Transactions

Compass has considerable advisory experience in a range of industries and geographies. Our partners and managing directors have advised clients on transactions involving some of the leading companies in the world and can access a vast network of corporate relationships globally.

 

Below are some of our key transactions:

 

Client Counterparty Geography Industry Role Description
Advanced Programs Inc. (API) DRS Technologies Inc. us-flag  Technology Buyer Advisory Financial Advisor, Placement Agent and Principal Investor in the management buyout of the API operating unit from DRS Technologies, a government security services entity creating custom-packaged computers and peripherals for the military
ATA Holdings Corp. (Chicago Express) CSC Investment Group  us-flag Airline & Transportation Seller Advisory In a separate retention by the Debtors during ATA’s Chapter 11 reorganization (while concurrently retained by ATA’s creditors), Compass Advisers negotiated the sale of the assets of ATA’s regional airline, Chicago Express Airlines Inc.
Barclays Private Equity Gemeaz Cusin & Scapa Italia (Accor, S.A.) gb-gh it-flag Consumer Products Buyer Advisory Advised Barclays Private Equity in its €135 million acquisition of Italy-based Gemeaz Cusin and Scapa Italia, the food service businesses previously owned by Accor
Barclays Private Equity & Investcorp N&W Global Vending SpA (Argan Capital & Merrill Lynch Global PE) gb-flag it-flag Industrials  Buyer Advisory Financial Advisor to a consortium of investors led by Barclays Private Equity and Investcorp in the largest Italian buyout of 2008, the €820 million acquisition of N&W Global Vending SpA, a leading pan-European manufacturer of food & beverage vending machines, from Argan Capital and Merrill Lynch Global PE
Candover Investments plc Ferretti SpA (Permira) gb-flag it-flag Consumer Products Buyer Advisory Financial Advisor to this UK-based private equity firm on its €1.7 billion acquisition (second-largest Italian buyout completed in 2007) from Permira of a majority interest in Ferretti SpA, one of the world’s leading manufacturers of high performance luxury motor yachts
Charmer Sunbelt Group   us-flag Consumer Products Buyer Advisory Financial Advisor to this leading beverage distributor regarding a merger transaction
China National Chemical Corporation Makhteshim Agan Industries cn-flag   isreal-flag Industrials / Chemicals  Buyer Advisory Exclusive financial advisor to ChemChina in its acquisition of a 60% controlling stake in Makhteshim Agan Industries. At an enterprise value of $3.4 billion, the transaction is one of the largest in the agrochemicals sector, the largest cross‑border acquisition of an Israeli company and one of the largest cross‑border acquisitions by a Chinese State‑Owned Enterprise in the past five years
Coke Israel (CBC Group) Türk Tuborg Bira ve Malt Sanayi A.S. (Carlsberg Group) isreal-flag turkey-flag  Consumer Products Buyer Advisory Advisor to CBC Group, Israel’s leading and largest Total Beverage Company, during its $80 million acquisition of a 95.6% stake in Türk Tuborg Bira ve Malt Sanayi A.S. from Carlsberg Group
Consilium Private Equity Fund Gelit SpA (Barilla SpA) it-flag  Consumer Products Buyer Advisory Financial Advisor to Italy-based Consilium Private Equity Fund in its acquisition of Barilla’s ice cream and frozen foods unit, Gelit
Delphi Corporation (PBGC)   us-flag  Automotive Strategic Advisory Financial Advisor to the Pension Benefit Guaranty Corporation (PBGC), an agency of the U.S. government, in the bankruptcy proceedings of Delphi Corporation, the fifth largest bankruptcy in the history of the United StatesProvided strategic advice to PBGC in the $3.4 billion transfer of net liabilities from the Delphi Hourly-Rate Employees Pension Plan to General Motors Hourly-Rate Employees Pension Plan
M. DuMont Schauberg GmbH (DuMont) Mecom plc de-flag gb-de-flag  Media Buyer Advisory Financial Advisor to this third-largest newspaper publisher in Germany in its €153 million acquisition of the German operations of UK-based newspaper publisher Mecom plc’s German operations
Eden Springs Ltd. Groupe Danone  isreal-flag french-flag Consumer Products Seller Advisory Financial Advisor to this family-owned Israeli water delivery company for its €680 million joint venture / sale agreement with French multi-national Groupe Danone
ELCO Holdings Ltd.-Airwell Group Fedders Corporation isreal-french-flag us-flag  Consumer Products Buyer Advisory Financial Advisor to ELCO, the Israel-based parent of European subsidiary Airwell, negotiating the acquisition of the residential HVAC group of Fedders Corporation during its Chapter 11 bankruptcy proceedings
Elior Group Edenred SA it-flag french-flag  Consumer Products Seller Advisory Financial Advisor to this leading player in the catering industry in the sale of RistoChef, Italy’s seventh-largest provider of meal vouchers, to Edenred (previously Accor Services)
ELIXIA Austria GmbH Holmes Place Europe great-britain-argentina gb-flag  Consumer Products Seller Advisory Financial Advisor to ELIXIA Austria GmbH in the sale of its business to Holmes Place Europe
ELIXIA Holding GmbH Private Investors (David Turner & Allan Fisher) great-britain-denmark-french no-flag  Consumer Products Seller Advisory Financial Advisor to ELIXIA in the sale of the German & French operations of this fitness and wellness chain to a consortium of private investors led by David Turner and Allan Fisher
ELIXIA Nordic ASA Norvestor Equity  in-flag gb-flag Consumer Products Seller Advisory Financial Advisor to ELIXIA Nordic ASA in the sale of its business to Norvestor IV
Fabindia Overseas Private Limited EAST us-flag  cn-flag Consumer Products Buyer Advisory Financial Advisor to this $200+ million India-based artisan-made textile and home products retailer (owned partially by Wolfensohn & Company) in the acquisition of a 25% share in EAST, a mid to upmarket natural fiber garment retailer with an established niche in the UK fashion market and 70 stores and John Lewis concessions earning revenues in excess of £30 millionTransaction included the purchase of a stake in EAST plus options to acquire 100% control in a phased earn out over 3 years
Gale International, LLC The Changsha Municipal People’s Government us-flag  Real Estate Real Estate Advisory Strategic advisor to this international real estate development and investment company in its agreement with The Changsha Municipal People’s Government to develop approximately 7 sq km into a state-of-the-art ecological city in the Hunan Province of the People’s Republic of China
Hudson Pacific Properties   gb-flag us-flag  Real Estate Real Estate Advisory EdgeRock Realty Advisors, an affiliate of Compass, acted as Financial Advisor to this full-service, vertically integrated real estate company (NYSE: HPP), successfully raising $250.2 million in an initial public offering
IMI plc (Polypipe Group) Castle Harlan Inc. gb-za-flag  us-flag Industrials Seller Advisory Financial Advisor to IMI in the £293 million sale of its leading plastic pipe and building service products manufacturer to an investment fund owned by New York-based private equity investment firm Castle Harlan Inc.
Independent News & Media plc Helios Investment Partners gb-za-flag  gb-flag  Media Seller Advisory Financial Advisor to this listed Ireland-based newspaper and communications group in the ZAR1.16 billion (€105 million) sale of its South African outdoor advertising business to UK-based, Africa-focused Helios Investment Partners
Interbrew-InBev Alfa-Eco Group & SUN Trade International Ltd. be-br-flag  ru-in-flag Consumer Products Buyer Advisory Financial Advisor to Interbrew, a European beverage company that went public in 1999, but was otherwise owned by the Van Damme, de Spoelberch, and de Pret familiesBelgian Interbrew merged with Brazilian AmBev in 2004 to create InBev, the world’s largest brewer at the time.  Allan Chapin is a former Director of InBevFinancial Advisor to InBev during its €800 million acquisition of voting and non-voting shares from Russia’s Alfa-Eco Group and India’s SUN Trade International Ltd., acquiring a 98.5% economic interest in SUN Interbrew
J.W. Childs Associates, LP Sunny Delight and Punica (P&G) us-flag  Consumer Products Buyer Advisory Financial Advisor to J.W. Childs Associates in its acquisition of the Sunny Delight and Punica juice beverage companies from Procter & Gamble
Klopman International SpA (BS Private Equity, IPEF III, & MPS Venture) MW Unitexx S.A. it-flag  in-flag Consumer Products Seller Advisory Financial Advisor to Italian private equity investors BS Private Equity, IPEF III, and MPS Venture for this leading European textile manufacturer (originally established by Burlington) in the €70 million sale of the company to India-based MW Unitexx
LUKOIL ConocoPhillips Company russian-flag us-flag Energy Strategic Advisory Exclusive advisor to OAO LUKOIL’s senior management in a strategic alliance between ConocoPhillips and LUKOIL, supported by the Russian and American governments
Transaction included a $2 billion equity investment and a $1 billion joint venture in western Siberia
Mahindra & Mahindra Ltd. Metalcastello SpA in-flag it-flag Automotive Buyer Advisory Provided strategic advice to this India-based industrial and automotive manufacturing conglomerate in the acquisition of leading Italian gear manufacturer, Metalcastello SpA
Mecom Group & Veronis Suhler Stevenson Berliner Verlag us-bg-de de-flag Media Buyer Advisory Financial Advisor to Mecom and Veronis Suhler Stevenson (VSS) in the acquisition of Berliner Verlag by BV Deutsche Zeitungsholding (a company owned by VSS and Mecom)
Mecom Group plc Och-Ziff Capital Management Group LLC gb-flag us-flag Media Capital Raise Financial Advisor to this specialized media investment company related to two co-investment agreements with Och-Ziff, for fund contributions totaling $175 million
MediaPro Management Metrodome Group plc ro-flag  gb-flag  Media Buyer Advisory Financial Advisor to this leading Romanian media and entertainment company in the closing of a mandatory offer for the entire issued and to be issued share capital of the AIM-listed distributor of Oscar award-winning films, Metrodome Group plc
Metrodome Group Target Entertainment Group gb-flag  Media Buyer Advisory Financial Advisor to this UK-based, AIM-listed distributor of Oscar award-winning films in its acquisition of and a separate investment in television distributor Target Entertainment Group, including Target’s rights businesses, its distribution and consumer products teams, and its film and entertainment production labels, Target U.S. and Charles Finch’s Pink Sands
NICE Systems Dictaphone Corporation isreal-flag  us-flag Telecom Buyer Advisory Financial Advisor and Fairness Opinion to this Israeli telecommunications and security company for its $38.5 million acquisition of US-based Dictaphone’s Communications Recording Systems business
PensionsFirst Analytics LLP State Street Corporation gb-flag  us-flag Finance & Business Services Strategic Advisory Financial Advisor to this software and analytic solutions business serving the global defined benefits industry, negotiating a minority investment from and strategic alliance with State Street Corporation
PensionsFirst Group LLP Not Disclosed gb-flag om-flag  Finance & Business Services Capital Raise Financial Advisor to this business offering capital markets solutions to help reduce pension risk exposures, raising a private capital investment from a sovereign wealth fund
Pi Capital Bank of Scotland Corporate gb-flag  scotland Finance & Business Services Strategic Advisory Financial Advisor to Pi Capital for a strategic investment made by the Growth Equity Team of Bank of Scotland Corporate. No shares were sold by existing Pi shareholders
Pritzker Family Trust    us-flag Real Estate Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the IPO of Hyatt Hotels
Pritzker Family Trust Madison Dearborn Partners  us-flag Media Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the recapitalization and sale of TransUnion
Pritzker Family Trust Berkshire Hathaway us-flag  Industrials Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the sale of Marmon Holdings
Pritzker Family Trust    us-flag Consumer Products Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the sale of Conwood Holdings
Pritzker Family Trust Sentinel Capital Partners  us-flag Industrials Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the sale of Engineered Controls International Inc.
Pritzker Family Trust Green Courte Partners us-flag  Real Estate Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the restructuring, recapitalization and sale of The Parking Spot
Pritzker Family Trust Senior Housing Properties Trust us-flag  Real Estate Strategic Advisory Financial Advisor to the Independent Trustee to one of the nation’s largest family trusts on the sale of the rental assets of Classic Residence / VI
The Schonbraun McCann Group (SMG) FTI Consulting Group us-flag Real Estate Seller Advisory Financial Advisor to SMG in the $125 million sale of this national real estate and finance consulting firm to FTI Consulting Group
SCOR Group   us-flag Finance & Business Services Strategic Advisory Financial Advisor to SCOR in the recapitalization of this reinsurance company and the potential sale of assets
Allan Chapin is a Director of SCOR and SCOR US Corporation
Slatkin & Co. Limited Brands, Inc. us-flag Consumer Products Seller Advisory Financial Advisor to this home fragrance and design company during the sale of its operations to The Limited Brands
Tanger Outlet Centers, Inc. Charter Oak Partners us-flag Real Estate Real Estate Advisory Financial Advisor to this REIT in connection with its two-stage, $774 million acquisition of Charter Oak’s outlet center portfolio with, and then from, Blackstone Real Estate Advisors
Telegraaf Media Groep (SBS Broadcasting) ProSiebenSat.1 Media AG nl-flag de-flag Media Seller Advisory Co-Advisor to this publisher of the best-selling Dutch newspaper De Telegraaf, in the €430 million sale of its 20 percent stake in SBS Broadcasting to German TV broadcaster ProSiebenSat.1 Media AG
Telegraaf Media Groep (TMG Netherlands) Pelican Magazines Hearst and Gruner+Jahr nl-flag nl-de-flag  Media Seller Advisory Financial Advisor to TMG in the sales of the majority of its Dutch titles, including Dutch editions of magazines Elegance, Residence, CosmoGirl! and Hitkrant to Amsterdam-based Pelican Magazines Hearst and the sale of Dutch title JAN magazine to Gruner+Jahr
Telegraaf Media Groep (TMG Ukraine) Not Disclosed nl-ua-flag ua-flag Media Seller Advisory Financial Advisor to TMG in the sales of its digital divisions in the Ukraine, plus discontinuation of three titles and proposed sales of other Ukrainian magazines
Telegraaf Media Groep (TTG Sweden AB) LRF Media nl-se se Media Seller Advisory Financial Advisor to TMG in the sales of the operations and media assets of TTG Sweden AB, including six magazines plus their associated websites, the web portal Mari Wizard, and shares in Nakterhusets Publishing AB, Sweden TTG Marin AB and 50% of TTG Hearst AB, to LRF Media
Tinet SpA (BS Private Equity) Neutral Tandem, Inc. it-flag us-flag  Telecom Seller Advisory Financial Advisor to BS Private Equity in the €82 million sale of Tinet SpA (an Italy-based global carrier exclusively committed to the IP Transit and Ethernet wholesale market) to US-based Neutral Tandem, Inc. (NASDAQ: TNDM), a leading provider of interconnection services
Ultimate Juice Company (Zeigler’s Apple Cider) Clearview Capital us-flag  Consumer Products Seller Advisory Financial Advisor to Ultimate Juice Company in its sale of family-owned M.H. Zeigler & Sons, LLC (Zeigler’s Apple Cider) to Clearview Capital
Ultimate Juice Company [now Naked Juice] & North Castle Partners Valence Capital Management us-flag  Consumer Products Capital Raise Advised Ultimate Juice Company and North Castle Partners in a transaction for preferred stock financing from Valence Capital Management
Venture Production plc (North Sea Gas Partners) Arclight Capital gb-flag us-flag  Energy Capital Raise

Financial Advisor to this independent oil and gas production company in the creation of North Sea Gas Partners, a $300 million partnership formed with U.S. investors led by Arclight Capital, to acquire and develop “stranded’ gas assets in the UK North Sea

 

Raised capital for a joint venture partnership, North Sea Gas Partners

Waterford Wedgwood plc Corporate Partners II (Lazard Alternative Investments LLC) gb-flag us-flag   Consumer Products Capital Raise

Advised this European luxury consumer products company on recapitalization alternatives

 

Successfully secured and negotiated a €50 million investment from Corporate Partners II, the New York-based private equity fund of Lazard Alternative Investments LLC

Wiegers Capital Management Hart Publications (VS&A Communication Partners) us-flag  Media Buyer Advisory Financial Advisor to Wiegers in its acquisition of Hart Publications (now Hart Energy Publishing, one of the world’s largest publishers of diversified information products and trade publications for the energy industry) from VS&A Communication Partners during a management buyout

 

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