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Practice

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Instrument

All Instruments

Industry

All Industries

$1.3bn Secured Notes

Senior Co-Manager March 2023

$1.3bn Secured Notes

Corporate Name

American Tower Corporation

Date

March 2023

Service

Execute Transaction

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans

Role

Senior Co-Manager

$1.5bn Senior Unsecured Notes

Senior Co-Manager February 2023
Corporate Name

American Tower Corporation

Date

February 2023

Service

Execute Transaction

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans

Role

Senior Co-Manager

General Corporate Finance

Senior Co-Manager December 2022

General Corporate Finance

Corporate Name

Wellbore Integrity Solutions

Date

December 2022

Service

Corporate Finance

ABL Refinancing

Exclusive Financial Advisor & Arranger September 2022
Corporate Name

Town & Country Holdings, Inc.

Date

September 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Sponsor Finance

Industry

Consumer

Instrument

Loans

Capital Source

Global & Regional Banks, Direct & Specialty Investors

Role

Exclusive Financial Advisor & Arranger

Senior Credit Facilities

Exclusive Financial Advisor & Arranger August 2022
Corporate Name

Authentix, Inc.

Date

August 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Direct Placements, Sponsor Finance

Industry

Communications, Infrastructure & Energy, Media & Technology, Transportation

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance

Role

Exclusive Financial Advisor & Arranger

General Corporate Finance

Financial Advisor August 2022

General Corporate Finance

Corporate Name

CBRE

Date

August 2022

Service

Corporate Finance

Industry

Consumer, Financial & Industrials, Real Estate

Role

Financial Advisor

$2.2bn joint venture with Steel Dynamics

Financial Advisor & Arranger July 2022
Corporate Name

Unity Aluminum

Date

July 2022

Service

Execute Transaction, Arrange Capital, Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance

Role

Financial Advisor & Arranger

General Corporate Finance

Financial Advisor & Arranger July 2022

General Corporate Finance

Corporate Name

Bluewater Private Equity

Date

July 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Direct Placements, Sponsor Finance

Industry

Infrastructure & Energy, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance

Role

Financial Advisor & Arranger

General Corporate Finance

Exclusive Financial Advisor & Arranger July 2022

General Corporate Finance

Corporate Name

Royce Corporation

Date

July 2022

Service

Arrange Capital, Corporate Finance

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements

Industry

Consumer, Financial & Industrials

Instrument

Loans, Mezzanine & Junior Debt

Capital Source

Global & Regional Banks, Direct & Specialty Investors

Role

Exclusive Financial Advisor & Arranger

General Corporate Finance

Sell-side Advisor July 2022
Corporate Name

Steel Dynamics, Inc.

Date

July 2022

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance

Role

Sell-side Advisor

$155mm Fleet Financing

Exclusive Financial Advisor & Arranger July 2022

$155mm Fleet Financing

Corporate Name

Voyager Global Mobility

Date

July 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements

Industry

Infrastructure & Energy, Transportation

Instrument

Loans

Capital Source

Direct & Specialty Investors

Role

Exclusive Financial Advisor & Arranger

General Corporate Finance

Financial Advisor July 2022

General Corporate Finance

Corporate Name

Needham & Co

Date

July 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Strategic Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

General Corporate Finance

Financial Advisor July 2022

General Corporate Finance

Corporate Name

H.I.G. Capital

Date

July 2022

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans, Bonds, Mezzanine & Junior Debt

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance, Acquisition & Monetization Finance

Role

Financial Advisor

$2.35bn Common Stock Offering

Co-Manager June 2022

$2.35bn Common Stock Offering

Corporate Name

American Tower Corporation

Date

June 2022

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Co-Manager

General Corporate Finance

Financial Advisor June 2022

General Corporate Finance

Corporate Name

Ambac

Date

June 2022

Service

Corporate Finance

Practice

Securities Transactions, Direct Placements, Liability & Equity Management

Industry

Financial & Industrials

Instrument

Bonds

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

$8.7bn Tender Offer

Co-Dealer Manager May 2022
Corporate Name

AT&T

Date

May 2022

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Co-Dealer Manager

$1.3bn Senior Notes

Senior Co-Manager March 2022
Corporate Name

American Tower Corporation

Date

March 2022

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$50mm Preferred Equity

Financial Advisor & Arranger October 2021
Corporate Name

Voyager Global Mobility

Date

October 2021

Service

Arrange Capital

Practice

Direct Placements, Strategic Finance

Industry

Transportation

Instrument

Equity & Equity-linked

Capital Source

Large Institutional Investors

Role

Financial Advisor & Arranger

Asset Monetization

Financial Advisor July 2021
Corporate Name

Geller & Company

Date

July 2021

Service

Corporate Finance

Practice

Strategic Finance

Industry

Consumer, Financial & Industrials

Instrument

Equity & Equity-linked

Capital Source

Acquisition & Monetization Finance

Role

Financial Advisor

General Corporate Finance

Financial Advisor July 2021

General Corporate Finance

Corporate Name

Ligado Networks

Date

July 2021

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Liability & Equity Management, Strategic Finance, Sponsor Finance

Industry

Communications, Media & Technology

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Leverage & Sponsor Finance

Role

Financial Advisor

$1bn AB Warehouse

Financial Advisor April 2021

$1bn AB Warehouse

Corporate Name

Global Jet Capital

Date

April 2021

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance

Role

Financial Advisor

$1.4bn Senior Notes

Senior Co-Manager March 2021

$1.4bn Senior Notes

Corporate Name

American Tower Corporation

Date

March 2021

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Large Institutional Investors

Role

Senior Co-Manager

$500mm Senior Notes

Financial Advisor March 2021

$500mm Senior Notes

Corporate Name

CBRE

Date

March 2021

Service

Execute Transaction

Practice

Securities Transactions

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Bonds

Capital Source

Large Institutional Investors

Role

Financial Advisor

DirecTV Sale

Financial Advisor February 2021

DirecTV Sale

Corporate Name

AT&T

Date

February 2021

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Strategic Finance, Sponsor Finance

Industry

Communications, Media & Technology

Instrument

Loans, Bonds, Derivatives, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Leverage & Sponsor Finance

Role

Financial Advisor

€7.7bn Acquisition of Telxius Towers

Financial Advisor January 2021

€7.7bn Acquisition of Telxius Towers

Corporate Name

American Tower Corporation

Date

January 2021

Service

Corporate Finance

Practice

Strategic Finance

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans, Bonds, Derivatives, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance

Role

Financial Advisor

Financial Advisor & Arranger

Financial Advisor & Arranger December 2020

Financial Advisor & Arranger

Corporate Name

Firefly

Date

December 2020

Service

Arrange Capital

Practice

Direct Placements

Industry

Communications, Infrastructure & Energy, Media & Technology

Instrument

Loans, Mezzanine & Junior Debt

Capital Source

Direct & Specialty Investors

Role

Financial Advisor & Arranger

$35mm Class B Warehouse

Financial Advisor December 2020

$35mm Class B Warehouse

Corporate Name

Uplift

Date

December 2020

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements

Industry

Consumer, Communications, Financial & Industrials, Media & Technology

Instrument

Loans, Mezzanine & Junior Debt

Capital Source

Large Institutional Investors, Direct & Specialty Investors, Leverage & Sponsor Finance

Role

Financial Advisor

$4.5bn+ Senior Notes (Multiple)

Senior Co-Manager December 2020

$4.5bn+ Senior Notes (Multiple)

Corporate Name

American Tower Corporation

Date

December 2020

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Large Institutional Investors

Role

Senior Co-Manager

$500mm Liability Management

Financial Advisor December 2020

$500mm Liability Management

Corporate Name

CBRE

Date

December 2020

Service

Execute Transaction

Practice

Liability & Equity Management

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Bonds

Role

Financial Advisor

$300mm Revolving Credit Facility

Financial Advisor & Arranger November 2020

$300mm Revolving Credit Facility

Corporate Name

Third Point Re

Date

November 2020

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor & Arranger

$77mm Private Placement

Exclusive Financial Advisor & Placement Agent October 2020
Corporate Name

Global Jet Capital

Date

October 2020

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Bonds, Structured JV & Project Finance

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Exclusive Financial Advisor & Placement Agent

Strategic Finance Advisory

Financial Advisor October 2020

Strategic Finance Advisory

Corporate Name

American Tower Corporation

Date

October 2020

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Liability & Equity Management, Derivatives Risk Management, Strategic Finance

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans, Bonds, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

Exchange Offer

Senior Dealer Manager September 2020
Corporate Name

AT&T

Date

September 2020

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Dealer Manager

€1.4bn Euro Notes Offering

Financial Advisor September 2020
Corporate Name

American Tower Corporation

Date

September 2020

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

$125mm Bridge Financing

Financial Advisor & Arranger August 2020
Corporate Name

Third Point Re

Date

August 2020

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Strategic Finance, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor & Arranger

Acquisition Finance

Financial Advisor August 2020
Corporate Name

Third Point Re

Date

August 2020

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Direct Placements, Liability & Equity Management, Strategic Finance, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

Equity Raise

Financial Advisor & Placement Agent August 2020

Equity Raise

Corporate Name

Great Lakes Basin Transportation

Date

August 2020

Service

Arrange Capital

Practice

Direct Placements, Strategic Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor & Placement Agent

$625mm Deal Contingent Hedging Program

Financial Advisor June 2020

$625mm Deal Contingent Hedging Program

Corporate Name

El Paso Electric

Date

June 2020

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Infrastructure & Energy, Transportation

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$12.5bn Global Notes Offering

Senior Co-Manager May 2020

$12.5bn Global Notes Offering

Corporate Name

AT&T

Date

May 2020

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$500mm Equity Follow On

Financial Advisor May 2020
Corporate Name

Penn National Gaming

Date

May 2020

Service

Execute Transaction

Practice

Securities Transactions, Strategic Finance

Industry

Consumer, Financial & Industrials

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

Derivatives Hedging

Financial Advisor May 2020

Derivatives Hedging

Corporate Name

Simcoe County Community Energy Co-op

Date

May 2020

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Infrastructure & Energy, Transportation

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$8.3bn Exchange Offer

Dealer Manager March 2020
Corporate Name

AT&T

Date

March 2020

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Dealer Manager

General Corporate Finance

Financial Advisor March 2020

General Corporate Finance

Corporate Name

World Wrestling Entertainment

Date

March 2020

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Instrument

Loans, Bonds, Derivatives, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

$5bn+ Senior Notes (2019)

Senior Co-Manager December 2019
Corporate Name

American Tower Corporation

Date

December 2019

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$77mm Swaps Structuring & Execution

Financial Advisor December 2019

$77mm Swaps Structuring & Execution

Corporate Name

Yuco

Date

December 2019

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Infrastructure & Energy, Real Estate, Transportation

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

A$1.9bn Subsidiary Refinancing

Financial Advisor November 2019

A$1.9bn Subsidiary Refinancing

Corporate Name

News Corp

Date

November 2019

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Liability & Equity Management, Strategic Finance

Industry

Communications, Media & Technology

Instrument

Loans, Bonds, Mezzanine & Junior Debt

Capital Source

Global & Regional Banks

Role

Financial Advisor

$65mm Growth Capital

Exclusive Financial Advisor & Placement Agent November 2019
Corporate Name

Buggy TLC Rentals

Date

November 2019

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Direct Placements, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Exclusive 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

Date

October 2019

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$1.25bn Structured Derivative Unwind

Financial Advisor August 2019

$1.25bn Structured Derivative Unwind

Corporate Name

Omnicom Group

Date

August 2019

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Consumer, Financial & Industrials

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$134mm Structured Monetization

Financial Advisor July 2019

$134mm Structured Monetization

Corporate Name

Texas Water Supply

Date

July 2019

Service

Execute Transaction

Practice

Securities Transactions, Asset Finance & Securitization, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Bonds

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

Derivatives Risk Management

Financial Advisor July 2019

Derivatives Risk Management

Corporate Name

Pattern Energy

Date

July 2019

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Infrastructure & Energy, Transportation

Instrument

Derivatives, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

Obligor Exchange

Senior Dealer Manager June 2019
Corporate Name

AT&T

Date

June 2019

Service

Execute Transaction

Practice

Loan Arranging & Syndication, Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Dealer Manager

$1.1bn Common Stock Offering

Co-Manager February 2019
Corporate Name

Equinix

Date

February 2019

Service

Execute Transaction

Practice

Securities Transactions, Direct Placements

Industry

Communications, Media & Technology, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Co-Manager

$500mm Share Repurchase Program

Financial Advisor February 2019

$500mm Share Repurchase Program

Corporate Name

World Wrestling Entertainment

Date

February 2019

Service

Execute Transaction

Practice

Securities Transactions, Liability & Equity Management

Industry

Communications, Media & Technology

Instrument

Derivatives, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

$50mm Debt Refinancing

Financial Advisor December 2018

$50mm Debt Refinancing

Corporate Name

Cloud 5

Date

December 2018

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Direct Placements, Sponsor Finance

Industry

Communications, Media & Technology

Instrument

Loans, Bonds, Mezzanine & Junior Debt

Capital Source

Global & Regional Banks, Direct & Specialty Investors

Role

Financial Advisor

$2.25bn Funded Term Loan

Arranger October 2018
Corporate Name

AT&T

Date

October 2018

Service

Arrange Capital

Industry

Communications, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Arranger

$200mm Letter of Credit Facility

Financial Advisor & Arranger July 2018
Corporate Name

Third Point Re

Date

July 2018

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor & Arranger

€500mm Senior Notes

Financial Advisor May 2018
Corporate Name

American Tower Corporation

Date

May 2018

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

Strategic Finance

Financial Advisor May 2018

Strategic Finance

Corporate Name

Equinix

Date

May 2018

Service

Corporate Finance

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

$875mm Tower Securitization Offering

Senior Co-Manager March 2018

$875mm Tower Securitization Offering

Corporate Name

American Tower Corporation

Date

March 2018

Service

Execute Transaction

Practice

Securities Transactions, Asset Finance & Securitization

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$1bn Revolver Amend & Extend

Financial Advisor February 2018
Corporate Name

NetScout

Date

February 2018

Service

Arrange Capital

Industry

Communications, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

$300mm Accelerated Share Repurchase

Financial Advisor February 2018
Corporate Name

NetScout

Date

February 2018

Service

Execute Transaction

Practice

Loan Arranging & Syndication, Securities Transactions, Strategic Finance

Industry

Communications, Media & Technology

Instrument

Derivatives, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

$8.5bn+ Senior Notes (2010-2017)

Senior Co-Manager December 2017

$8.5bn+ Senior Notes (2010-2017)

Corporate Name

American Tower Corporation

Date

December 2017

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$200mm Credit Facility Refinancing

Financial Advisor December 2017

$200mm Credit Facility Refinancing

Corporate Name

Bel Fuse

Date

December 2017

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Consumer, Financial & Industrials

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

$525mm Notes Offering

Financial Advisor December 2017
Corporate Name

FXI

Date

December 2017

Service

Execute Transaction

Practice

Securities Transactions, Strategic Finance, Sponsor Finance

Industry

Consumer, Financial & Industrials, Infrastructure & Energy, Transportation

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

$300mm Term Loan

Financial Advisor July 2017
Corporate Name

Mitel Networks

Date

July 2017

Service

Execute Transaction

Practice

Securities Transactions, Strategic Finance

Industry

Communications, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

FX Derivatives Risk Management

Financial Advisor July 2017

FX Derivatives Risk Management

Corporate Name

American Tower Corporation

Date

July 2017

Service

Corporate Finance

Practice

Derivatives Risk Management

Industry

Communications, Media & Technology, Real Estate

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

Asset Based Loan

Financial Advisor June 2017

Asset Based Loan

Corporate Name

Geokinetics

Date

June 2017

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

€500mm Inaugural Euro Notes Offering

Financial Advisor April 2017

€500mm Inaugural Euro Notes Offering

Corporate Name

American Tower Corporation

Date

April 2017

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

$2.6bn Global Notes

Co-Manager March 2017
Corporate Name

AT&T

Date

March 2017

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Co-Manager

$500mm Credit Facility

Financial Advisor March 2017
Corporate Name

Mitel Networks

Date

March 2017

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Communications, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

$1.43bn Offering of Global Notes

Co-Manager March 2017

$1.43bn Offering of Global Notes

Corporate Name

AT&T

Date

March 2017

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Co-Manager

$310mm Senior Secured Notes

Financial Advisor February 2017
Corporate Name

Airxcel

Date

February 2017

Service

Execute Transaction

Practice

Securities Transactions, Sponsor Finance

Industry

Consumer, Financial & Industrials

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

$20mm Venture Debt Facility

Financial Advisor January 2017
Corporate Name

Eleven James

Date

January 2017

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Consumer, Communications, Financial & Industrials, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks, Direct & Specialty Investors

Role

Financial Advisor

$215mm Call Spread Overlay

Financial Advisor December 2016

$215mm Call Spread Overlay

Corporate Name

World Wrestling Entertainment

Date

December 2016

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Communications, Media & Technology

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$215mm Convertible Notes

Senior Co-Manager December 2016
Corporate Name

World Wrestling Entertainment

Date

December 2016

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

Strategic JV Finance

Financial Advisor May 2016

Strategic JV Finance

Corporate Name

Penn National Gaming

Date

May 2016

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Securities Transactions, Direct Placements

Industry

Consumer, Financial & Industrials

Instrument

Mezzanine & Junior Debt, Structured JV & Project Finance

Capital Source

Direct & Specialty Investors

Role

Financial Advisor

Property Monetization

Financial Advisor December 2015

Property Monetization

Corporate Name

Darden

Date

December 2015

Service

Arrange Capital

Practice

Direct Placements, Liability & Equity Management, Strategic Finance, Sponsor Finance

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Mezzanine & Junior Debt, Structured JV & Project Finance

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

$30mm Lease Financing

Placement Agent November 2015
Corporate Name

Tuscon Electric Power

Date

November 2015

Service

Arrange Capital

Practice

Securities Transactions, Asset Finance & Securitization, Direct Placements, Sponsor Finance

Industry

Infrastructure & Energy, Real Estate, Transportation

Instrument

Loans, Equity & Equity-linked

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Placement Agent

Acquisition of Plainfield Renewable Energy

Financial Advisor & Placement Agent August 2015
Corporate Name

Greenleaf Power

Date

August 2015

Practice

Loan Arranging & Syndication, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Role

Financial Advisor & Placement Agent

$1.5bn Tower Securitization Offering

Senior Co-Manager May 2015

$1.5bn Tower Securitization Offering

Corporate Name

American Tower Corporation

Date

May 2015

Service

Execute Transaction

Practice

Securities Transactions, Asset Finance & Securitization

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

Derivatives Credit Support Annex

Financial Advisor April 2015

Derivatives Credit Support Annex

Corporate Name

AT&T

Date

April 2015

Service

Corporate Finance

Practice

Derivatives Risk Management

Industry

Communications, Media & Technology

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$565mm Secondary Offering

Senior Co-Manager March 2015
Corporate Name

La Quinta

Date

March 2015

Service

Execute Transaction

Practice

Securities Transactions, Sponsor Finance

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$2.5bn Common Shares

Senior Co-Manager March 2015
Corporate Name

American Tower Corporation

Date

March 2015

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior 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

Date

March 2015

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$35mm Structured JV

Financial Advisor February 2015

$35mm Structured JV

Corporate Name

Fundamental

Date

February 2015

Service

Arrange Capital

Practice

Securities Transactions, Direct Placements, Sponsor Finance

Industry

Real Estate

Instrument

Bonds, Structured JV & Project Finance

Capital Source

Direct & Specialty Investors

Role

Financial Advisor

Credit Rating Advisory

Financial Advisor December 2014

Credit Rating Advisory

Corporate Name

American Tower Corporation

Date

December 2014

Service

Corporate Finance

Practice

Strategic Finance

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans

Role

Financial Advisor

$460mm Secondary Offering

Senior Co-Manager November 2014
Corporate Name

La Quinta

Date

November 2014

Service

Execute Transaction

Practice

Securities Transactions, Sponsor Finance

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$100mm Mezzanine Capital

Financial Advisor & Placement Agent August 2014
Corporate Name

Greenleaf Power

Date

August 2014

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Securities Transactions, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor & Placement Agent

$600mm Mandatory Preferred Stock Offering

Senior Co-Manager May 2014

$600mm Mandatory Preferred Stock Offering

Corporate Name

American Tower Corporation

Date

May 2014

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$650mm Initial Public Offering

Senior Co-Manager April 2014

$650mm Initial Public Offering

Corporate Name

La Quinta

Date

April 2014

Service

Execute Transaction

Practice

Securities Transactions, Sponsor Finance

Industry

Consumer, Financial & Industrials, Real Estate

Instrument

Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$4.8bn GTP Acquisition & Financing

Financial Advisor September 2013

$4.8bn GTP Acquisition & Financing

Corporate Name

American Tower Corporation

Date

September 2013

Service

Corporate Finance

Practice

Loan Arranging & Syndication

Industry

Communications, Infrastructure & Energy, Media & Technology, Real Estate, Transportation

Instrument

Loans, Bonds, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

$1.3bn Loan Amendment

Financial Advisor June 2013

$1.3bn Loan Amendment

Corporate Name

SandRidge Energy

Date

June 2013

Service

Execute Transaction

Practice

Loan Arranging & Syndication, Asset Finance & Securitization

Industry

Infrastructure & Energy, Transportation

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

$1.5bn Revolving Credit Facility

Financial Advisor June 2013

$1.5bn Revolving Credit Facility

Corporate Name

American Tower Corporation

Date

June 2013

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial 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

Date

March 2013

Service

Execute Transaction

Practice

Securities Transactions, Asset Finance & Securitization

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Structuring Advisor and Senior Co-Manager

$5bn Yen Balance Sheet Hedge

Financial Advisor March 2013

$5bn Yen Balance Sheet Hedge

Corporate Name

Corning

Date

March 2013

Service

Execute Transaction

Practice

Derivatives Risk Management, Strategic Finance

Industry

Consumer, Financial & Industrials

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

$1bn High Yield Notes

Underwriter August 2012
Corporate Name

Iron Mountain

Date

August 2012

Service

Execute Transaction

Practice

Securities Transactions

Industry

Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

Role

Underwriter

$700mm Inaugural REIT Notes Offering

Senior Co-Manager August 2012

$700mm Inaugural REIT Notes Offering

Corporate Name

American Tower Corporation

Date

August 2012

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$1.1bn Senior Notes

Senior Co-Manager June 2012
Corporate Name

American Tower Corporation

Date

June 2012

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$1.7bn Senior Notes

Senior Co-Manager June 2012
Corporate Name

American Tower Corporation

Date

June 2012

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Senior Co-Manager

$150mm Inaugural Revolver Credit Facility

Financial Advisor June 2012

$150mm Inaugural Revolver Credit Facility

Corporate Name

Earthlink, Inc.

Date

June 2012

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Consumer, Communications, Financial & Industrials, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

Structured Commutation

Financial Advisor June 2012

Structured Commutation

Corporate Name

Ambac

Date

June 2012

Service

Corporate Finance

Practice

Direct Placements, Liability & Equity Management, Derivatives Risk Management

Industry

Consumer, Financial & Industrials

Instrument

Loans, Bonds, Structured JV & Project Finance

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

$20mm Structured Investment

Placement Agent May 2012
Corporate Name

Sunlight Partners

Date

May 2012

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Securities Transactions, Asset Finance & Securitization, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Structured JV & Project Finance

Capital Source

Large Institutional Investors, Direct & Specialty Investors

Role

Placement Agent

REIT Conversion

Financial Advisor May 2012
Corporate Name

Iron Mountain

Date

May 2012

Service

Corporate Finance

Practice

Securities Transactions, Asset Finance & Securitization, Liability & Equity Management, Strategic Finance

Industry

Real Estate

Instrument

Bonds, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks

Role

Financial Advisor

$150mm Revolving Credit Refi

Financial Advisor February 2012

$150mm Revolving Credit Refi

Corporate Name

Checkpoint Systems, Inc.

Date

February 2012

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Consumer, Communications, Financial & Industrials, Media & Technology

Instrument

Loans

Capital Source

Global & Regional Banks

Role

Financial Advisor

$275mm Debt and Equity Capital

Financial Advisor September 2011
Corporate Name

Burgess Biopower

Date

September 2011

Service

Arrange Capital

Practice

Loan Arranging & Syndication, Securities Transactions, Direct Placements, Strategic Finance, Sponsor Finance

Industry

Infrastructure & Energy, Transportation

Instrument

Loans, Bonds, Mezzanine & Junior Debt, Structured JV & Project Finance, Equity & Equity-linked

Capital Source

Global & Regional Banks, Large Institutional Investors, Direct & Specialty Investors

Role

Financial Advisor

Supplemental Revolving Credit Facility

Financial Advisor & Arranger May 2011

Supplemental Revolving Credit Facility

Corporate Name

American Tower Corporation

Date

May 2011

Service

Arrange Capital

Practice

Loan Arranging & Syndication

Industry

Communications, Media & Technology, Real Estate

Instrument

Loans

Role

Financial Advisor & Arranger

$700mm High Yield Offering

Financial Advisor June 2010
Corporate Name

American Tower Corporation

Date

June 2010

Service

Execute Transaction

Practice

Securities Transactions

Industry

Communications, Media & Technology, Real Estate

Instrument

Bonds

Capital Source

Global & Regional Banks, Large Institutional Investors

Role

Financial Advisor

$10bn Derivatives Unwind

Financial Advisor January 2009

$10bn Derivatives Unwind

Corporate Name

Verizon

Date

January 2009

Service

Execute Transaction

Practice

Derivatives Risk Management

Industry

Communications, Media & Technology

Instrument

Derivatives

Capital Source

Global & Regional Banks

Role

Financial Advisor

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