Representative Merger and Acquisition Transactions
APPROXIMATE VALUE OF TRANSACTIONACQUIRING COMPANYACQUIRED, SELLING OR TARGET COMPANYTYPE OF TRANSACTIONMATTER CLIENT
$58 billion Enel S.p.A. and Acciona S.A. Endesa S.A. Tender Offer Enel S.p.A.
$45 billion Consortium led by Kohlberg Kravis Roberts & Co. and Texas Pacific Group TXU Corporation LBO/Cash Merger Consortium led by Kohlberg Kravis Roberts & Co. and Texas Pacific Group
$39 billion The Blackstone Group Equity Office Properties Trust LBO The Blackstone Group
$38.3 billion Private Equity Consortium HCA Inc. LBO Private equity consortium (including Thomas Frist Sr., Thomas Frist Jr., Kohlberg Kravis Roberts & Co., Bain Capital LLC and Merrill Lynch Global Private Equity)
$29 billion Kohlberg Kravis Roberts & Co. First Data Corp. LBO/Cash Merger Kohlberg Kravis Roberts & Co.
$25.9 billion Freeport-McMoRan Copper and Gold Inc. Phelps Dodge Corp. Cash and Stock Merger J.P. Morgan Securities and Merrill Lynch & Co., financial advisors to Freeport-McMoran Copper and Gold Inc.
$24 billion Kohlberg Kravis Roberts & Co. and Stefano Pessina (majority shareholder) Alliance Boots plc LBO Kohlberg Kravis Roberts & Co. and Stefano Pessina
$14 billion Aluminum Corporation of China Rio Tinto plc Acquisition of Interest Aluminum Corporation of China
$21 billion CVS Corp. Caremark RX Inc. Stock Merger Evercore Partners, financial advisor to CVS Corp.
$14 billion CEMEX, S.A.B. de C.V. Rinker Group Limited Hostile Cash Tender Offer Rinker Group Limited
$13 billion Sirius Satellite Radio Inc. XM Satellite Radio Holdings Inc. Merger of Equals Sirius Satellite Radio Inc.
$8.3 billion Private Equity Consortium (including Thomas H. Lee Partners, Warburg Pincus LLC, Goldman Sachs Capital Partners and J.P. Morgan Partners LLC) ARAMARK Corp. LBO/Acquisition Private Equity Consortium
$8 billion The Lightstone Group Extended Stay Hotels (The Blackstone Group) LBO/Sale of Assets The Blackstone Group
$7.8 billion Blackstone Capital Partners V L.P. Alliance Data Systems Corporation LBO/Cash Merger The Blackstone Group
$7.75 billion Apax Partners and Omers Capital Partners Thomson Corp.’s education division LBO Apax Partners
$7.3 billion Kohlberg Kravis Roberts & Co. Dollar General Corporation LBO/Cash Merger Kohlberg Kravis Roberts & Co.
$7.1 billion Kohlberg Kravis Roberts & Co. and Clayton, Dubilier & Rice, Inc. Royal Ahold NV’s US Foodservice Inc. LBO Kohlberg Kravis Roberts & Co. and Clayton, Dubilier & Rice, Inc.
$6.8 billion Wachovia Corporation A.G. Edwards, Inc. Cash and Stock Merger Wachovia Corporation
$6.2 billion Hologic Inc. Cytyc Inc. Cash and Stock Merger Goldman, Sachs & Co., financial advisor to Hologic Inc.
$6 billion Hindalco Industries Limited Novelis Inc. Cash Merger Evercore Partners, financial advisor to Novelis Inc.