M&A Transaction Types
We regularly counsel M&A financial advisers and M&A principal parties—on both the sellside and buyside—on financial advisory and valuation issues across the full range of private company and public company M&A transaction types, including:
- Asset Sales
- Continuation Funds
- Acquisitions
- Cross-Border
- Divestitures
- Going-Private, Special Committee & LBO
- Joint Venture Formations and Dissolutions
- Mergers-of-Equals
- Mergers
- Minority Interest Sales
- Minority Squeeze-Outs
- Plans of Arrangement
- Private Company Sales
- Private Placements
- Reverse Mergers
- SPACs
- Spin-Mergers
- Spin-Offs
- Stock Purchases
- Tender Offers
- Unsolicited Transactions & Activism
Financial Adviser Clients
Our Global M&A Financial Advisory and Valuation Group provides tailored advice and creative solutions to assist financial advisers in all jurisdictions around the world. S&C’s M&A financial adviser clients include virtually all of the financial advisory industry—including both bulge-bracket and boutique financial advisers—enabling us to practice at the cutting-edge of emerging trends and evolving best practices among M&A financial advisers. Our M&A financial adviser clients in recent years have included:
- Ardea Partners
- B. Riley & Co., LLC
- Bank of America Merrill Lynch
- Barclays Capital Inc.
- Blackstone Advisory Partners L.P.
- BMO Financial Group
- BNP Paribas
- Brown Brothers Harriman & Co.
- Canaccord Genuity Group Inc.
- Centerview Partners LLC
- CICC
- Citigroup, Inc.
- Cowen
- Credit Suisse Group AG
- Deutsche Bank AG
- Duff & Phelps
- Evercore Inc.
- Financial Technology Partners LP
- Goldman Sachs & Co. LLC
- Gordon Dyal
- Greenhill & Co., Inc.
- Guggenheim Partners, LLC
- Houlihan Lokey Capital, Inc.
- ING Bank
- Jefferies
- JPMorgan Chase & Co.
- Lazard Ltd
- LionTree LLC
- Macquarie Capital (USA) Inc.
- Mizuho Financial Group, Inc.
- Moelis & Company LLC
- Morgan Stanley & Co. LLC
- MTS Health Partners, L.P.
- Nomura Holdings, Inc.
- Oppenheimer & Co. Inc.
- Perella Weinberg Partners LP
- PJT Partners
- Rothschild & Co.
- Scotia Capital
- Stifel Financial Corp.
- The Valence Group LLC
- Thomas Weisel Partners LLC
- Tudor Pickering Holt & Co.
- UBS Group AG
- Wells Fargo & Company
Top Global Rankings
Both in 2024 and for the period from 2015 to 2024, S&C’s Global M&A Financial Advisory and Valuation practice ranked #1 globally among all law firms in representing financial advisers on M&A transactions. The Firm advised financial advisers on 49 transactions with an aggregate value of more than $220 billion in 2024 and more than 500 transactions with an aggregate value exceeding $2.1 trillion from 2015 to 2024.
Global M&A Financial Advisory Legal Rankings FY 2024
Ranked by dollar value ($ billions)
Global M&A Financial Advisory Legal Rankings 2015–2024
Ranked by dollar value ($ billions)
Source: Bloomberg, January 2025
Data include representations of financial advisers.
Data include pending and completed deals only.
Transactional Experience
S&C has advised M&A financial advisers on a wide variety of notable selected domestic and cross-border M&A transactions across the entire spectrum of industries including asset management, banking, commercial real estate, consumer & retail, energy & natural resources, financial services, FinTech, healthcare, industrials & chemicals, insurance, life sciences and technology, media & telecommunications. The breadth of our M&A financial advisory representations over the last five years across industries can be viewed here:
M&A Financial Advisory Deal List
Litigation Experience
S&C also has a proven track record of securing favorable results for financial advisers in M&A litigation. Recent S&C M&A litigation experience for financial institutions includes representing:
- Goldman Sachs in obtaining the dismissal with prejudice of all claims alleged in a shareholder lawsuit concerning the $855 million acquisition of Blount International, Inc. by American Securities LLC and P2 Capital Partners, LLC in which Goldman Sachs acted as Blount’s financial adviser.
- JPMorgan Securities in litigation in Delaware Chancery Court relating to the sale of The Fresh Market to an affiliate of Apollo Capital Management LLC. JPMorgan served as financial adviser to The Fresh Market. The parties reached a favorable settlement, which received court approval in July 2021.
- Goldman Sachs & Co. LLC in Delaware class action alleging breaches of fiduciary duty in connection with the 2023 buyout of Focus Financial Partners Inc. by CD&R.
- Goldman Sachs & Co. LLC and one individual director defendant in litigation filed in the New York Commercial division in which the plaintiff alleges that Goldman and other co-defendants breached a contract and engaged in tortious activity relating to a potential joint sale of plaintiff and a third-party company.
- Evercore Group L.L.C. in a shareholder derivative action in Delaware Chancery Court alleging that Evercore aided and abetted purported misconduct in connection with the 2021 approval of KKR’s corporate reorganization, completed the following year.
- We have also represented clients who have been subpoenaed as third-party witnesses across numerous jurisdictions.
- We have represented financial advisers in recovering payment of fees they are owed in relation to M&A and other transactions.
