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Instrument
All Instruments
Industry
All Industries

$1.3bn Secured Notes
Senior Co-Manager March 2023
Corporate Name
American Tower Corporation
DateMarch 2023
ServiceExecute Transaction
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans
RoleSenior Co-Manager

$1.5bn Senior Unsecured Notes
Senior Co-Manager February 2023
$1.5bn Senior Unsecured Notes
Corporate Name
American Tower Corporation
DateFebruary 2023
ServiceExecute Transaction
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans
RoleSenior Co-Manager

General Corporate Finance
Senior Co-Manager December 2022
General Corporate Finance
Corporate Name
Wellbore Integrity Solutions
DateDecember 2022
ServiceCorporate Finance

ABL Refinancing
Corporate Name
Town & Country Holdings, Inc.
DateSeptember 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Sponsor Finance
IndustryConsumer
InstrumentLoans
Capital SourceGlobal & Regional Banks, Direct & Specialty Investors
RoleExclusive Financial Advisor & Arranger

Senior Credit Facilities
Corporate Name
Authentix, Inc.
DateAugust 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Direct Placements, Sponsor Finance
IndustryCommunications, Infrastructure & Energy, Media & Technology, Transportation
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance
RoleExclusive Financial Advisor & Arranger

General Corporate Finance
Financial Advisor August 2022
General Corporate Finance
Corporate Name
CBRE
DateAugust 2022
ServiceCorporate Finance
IndustryConsumer, Financial & Industrials, Real Estate
RoleFinancial Advisor

$2.2bn joint venture with Steel Dynamics
Corporate Name
Unity Aluminum
DateJuly 2022
ServiceExecute Transaction, Arrange Capital, Corporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance
RoleFinancial Advisor & Arranger

General Corporate Finance
Corporate Name
Bluewater Private Equity
DateJuly 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Direct Placements, Sponsor Finance
IndustryInfrastructure & Energy, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance
RoleFinancial Advisor & Arranger

General Corporate Finance
Corporate Name
Royce Corporation
DateJuly 2022
ServiceArrange Capital, Corporate Finance
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements
IndustryConsumer, Financial & Industrials
InstrumentLoans, Mezzanine & Junior Debt
Capital SourceGlobal & Regional Banks, Direct & Specialty Investors
RoleExclusive Financial Advisor & Arranger

General Corporate Finance
Corporate Name
Steel Dynamics, Inc.
DateJuly 2022
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance
RoleSell-side Advisor

$155mm Fleet Financing
Corporate Name
Voyager Global Mobility
DateJuly 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements
IndustryInfrastructure & Energy, Transportation
InstrumentLoans
Capital SourceDirect & Specialty Investors
RoleExclusive Financial Advisor & Arranger

General Corporate Finance
Corporate Name
Needham & Co
DateJuly 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Strategic Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

General Corporate Finance
Corporate Name
H.I.G. Capital
DateJuly 2022
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans, Bonds, Mezzanine & Junior Debt
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance
RoleFinancial Advisor

$2.35bn Common Stock Offering
Co-Manager June 2022
$2.35bn Common Stock Offering
Corporate Name
American Tower Corporation
DateJune 2022
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleCo-Manager

General Corporate Finance
Financial Advisor June 2022
General Corporate Finance
Corporate Name
Ambac
DateJune 2022
ServiceCorporate Finance
PracticeSecurities Transactions, Direct Placements, Liability & Equity Management
IndustryFinancial & Industrials
InstrumentBonds
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

$8.7bn Tender Offer
Co-Dealer Manager May 2022
$8.7bn Tender Offer
Corporate Name
AT&T
DateMay 2022
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleCo-Dealer Manager

$1.3bn Senior Notes
Senior Co-Manager March 2022
$1.3bn Senior Notes
Corporate Name
American Tower Corporation
DateMarch 2022
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$50mm Preferred Equity
Financial Advisor & Arranger October 2021
$50mm Preferred Equity
Corporate Name
Voyager Global Mobility
DateOctober 2021
ServiceArrange Capital
PracticeDirect Placements, Strategic Finance
IndustryTransportation
InstrumentEquity & Equity-linked
Capital SourceLarge Institutional Investors
RoleFinancial Advisor & Arranger

Asset Monetization
Financial Advisor July 2021
Asset Monetization
Corporate Name
Geller & Company
DateJuly 2021
ServiceCorporate Finance
PracticeStrategic Finance
IndustryConsumer, Financial & Industrials
InstrumentEquity & Equity-linked
Capital SourceAcquisition & Monetization Finance
RoleFinancial Advisor

General Corporate Finance
Corporate Name
Ligado Networks
DateJuly 2021
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Liability & Equity Management, Strategic Finance, Sponsor Finance
IndustryCommunications, Media & Technology
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Leverage & Sponsor Finance
RoleFinancial Advisor

$1bn AB Warehouse
Corporate Name
Global Jet Capital
DateApril 2021
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance
RoleFinancial Advisor

$1.4bn Senior Notes
Senior Co-Manager March 2021
$1.4bn Senior Notes
Corporate Name
American Tower Corporation
DateMarch 2021
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceLarge Institutional Investors
RoleSenior Co-Manager

$500mm Senior Notes
Financial Advisor March 2021
$500mm Senior Notes
Corporate Name
CBRE
DateMarch 2021
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentBonds
Capital SourceLarge Institutional Investors
RoleFinancial Advisor

DirecTV Sale
Corporate Name
AT&T
DateFebruary 2021
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Strategic Finance, Sponsor Finance
IndustryCommunications, Media & Technology
InstrumentLoans, Bonds, Derivatives, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Leverage & Sponsor Finance
RoleFinancial Advisor

€7.7bn Acquisition of Telxius Towers
Financial Advisor January 2021
€7.7bn Acquisition of Telxius Towers
Corporate Name
American Tower Corporation
DateJanuary 2021
ServiceCorporate Finance
PracticeStrategic Finance
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans, Bonds, Derivatives, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance
RoleFinancial Advisor

Financial Advisor & Arranger
Financial Advisor & Arranger December 2020
Financial Advisor & Arranger
Corporate Name
Firefly
DateDecember 2020
ServiceArrange Capital
PracticeDirect Placements
IndustryCommunications, Infrastructure & Energy, Media & Technology
InstrumentLoans, Mezzanine & Junior Debt
Capital SourceDirect & Specialty Investors
RoleFinancial Advisor & Arranger

$35mm Class B Warehouse
Corporate Name
Uplift
DateDecember 2020
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements
IndustryConsumer, Communications, Financial & Industrials, Media & Technology
InstrumentLoans, Mezzanine & Junior Debt
Capital SourceLarge Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance
RoleFinancial Advisor

$4.5bn+ Senior Notes (Multiple)
Senior Co-Manager December 2020
$4.5bn+ Senior Notes (Multiple)
Corporate Name
American Tower Corporation
DateDecember 2020
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceLarge Institutional Investors
RoleSenior Co-Manager

$500mm Liability Management
Financial Advisor December 2020
$500mm Liability Management
Corporate Name
CBRE
DateDecember 2020
ServiceExecute Transaction
PracticeLiability & Equity Management
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentBonds
RoleFinancial Advisor

$300mm Revolving Credit Facility
Corporate Name
Third Point Re
DateNovember 2020
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor & Arranger

$77mm Private Placement
Corporate Name
Global Jet Capital
DateOctober 2020
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentBonds, Structured JV & Project Finance
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleExclusive Financial Advisor & Placement Agent

Strategic Finance Advisory
Corporate Name
American Tower Corporation
DateOctober 2020
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Liability & Equity Management, Derivatives Risk Management, Strategic Finance
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans, Bonds, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

Exchange Offer
Senior Dealer Manager September 2020
Exchange Offer
Corporate Name
AT&T
DateSeptember 2020
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Dealer Manager

€1.4bn Euro Notes Offering
Financial Advisor September 2020
€1.4bn Euro Notes Offering
Corporate Name
American Tower Corporation
DateSeptember 2020
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

$125mm Bridge Financing
Corporate Name
Third Point Re
DateAugust 2020
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Strategic Finance, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor & Arranger

Acquisition Finance
Corporate Name
Third Point Re
DateAugust 2020
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Direct Placements, Liability & Equity Management, Strategic Finance, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

Equity Raise
Financial Advisor & Placement Agent August 2020
Equity Raise
Corporate Name
Great Lakes Basin Transportation
DateAugust 2020
ServiceArrange Capital
PracticeDirect Placements, Strategic Finance
IndustryInfrastructure & Energy, Transportation
InstrumentBonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor & Placement Agent

$625mm Deal Contingent Hedging Program
Financial Advisor June 2020
$625mm Deal Contingent Hedging Program
Corporate Name
El Paso Electric
DateJune 2020
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryInfrastructure & Energy, Transportation
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$12.5bn Global Notes Offering
Senior Co-Manager May 2020
$12.5bn Global Notes Offering
Corporate Name
AT&T
DateMay 2020
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$500mm Equity Follow On
Financial Advisor May 2020
$500mm Equity Follow On
Corporate Name
Penn National Gaming
DateMay 2020
ServiceExecute Transaction
PracticeSecurities Transactions, Strategic Finance
IndustryConsumer, Financial & Industrials
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

Derivatives Hedging
Financial Advisor May 2020
Derivatives Hedging
Corporate Name
Simcoe County Community Energy Co-op
DateMay 2020
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryInfrastructure & Energy, Transportation
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$8.3bn Exchange Offer
Dealer Manager March 2020
$8.3bn Exchange Offer
Corporate Name
AT&T
DateMarch 2020
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleDealer Manager

General Corporate Finance
Corporate Name
World Wrestling Entertainment
DateMarch 2020
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
InstrumentLoans, Bonds, Derivatives, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$5bn+ Senior Notes (2019)
Senior Co-Manager December 2019
$5bn+ Senior Notes (2019)
Corporate Name
American Tower Corporation
DateDecember 2019
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$77mm Swaps Structuring & Execution
Financial Advisor December 2019
$77mm Swaps Structuring & Execution
Corporate Name
Yuco
DateDecember 2019
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryInfrastructure & Energy, Real Estate, Transportation
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

A$1.9bn Subsidiary Refinancing
Corporate Name
News Corp
DateNovember 2019
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Liability & Equity Management, Strategic Finance
IndustryCommunications, Media & Technology
InstrumentLoans, Bonds, Mezzanine & Junior Debt
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$65mm Growth Capital
Corporate Name
Buggy TLC Rentals
DateNovember 2019
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Direct Placements, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleExclusive Financial Advisor & Placement Agent

$600mm Inaugural 30-year Bond Offering
Senior Co-Manager October 2019
$600mm Inaugural 30-year Bond Offering
Corporate Name
American Tower Corporation
DateOctober 2019
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$1.25bn Structured Derivative Unwind
Financial Advisor August 2019
$1.25bn Structured Derivative Unwind
Corporate Name
Omnicom Group
DateAugust 2019
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryConsumer, Financial & Industrials
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$134mm Structured Monetization
Financial Advisor July 2019
$134mm Structured Monetization
Corporate Name
Texas Water Supply
DateJuly 2019
ServiceExecute Transaction
PracticeSecurities Transactions, Asset Finance & Securitization, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Bonds
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

Derivatives Risk Management
Financial Advisor July 2019
Derivatives Risk Management
Corporate Name
Pattern Energy
DateJuly 2019
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryInfrastructure & Energy, Transportation
InstrumentDerivatives, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

Obligor Exchange
Corporate Name
AT&T
DateJune 2019
ServiceExecute Transaction
PracticeLoan Arranging & Syndication, Securities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Dealer Manager

$1.1bn Common Stock Offering
Co-Manager February 2019
$1.1bn Common Stock Offering
Corporate Name
Equinix
DateFebruary 2019
ServiceExecute Transaction
PracticeSecurities Transactions, Direct Placements
IndustryCommunications, Media & Technology, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleCo-Manager

$500mm Share Repurchase Program
Financial Advisor February 2019
$500mm Share Repurchase Program
Corporate Name
World Wrestling Entertainment
DateFebruary 2019
ServiceExecute Transaction
PracticeSecurities Transactions, Liability & Equity Management
IndustryCommunications, Media & Technology
InstrumentDerivatives, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$50mm Debt Refinancing
Corporate Name
Cloud 5
DateDecember 2018
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Direct Placements, Sponsor Finance
IndustryCommunications, Media & Technology
InstrumentLoans, Bonds, Mezzanine & Junior Debt
Capital SourceGlobal & Regional Banks, Direct & Specialty Investors
RoleFinancial Advisor

$2.25bn Funded Term Loan
Arranger October 2018
$2.25bn Funded Term Loan
Corporate Name
AT&T
DateOctober 2018
ServiceArrange Capital
IndustryCommunications, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleArranger

$200mm Letter of Credit Facility
Corporate Name
Third Point Re
DateJuly 2018
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor & Arranger

€500mm Senior Notes
Financial Advisor May 2018
€500mm Senior Notes
Corporate Name
American Tower Corporation
DateMay 2018
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

Strategic Finance
Corporate Name
Equinix
DateMay 2018
ServiceCorporate Finance
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

$875mm Tower Securitization Offering
Senior Co-Manager March 2018
$875mm Tower Securitization Offering
Corporate Name
American Tower Corporation
DateMarch 2018
ServiceExecute Transaction
PracticeSecurities Transactions, Asset Finance & Securitization
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$1bn Revolver Amend & Extend
Financial Advisor February 2018
$1bn Revolver Amend & Extend
Corporate Name
NetScout
DateFebruary 2018
ServiceArrange Capital
IndustryCommunications, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$300mm Accelerated Share Repurchase
Corporate Name
NetScout
DateFebruary 2018
ServiceExecute Transaction
PracticeLoan Arranging & Syndication, Securities Transactions, Strategic Finance
IndustryCommunications, Media & Technology
InstrumentDerivatives, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$8.5bn+ Senior Notes (2010-2017)
Senior Co-Manager December 2017
$8.5bn+ Senior Notes (2010-2017)
Corporate Name
American Tower Corporation
DateDecember 2017
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$200mm Credit Facility Refinancing
Corporate Name
Bel Fuse
DateDecember 2017
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryConsumer, Financial & Industrials
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$525mm Notes Offering
Financial Advisor December 2017
$525mm Notes Offering
Corporate Name
FXI
DateDecember 2017
ServiceExecute Transaction
PracticeSecurities Transactions, Strategic Finance, Sponsor Finance
IndustryConsumer, Financial & Industrials, Infrastructure & Energy, Transportation
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

$300mm Term Loan
Financial Advisor July 2017
$300mm Term Loan
Corporate Name
Mitel Networks
DateJuly 2017
ServiceExecute Transaction
PracticeSecurities Transactions, Strategic Finance
IndustryCommunications, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

FX Derivatives Risk Management
Financial Advisor July 2017
FX Derivatives Risk Management
Corporate Name
American Tower Corporation
DateJuly 2017
ServiceCorporate Finance
PracticeDerivatives Risk Management
IndustryCommunications, Media & Technology, Real Estate
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

Asset Based Loan
Corporate Name
Geokinetics
DateJune 2017
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

€500mm Inaugural Euro Notes Offering
Financial Advisor April 2017
€500mm Inaugural Euro Notes Offering
Corporate Name
American Tower Corporation
DateApril 2017
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

$2.6bn Global Notes
Co-Manager March 2017
$2.6bn Global Notes
Corporate Name
AT&T
DateMarch 2017
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleCo-Manager

$500mm Credit Facility
Corporate Name
Mitel Networks
DateMarch 2017
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryCommunications, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$1.43bn Offering of Global Notes
Co-Manager March 2017
$1.43bn Offering of Global Notes
Corporate Name
AT&T
DateMarch 2017
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleCo-Manager

$310mm Senior Secured Notes
Financial Advisor February 2017
$310mm Senior Secured Notes
Corporate Name
Airxcel
DateFebruary 2017
ServiceExecute Transaction
PracticeSecurities Transactions, Sponsor Finance
IndustryConsumer, Financial & Industrials
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

$20mm Venture Debt Facility
Corporate Name
Eleven James
DateJanuary 2017
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryConsumer, Communications, Financial & Industrials, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks, Direct & Specialty Investors
RoleFinancial Advisor

$215mm Call Spread Overlay
Financial Advisor December 2016
$215mm Call Spread Overlay
Corporate Name
World Wrestling Entertainment
DateDecember 2016
ServiceExecute Transaction
PracticeDerivatives Risk Management
IndustryCommunications, Media & Technology
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$215mm Convertible Notes
Senior Co-Manager December 2016
$215mm Convertible Notes
Corporate Name
World Wrestling Entertainment
DateDecember 2016
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

Strategic JV Finance
Corporate Name
Penn National Gaming
DateMay 2016
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Securities Transactions, Direct Placements
IndustryConsumer, Financial & Industrials
InstrumentMezzanine & Junior Debt, Structured JV & Project Finance
Capital SourceDirect & Specialty Investors
RoleFinancial Advisor

Property Monetization
Financial Advisor December 2015
Property Monetization
Corporate Name
Darden
DateDecember 2015
ServiceArrange Capital
PracticeDirect Placements, Liability & Equity Management, Strategic Finance, Sponsor Finance
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentMezzanine & Junior Debt, Structured JV & Project Finance
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

$30mm Lease Financing
Placement Agent November 2015
$30mm Lease Financing
Corporate Name
Tuscon Electric Power
DateNovember 2015
ServiceArrange Capital
PracticeSecurities Transactions, Asset Finance & Securitization, Direct Placements, Sponsor Finance
IndustryInfrastructure & Energy, Real Estate, Transportation
InstrumentLoans, Equity & Equity-linked
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RolePlacement Agent

Acquisition of Plainfield Renewable Energy
Corporate Name
Greenleaf Power
DateAugust 2015
PracticeLoan Arranging & Syndication, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
RoleFinancial Advisor & Placement Agent

$1.5bn Tower Securitization Offering
Senior Co-Manager May 2015
$1.5bn Tower Securitization Offering
Corporate Name
American Tower Corporation
DateMay 2015
ServiceExecute Transaction
PracticeSecurities Transactions, Asset Finance & Securitization
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

Derivatives Credit Support Annex
Financial Advisor April 2015
Derivatives Credit Support Annex
Corporate Name
AT&T
DateApril 2015
ServiceCorporate Finance
PracticeDerivatives Risk Management
IndustryCommunications, Media & Technology
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$565mm Secondary Offering
Senior Co-Manager March 2015
$565mm Secondary Offering
Corporate Name
La Quinta
DateMarch 2015
ServiceExecute Transaction
PracticeSecurities Transactions, Sponsor Finance
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$2.5bn Common Shares
Senior Co-Manager March 2015
$2.5bn Common Shares
Corporate Name
American Tower Corporation
DateMarch 2015
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$1.3bn Offering of Mandatory Convertible Bonds
Senior Co-Manager March 2015
$1.3bn Offering of Mandatory Convertible Bonds
Corporate Name
American Tower Corporation
DateMarch 2015
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$35mm Structured JV
Financial Advisor February 2015
$35mm Structured JV
Corporate Name
Fundamental
DateFebruary 2015
ServiceArrange Capital
PracticeSecurities Transactions, Direct Placements, Sponsor Finance
IndustryReal Estate
InstrumentBonds, Structured JV & Project Finance
Capital SourceDirect & Specialty Investors
RoleFinancial Advisor

Credit Rating Advisory
Financial Advisor December 2014
Credit Rating Advisory
Corporate Name
American Tower Corporation
DateDecember 2014
ServiceCorporate Finance
PracticeStrategic Finance
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans
RoleFinancial Advisor

$460mm Secondary Offering
Senior Co-Manager November 2014
$460mm Secondary Offering
Corporate Name
La Quinta
DateNovember 2014
ServiceExecute Transaction
PracticeSecurities Transactions, Sponsor Finance
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$100mm Mezzanine Capital
Corporate Name
Greenleaf Power
DateAugust 2014
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Securities Transactions, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor & Placement Agent

$600mm Mandatory Preferred Stock Offering
Senior Co-Manager May 2014
$600mm Mandatory Preferred Stock Offering
Corporate Name
American Tower Corporation
DateMay 2014
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$650mm Initial Public Offering
Senior Co-Manager April 2014
$650mm Initial Public Offering
Corporate Name
La Quinta
DateApril 2014
ServiceExecute Transaction
PracticeSecurities Transactions, Sponsor Finance
IndustryConsumer, Financial & Industrials, Real Estate
InstrumentEquity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$4.8bn GTP Acquisition & Financing
Corporate Name
American Tower Corporation
DateSeptember 2013
ServiceCorporate Finance
PracticeLoan Arranging & Syndication
IndustryCommunications, Infrastructure & Energy, Media & Technology, Real Estate, Transportation
InstrumentLoans, Bonds, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$1.3bn Loan Amendment
Corporate Name
SandRidge Energy
DateJune 2013
ServiceExecute Transaction
PracticeLoan Arranging & Syndication, Asset Finance & Securitization
IndustryInfrastructure & Energy, Transportation
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$1.5bn Revolving Credit Facility
Corporate Name
American Tower Corporation
DateJune 2013
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$1.8bn Inaugural Tower Securitization Offering
Structuring Advisor and Senior Co-Manager March 2013
$1.8bn Inaugural Tower Securitization Offering
Corporate Name
American Tower Corporation
DateMarch 2013
ServiceExecute Transaction
PracticeSecurities Transactions, Asset Finance & Securitization
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleStructuring Advisor and Senior Co-Manager

$5bn Yen Balance Sheet Hedge
Financial Advisor March 2013
$5bn Yen Balance Sheet Hedge
Corporate Name
Corning
DateMarch 2013
ServiceExecute Transaction
PracticeDerivatives Risk Management, Strategic Finance
IndustryConsumer, Financial & Industrials
InstrumentDerivatives
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$1bn High Yield Notes
Underwriter August 2012
$1bn High Yield Notes
Corporate Name
Iron Mountain
DateAugust 2012
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryReal Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors
RoleUnderwriter

$700mm Inaugural REIT Notes Offering
Senior Co-Manager August 2012
$700mm Inaugural REIT Notes Offering
Corporate Name
American Tower Corporation
DateAugust 2012
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$1.1bn Senior Notes
Senior Co-Manager June 2012
$1.1bn Senior Notes
Corporate Name
American Tower Corporation
DateJune 2012
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$1.7bn Senior Notes
Senior Co-Manager June 2012
$1.7bn Senior Notes
Corporate Name
American Tower Corporation
DateJune 2012
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleSenior Co-Manager

$150mm Inaugural Revolver Credit Facility
Corporate Name
Earthlink, Inc.
DateJune 2012
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryConsumer, Communications, Financial & Industrials, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

Structured Commutation
Financial Advisor June 2012
Structured Commutation
Corporate Name
Ambac
DateJune 2012
ServiceCorporate Finance
PracticeDirect Placements, Liability & Equity Management, Derivatives Risk Management
IndustryConsumer, Financial & Industrials
InstrumentLoans, Bonds, Structured JV & Project Finance
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

$20mm Structured Investment
Corporate Name
Sunlight Partners
DateMay 2012
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Structured JV & Project Finance
Capital SourceLarge Institutional Investors, Direct & Specialty Investors
RolePlacement Agent

REIT Conversion
Financial Advisor May 2012
REIT Conversion
Corporate Name
Iron Mountain
DateMay 2012
ServiceCorporate Finance
PracticeSecurities Transactions, Asset Finance & Securitization, Liability & Equity Management, Strategic Finance
IndustryReal Estate
InstrumentBonds, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$150mm Revolving Credit Refi
Corporate Name
Checkpoint Systems, Inc.
DateFebruary 2012
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryConsumer, Communications, Financial & Industrials, Media & Technology
InstrumentLoans
Capital SourceGlobal & Regional Banks
RoleFinancial Advisor

$275mm Debt and Equity Capital
Corporate Name
Burgess Biopower
DateSeptember 2011
ServiceArrange Capital
PracticeLoan Arranging & Syndication, Securities Transactions, Direct Placements, Strategic Finance, Sponsor Finance
IndustryInfrastructure & Energy, Transportation
InstrumentLoans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked
Capital SourceGlobal & Regional Banks, Large Institutional Investors, Direct & Specialty Investors
RoleFinancial Advisor

Supplemental Revolving Credit Facility
Corporate Name
American Tower Corporation
DateMay 2011
ServiceArrange Capital
PracticeLoan Arranging & Syndication
IndustryCommunications, Media & Technology, Real Estate
InstrumentLoans
RoleFinancial Advisor & Arranger

$700mm High Yield Offering
Financial Advisor June 2010
$700mm High Yield Offering
Corporate Name
American Tower Corporation
DateJune 2010
ServiceExecute Transaction
PracticeSecurities Transactions
IndustryCommunications, Media & Technology, Real Estate
InstrumentBonds
Capital SourceGlobal & Regional Banks, Large Institutional Investors
RoleFinancial Advisor

$10bn Derivatives Unwind
Financial Advisor January 2009
$10bn Derivatives Unwind
Corporate Name