Sector Expertise

Our Areas of Expertise

Consumer & Retail

Principal Sector Focus:
  •  Apparel and Footwear
  •  Automotive Aftermarket
  •  Beverages
  •  Consumer Products
  •  Food Service Distribution
  •  Grocery Retail
  •  Mass and Discount Retail
  •  Packaged Food
  •  Protein & Produce
  •  Restaurants
  •  Specialty Retail
Notable Facts:
  •  Over 40 professionals worldwide based in New York, Charlotte, London and Hong Kong covering over 100 companies
  •  Completed over 75 transactions since the beginning of 2019
  •  #1 bookrunner for all Consumer & Retail IPOs
  •  #1 issuer of Consumer Institutional Leveraged Loans and #6 issuer of Consumer Institutional High Yield
  •  One of leading M&A advisory firms in the consumer & retail space – completed over 42 transactions since 2019

Energy

Principal Sector Focus:
  •  Exploration and Production
  •  Upstream
  •  Midstream
  •  Oil Field Services
Notable Facts:
  •  One of the largest energy investment banking teams in the world, with over 40 professionals worldwide and the deepest technical bench
  •  Unrivaled leader in Energy M&A, having advised on more than 115 transactions  since 2019
    •  Advised on over $2 billion in strategic and financial joint ventures
    •  Served 40 of the 50 largest worldwide energy companies
    •  Foremost advisor in oil and gas transactions in unconventional basins
  •  Robust financing business, active in both the public syndicated capital markets (high yield, leveraged loan, and equity offerings), and the private capital markets, and #1 market share

Financial Institutions

Principal Sector Focus:
  •  Asset Managers
  •  Broker-Dealers
  •  Business Development Companies
  •  Commercial Finance
  •  Depositories
  •  Consumer Finance
  •  Financial Technology
  •  Insurance
  •  Market Structure and Technology
Notable Facts:
  •  Over 10 professionals worldwide based in New York and London covering over 75 companies
  •  Completed over 150 bookrun financings and advisory transactions since the beginning of 2019

Financial Sponsors

Principal Sector Focus:
  •  Sell-Side M&A
  •  Acquisition Financing
  •  Staple Financing
  •  Dividend Recap Financing
  •  IPO and Secondary Share Monetizations
  •  Buy-Side M&A
Notable Facts:
  •  One of the largest dedicated financial sponsor coverage groups in the world, with over 15 senior professionals worldwide
  •  Completed over 175 transactions with an aggregate since the beginning of 2019
  •  Active coverage of over 220 private equity firms
  •  Raised  in debt and equity for financial sponsor portfolio companies, across over 100 leveraged finance transactions and equity financings in 2019
  •  Strong momentum in Europe, with over 45 transactions completed for financial sponsors in 2019

Healthcare

Principal Sector Focus:
  •  Large-Cap Pharmaceuticals
  •  Specialty Pharmaceuticals
  •  Generic Pharmaceuticals
  •  Pharmaceutical Services
  •  Biotechnology
  •  Diagnostics
  •  Life Science Tools
  •  Medical Devices
  •  Healthcare IT
  •  Healthcare Providers
  •  Managed Care
  •  Healthcare REITs
Notable Facts:
  •  One of the largest healthcare investment banking teams in the world
  •  Over 70 professionals worldwide based in New York, San Francisco, London and Hong Kong covering over 200 companies
  •  Completed over 300 bookrun financings and advisory transactions since the beginning of 2019 with an aggregate.

Industrials

Principal Sector Focus:
  •  Automotive
  •  Automotive Aftermarket
  •  Aviation, Aerospace & Defense
  •  Building Products
  •  Business & Industrial Services
  •  Chemicals
  •  Distribution
  •  Diversified Industrials
  •  Maritime & Shipping
  •  Metals & Mining
  •  Logistics & Transportation
  •  Paper & Packaging
  •  Power, Renewables & Infrastructure
Notable Facts:
  •  100 professionals worldwide based in New York, Boston, Chicago, Charlotte, Los Angeles, Washington DC, Atlanta, Houston, Hong Kong, London, Mumbai and Toronto covering over 230 companies
  •  Completed over 315 bookrun financing and advisory transactions since the beginning of 2019

Media, Communications & Information Services

Principal Sector Focus:
  •  Data and Information Services
  •  Advertising and Marketing Services
  •  Content and Entertainment
  •  Media, Publishing, and Broadcast
  •  Cloud and Internet Infrastructure
  •  Wireless and Satellite
  •  Wireline and Cable
  •  Towers, Distributed Antenna Systems (DAS) and Small Cell
Notable Facts:
  •  Over 15 professionals worldwide based in New York and London covering over 45 companies
  •  Completed over 110 bookrun financings and advisory transactions since the beginning of 2019

Public Finance

Principal Sector Focus:
  •  Airports
  •  Economic Development
  •  General Obligation Bonds
  •  Healthcare
  •  Higher Education
  •  Housing
  •  Public Power
  •  Public-Private Partnerships
  •  Renewables
  •  State Revolving Funds
  •  Transportation
  •  Water and Sewer
Notable Facts:
  •  Over 40 professionals located in nine cities throughout the United States
  •  Completed over 228 bookrun underwriting transactions with an aggregate since the beginning of 2019

Real Estate, Gaming & Lodging

Principal Sector Focus:
  •  Residential: Multifamily / Single-Family
  •  Industrial
  •  Office
  •  Retail
  •  Net Lease
  •  Data Centers
  •  Self Storage
  •  Lodging & Leisure
  •  Real Estate Owners, Land Developers, Service Providers
  •  Real Estate Private Equity Funds
  •  Gaming Operators, Online Gaming, Tribal Gaming
  •  Lottery Services and Gaming Equipment Manufacturers
Notable Facts:
  •  Over 10 professionals worldwide based in Charlotte, Frankfurt, London, and New York covering over 90 companies
  •  Completed over 190 bookrun financings and advisory transactions since the beginning of 2019

Technology

Principal Sector Focus:
  •  Cloud Infrastructure
  •  Communications Technology
  •  FinTech & Payments
  •  Internet
  •  Mobility Technology
  •  Semiconductors & Electronics
  •  Software
  •  Tech-Enabled Services
Notable Facts:
  •  Over 90 professionals across every vertical of technology in every major geography
  •  Completed over 290 Technology transactions since the beginning of 2019
  •  A category leader in technology leveraged finance with over 55 lead-left transactions since 2019
  •  36 Bookrun IPOs globally since 2019