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Cover Image David Hepp
David HeppPaul Weiss Rifkind Wharton & Garrison

David Hepp

Partner at Paul Weiss Rifkind Wharton & Garrison

Lawyer

New York

Deal Bio

Total Deals39
Valued Deals17
Total Value£ 45.88 B
Avg. Deal Size£ 2.70 B

Market Context

Awards

2024 Top Private Equity Lawyers in North America

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17 Apr 2018|United States|Private Equity
Tennenbaum Capital Partners
BLACKROCK

Target: TENNENBAUM CAPITAL PARTNERS

Bidder: BLACKROCK

7 Service Providers

4 Target | 1 Bidder | 2 Vendor

20 Dealmakers

12 Target | 6 Bidder | 2 Vendor

n/a

Value

08 Jan 2019|United States|Hedge Funds
Ssi Investment Management
Resolute Investment Managers

Target: SSI INVESTMENT MANAGEMENT INC

Bidder: RESOLUTE INVESTMENT MANAGERS INC

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

08 Jan 2019|United States|Asset Managers and Custodians
Rsw Investments
Resolute Investment Managers

Target: RSW INVESTMENTS LLC

Bidder: RESOLUTE INVESTMENT MANAGERS INC

6 Service Providers

3 Target | 3 Bidder

5 Dealmakers

2 Target | 3 Bidder

n/a

Value

30 Apr 2019|United States|Asset Managers and Custodians
Green Harvest Asset Management
Resolute Investment Managers

Target: GREEN HARVEST ASSET MANAGEMENT

Bidder: RESOLUTE INVESTMENT MANAGERS INC

4 Service Providers

1 Target | 3 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

06 Nov 2019|United States|Private Equity
National Investment Services
Resolute Investment Managers

Target: NATIONAL INVESTMENT SERVICES INC

Bidder: RESOLUTE INVESTMENT MANAGERS INC

6 Service Providers

3 Target | 3 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

18 Dec 2019|United Kingdom|Infrastructure Funds
Infrared Capital Partners
Sun Life Financial

Target: INFRARED CAPITAL PARTNERS

Bidder: SUN LIFE FINANCIAL INC

6 Service Providers

3 Target | 3 Bidder

45 Dealmakers

26 Target | 19 Bidder

£ 300 M

Value

21 Jan 2020|Hong Kong|Venture Capital
Ares Ssg
Ares Management

Target: ARES SSG

Bidder: ARES MANAGEMENT

5 Service Providers

2 Target | 3 Bidder

19 Dealmakers

8 Target | 11 Bidder

n/a

Value

19 Feb 2020|United States|Private Equity
Comvest Partners
Affiliated Managers Group

Target: COMVEST PARTNERS

Bidder: AFFILIATED MANAGERS GROUP INC

3 Service Providers

1 Target | 2 Bidder

10 Dealmakers

2 Target | 8 Bidder

n/a

Value

20 Feb 2020|United States|Diversified Financials
E*trade Financial Corporate Services
Morgan Stanley

Target: E*TRADE FINANCIAL CORPORATE SERVICES

Bidder: MORGAN STANLEY INC

7 Service Providers

4 Target | 3 Bidder

28 Dealmakers

15 Target | 13 Bidder

£ 10.02 B

Value

02 Oct 2020|United States|Asset Managers and Custodians
WILSHIRE
Cc Capital Partners

Target: WILSHIRE

Bidder: CC CAPITAL PARTNERS INC

8 Service Providers

3 Target | 5 Bidder

14 Dealmakers

10 Target | 4 Bidder

n/a

Value

21 Oct 2020|United States|Asset Managers and Custodians
Crescent Capital Group
Sun Life Financial

Target: CRESCENT CAPITAL GROUP

Bidder: SUN LIFE FINANCIAL INC

8 Service Providers

4 Target | 4 Bidder

36 Dealmakers

22 Target | 14 Bidder

£ 258 M

Value

29 Oct 2020|United States|Private Equity
PRETIUM
American Equity Investment Life

Target: PRETIUM

Bidder: AMERICAN EQUITY INVESTMENT LIFE

5 Service Providers

2 Target | 3 Bidder

17 Dealmakers

3 Target | 14 Bidder

£ 77 M

Value

23 Dec 2020|United States|Asset Managers and Custodians
Blue Owl Capital
Dyal Capital Partners

Target: BLUE OWL CAPITAL

Bidder: DYAL CAPITAL PARTNERS

27 Service Providers

1 Target | 26 Bidder

108 Dealmakers

2 Target | 109 Bidder

£ 9.33 B

Value

23 Feb 2021|United States|Asset Managers and Custodians
Wells Fargo & Company (asset Management Unit)
Reverence Capital Partners

Target: WELLS FARGO & COMPANY (ASSET MANAGEMENT UNIT)

Bidder: REVERENCE CAPITAL PARTNERS

26 Service Providers

2 Target | 21 Bidder | 3 Vendor

41 Dealmakers

3 Target | 18 Bidder | 20 Vendor

£ 1.50 B

Value

23 Apr 2021|United States|Health Care Services
PINNACLECARE
Sun Life Financial

Target: PINNACLECARE

Bidder: SUN LIFE FINANCIAL INC

6 Service Providers

4 Target | 2 Bidder

13 Dealmakers

5 Target | 8 Bidder

£ 61 M

Value

06 Jul 2021|United States|Private Equity
Parnassus Investments
Affiliated Managers Group

Target: PARNASSUS INVESTMENTS

Bidder: AFFILIATED MANAGERS GROUP INC

6 Service Providers

3 Target | 3 Bidder

21 Dealmakers

14 Target | 7 Bidder

£ 435 M

Value

14 Dec 2021|United States|Real Estate Holding and Development
Thorofare Capital
Callodine Group

Target: THOROFARE CAPITAL

Bidder: CALLODINE GROUP

6 Service Providers

3 Target | 3 Bidder

26 Dealmakers

18 Target | 8 Bidder

n/a

Value

12 Apr 2022|United States|Payments / Commerce
Circle Internet Financial
BLACKROCK

Target: CIRCLE INTERNET FINANCIAL LIMITED

Bidder: BLACKROCK

7 Service Providers

2 Target | 5 Bidder

7 Dealmakers

2 Target | 5 Bidder

£ 307 M

Value

26 Aug 2022|United States|Venture Capital
Westech Investment Advisors
P10

Target: WESTECH INVESTMENT ADVISORS

Bidder: P10 INC

5 Service Providers

3 Target | 2 Bidder

11 Dealmakers

7 Target | 4 Bidder

£ 82 M

Value

01 Sep 2022|United States|Asset Managers and Custodians
Advisors Asset Management
Sun Life Financial

Target: ADVISORS ASSET MANAGEMENT

Bidder: SUN LIFE FINANCIAL INC

7 Service Providers

3 Target | 4 Bidder

21 Dealmakers

2 Target | 19 Bidder

£ 185 M

Value

08 Jun 2023|United Kingdom|Venture Capital
Kreos Capital
BLACKROCK

Target: KREOS CAPITAL

Bidder: BLACKROCK

6 Service Providers

3 Target | 3 Bidder

14 Dealmakers

3 Target | 11 Bidder

n/a

Value

16 Aug 2018|United States|Real Estate Holding and Development
SAVANNA
Tunbridge Investment Partners

Target: SAVANNA

Bidder: TUNBRIDGE INVESTMENT PARTNERS

6 Service Providers

2 Target | 4 Bidder

11 Dealmakers

1 Target | 10 Bidder

n/a

Value

07 Nov 2018|United States|Asset Managers and Custodians
Wcm Investment Management
Groupe Bpce

Target: WCM INVESTMENT MANAGEMENT

Bidder: GROUPE BPCE

4 Service Providers

2 Target | 2 Bidder

19 Dealmakers

13 Target | 6 Bidder

n/a

Value

27 Jun 2023|Netherlands|Private Equity
Forbion Capital Partners
Affiliated Managers Group

Target: FORBION CAPITAL PARTNERS

Bidder: AFFILIATED MANAGERS GROUP INC

5 Service Providers

2 Target | 3 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

24 Jul 2023|United States|Private Equity
Sculptor Capital Management
Rithm Capital Corp

Target: SCULPTOR CAPITAL MANAGEMENT

Bidder: RITHM CAPITAL CORP

16 Service Providers

11 Target | 5 Bidder

110 Dealmakers

84 Target | 26 Bidder

£ 587 M

Value

17 Jul 2023|United States|Investment Banking
Veritable
PATHSTONE

Target: VERITABLE LP

Bidder: PATHSTONE

10 Service Providers

3 Target | 5 Bidder | 2 Vendor

12 Dealmakers

2 Target | 6 Bidder | 4 Vendor

n/a

Value

06 Sep 2023|United States|Diversified Financials
Blackrock Tcp Capital
Blackrock Capital Investment Corporation

Target: BLACKROCK TCP CAPITAL

Bidder: BLACKROCK CAPITAL INVESTMENT CORPORATION

7 Service Providers

4 Target | 3 Bidder

29 Dealmakers

18 Target | 11 Bidder

n/a

Value

01 Jun 2023|United Kingdom|Asset Managers and Custodians
Privacore / Janus Henderson Investors Joint Venture
Janus Henderson Investors

Target: PRIVACORE / JANUS HENDERSON INVESTORS JOINT VENTURE

Bidder: JANUS HENDERSON INVESTORS

3 Service Providers

3 Bidder

7 Dealmakers

7 Bidder

n/a

Value

23 Oct 2023|United States|Private Equity
Ara Partners Group
Affiliated Managers Group

Target: ARA PARTNERS GROUP

Bidder: AFFILIATED MANAGERS GROUP INC

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

8 Dealmakers

2 Target | 4 Bidder | 2 Vendor

n/a

Value

06 Feb 2023|Spain|Private Equity
Suma Capital
Affiliated Managers Group

Target: SUMA CAPITAL

Bidder: AFFILIATED MANAGERS GROUP INC

2 Service Providers

2 Bidder

2 Dealmakers

2 Bidder

n/a

Value

14 Dec 2023|United States|Asset Managers and Custodians
Lincoln Wealth
OSAIC

Target: LINCOLN WEALTH

Bidder: OSAIC

6 Service Providers

1 Target | 3 Bidder | 2 Vendor

17 Dealmakers

1 Target | 5 Bidder | 11 Vendor

£ 560 M

Value

12 Jan 2024|United States|Private Equity
Global Infrastructure Partners
BLACKROCK

Target: GLOBAL INFRASTRUCTURE PARTNERS

Bidder: BLACKROCK

15 Service Providers

6 Target | 9 Bidder

81 Dealmakers

35 Target | 46 Bidder

£ 9.80 B

Value

14 Mar 2024|United States|Asset Managers and Custodians
Canyon Partners
Dai-ichi Life Holdings

Target: CANYON PARTNERS

Bidder: DAI-ICHI LIFE HOLDINGS

8 Service Providers

5 Target | 3 Bidder

22 Dealmakers

8 Target | 14 Bidder

n/a

Value

16 Oct 2024|United States|Asset Managers and Custodians
Hall Capital Partners
PATHSTONE

Target: HALL CAPITAL PARTNERS

Bidder: PATHSTONE

7 Service Providers

3 Target | 4 Bidder

25 Dealmakers

3 Target | 22 Bidder

n/a

Value

03 Dec 2024|United States|Private Equity
Hps Investment Partners
BLACKROCK

Target: HPS INVESTMENT PARTNERS

Bidder: BLACKROCK

17 Service Providers

10 Target | 7 Bidder

46 Dealmakers

12 Target | 34 Bidder

£ 9.47 B

Value

13 Jan 2025|United States|Private Equity
Argo Infrastructure Partners
Apollo Global Management

Target: ARGO INFRASTRUCTURE PARTNERS

Bidder: APOLLO GLOBAL MANAGEMENT INC

6 Service Providers

4 Target | 2 Bidder

32 Dealmakers

24 Target | 8 Bidder

n/a

Value

24 Feb 2025|United States|Private Equity
Bridge Investment Group
Apollo Global Management

Target: BRIDGE INVESTMENT GROUP

Bidder: APOLLO GLOBAL MANAGEMENT INC

15 Service Providers

7 Target | 8 Bidder

104 Dealmakers

61 Target | 43 Bidder

£ 1.19 B

Value

26 Feb 2025|Canada|Software
Kev Group
Five Arrows Capital Partners

Target: KEV GROUP

Bidder: FIVE ARROWS CAPITAL PARTNERS

9 Service Providers

3 Target | 5 Bidder | 1 Vendor

29 Dealmakers

2 Target | 25 Bidder | 2 Vendor

n/a

Value

26 Jun 2014|United States|Asset Managers and Custodians
Russell Investments
London Stock Exchange Group

Target: RUSSELL INVESTMENTS

Bidder: LONDON STOCK EXCHANGE GROUP PLC

13 Service Providers

2 Target | 8 Bidder | 3 Vendor

31 Dealmakers

4 Target | 22 Bidder | 5 Vendor

£ 1.72 B

Value

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