Strategic Advisory

Our Strategic Advisory team partners with leaders and boards to navigate transformational decisions with clarity, discretion and conviction. We advise many of the world’s most consequential companies on the full spectrum of strategic issues from M&A to navigating activist shareholders and capital markets complexity.

We provide independent, product-agnostic advice across the capital structure, designing solutions that align with each client’s strategy while optimizing for flexibility, efficiency and long-term growth.

Expertise

Mergers & Acquisitions

Partner with boards, management teams and financial sponsors for advice on M&A and strategic alternatives.

Capital Markets Advisory

Provide capital raising and independent advice in both the public and private markets across the entire capital structure.

Complex Investor Matters

Design bespoke strategies to deliver enhanced investor relationships, shareholder support and public market valuations.

Board Advisory

Provide effective solutions to boards and special committees for critical strategic, governance and shareholder matters.

Activism Defense

Develop strategies to proactively mitigate and to successfully navigate shareholder activism, unsolicited approaches and other contested situations.

Corporate Governance Advisory

Advise organizations on their corporate governance frameworks to enhance effectiveness, accountability and shareholder confidence.

Geopolitical and Policy Advisory

Help boards and management teams navigate changing geoeconomic relationships against the backdrop of an evolving political landscape.

General Partner ("GP") Stakes Advisory

Advise on minority stake investments in private equity and venture capital GPs, supporting clients through opportunity evaluation, transaction execution and portfolio strategy.

Results

A proven track record of impact, reflected in the landmark transactions and outcomes we've helped deliver.

$20 billion acquisition by Verizon

$20 billion acquisition by Verizon

2025

$21 billion equity offering

$21 billion equity offering

2024

$51 billion sale to Capital One

$51 billion sale to Capital One

2024

Strategic Advisory Results Grid - Kimberly-Clark

2025

$48.7 billion acquisition of Kenvue

Strategic Advisory Results Grid  - Titos

2025

Acquisition of LALO Tequila

Strategic Advisory Results Grid  - Advent

2025

Sale of Zentiva to GTCR

Strategic Advisory Results Grid  - Genmab

2025

$8.0 billion acquisition of Merus

Strategic Advisory Results Grid  - Intel

2025

$8.9 billion investment by the US Government

Strategic Advisory Results Grid  - Zayo

2025

$4.25 billion acquisition of Crown Castle's Fiber Solutions business

Strategic Advisory Results Grid - Kraken

2025

$1.5 billion acquisition of NinjaTrader

Strategic Advisory Results Grid - Origis Energy

2025

$1 billion+ strategic investment from Brookfield and Antin Infrastructure Partners

Strategic Advisory Results Grid - Standard Chartered

2025

Long-term strategic partnership with Apollo

Strategic Advisory Results Grid - Omnicom

2024

$15 billion acquisition of Interpublic Group

Strategic Advisory Results Grid - General Atlantic

2024

$1.1 billion acquisition of Learning Technologies Group

Strategic Advisory Results Grid - TPG Rise

2024

$750 million lead investment in Intersect Power

Strategic Advisory Results Grid - US Cellular

2024

$1 billion sale of select spectrum assets to Verizon

Strategic Advisory Results Grid - MDU Resources

2024

$2.9 billion spinoff of Everus Construction Group

Strategic Advisory Results Grid - Alaska Airlines

2024

$2 billion loyalty financings

Strategic Advisory Results Grid - Boeing

2024

$21 billion concurrent offerings of common stock and mandatory convertible preferred stock, the largest equity offering in US history

Strategic Advisory Results Grid - Lundbeck

2024

$2.6 billion acquisition of Longboard Pharmaceuticals

Strategic Advisory Results Grid - NFL

2024

Financial advisor on the development of its investment fund policy and fund partnerships

Strategic Advisory Results Grid - Woodside Energy

2024

$1.2 billion acquisition of Tellurian

Strategic Advisory Results Grid -Victory Capital

2024

Combination of Amundi US into Victory Capital

Strategic Advisory Results Grid - Boeing (2)

2024

$8.3 billion acquisition of Spirit Aerosystems

Strategic Advisory Results Grid - Nokia

2024

$2.3 billion acquisition of Infinera Corporation

Strategic Advisory Results Grid - US Cellular (2)

2024

$4.4 billion sale of Wireless Operations and Select Spectrum Assets to T-Mobile

Strategic Advisory Results Grid - Intelsat

2024

$5 billion sale to SES

Strategic Advisory Results Grid - Alaska Airlines (2)

2023

$1.9 billion acquisition of Hawaiian Holdings

Strategic Advisory Results Grid -  GE

2023

$56 billion formation of three public companies: GE Aerospace, GE Vernova and GE HealthCare

Strategic Advisory Results Grid - Treasury Wine Estates

2023

Acquisition of DAOU Vineyards for total consideration of up to $1 billion

Strategic Advisory Results Grid - Smurfit Kappa

2023

$34.3 billion merger with WestRock

Strategic Advisory Results Grid - Salesforce

2023

Pivotal 2023 investor day and successful activism defense against multiple activist funds

Strategic Advisory Results Grid - CCI

2023

Sale of its two thermal power assets in the Netherlands to EP Holding

Strategic Advisory Results Grid - MDU Resources (2)

2023

Business portfolio transformation and successful activism defense against Corvex Management

Strategic Advisory Results Grid - Amgen

2022

$28.3 billion acquisition of Horizon Therapeutics

Strategic Advisory Results Grid - Blucora

2022

$720 million sale of TaxAct to Cinven

Strategic Advisory Results Grid - Porsche SE

2022

IPO and €10.1 billion stake purchase in Porsche

Strategic Advisory Results Grid - Repsol

2022

$4.8 billion sale of 25% in Repsol Upstream to EIG

Strategic Advisory Results Grid - McDonalds

2022

Successful activist defense against Carl Icahn

Strategic Advisory Results Grid - Kohl's

2022

Successful activist defense against Macellum Capital Management

Strategic Advisory Results Grid -  Sony Interactive Entertainment

2022

$3.6 billion acquisition of Bungie

Strategic Advisory Results Grid - CSL

2021

$12.3 billion acquisition of Vifor Pharma

Strategic Advisory Results Grid - Viasat

2021

$7.3 billion acquisition of Inmarsat

Strategic Advisory Results Grid - Carnival Corporation & PLC

2021

Multiple debt and equity transactions totaling $31.7 billion

Strategic Advisory Results Grid - Blackstone

2021

$4.0 billion sale of TCOLV’s real property assets to a partnership among Stonepeak, Cherng Family and Blackstone

Strategic Advisory Results Grid - Blackstone (2)

2021

$1.6 billion sale of TCOLV’s casino and hotel operations to MGM Resorts

Strategic Advisory Results Grid - Apple Leisure Group

2021

$2.7 billion sale to Hyatt

Strategic Advisory Results Grid - Gecas

2021

$35 billion merger with AerCap

Strategic Advisory Results Grid - WeWork

2021

$9.0 billion business combination with bowX

Strategic Advisory Results Grid - Grayson Mill Energy

2021

$900 million acquisition of select upstream and midstream Williston Basin assets from Equinor

Strategic Advisory Results Grid - Navistar

2020

$8.0 billion sale to TRATON

Strategic Advisory Results Grid - William Hill

2020

£3.4 billion recommended offer from Caesars

Strategic Advisory Results Grid - Garcia Companies

2020

Acquisition of the XFL and partnership with RedBird Capital

Strategic Advisory Results Grid - Legg Mason

2020

$7 billion sale to Franklin Templeton

Strategic Advisory Results Grid - TD Ameritrade

2019

$26 billion acquisition by Charles Schwab

Strategic Advisory Results Grid - MGM Resorts

2019

$4.25 billion sale of Bellagio Real Estate to Blackstone

Strategic Advisory Results Grid - Flutter

2019

£14.3 billion all share combination with the Stars Group

Strategic Advisory Results Grid - Caesars Entertainment

2019

$17 billion combination with El Dorado Resorts

Strategic Advisory Results Grid - Abbvie

2019

$63 billion acquisition of Allergan

Strategic Advisory Results Grid - GE (2)

2019

$21.4 billion sale of BioPharma business to Danaher

Strategic Advisory Results Grid - Motorola

2019

$445 million acquisition of VaaS

Strategic Advisory Results Grid - GSK

2018

$5.1 billion acquisition of Tesaro

Strategic Advisory Results Grid - Cerealo Siro Foods

2018

€210 million merger of Galletas Siro and Cerealto and carve out of the Bread & Bakery businesses

Strategic Advisory Results Grid -  Sky

2018

$48 billion cash offer from Comcast

Strategic Advisory Results Grid - Advent International

2018

€1.9 billion acquisition of Zentiva

Strategic Advisory Results Grid - T-Mobile

2018

$59 billion merger with Sprint

Strategic Advisory Results Grid - Dynegy

2017

$10.5 billion merger with Vistra Energy

Strategic Advisory Results Grid - Wyndham

2017

$16 billion spin of hotel group into a publicly traded company

Strategic Advisory Results Grid - Yum!

2016

$10 billion separation into two independent publicly traded companies

Strategic Advisory Results Grid - Comcast

2016

$3.8 billion acquisition of DreamWorks

We bring the full force of our collective insight to every engagement – working across disciplines and geographies to solve the toughest problems.