“Our mission is to kickstart your M&A pipeline with the knowledge, connections and expertise you need for your next transaction”
“We’ll take a complete view on issues pertaining to private company M&A. If you advise, transact or invest in US mid-market, the message is to get involved”
Progress your deal pipeline
Get ahead of the competition
Make new connections and win mandates
Aon’s Transaction Solutions team has been leading the creation and advancement of Transaction Liability Insurance since the market’s inception. Comprised of former senior M&A and tax attorneys and other senior M&A leaders, we bring a depth of knowledge and passion for developing tailored solutions to your complex deal risks that is unparalleled in this industry. We know first-hand that the timing and sensitivity of a deal is paramount to its success and work closely with your deal team and our insurance providers to advise and execute solutions that improve your deal outcomes.
Kirkland & Ellis is one of the world’s leading law firms, with more than 2,700 lawyers practicing from 15 offices in the U.S., Europe and Asia. Kirkland’s acclaimed private equity practice has 30 years of experience and represents more than 500 private equity clients that touch upon every major industry and discipline in the world’s most critical markets. The Firm has unparalleled market penetration and is consistently ranked as the most active legal advisor for private equity and debt finance transactions, and fund formations in the U.S. and globally. Kirkland’s Private Equity Practice Group has been recognized as a Law360 Private Equity Group of the Year for the past nine consecutive years. With a proprietary database of nearly 1,800 private equity transactions called a “game changer” by the Financial Times, Kirkland is able to access data on market terms and trends that no other law firm can provide. Combined with pragmatic strategies and hard work, it’s innovations like this that ensure that Kirkland provides the highest quality legal services available anywhere.
NYSE Group is a subsidiary of Intercontinental Exchange (NYSE: ICE), a leading operator of global exchanges and clearing houses, and a provider of data and listings services. NYSE Group’s equity exchanges -- the New York Stock Exchange, NYSE American, NYSE Arca, NYSE Chicago and NYSE National -- trade more U.S. equity volume than any other exchange group. The NYSE is the premier global venue for capital raising, including technology IPOs. NYSE Arca Options and NYSE Amex Options are leading equity options exchanges. To learn more, visit www.nyse.com/index.
The M&A Leadership Council is a global partnership of professional services firms, authors, experts and luminaries in the field of mergers & acquisitions; they are dedicated to identifying best practices; establishing standards for training and certification; and providing methods, tools and expertise to companies conducting M&As. The Council's Certified M&A Specialist (CMAS) program provides credentials to professionals who have proven their knowledge, effort, resourcefulness and commitment to their specialty in M&A.
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Greg Belinfanti joined OEP in 2006 and is a Senior Managing Director based in New York and a member of the Investment Committee. During his tenure at OEP, Mr. Belinfanti has worked on a number of investments in the healthcare and business services industries and has led many of OEP’s healthcare transactions. Mr. Belinfanti is a member of the Board of Directors of Celltrion Healthcare, The Results Companies, Simplura Health Group, OneLink, PS Logistics, Ernest Health, and AMT, and has previously been a member of the Board of Directors of Apollo Health Street, ArthroCare, EGS, Prodigy and Systagenix. Prior to joining OEP, Mr. Belinfanti served as a Vice President in the Investment Banking division of Lehman Brothers, specializing in Global Healthcare. Mr. Belinfanti received his B.A. in Politics from New York University and his J.D. from Harvard University.
Tom heads Mergermarket and Dealreporter’s editorial operations across the Americas, overseeing the products’
combined team of over 50 reporters across the region that specialize in M&A and capital markets coverage. As well
as managing regional editors and hiring key staff, Tom is responsible for identifying new coverage areas. Before
becoming Managing Editor for the Americas in 2015, Tom was Managing Editor of the Asia-Pacific region. In 2012
he notably launched the successful ECM product. Prior to joining the Mergermarket Group, Tom wrote on capital
markets and private equity for a legal media organization in London. Tom holds a BA from Manchester University
Elissa Etheridge is a managing director on Aon’s Transaction Solutions team. Elissa has a dual role in driving efforts and cogent strategy in the private equity sector for the Aon U.S. TL team, together with responsibility for leading client placements in the areas of R&W insurance and other transaction-related coverage. Prior to moving to the U.S., Elissa led Aon’s M&A and Transactions Solutions practice for Australia and New Zealand. Elissa has over 10 years of combined legal and insurance M&A experience. Since joining Aon in 2012, Elissa’s principal focus has been negotiating and placing warranty and indemnity insurance policies for divestments and internal and inbound investments in the Australia and NZ market. She is recognized as a market expert in this field. Prior to joining Aon, Elissa had over four years of legal M&A experience, having practiced in two of Australia’s leading corporate law firms: Ashurst (formerly Blake Dawson) and McCullough Robertson. During this time, Elissa specialized in negotiating and structuring both domestic and cross-border mergers and acquisitions and private equity transactions, advising Australia’s leading public and private corporations, PE funds, and institutional investment vehicles.
Jessica joined the Aon’s Transaction Solutions team as part of its Tax Insurance Practice. Prior to joining the team, she worked as a tax consultant in “big four” accounting, most recently in EY’s Transaction Tax group. Jessica began her career at PwC, advising financial services clients and focusing on international tax issues in M&A transactions. She has advised on both private equity and strategic corporate deals from the buy-side and sell-side, with total value in excess of $10 billion. Jessica has experience in all stages of the transaction life cycle, including strategic analysis of opportunities, development of financial and tax structures, due diligence and negotiation of sale and purchase agreements, and post-transaction implementation.
Theodore L. Koenig, President, CEO and Founder of Monroe Capital LLC. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly traded business development company (BDC). Monroe Capital LLC is a private credit asset management firm specializing in direct lending and opportunistic private credit investing. Since 2004, the firm has provided private credit solutions to borrowers in the U.S. and Canada. Monroe’s middle market lending platform provides senior and junior debt financing to businesses, special situation borrowers and private equity sponsors. Investment types include unitranche financings; cash flow, asset based and enterprise value based loans; and equity co-investments. Monroe has been recognized by Creditflux as the 2019 Best U.S. Direct Lending Fund; Global M&A Network as the 2018 Small Middle Markets Lender of the Year; Private Debt Investor as the 2017 Lower Mid-Market Lender of the Year; M&A Advisor as the 2016 Lender Firm of the Year; and the U.S. Small Business Administration as the 2015 Small Business Investment Company (SBIC) of the Year.
In 2017, Mr. Koenig was honored with the Tree of Life Award by the Jewish National Fund in appreciation of his outstanding community involvement, dedication to the cause of American-Israeli friendship, and devotion to peace and the security of human life. In 2016, Mr. Koenig received the Leadership Achievement Award by The Global M&A for his management talents, influence and contributions made to advance and grow their respective organizations as well as markets. In 2014, Mr. Koenig was inducted in the Academy of Alumni Fellows of the Kelley School of Business at Indiana University for his significant contributions to the art and science of business management. In 2013, Mr. Koenig was awarded the Stanley C. Golder Award by the Illinois Venture Capital Association as a recognized leader in venture/private equity investing and for his profound and lasting contribution to the private equity industry in Illinois. Mr. Koenig also received the 2013 Torch of Liberty Award from the Mid-West Region of the Anti-Defamation League recognizing his achievements in both the corporate and philanthropic communities. Mr. Koenig was named the 2012 Middle Market Thought Leader of the Year by The Alliance of Mergers & Acquisitions Advisors (AM&AA) and Grant Thornton LLP recognizing individuals in the mergers and acquisitions profession who create and advocate ideas that are transformative for the industry.
Prior to founding Monroe Capital in 2004, Mr. Koenig was President and CEO of Hilco Capital LP, a junior secured/mezzanine debt fund established in 2000. Prior to that, Mr. Koenig spent 13 years at the Chicago-based law firm of Holleb & Coff as partner and co-chair of the firm’s Corporate Law, Mergers & Acquisitions and Business Finance groups, where he supervised and was responsible for structuring, negotiating and documenting acquisitions and sales of middle-market companies as well as representing the firm’s bank, financial institution and commercial finance clients in financing transactions for buyout, growth, recapitalization and restructuring transactions. Before joining Holleb & Coff in 1986, Mr. Koenig spent three years in the Mergers/Acquisitions and Corporate Finance practice group of Winston & Strawn where he was involved mostly in structuring and documenting buyouts, sales and financings for middle market companies.
Mr. Koenig is a graduate of the Kelley School of Business at Indiana University (B.S.) in accounting with high honors and Chicago-Kent College of Law (J.D.) with honors. He also successfully passed the Certified Public Accounting Exam. Mr. Koenig is a Director of the Commercial Finance Association, and a member of the Turnaround Management Association and the Association for Corporate Growth. Mr. Koenig also serves on the Dean’s Advisory Council, Kelley School of Business at Indiana University; Board of Advisors, Chicago-Kent College of Law; and as Vice Chairman of the Board of Trustees of Allendale School, a non-profit residential and educational facility for emotionally troubled children in the greater Chicago area.
Mr. Koenig is a frequent lecturer to various business and financial organizations and has published numerous articles in the areas of mergers and acquisitions, corporate and leverage buyout finance, and general business and economic trends.
Megan Ledyard is an established M&A practitioner with 15+ years of experience working on both sides of the table in global institutions. Megan joined Ingredion in June 2019 as Director, M&A for Ingredion Incorporated, charged with overseeing Ingredion’s global M&A program. Her team recently closed on the acquisition of PureCircle in July 2020 amidst the global pandemic and she continues to lead the integration efforts.
Megan joined Ingredion after spending six years at Morgan Stanley, most recently as a Vice-President in the Consumer Retail IBD practice, where she covered global food companies, including Mars and their acquisition of Tasty-Bite, mega-retailers, including Walmart and their sale of Yihaodian to JD.com, emerging brands, including the IPO of YETI, and global restaurants, including the activist defense of McDonald’s.
Prior to Morgan Stanley, Megan held roles in corporate development & strategy, finance, and operations with International Paper. During her time at International Paper, she actively participated in reshaping the global strategy of the Coated Paperboard business, led the first cross-border acquisition into Mexico for the Container Americas business, participated on deal teams for International Paper’s acquisition of Weyerhaeuser’s packaging business and subsequent hostile takeover of Temple-Inland. She stayed on both deals to lead cross-functional teams through their respective integrations, realizing hundreds of millions in operational synergies.
Megan earned her MBA from the University of Chicago Booth School of Business with concentrations in Economics and Finance. She earned her BSBA in Accounting from The Ohio State University and is a licensed CPA. She lives with her partner, Samuel, in Chicago, IL.
Christian Nagler is a corporate partner in the New York office of Kirkland & Ells LLP. He is a member of Kirkland’s Capital Markets Practice Group and lead for the Firm’s Special Purpose Acquisition Company (SPAC) practice. Christian represents issuers, private equity sponsors, and underwriters in a broad range of securities transactions including registered offerings, Rule 144A and Regulation S offerings, consent solicitations, acquisition financing, and tender and exchange offers involving convertible securities, trust preferred securities, investment grade and high yield debt, subordinated debt and equity derivatives and securities in acquisition and other financings. Christian also represents companies and funds with respect to SEC reporting and compliance, including Section 13 and Section 16 obligations, corporate governance issues, and disclosure obligations. Christian has been as a leading Securities/Capital Markets lawyer in the 2009 to 2021 editions of The Best Lawyers in America© and in the capital markets section of the 2019 and 2020 editions of IFLR 1000. He has also been recognized annually in The Legal 500 U.S. for his work in Capital Markets since 2010.
Judson Oswald is a corporate partner in the New York office of Kirkland & Ellis LLP. He focuses his practice on debt financing transactions. Judson represents private equity sponsors, their portfolio companies and other private and public companies in connection with complex secured and unsecured debt financing transactions, including leveraged acquisition financings, senior and subordinated lending transactions, first and second lien, bridge, mezzanine and asset based financings. He received his J.D. from the University of Cincinnati College of Law and his B.A. from Miami University.
Judson was recognized in the 2020 edition of Chambers USA for his work in Banking & Finance where clients noted he is a “very good lawyer with a great deal sense and technical knowledge.”