Charlotte O'Halloran

Charlotte O'Halloran advises private equity institutions on a wide range of corporate matters, including domestic and cross-border mergers and acquisitions, and equity investments in various geographies.

Her representations have included advising:

• Castik Capital in connection with the merger of the combined IPAN/Delegate/Unycom business (a provider of IP management and technology) with CPA Global (backed by Leonard Green Partners and Partners Group);
• CogitalGroup, an Hg portfolio company (now Azets), in its acquisition of Wilkins Kennedy;
• HighQ in its sale to Thomson Reuters Corporation;
• Hg in its:
  • investment, alongside TA Associates, in Insight Software;
  • acquisition of Benevity, Inc. alongside General Atlantic, JMI Equity and the Benevity management team;
  • co-investment arrangement with TA Associates in connection with its investment in global tax software provider Sovos through the Hg Saturn 2 fund;
  • acquisition through the Hg Saturn 2 fund of a stake in Visma, valuing the business at an enterprise value of $12.2 billion, which is the world’s largest-ever software buyout;
  • acquisition of a minority stake in Argus Media, an independent provider of energy and commodity price reporting;
  • £410 million sale of U.K.-based visual effects producer Foundry to Roper Technologies, a U.S.-headquartered technology company specializing in niche markets;
  • sale of JLA to Cinven;
  • sale of Radius to Vistra;
  • sale of Parts Alliance to Uni-Select Inc.;
  • investment in Mitratech, together with TA Associates and the management team at Mitratech; and
  • in connection with a number of portfolio company mandates;
• Funeral Services Partners, a Montagu Private Equity portfolio company, in its capital structure; and
• Silver Lake in its €700 million acquisition of a majority stake in Group Meilleurtaux from West Street Capital Partners, the private equity arm of Goldman Sachs Group.