Sandy focuses his practice on representing private equity sponsors and strategic buyers in the structuring and negotiation of mergers and acquisitions, minority investments, add-on acquisitions, and divestitures in a broad range of industries, including health care, consumer products, retail, software, services, and technology. Sandy also advises portfolio companies on operational matters, including corporate governance, litigation, equity and employment matters, recapitalizations, and restructurings.

Experience

  • Represented Cove Hill Partners in a number of transactions in the software, technology, and consumer industries, including:
    • Sale of Kalkomey, a leading provider of online recreational safety education;
    • Investment in Encompass Technologies, a leading provider of cloud-based software for beverage and food industry suppliers, distributors, and retailers, and Encompass’ acquisition of vintrace;
    • Strategic investment in and subsequent recapitalization of NetDocuments, the leading secure cloud-based content services platform for law firms and corporate legal and compliance departments;
    • Strategic investment in and subsequent recapitalization of Gamma Technologies, a leading provider of engineering simulation software; and
    • Investment in and subsequent sale of Storable, a leading provider of software, payments, insurance, and marketplace solutions to the self-storage industry.
  • Represented Summit Partners in its investments in and divestitures of a number of companies across the health care, technology, and services industries, including:
    • Creation and subsequent sale of Thrive Skilled Pediatric Care, one of the nation’s largest independent providers of pediatric home care;
    • Investment in Earned Wealth, a tech-enabled financial services firm focused exclusively on the needs of medical professionals;
    • Investment in Hallmark Health Care Solutions, a health care technology company specializing in workforce management solutions;
    • Creation of Veranex, a leading provider of integrated medical device development services;
    • Investment in VaxCare, which provides an end-to-end technology-enabled vaccine management platform;
    • Investment in TurningPoint Healthcare Solutions, which provides an innovative suite of specialty care management services and technologies focused on managing complex conditions like musculoskeletal, ENT, sleep, and cardiac care;
    • Investment in and subsequent recapitalization of LifeStance Health, a leading provider of outpatient behavioral health services; and
    • Acquisition of Paradigm Outcomes, a leading provider of complex medical management services, and Paradigm Outcomes’ acquisitions of ForeSight Medical, a leading provider of surgical management solutions, and Adva-Net, a leading ancillary network for high-acuity workers’ compensation claims.
  • Represented TSG Consumer Partners in its investments in and divestitures of a number of food and beverage, health and beauty, and other consumer products and services companies, including:
    • Investment in Pura Vida Miami, a premium all-day café and lifestyle brand focused on health and wellness;
    • Investment in EōS Fitness, a leading operator of “high-value, low price” gyms;
    • Investment in Thrive Pet Healthcare, a nationwide network of veterinary clinics, including emergency vets, primary care vets, and specialty vets;
    • Investment in CorePower Yoga, the largest yoga studio operator in the United States;
    • Investment, and subsequent IPO of, Dutch Bros. Coffee, a leading drive-through coffee chain;
    • Investment in Lucky Vitamin, an online retailer of vitamins, minerals and supplements, natural personal care products, and other health and wellness products;
    • Investment in Canyon Bicycles, a leading direct-to-consumer bicycle retailer and manufacturer of some of the world’s highest-quality road, mountain, and urban bikes;
    • Investment in Pabst Blue Ribbon, the iconic beer company;
    • Investment in and subsequent sale of SweetWater Brewing Company, a craft brewery;
    • Investment in Planet Fitness, a leading franchisor of affordable and accessible gyms;
    • Sale of Backcountry.com, a leading online specialty retailer for outdoor recreation gear and apparel;
    • Investment in Alexis Bittar, a designer and manufacturer of jewelry; and
    • Sale of Paige Premium Denim, a contemporary lifestyle clothier.
  • Represented Haveli Investments in its strategic majority investment in AppViewX, a leader in automated certificate lifecycle management (CLM) and public key infrastructure (PKI) solutions.
  • Represented Cinven Partners in its investment in Drake Software, a provider of software for tax return preparers.
  • Represented Audax Group in its investments in a number of health care, industrials, technology, and consumer products companies, including PlayMonster, Liquid Environmental Solutions, Axia Women’s Health, Imperial Bag & Paper, Dade Paper & Bag, and Data Intensity.
  • Represented Gordon Brothers, a global advisory, restructuring, and investment firm specializing in the industrial, consumer products, and retail sectors, in an investment in Gordon Brothers by funds managed by Stone Point Capital.
  • Represented Gridiron Capital in its divestiture of Electronic Systems Protection, a leading manufacturer of energy intelligence and power protection solutions.
  • Regularly represents, on a pro bono basis, The Nature Conservancy, a global conservation charitable organization, in structuring and implementing a variety of conservation financing projects, and Project Healing Waters Fly Fishing, a charitable organization providing therapeutic outdoor recreation for disabled military service personnel, in general operational and corporate matters.

Areas of Practice