What were some of your most satisfying successes of the past year, and why?
Thinking on the past year, two deals in particular stand out as red-letter achievements. The first is a deal with Alpine Investors to complete a $3.4 billion single-asset secondary market transaction to continue its partnership with Apex Service Partners. We represented Blackstone Strategic Partners as a lead investor. It was one of our largest transactions of the year; an extremely complex deal with a lot of structuring elements that needed to work for both our client and the sponsor. Similarly, our involvement in closing the sale of Kaiser Permanente’s $5 billion private equity portfolio required some diligent work from our team and ended up being recognized as a secondaries ‘deal of the year’ by Buyouts magazine. I think these successes not only signify our transition from participants in the market to industry leaders, but also speak to the trust clients place in our ability to handle their most significant, transformative matters with precision and excellence.
