Daniel G. Berick

Mergers & Acquisitions and Private Equity

• Representing a global Tier 1 automotive components manufacturer in several cross-border carve-out dispositions of multibillion-dollar business units to strategic and private equity buyers.
• Representing a publicly held government information services company in its acquisition of a national security and defense intelligence services provider in a transaction valued in excess of US$800 million.
• Representing an NYSE-listed global automotive components supplier in its sale of its 50% interest in a strategic joint venture and the negotiation of a long-term exclusive distribution agreement, in a transaction having a potential value in excess of US$500 million.
• Representing a UK-based FTSE 250 global manufacturer in connection with its acquisition of several industrial products businesses and its disposition of its North American consumer products division.
• Representing a Nasdaq-listed Europe-based global information technology company in connection with its acquisition by a French public company, via tender offer, in a transaction valued at US$2 billion.
• Representing a multibillion-dollar, NYSE-listed business information technology and services company in connection with its US$410 million acquisition of a leading customer communication services business and in over 30 other strategic transactions since 2007.
• Representing an Irish telecommunications services company in connection with its acquisition of a US-based mobile payments business.
• Representing a US-based family office in connection with its acquisition of a controlling equity interest in a privately held e-commerce advertising and marketing agency, its follow-on acquisition of several privately held digital media businesses, and the ultimate sale of the platform.
• Representing a US-based company listed on the London Stock Exchange’s AIM in connection with its acquisition via merger by a UK public company.
• Representing a family office in connection with its acquisition of a significant ownership interest in a National Football League franchise.
• Representing a family office in connection with structuring and documenting numerous private equity co-investment transactions, including the US$930 million-leveraged acquisition of a publicly held specialty materials manufacturer, the US$590 million acquisition of a global die-cast metal parts business, and the US$800 million recapitalization of a privately held technology company.
• Representing a privately held pharmacy benefits provider in its US$630 million acquisition by a major national health insurance company.
• Representing a family office in its disposition of an after-market automotive components business to a Swiss strategic acquirer.

Venture Capital and Growth Stage Companies

• Representing a specialty pharmacy services business in its structure, formation and initial rounds of venture capital financing and in its formation of a joint venture with a global pharmacy operator, as well as its subsequent recapitalization by a leading private equity firm.
• Representing a family office in connection with its US$25 million investment in a global business services company, its US$10 million investment in an internet survey development company, its US$9 million investment in an apparel manufacturer and its US$9 million investment in a quick-service restaurant chain.
• Representing corporate clients in structuring and negotiating strategic venture investments.
• Representing an orthopedic surgical device company in connection with its US$15 million venture capital financing.
• Representing a surgical products company in its equity structuring and initial venture equity capitalization.
• Advising on the formation and initial capital raise of a startup consumer products company and the out-license of its core product to a global industry leader.
• Representing a business information services and consulting company in connection with its initial venture capitalization and four subsequent investment rounds.
• Representing a consumer food products company in connection with its formation and initial venture capital equity financing.
• Representing a medical diagnostics company in connection with its formation, seed investment and subsequent rounds of venture financing.
• Representing a startup print and online media company in connection with its formation, seed capital and several subsequent venture financings.
• Representing a privately held pharmacy benefits provider in connection with its US$25 million initial venture capital funding.

Public Capital Markets

• Representing one of the largest bank-based US financial services companies in its US$1 billion public offering of senior medium-term notes, its US$625 million public offering of common shares, its US$1 billion at-the-market public offering of common shares, its exchange offers for approximately US$2 billion of publicly held securities, its US$1.75 billion public offering of common shares and noncumulative perpetual convertible preferred stock, and its US$750 million public offering of senior medium-term notes.
• Representing a Nasdaq-listed Europe-based global information technology company in connection with its IPO, a US$200 million Rule 144A offering, a US$103 million PIPE offering of ordinary shares, two underwritten public offerings of ordinary shares and its acquisition via a tender offer valued at US$2 billion.
• Representing the underwriters of multiple public offerings of senior debt securities by an NYSE-listed global manufacturer of industrial coatings and sealants, with a total aggregate principal amount of over US$1.5 billion.
• Representing one of the two co-sponsors of a special-purpose acquisition company in connection with its US$375 million IPO.
• Acting as underwriters’ counsel in public equity offerings by issuers in a wide range of industries, including specialty metals, insurance, shipping and logistics, and banking.
• Representing an NYSE-listed real estate investment trust in its registered direct placement of 1.4 million common shares and its Rule 144A offering of US$74.75 million principal amount of convertible senior notes.
• Representing a private equity firm in its role as standby purchaser in connection with a public offering of common stock purchase rights by a bank holding company.

Private Investment Funds

• Representing private investment firms, family offices, public pension plans and other institutional investors in connection with the negotiation and structuring of their limited partnership investments and co-investments in private equity funds, funds-of-funds and real estate opportunity funds.
• Representing a private equity firm in connection with its formation of a distressed real estate opportunity fund.
• Representing a family office in connection with its making a lead investment in a hedge fund and offshore parallel fund and the structuring and negotiation of its revenue sharing agreement with the fund manager.
• Representing an institutional fund sponsor in connection with a restructuring of its fund-of-funds investment platform.
• Representing a private equity firm in connection with the establishment of a hedge fund concentrating on microcap public equities.
• Representing a fund sponsor group in connection with the establishment of a large-cap quantitative strategy hedge fund and the negotiation of seed investment and marketing arrangements.
• Representing a private equity fund formed to make investments in minority-owned and minority-managed enterprises in connection with its formation and multiple investment transactions.