Robert N. Holtzman

Advised NewPoint Real Estate Capital LLC in its acquisition of certain assets of Housing & Healthcare Finance LLC, including its FHA multifamily and healthcare origination business and its loan servicing portfolio. 

Advised The NPD Group, a global market information provider, in its acquisition by private equity firm Hellman & Friedman.

Advised Alliant Insurance Services, a leading distributor of diversified insurance products and services in the U.S., in its acquisition of Confie, the largest personal lines insurance distributor in the U.S.

Represented Paine Schwartz Partners in its acquisition of Kynetec, an agricultural and market research company.

Represented Stone Point Capital LLC in a strategic investment by funds managed by Stone Point Capital in Allied Benefit Systems LLC, a leading independent third-party administrator of group health benefits to self-insured employers.

Advising Sentinel Capital Partners in the sale of Pet Supplies to Franchise Group Inc., an all cash transaction valued at approximately $700 million.

Advising BlackRock, Inc. in its definitive agreement to acquire Aperio Group LLC, a pioneer in customizing tax-optimized index equity separately managed accounts, from Golden Gate Capital for $1.05 billion.

Represented Stone Point Capital LLC in its acquisition, along with GreyLion Capital, of Hyphen Solutions, the leading provider of cloud-based residential construction management software.

Advised Stone Point Capital and its Trident funds in the acquisition of PrismHR, a leading HR technology platform.

Represented Paine Schwartz Partners in establishing an animal health & nutrition investment platform, Axiota Animal Health, Inc., with a strategic acquisition in Warburton Technology Limited, a leading producer of trace-mineral injections for cattle.

Represented Waterfall Asset Management in connection with its acquisition of a controlling interest in Flex Fleet Rental, a leading provider of medium-term truck rentals to commercial customers.

Represented Jun Group Productions in its sale to Advantage Solutions.

Advised Stone Point Capital LLC in an agreement by which funds managed by Stone Point acquired Sabal Capital Partners LLC.

Represented Brown (RI) Investment Company LLC and MyOfficeProducts Holdings Inc. in the sale of their subsidiaries, HiTouch Business Services LLC and MyOfficeProducts LLC, to Staples Inc.

Advised Stone Point Capital LLC and its Trident funds in an investment in Gordon Brothers Group LLC, a global advisory, restructuring and investment firm specializing in the industrial, consumer products and retail sectors. 

Represented Alliant Insurance Services, the largest specialty insurance brokerage firm in the U.S., in its agreement to acquire Crystal & Company, a leading global provider of insurance and employee benefits consulting services.

Represented Stone Point Capital LLC in its acquisition of LegalShield, a subscription-based provider of legal plans and a provider of identity theft solutions, from funds controlled by MidOcean Partners.

Represented a Big Four accounting firm in connection with an action commenced by a competitor arising out of its hiring of a team of former employees.

Represented Roto Rooter Services Co. in connection with a class and collective action alleging violations of the wage and hours laws of twelve states and a parallel class arbitration proceeding.

Represented a prominent financial institution in connection with a claim of gender discrimination and sexual harassment.

Represented a $10 billion hedge fund in connection with the exit of one of its founding partners.

Represented an asset manager with more than $25 billion in assets under management in connection with the restructuring of its restrictive covenants and long-term incentive compensation arrangements.

Advised Stone Point Capital in the acquisition of Clark Consulting, the bank-owned life insurance distribution and servicing unit of Aegon USA LLC by Greenspoint, a newly formed joint venture between funds managed by Stone Point Capital LLC and A2 Capital Insurance Services.

Advised The NPD Group, Inc. in the sale of its DisplaySearch and Solarbuzz businesses to IHS Inc.

Advised Millennium Partners in the sale of its Sports Club/LA and Reebok Sports Club/NY health and fitness club business and certain related assets to Equinox Fitness for approximately $110 million.

Advised Stone Point Capital in the acquisition of LTCG Holdings Corp., the parent of Long Term Care Group Inc., the recognized leader in business process outsourcing for long-term care insurance.

Represented chief executive officer of private company in connection with sale to a new private equity sponsor, including associated employment, incentive, and investment documents.

Represented Del Monte Pacific Limited in connection with employment issues arising out of its $1.7B acquisition of the consumer foods business of Del Monte Corporation.

Represented acquiror in connection with negotiation of new employment and executive compensation arrangements with executive management team.

Represented an employer and its chief executive officer in class action alleging sexual harassment and wage and hour violations.

Advised a broker-dealer in connection with the wind-down of its business and termination of operations.

Successfully represented a partner in an arbitration proceeding arising out of a failed business. Obtained an award fully exonerating the partner and awarding damages and attorneys’ fees for breaches by and conduct of the other partners.

Represented a large New York City hospital in connection with the wind-down of its operations, including the layoffs of thousands of employees.