REPRESENTATIVE EXPERIENCE
Jake T. Annunziata
ASSET MANAGEMENT AND FINANCIAL SERVICES INDUSTRY TRANSACTIONS
Abacus Capital Group, LLC, a real estate investment manager, in its sale of a majority interest to Affiliated Managers Group, Inc. (NYSE: AMG), a leading partner to independent active investment management firms.
Easterly Asset Management, a multiaffiliate asset manager, in its acquisition of the Rochester Municipal Bond team and certain assets consisting of municipal bond funds and separately managed accounts from Principal Street Partners.
Federated Hermes, Inc. (NYSE: FII) in its acquisition of an 80% majority interest in FCP Fund Manager, L.P., a privately held multifamily real estate investment manager with approximately US$3.5 billion in client assets, in a transaction valued at up to US$331 million.
Federated Hermes, Inc. (NYSE: FHI) in its asset acquisition of the business of C.W. Henderson & Associates, Inc., a registered investment advisor specializing in the management of separately managed accounts invested in tax-exempt municipal securities.
Focus Financial Partners Inc. (NASDAQ: FOCS), a leading partnership of independent, fiduciary wealth management firms, in its going private transaction with affiliates of Clayton Dubilier & Rice, LLC.
Focus Financial Partners Inc. in its strategic transaction with Origin Holding Company, LLC, a private real estate fund manager, and existing partner firm, Kovitz Investment Group Partners, LLC.
PNC Bank, National Association (NYSE: PNC), in its corporate capacity and as trustee of the AFL-CIO Building Investment Trust, a bank collective trust fund, in the successful transfer of its role as trustee of the AFL-CIO Building Investment Trust to Great Gray Trust Company, LLC.
PNC Bank, National Association (NYSE: PNC) and certain affiliates in the sale of its Latin American consumer brokerage and advisory accounts business to Insigneo Securities LLC and Insigneo Advisory Services, LLC.
A leading wealth management platform in transactions involving the acquisition of carried interest distribution rights.
A full-service brokerage and investment advisory firm in multiple strategic acquisitions / investments involving RIAs and wealth-management technology.
MERGERS AND ACQUISITIONS / JOINT VENTURE TRANSACTIONS
Acumed LLC, a Colson Medical | Marmon | Berkshire Hathaway company, on its acquisition of ExsoMed Corporation, a provider of innovative solutions for hand surgery.
LS Electric America, Inc. in the acquisition of MCM Engineering II, Inc. and accompanying real estate.
Midwest Fiber, Inc. d/b/a Midwest Fiber Recycling and certain affiliates in its sale to a private equity firm.
Hewitt Agribusiness Pty Ltd, an Australian cattle and agribusiness, in the acquisition of NPC Processing Inc., a meat, food, and beverage manufacturer and processor, and related real estate.
In2Bones Global, Inc., a global developer, manufacturer, and distributor of medical devices, in its sale to CONMED Corporation (NYSE: CNMD), a medical technology company.
Kewaunee Scientific Corporation (NASDAQ: KEQU) in its acquisition of Nu Aire, Inc. for US$55 million.
LKQ Corporation (NASDAQ: LKQ), a distributor of aftermarket and recycled automotive parts, in its sale of PGW Auto Glass, a distributor of aftermarket glass to the North American automotive sector, to One Equity Partners for US$362 million.
SFOOD Inc. and its US subsidiary in its acquisition of a majority stake in the parent company of premium meat processing companies based in New York and Massachusetts.
A global battery manufacturer and a multinational trading company in the formation of a joint venture focused on battery recycling.
DE-SPAC TRANSACTIONS AND PUBLIC OFFERINGS
A special purpose acquisition company in its US$500 million de-SPAC business combination with an agricultural biotechnology company, resulting in the target's public listing on Nasdaq.
D-Orbit S.p.A., a space logistics and transportation company, in its de-SPAC business combination with Breeze Holdings Acquisition Corp. (NASDAQ: BREZ), a publicly traded special purpose acquisition company, for a combined enterprise value of US$1.28 billion (mutually terminated prior to closing).
A special purpose acquisition company in its de-SPAC business combination with a global healthcare company focused on oncology immunotherapies, biologics for degenerative diseases, and medical device distribution.
A special purpose acquisition company in its de-SPAC business combination with an oil and gas company with producing assets in the Permian Basin.
A media technology company and social media platform connecting global K-culture fans in its initial public offering and Nasdaq-listing.
A publicly traded technology company in its public offering of senior notes.
