the United States Steel Corp. Plan for Employee Pension Benefits' purchase of a buy-out group annuity contract from Banner Life Insurance Co. and William Penn Life Insurance Co. of New York for the transfer of approximately US$284 million in pension liabilities
Represented an American industrial company in relation to its Pension Plans’ purchase of a buy-out group annuity contract from Massachusetts Mutual Life Insurance Company for the transfer of approximately US$1 billion in pension liabilities
Represented a metals and mining corporation in relation to its US pension plan's purchase of a buy-out group annuity contract from Athene Annuity and Life Co. for the transfer of approximately US$500 million in pension liabilities
Represented State Street Global Advisors Trust company as independent fiduciary for the IBM Personal Pension Plan’s transfer of approximately US$16 billion in US defined benefit plan liabilities to Metropolitan Life Insurance Co. and Prudential Insurance Co. of America through the purchase of group annuity contracts
Represented State Street Global Advisors Trust company as independent fiduciary for Bristol-Myers Squibb Co.’s planned full termination of its US$3.8 billion US pension plan and transfer of the associated liabilities to Athene Annuity and Life Co. through the purchase of a buy-out group annuity contract
Represented Fiduciary Counselors Inc. as independent fiduciary for the Peabody Investments Corp. Retirement Plan’s purchase of a buy-in group annuity contract from Prudential Insurance Co. of America for approximately US$500 million
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