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A Track Record of Executing Complex Transactions Across Global Markets
Our team brings experience from leading financial institutions, advising on M&A, capital markets, and strategic transactions across banks, financial sponsors, and corporates worldwide.
Key Metrics
Selected Transaction Experience
Merger & Acquisitions
Santander's Sale of TotalBank to Bci
Advised Santander on the sale of TotalBank to Banco de Crédito e Inversiones (BCI), supporting its strategic repositioning in the U.S. market.
$528,000,000
Exclusive Financial Advisor
IberiaBank's Acquisition of Banco Sabadell
Advised IberiaBank on is acquisition of Sabadell United Bank (US banking franchise), strengthening its footprint in South Florida and enhancing its regional banking platform.
$1,100,000,000
Financial Advisor
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Sale of Capital Bank to First Horizon
Advised Capital Bank on its sale to First Horizon National, creating a leading regional banking platform in the Southeastern United States.
$2,200,000,000
Financial Advisor
Sale of Everbank to TIIA
Advised EverBank on its sale to TIAA, supporting TIAA’s expansion into retail and commercial banking.
$2,500,000,000
Financial Advisor
Sale of CommunityOne to Capital Bank
Advised CommunityOne Bancorp on its sale to Capital Bank Financial, creating an expanded regional banking platform in the Southeastern United States.
$350,000,000
Financial Advisor
IberiaBank's Acquisition of Old Florida
Advised IberiaBank on its acquisition of Old Florida, expanding its presence in Central Florida and strengthening commercial banking and deposit franchise.
$230,000,000
Financial Advisor
Joint Venture between UBS and Banco do Brazil
Formation of a strategic investment banking joint venture combining UBS’s global expertise with Banco do Brasil’s leading domestic distribution platform in Brazil.
Undisclosed
Exclusive Financial Advisor
MPLDA Renegotiation
Advised on the renegotiation and amendment of the Master Private Label Dealer Agreement (MPLDA) between Santander Consumer USA and Fiat Chrysler Automobiles, governing long-term auto financing partnership terms.
Undisclosed
Exclusive Financial Advisor
Facebank's Acquisition of Eastern National Bank
Advised Facebank Group on the acquisition of Eastern National Bank to establish a regulated U.S. banking platform and support its digital banking strategy.
Undisclosed
Exclusive Financial Advisor
Sale of Global Blue to Silver Lake
Advised Global Blue on its sale to Silver Lake, enabling a transition to private ownership to support long-term investment and expansion of its global platform.
$1,300,000,000
Exclusive Financial Advisor
Sale of UBS Delta to Statpro
Advised UBS Delta, a business of UBS, on its sale to StatPro Group, enabling StatPro to broaden its analytics offering and strengthen its portfolio risk solutions.
Undisclosed
Exclusive Financial Advisor
Capital Markets
Initial Public Offering
Advised IHS Markit on its initial public offering on NASDAQ, enhancing its access to capital markets to support expansion, acquisitions, and continued development of its global data and analytics platform.
$1,300,000,000
Joint Bookrunner
Initial Public Offering
Participated as joint bookrunner in the initial public offering of FCB Financial Holdings, enabling access to public capital to support balance sheet growth, expand lending activities, and enhance its commercial banking platform.
$170,000,000
Joint Bookrunner
Initial Public Offering
Advised Five Oaks Investment on its initial public offering, enabling access to public capital to support portfolio expansion and long-term growth as a mortgage REIT.
$90,000,000
Joint Bookrunner
Equity Follow-On
Advised Bankinter on a its follow-on offering to support the expansion of its consumer finance activities, strengthen capital ratios, and fund growth in international markets.
$900,000,000
Joint Bookrunner
Block Trade
Executed a block trade of United Community Banks, Inc. shares on behalf of Corsair Capital, facilitating an efficient exit and broadening institutional ownership.
$210,000,000
Sole Agent
Equity Follow-On
Participated in the equity capital increase of CaixaBank, supporting the strengthening of its capital base and positioning following the banking sector restructuring.
$3,000,000,000
Joint Bookrunner
Block Trade
Executed a block trade of First Republic Bank shares on behalf of General Atlantic, facilitating a significant shareholder exit and broadening institutional ownership.
$1,300,000,000
Joint Bookrunner
Follow-On
Participated in the follow-on equity offering of HDFC, with Qatar Investment Authority as a key investor, strengthening its capital base to support lending growth and balance sheet expansion.
$3,900,000,000
Joint Bookrunner
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Block Trade
Executed block trade of Central Pacific Financial shares on behalf of The Carlyle Group and Anchorage Capital Group, enabling a significant shareholder exit and increasing public float.
$124,000,000
Sole Bookrunner
Equity Follow-On
Executed a follow-on offering of Citizens Financial shares on behalf of Royal Bank of Scotland, facilitating the exit of its ownership stake and expanding institutional ownership.
$3,000,000,000
Joint Bookrunner
Agency trade
Advised Lovell Minnick Partners on the divestiture of its stake in United Community Banks via an agency trade, enabling a controlled secondary sale while minimizing market impact.
$90,000,000
Placement Agent
Structured & Debt Solutions
ESG-Linked Hybrid Notes
Participated in the hybrid note issuance by International Bank for Reconstruction and Development (IBRD) linked to the Global Sustainability Leaders Index, enabling investor exposure to sustainable equities.
$90,000,000
Joint Bookrunner
6.250% 40NC5 Baa3/BBB- Sub Notes
Participated as bookrunner in the issuance of subordinated notes by Hancock Whitney, supporting regulatory capital optimization and long-term funding.
$150,000,000
Joint Bookrunner
3-Year 4.25% Fixed-Rate Senior Notes
Participated as bookrunner in the $1.0 billion 3-year fixed-rate senior notes issuance by Santander Holdings USA, Inc., optimizing funding structure and supporting balance sheet and liquidity management.
$1,000,000,000
Joint Bookrunner
6.875% PerpNC5 BBB- (Kroll) Preferreds
Participated as bookrunner in the preferred stock issuance by Atlantic Union Bankshares, strengthening Tier 1 capital and supporting balance sheet growth.
$150,000,000
Joint Bookrunner
5.375% PerpNC5 Baa3/NR Preferreds
Participated as bookrunner in the issuance of subordinated notes by First Citizens, strengthening Tier 2 capital and supporting balance sheet growth.
$300,000,000
Joint Bookrunner
6.500% PerpNC5 Ba2/BB- Preferreds
Participated as bookrunner in the preferred stock issuance by First Horizon National, strengthening Tier 1 capital and supporting balance sheet growth.
$150,000,000
Joint Bookrunner
5.375% PerpNC5 Baa3/NR preferred
Participated as bookrunner in the preferred stock issuance by Texas Capital Bancshares, strengthening Tier 1 capital and supporting balance sheet growth.
$300,000,000
Joint Bookrunner
6.250% 2045 Baa3/BBB- Subordinated Notes
Participated as bookrunner in the senior notes issuance due 2029 by Regions Financial, optimizing funding structure and supporting balance sheet growth.
$750,000,000
Joint Bookrunner
Disclaimer: selected transaction experience reflects prior roles at leading financial institutions and may not have been executed through Bullhorn. Transaction roles, responsibilities, and firm involvement varied. Logos are for illustrative purposes only and do not imply current or past client relationships with Bullhorn.
We Can Help Your Company Across All Aspects of M&A and Capital Raising
Our senior bankers provide strategic advisory services across M&A, capital raising and recapitalizations, helping you navigate complex transactions and unlock new possibilities.
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