Joseph O. Evans

Technology, Software, and AI

• Advent International in its $6.3 billion take-private of Nuvei, a global payments technology company
• Blackstone Growth in its majority investment in M3, LLC, a cloud-based financial platform and services company serving more than 8,000 properties in the North American hospitality industry
• Blackstone Energy Transition Partners and Irth Solutions, a provider of enterprise software for critical energy and infrastructure companies, in the sale of Irth to TPG Growth
• Keysight Technologies (NYSE: KEYS) in its acquisition of the Optical Solutions Group from Synopsys (Nasdaq: SNPS)
• TPG Rise Climate in the creation, with Applied Materials, of Elevated Materials, a carve-out company that brings to market ultra-thin, uniform lithium films designed to enable next-generation batteries with greater energy density, cycle life and charge rates
• Thoma Bravo in its pending acquisition of WWEX Group, a third-party logistics provider whose brands include Worldwide Express, GlobalTranz and Unishippers. WWEX will be combined with
• Thoma Bravo portfolio company Auctane (ShipStation, Stamps.com)
• Vista Equity Partners-backed Jamf (Nasdaq: JAMF) in its acquisition of Identity Automation, a dynamic identity and access management (IAM) platform, for approximately $215 million in cash
• Vista Equity Partners-backed Nasuni in its acquisition of Resilio, a provider of high-performance file synchronization and edge acceleration technology
• AKKR portfolio company Vitu in its acquisition from Cox Automotive of the Dealertrack registration and titling businesses
• Hg in:
  • its strategic investment in CINC Systems, a cloud-based software company serving the community association management sector
  • its significant strategic investment in Empyrean Solutions, a provider of integrated risk and performance management solutions for financial institutions
• Strattam Capital portfolio company Kindsight, a provider of fundraising intelligence software, in its acquisition of Affinaquest, a provider of advancement CRM and athletics data solutions

Industrials, Infrastructure and Business Services

• Transom Capital Group in its acquisition by tender offer and merger of SigmaTron International (Nasdaq: SGMA), an electronic manufacturing services company
• Alpine Investors in the launch of Cobalt Service Partners, an access solutions platform, and the related acquisition of Piedmont Door Solutions, a provider of commercial doors and entrance solutions
• Bernhard Capital Partners in:
  • its acquisition of TechServ, a utility engineering, oversight and telecommunication design services provider, to establish a utility engineering and consulting platform
  • its acquisition of Revenew, a provider of contract compliance, profit recovery and performance consulting services, from Sentinel Capital Partners
  • the sale of United WELD Holdings to One Equity Partners
• Pike Corporation, a provider of infrastructure engineering and construction services for the electrical grid, in:
  • its sale of a majority interest to TPG Rise Climate and La Caisse
  • its acquisition, through its subsidiary United Grid Solutions, of the Power Delivery Business Unit of United Engineers & Constructors from affiliates of CriticalPoint Capital

Financial Services

• SKY Leasing, an alternative investment manager focused on aviation, in its acquisition of the JetBlue Ventures platform from JetBlue Airways (Nasdaq: JBLU)
• GTCR in its acquisition of Fiduciary Trust Company, a Boston-based private wealth manager and trust company serving ultra-high-net-worth individuals, families and institutions

Healthcare

• Sheridan Capital Partners in its investment in Carolina Components Group, a provider of custom-engineered bioprocessing assemblies and components
• TA Associates-backed Healix, a provider of outpatient infusion therapy management services, in its sale to Singlepoint Healthcare
• Shore Capital Partners in the merger of Mission Veterinary Partners and Southern Veterinary Partners

Consumer and Leisure

• Bharti Enterprises and Warburg Pincus in their strategic investment in Haier India, a subsidiary of the Haier Group
• Oaktree-backed Awager Ltd., a provider of live slot streaming technology, in its sale to Aristocrat Leisure Limited
• Transom Capital on the sale of Loud Audio, LLC (Mackie), an audio products company, to RØDE Microphones

Capital Markets

• OCA Acquisition Corp. (Nasdaq: OCAX), a special purpose acquisition company, in its business combination with Powermers Smart Industries, a global green-powered solutions company, at an expected pro forma equity value of approximately $2 billion

Liability Management

• Multi-Color Corporation and 55 of its affiliates (collectively, MCC) in their prepackaged Chapter 11 proceedings filed in the United States Bankruptcy Court for the District of New Jersey. MCC is a leading global provider of prime label solutions. MCC’s confirmed Chapter 11 plan reflects a global settlement among MCC’s major constituencies and reduces net debt by nearly $4 billion. MCC will receive an $889 million investment from the company’s equity sponsor and other secured lenders. The plan leaves general unsecured claims unimpaired
• Magenta Buyer LLC (dba Trellix and Skyhigh Security) in a liability management transaction with a substantial majority of its first lien and second lien term lenders. The transaction included a recapitalization and exchange of existing secured debt, raised $400 million of new super senior first-out term loan liquidity, captured more than $628 million of debt discount and achieved 99.9% lender participation