Mergers & Acquisitions

• The Cigna Group in its $3.7B sale of its Medicare Advantage, Cigna Supplemental Benefits, Medicare Part D and CareAllies businesses to Health Care Service Corporation
• Subway in its $9 billion sale to Roark
• HireRight Holdings in its $1.7 billion sale to General Atlantic and Stone Point Capital
• StarBulk Carriers in its $610 million acquisition of Eagle Bulk Shipping
• GRIID Infrastructure in its $155 million sale to CleanSpark
• Vanda Pharmaceuticals in its defense of unsolicited acquisition proposals
• Veradigm in its $140 million acquisition of ScienceIO
• Utz Brands in its $183 million divestiture of assets and brands to Our Home

Activism Defense

Collected Strategies only represents issuers and targets of activism, and Jim has defended companies against private approaches and public attacks from high profile activists, including:

• Starboard; Elliott; Carl Icahn; Third Point; Sachem Head; Engaged; Pershing Square; Jana; Engine; Corvex; Trian; Barington; Voce, and Blackwells, among others.

Financial Institutions

With a particular focus on the financial services sector, Jim has counseled banking institutions on a number of matters including M&A, reputation management, proxy solicitations, earnings issues, litigation and regulatory concerns.  Clients have included:

• AEGON; Bancorp Rhode Island; Cantor Fitzgerald; Central Pacific Financial; Comerica; Citizens Republic Bancorp; Deutsche Bank; Doral Financial; Eastern Bank; ELGA Credit Union; Fifth Street; First Horizon; First Niagara; First Republic; Hudson Valley Credit Union; Independence Community Bank; LPL Financial; Merchants; Metro Bancorp; PacWest; PFF Bancorp; PNC; South Financial Group; Selective Insurance; Silicon Valley Bank; Sovereign/Santander; SunTrust; SWS Group; Synovus; TIAA-CREF; Wells Fargo; and Whitney Holding Corp, among others.