Anthony's practice focuses primarily on private equity transactions, mergers and acquisitions, entity formation, dispositions, carve-outs, borrower side financing and negotiation, capital raises, and complex commercial finance transactions.
Representative Experience
- Represented NWN Corporation in its acquisition of Leverage Information Systems, Inc., a company engaged in technology-based hybrid IT business solutions.
- Represented Sequoia Financial Group, a leading financial service firm, in its acquisition of Karpas Strategies, a prominent wealth management firm.
- Represented Loar Holdings Inc., a diversified manufacturer and supplier of niche aerospace and defense components, in its acquisition of Applied Avionics, Inc., a manufacturer of highly engineered avionics interface solutions catering to the aviation industry, valued at $385 million.
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Represented Clarendon Capital in its platform acquisition of a transportation logistics company focused on alcoholic beverage delivery.
- Represented a global leader in the formulation, development and manufacture of performance polymer solutions in its acquisition of a developer of premium thermoplastic elastomer (TPE) materials for manufacturers across a diverse range of industries throughout North America, Asia and Europe.
- Represented a private equity-back manufacturer of machine tools in its acquisition of a manufacturer of plastic injection molding & precision machined components for telecom equipment.
- Represented Stonehenge Partners in its sale of its portfolio company, PPM Technologies, a leading manufacturer of high-quality conveying, coating, and thermal equipment, to Duravant LLC, a portfolio company of Warburg Pincus and Carlyle.
- Represented Sequoia Financial Group, LLC, a registered investment advisor with $15+ billion in client assets, in both of its minority equity investment transactions, first with Kudu Investment Management, LLC (Kudu), an independent provider of long-term capital solutions to asset and wealth managers worldwide, through a strategic investment, and then with Valeas Capital Partners, a private equity fund with a focus on asset and wealth management businesses.
- Represented Sequoia Financial Group, LLC, a financial planning, wealth management, and asset management firm in several add-on transactions, including the acquisition of Zeke Capital Advisors, LLC, NCA Financial Planners, Inc., and Wealthstone Advisors, LLC.
- Represented Stellex Capital Management, a middle market private equity firm with offices in New York and London, in its acquisition of Custom Glass Solutions from Guardian Industries.