Shaun D. Hartley

Shaun’s experience includes advising:

• The Carlyle Group on the:
  • Recapitalization of CorroHealth, a leading provider of revenue cycle management (RCM) solutions to health systems and health plans, with Patient Square Capital making a strategic investment in CorroHealth and sharing joint control of CorroHealth with Carlyle
  • US$950 million sale of Loc Performance Products to Rheinmetall AG (FWB: RHM)
  • Acquisition of Axial Medical from the founder by Acrotec Group, a contract manufacturer of high precision machined applications to the watchmaking, medtech, and precision high-tech industries, and a portfolio company of The Carlyle Group
  • Acquisition from CBAM Partners, an affiliate of Eldridge, of a portfolio of assets under management using a combination of US$615 million in cash and approx. 4.2 million newly issued common shares
  • Sale by Carlyle of a majority stake in Novolex, a leading global manufacturer of diverse packaging products for the foodservice, delivery and carryout, food processor and industrial markets, to Apollo
  • Acquisition of CNSI (now known as Acentra Health), a leading healthcare technology products and solutions provider, from Alvarez & Marsal Capital Partners, and the subsequent add-on acquisition of Kepro, a leading provider of technology-enabled care management, quality oversight, and clinical assessment services, from Apax Partners
  • Sale by Carlyle of Novetta, an advanced analytics company serving US federal organizations, to Accenture Federal Services, a wholly owned subsidiary of Accenture (NYSE: ACN)
  • US$230 million acquisition of Signature Aviation’s Engine Repair and Overhaul (ERO) business by StandardAero, a provider of Maintenance, Repair and Overhaul (MRO) services and a portfolio company of The Carlyle Group
  • Acquisition of IST Research and Two Six Labs, which have combined to form Two Six Technologies, Inc., a technology-focused provider to the Intelligence Community, Department of Defense, and other critical US national security customers, and the subsequent add-on acquisitions of Trusted Concepts Inc., River Loop Security, and Thresher Ventures, among others
  • Formation of CorroHealth through the combination of TrustHCS, Visionary RCM, T-System, and RevCycle+ and the subsequent add-on acquisitions of Versalus Health, TCP Services and Analytics, Medical Savant, ParaRev, Aergo Solutions, and Xtend Healthcare, among others
  • Acquisition of a majority stake in Victory Innovations, a manufacturer of cordless electrostatic sprayers used to disinfect offices, airplanes, schools, and other businesses
  • Sale of Sundyne by BC Partners and Carlyle to Warburg Pincus
  • US$1.45 billion sale of Precision Flow Systems by BC Partners and Carlyle to Ingersoll-Rand plc (NYSE: IR)
  • Acquisition of Apollo Aviation Group, a global commercial aviation investment and servicing firm with US$5.6 billion in assets under management, including 243 aircraft owned, managed, or committed to purchase, which will become a new business line within Carlyle’s Global Credit Segment
  • US$2.3 billion acquisition of The Waddington Group from Newell Brands, Inc. by Novolex Holdings, LLC, a Carlyle portfolio company
  • Sale of majority control of The Nature’s Bounty Co., a global manufacturer, marketer, and distributor of health and wellness products, to KKR
  • US$1.245 billion sale of the Sullair compressor business by Accudyne Industries, a portfolio company of BC Partners and Carlyle, to Hitachi, Ltd.
  • Acquisition by Carlyle of Novolex™, a world leader in packaging choice and sustainability, from Wind Point Partners and TPG Growth, and the add-on acquisition of the Shields Bag & Printing business
  • US$3.3 billion sale of OGX shampoo maker Vogue International LLC to Johnson & Johnson (NYSE: JNJ)
  • US$2.07 billion sale of Landmark Aviation, an operator of a global network of fixed-base operations (FBOs), aircraft maintenance, and aircraft management and charter businesses, to BBA Aviation plc (LSE: BBA)
  • Acquisition by Carlyle of Novetta Solutions, a software and IT services provider, from Arlington Capital Partners
  • Acquisition by Carlyle of Acosta Sales & Marketing, a sales and marketing agency serving consumer packaged goods companies and retailers across the United States and Canada, from Thomas H. Lee Partners
  • Sale by Carlyle of its stake in PQ Corporation, a producer of specialty inorganic performance chemicals, high-end catalysts, and engineered glass beads, to CCMP Capital and INEOS
  • US$3.46 billion leveraged acquisition by Carlyle and BC Partners of the Milton Roy, Sullair, and Sundyne industrial products businesses (now known as Accudyne Industries) from United Technologies Corporation
  • Sale of the Sequa Automotive Group, comprising ARC Automotive (a manufacturer of airbag inflators) and CASCO Products (a manufacturer of power outlets, sensors, and other automotive components), to private equity firm The Jordan Company
  • US$5.6 billion leveraged acquisition by Carlyle and Onex Partners of the Allison Transmission Division of General Motors Corporation, which manufactures automatic transmissions and hybrid propulsion systems for commercial and military vehicles, and the subsequent initial public offering of Allison Transmission, Inc. (NYSE: ALSN)
  • US$3.9 billion leveraged buyout of Pharmaceutical Product Development, Inc. (NASDAQ: PPD) by Carlyle and Hellman & Friedman Capital Partners
  • Acquisition by Carlyle of Philosophy, a privately held manufacturer of cosmetics and personal care products, and the subsequent sale of Philosophy to Coty, Inc., a global beauty and fragrance company
  • Investment by Carlyle in the US$22 billion leveraged buyout of Kinder Morgan, Inc., an energy transportation, storage, and distribution company
  • Sale by Carlyle of Empi, Inc., a manufacturer of non-invasive medical products for physical rehabilitation, to Encore Medical Corporation 
• Onex Partners on the:
  • Sale of ASM Global by Onex and AEG to Legends creating a global live events company dedicated to serving the most iconic and innovative brands in sports and entertainment
  • Investment by Onex in Unanet, a provider of project-based ERP and CRM solutions for government contractors (GovCons) and architecture, engineering and construction (AEC) firms
  • Investment by Onex in Analytic Partners, a leading cloud-based, managed software platform that helps global F1000 customers assess marketing spend effectiveness and optimize future allocations across offline and online media channels
  • Investment by Onex in Resource Environmental Solutions, a company supporting the public and private sectors with solutions for environmental mitigation, stormwater, water quality, and climate and flooding resilience
  • Acquisition of Fidelity Building Services Group, in partnership with the company’s management team
  • Acquisition by Onex of Newport Healthcare, a provider of behavioral healthcare services for teens, young adults, and their families, from Carlyle
  • Investment by Onex in Weld North Education, a US K-12 digital curriculum company, in partnership with the company’s management team and existing investor, Silver Lake
  • Acquisition by Onex of SMG, a provider of entertainment and conference venue management services worldwide, from Northlane Capital Partners and the subsequent merger of SMG with AEG Facilities, the venue management subsidiary of AEG, to form a new, standalone global facility management and venue services company that will operate as ASM Global
  • US$3.55 billion acquisition by Onex and Baring Private Equity Asia of the Intellectual Property & Science business (renamed Clarivate Analytics) from Thomson Reuters Corporation, and the subsequent public listing of Clarivate Analytics on the New York Stock Exchange through a transaction with Churchill Capital Corp (NYSE: CCC), a public special purpose investment vehicle, with an implied enterprise value of approximately US$4.2 billion
  • US$5.4 billion sale of Gates Corporation to Blackstone Group by Onex and Canadian Pension Plan Investment Board
• TPG on its majority investment in Altimetrik, a pure-play digital business services company. TPG’s investment, made through its TPG Asia private equity platform, will enhance Altimetrik’s brand and support its goal of reaching US$1 billion in annual revenue within the next three years
• Warburg Pincus on its investment in Everise, a leading global healthcare services outsourcing company. Warburg will join existing investor Brookfield to accelerate the growth trajectory of Everise through business expansion and M&A. Warburg’s investment values Everise at around US$1 billion
• The Pritzker Organization on the US$1 billion leveraged buyout of TMS International Corp. (NYSE: TMS) by certain Pritzker family business interests
• Royal DSM on the:
  • Acquisition of MixFit Inc., a personalized nutrition solution company based in Boston
  • US$2.6 billion transaction involving a joint venture with JLL Partners to acquire Patheon Inc. in a take private transaction and combine with DSM Pharmaceutical Products to form a global contract development and manufacturing organization for the pharmaceutical industry, and the subsequent initial public offering of Patheon N.V. (NYSE: PTHN)
  • US$50 million preferred equity investment in Amyris, Inc. (NASDAQ: AMRS), the industrial bioscience company, and DSM’s subsequent equity investments, M&A and other financing transactions involving Amyris, including the bankruptcy restructuring of Amyris
  • Acquisition of a controlling interest in Japan Fine Coatings Co. Ltd. from joint venture partner, JSR Corporation
• GTCR on the equity financing for Zayo Group, LLC's US$2.2 billion acquisition of AboveNet, Inc. (NYSE: ABVT)
• TransUnion Corp. on its US$3 billion sale by Madison Dearborn Partners and certain Pritzker family business interests to Advent International and GS Capital Partners
• Host Hotels & Resorts (a public REIT) on its US$4.1 billion acquisition of 35 hotels from Starwood Hotels & Resorts, including through the merger of Starwood's former paired-share REIT
• Navistar, Inc. on the negotiation of a joint venture with Caterpillar, Inc., for the development and sale of medium and heavy duty trucks outside North America and a strategic alliance for the manufacture of Caterpillar-branded vocational trucks in North America
• IDEX Corporation on its acquisitions of Nova Technologies Corporation, a provider of metering technology and flow monitoring services, and Microfluidics International Corporation (OTC: MFLU), a provider of laboratory and commercial equipment used in the production of micro and nano scale materials for the pharmaceutical and chemical markets