- in its indirect acquisition of a majority stake in Industrial Division sp. z o.o., a lessor of locomotives to, among others, carriers of petrochemicals, raw materials and special cargoes, from Jarpid Investment.
- in its acquisition of AAA Auto Group N.V., the largest buyer and seller of used cars in Central Europe.
- in its $2.5 billion take-private acquisition of Air Methods Corporation, at the time the largest domestic air medical transport provider, a manufacturer of medical aircraft interiors and a provider of air-tourism services.
- in the acquisition, subsequent reorganization, public offering and $3.3 billion sale of Metaldyne Performance Group Inc., a manufacturer of transmission, engine, driveline and safety components for passenger, commercial and industrial vehicles. Also advised on financing matters related to the original acquisition.
- in its $750 million leveraged buyout of HHI Holdings, an auto components supplier, from KPS Capital Partners. Also advised on financing matters related to the transaction.
- in its acquisition of a controlling interest in Blue Bird Corporation, an independent manufacturer of school buses, from Traxis Group.
- at the time a portfolio company of Cinven Partners, CVC Capital Partners and Oak Hill Capital Partners in its $7.6 billion sale to Bohai Leasing Co., Ltd.
- in its $10 billion acquisition of the aircraft leasing business of CIT Group Inc.
- J.P. Morgan Securities, as sole lead arranger and sole bookrunner, and J.P. Morgan, as administrative agent, in numerous amendments and extensions to the revolving credit facilities of Ford Motor Company.
- J.P. Morgan, Citi and Goldman Sachs in the $18.5 billion financing for Ford Motor Company – the largest financing on record in the automotive industry.
- in its $6.9 billion sale of its United States, Mexico, Australia and New Zealand fleet businesses to Element Financial Corporation, and in the sale of its European fleet businesses to Arval Service Lease S.A.
- in the sale of its North American tank car rail assets and railcar repair business to Marmon Holdings, Inc.
- in the $499 million sale of its stake in Penske Truck Leasing Co. LP to Penske Automotive Group Inc.
- in its $11 billion revolving credit facilities – the largest unfunded non-investment grade revolver in history at the time and the third-largest financing on record in the automotive industry.
- in its $4.2 billion acquisition of the European, Latin American and China-based auto-finance and insurance operations of Ally Financial Inc., providers, primarily under the GMAC name, of retail financing and other services to consumers and of wholesale financing to dealers – one of the five largest Latin American M&A deals in 2012 per Latin Lawyer.
- in the establishment of a securitization facility to finance its fleet leasing business with an issuance of $1.1 billion variable funding asset-backed notes, and in the extension of their Australian, French and Dutch rental car securitizations.
- in the establishment of a new master trust fleet lease securitization platform to finance their subsidiary Donlen’s fleet lease portfolio and the establishment of a conduit funded warehouse facility thereunder, as well as several term ABS issuances.
a China-based conglomerate focused on airport and travel services, transportation and logistics:
- in its $2.8 billion acquisition of Swissport International Ltd.
- in the approximately $6 billion take-private merger of its member, Tianjin Tianhai Investment Co Ltd, a provider of international short-haul container shipping and freight agency services, and Ingram Micro Inc.
- in its acquisition of a majority interest in Dealer Tire, LLC, a company that assists auto manufacturers with managing tire programs targeting auto dealerships.
- in its acquisition of a 49% interest in Odfjell Terminals AS (OTAS), the holding company for substantially all of the worldwide tank terminal activities of Odfjell SE, in exchange for a $219 million cash investment in OTAS and a contribution to OTAS of Lindsay Goldberg's 49% share in its existing joint venture with Odfjell.
- in its acquisition of The Kenan Advantage Group, Inc., a provider of tank truck transporter and logistics services, from GS Capital Partners and Centerbridge Partners.
- in its $520 million acquisition of V.Group Limited, a provider of management and related marine services to the global shipping industry – OMERS’ debut buy-out deal in the European market.
together with two other investors, in an aggregate $700 million PIPE investment and subsequent $1.26 billion follow-on investment in XPO Logistics, Inc., a provider of freight brokerage transportation services.
- in the acquisition and sale of its 25% equity interest in the AutoTrader Group, the largest digital automotive marketplace in the United States, to Cox Enterprises.
- in a minority investment in GlobalTranz Inc., a freight agent and freight broker transportation management company.