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J P MORGAN TRANSACTIONS 1973-1980 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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German Greek Coal |
Mining |
Australia |
National Coal Board |
$75 mm |
Agent |
|
Placid / No-ordgastransport |
Oil/Gas |
Holland |
Placid Oil |
$ 600 mm |
Co - Arranger |
|
Esso Petroleum Malaysia |
Oil/Gas |
Malaysia |
Exxon |
$ 300 mm |
Lead / Agent |
|
Ekofisk Offshore Oil / Gas |
Oil/Gas |
Norway |
Phillips Petroleum et al |
$ 2 bn |
Co - Lead |
|
Forties Oil Field Financing |
Oil/Gas |
UK |
BP |
$ 1 bn |
Lead / Agent |
|
Viking Jersey Offshore |
Oil/Gas |
UK |
IHC/Fernley & Eger/NSA |
$ 200 mm |
Lead / Agent |
|
Ninian Oil Pipeline |
Oil/Gas |
UK |
Chevron / BP |
$ 1 bn |
Advisor |
|
Tartan Oil |
Oil/Gas |
UK |
Texaco |
$ 600 mm |
Lead / Agent |
|
Thistle Oil Field |
Oil/Gas |
UK |
Burmah Oil |
$ 200 mm |
Advisor |
|
Frigg Gas Field |
Oil/Gas |
UK / Norway |
Elf / Total |
$ 900 mm+ |
Co - Lead |
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Various Corporate financings for: |
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Calor Gas |
Oil/Gas |
UK |
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Johnson Mathey & Co |
Mining |
UK |
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Burmah Oil |
Oil/Gas |
UK |
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B.N.O.C. |
Oil/Gas |
UK |
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Statoil |
Oil/Gas |
Norway |
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EDF |
Power |
France |
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Deminex |
Oil/Gas |
Germany |
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International Nickel |
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UK |
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Major Corporate Restructuring under Bank of England Guarantee for: |
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Burmah Oil |
Oil/Gas |
UK |
Burmah |
$ 1 bn + |
Agent |
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Approx.15 Latin American Syndicated loans, |
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including: |
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Itaipu |
Power |
Argentina |
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Yacyreta |
Power |
Brazil |
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CHASE MANHATTAN TRANSACTIONS 1980-1987 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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Argyll Diamond Mining |
Mining |
Australia |
Ashton Mining |
$ 200 mm |
Lead / Agent |
|
Blair Athol Coal |
Mining |
Australia |
CRA |
$ 600 mm |
Co - Arranger |
|
CSR Delhi Petroleum |
Oil/Gas |
Australia |
CSR |
$ 950 mm |
Agent |
|
Eraring Power |
Power |
Australia |
SECNSW |
$ 1.2 bn |
Co - Arranger |
|
Woodside Petroleum |
Oil/Gas |
Australia |
Woodside |
$ 1.4 bn |
Agent |
|
Worsley Alumina Refinery |
Mining |
Australia |
Reynolds Aluminium |
$ 750 mm |
Lead / Agent |
|
Capco / Kesco Power |
Power |
Hong Kong |
Exxon / China Light |
$ 900 mm |
Co - Arranger |
|
New Zealand Refining Co |
Oil/Gas |
New Zealand |
Shell / BP et al |
$750 mm |
Co - Arranger |
|
New Zealand Synthetic Fuels |
Oil/Gas |
New Zealand |
Mobil / NZ Government |
$ 1.4bn |
Co - Arranger |
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OK Tedi Copper Mining |
Mining |
Papua New Guinea |
BHP et al |
$ 200 mm |
Co - Arranger |
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Acquisition financings for |
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Gulf Oil / KKR |
Oil/Gas |
US |
KKR |
$ 3 bn |
Co - underwriter |
|
Burroughs / Sperry |
Media/Telecom |
US |
Burroughs |
$ 2 bn |
Co - underwriter |
|
Belridge Oil Production Payment |
Oil/Gas |
US |
Shell |
$ 1. 5 bn |
Agent |
|
Esso Malaysia (EPMI) |
Oil/Gas |
Malaysia |
Exxon |
$ 400 mm |
Co - Arranger |
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Shell do Brazil Offshore Oil Project |
Oil/Gas |
Brazil |
Shell |
$ 600 mm |
Adviser |
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Exxon Olefins Indonesia |
Oil/Gas |
Indonesia |
Exxon et al |
$ 2 bn |
Adviser |
|
Gulf Oil Production Payment |
Oil/Gas |
US |
Gulf`Oil |
$ 600 mm |
Co - Lead |
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Chapter XI restructuring for Kendavis Group: |
Oil/Gas |
US |
Kendavis |
$ 750 mm |
Agent |
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Senior Client Executive for: |
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Exxon |
Oil/Gas |
US |
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Shell |
Oil/Gas |
US |
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Gulf |
Oil/Gas |
US |
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IBM |
Media/Telecom |
US |
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Honeywell |
Media/Telecom |
US |
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Cray |
Media/Telecom |
US |
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Unisys |
Media/Telecom |
US |
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SALOMON BROTHERS TRANSACTIONS 1987-1990 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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Holiday Inns Acquisition and Debt Tender |
Leisure |
US |
Holiday Inns |
$ 1 bn |
Adviser |
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Pre-packaged bankruptcy restructuring for Resorts International |
Leisure |
US |
Resort Int`l |
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Acquisition of Goodrich Tyre by Michelin |
Industrial |
France |
Michelin |
$ 750 mm |
Adviser |
|
Restructuring of Insight Communications |
Media/Telecoms |
US |
Insight Communications |
$100mm |
Adviser |
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Repurchase Programs for High Yield Debt for:- |
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Armco Steel |
Mining |
US |
see at left |
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Adviser/Principal |
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Bethlehem Steel |
Mining |
US |
see at left |
|
Adviser/Principal |
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Blount |
Industrial |
US |
see at left |
|
Adviser/Principal |
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Coca Cola Enterprises |
Leisure |
US |
see at left |
|
Adviser/Principal |
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Colt Industries |
Industrial |
US |
see at left |
|
Adviser/Principal |
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Danaher Industries |
Industrial |
US |
see at left |
|
Adviser/Principal |
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FMC |
Industrial |
US |
see at left |
|
Adviser/Principal |
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General Homes |
Industrial |
US |
see at left |
|
Adviser/Principal |
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Hunter Melnor |
Media/Telecom |
US |
see at left |
|
Adviser/Principal |
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Itel |
Industrial |
US |
see at left |
|
Adviser/Principal |
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Levi-Strauss |
Leisure |
US |
see at left |
|
Adviser/Principal |
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Macy's |
Retail |
US |
see at left |
|
Adviser/Principal |
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Masco |
Industrial |
US |
see at left |
|
Adviser/Principal |
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MDC |
Industrial |
US |
see at left |
|
Adviser/Principal |
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National Intergroup plus others |
Mining |
US |
see at left |
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Adviser/Principal |
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National Steel |
Mining |
US |
see at left |
|
Adviser/Principal |
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Owens Illinois |
Industrial |
US |
see at left |
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Adviser/Principal |
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Phillips Petroleum |
Oil/Gas |
US |
see at left |
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Adviser/Principal |
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Revco |
Retail |
US |
see at left |
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Adviser/Principal |
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Southland |
Retail |
US |
see at left |
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Adviser/Principal |
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USX |
Mining |
US |
see at left |
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Adviser/Principal |
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PARIBAS TRANSACTIONS 1991-1997 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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Cepa / Southern Acquistion |
Power |
Asia / US |
Southern Co. |
$ 850 mm |
Participant |
|
Melbourne Link Highway |
Transport |
Australia |
Transfield et al |
$ 1 bn |
Participant |
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Yalourn Power |
Power |
Australia |
Powergen |
$ 1000 mm |
Participant |
|
Hopewell Superhighway |
Transport |
China |
Hopewell Holdings |
$ 750 mm |
Co - Arranger |
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Shajiao C Power |
Power |
China |
CEPA |
$ 750 mm |
Co - Arranger |
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Termobaranquilla |
Power |
Columbia |
ABB / GPU |
$ 500 mm |
Co - Lead |
|
Metro de Rouen Subway |
Transport |
France |
GEC Alsthom / CGE |
$ 200 mm |
Lead / Agent |
|
Wingas Pipeline |
Oil/Gas |
Germany |
BASF / Gazprom |
$ 400 mm |
Co - Arranger |
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Ravva Oil / Gas |
Oil/Gas |
India |
Videotron / Command |
$ 50 mm |
Lead |
|
Centro Energia |
Power |
Italy |
Total / Foster Wheeler / Merloni |
$ 200 mm |
Lead / Advisor |
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Rosen Power |
Power |
Italy |
Tractabel |
$ 200 mm |
Co - Arranger |
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SARAS Power |
Power |
Italy |
Enron / SARAS |
$ 1 bn |
Co - Arranger |
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Malaysian LNG |
Oil/Gas |
Malaysia |
Petronas / Shell / Mitsubishi |
$ 1 bn |
Co - Arranger |
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Petronas LNG Tankers |
Oil/Gas |
Malaysia |
Petronas |
$ 1 bn |
Lead / Agent |
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Jorf Lasfar Power |
Power |
Morrocco |
National Power / Endesa / EdF |
$ 600 mm |
Adviser |
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Manah Power |
Power |
Oman |
Tractabel/Solvay |
$ 150 mm |
Co - Agent |
|
Oman LNG |
Oil/Gas |
Oman |
Shell |
$ 2 bn |
Co - Mgr |
|
Salalah Power |
Power |
Oman |
CEA |
$ 200 mm |
Adviser |
|
Rades Power |
Power |
Pakistan |
Siemens et al |
$ 350 mm |
Participant |
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Quezon Power |
Power |
Phillipines |
Intergen / Ogden |
$ 400 mm |
Arranger |
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Sual Power |
Power |
Phillipines |
CEPA / Southern |
$ 950 mm |
Co - Lead/ Agent |
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Qafco Fertiliser |
Petrochemicals |
Qatar |
Norsk / Hydro / QGPC |
$ 200 mm |
Co - Arranger |
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Qapco Petrochemicals |
Petrochemicals |
Qatar |
QCPC / Elf |
$ 200 mm |
Lead / Agent |
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Qatargas LNG |
Oil/Gas |
Qatar |
GGPC / Mobil / Total |
$ 1 bn |
Co - Mgr |
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Ras Laffan LNG |
Oil/Gas |
Qatar |
Mobil/Bechtel / Technip |
$ 2 bn |
Adviser |
|
Palabora Mining |
Mining |
South Africa |
RTZ / Anglo |
$ 100 mm |
Co - Arranger |
|
Elcogas Power |
Power |
Spain |
EDF / Endesa / et al |
$ 800 mm |
Co - Agent |
|
Don Muang Tollway |
Transport |
Thailand |
Various |
$ 100 mm |
Participant |
|
Rayong Refinery |
Oil/Gas |
Thailand |
Shell / PTT |
$ 900 mm |
Arranger |
|
Unimar Power |
Oil/Gas |
Turkey |
Marubeni / Unit / Nat'l Power |
$ 500 mm |
Agent / Lead |
|
A1 - M Highway Link |
Transport |
UK |
BICC et al |
$ 250 mm |
Participant |
|
Eurotunnel Bank Advisory |
Transport |
UK |
Eurotunnel |
|
Advisory |
|
Hanford Waste |
Waste |
UK |
CNIM |
$ 80 mm |
Agent / Lead |
|
M1 - M15 Highway |
Transport |
UK |
Various |
$ 300 mm |
Participant |
|
Tysley Waste |
Waste |
UK |
CGE |
$ 80 mm |
Agent / Lead |
|
Eco - electrica |
Power |
US |
Enron / Kenetech |
$ 500 mm |
Co - Lead |
|
Satelindo |
Media/Telecom |
Indonesia |
Various |
$ 500 mm |
Co - Lead |
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ROLLS ROYCE TRANSACTIONS 1997-1998 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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IPP Project |
Power |
Indonesia |
Rolls Royce et al |
$200mm |
Sponsor |
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Industrial Cogen Project |
Power |
Brasil |
Rolls Royce et al |
$240mm |
Sponsor |
|
IPP |
Power |
UK |
Rolls Royce |
£50mm |
Sponsor |
|
IPP |
Power |
UK |
Rolls Royce |
£30mm |
Sponsor |
|
Industrial Cogen |
Power |
Turkey |
Rolls Royce et al |
$45mm |
Sponsor |
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CONSULTANCY TRANSACTIONS 1998 |
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Project |
Sector |
Country |
Sponsors |
Amount |
Role |
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UK Merchant Plant Project. Joint venture between a Japanese Trading House and a major UK utility. The assignment comprised the financial aspects of a bid in competion, against others, for the award of a mandate to develop, operate and finance a 1100MW behind the fence co-gen facility with all the electricity output being sold on a merchant plant basis to the National Grid. |
Power |
UK |
Japanese Trading House |
£450mm |
Sponsors Advisor |
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East European Equity Fund. A medium sized European utility wished to setup a london based fund to develop industrial co-generation projects in Eastern Europe.The assignment comprised a 5 month study involving all the legal and tax definition plus development of a financial model to monitor and allocate prospective returns between investors and fund management. |
Power |
Eastern Europe |
European Utility |
$200mm |
Sponsors Advisor |
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Mediocredito London Branch.Comprised preparation of a business plan.operating procedures and the regulatory dealings associated with the establishment of a banking branch with a non deposit taking banking licence. |
Banking |
Europe |
Bank |
NA |
NA |
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MEDIOCREDITO TRANSACTIONS 1999 |
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Project
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Sector
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Country
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Sponsors
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Amount
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Role
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Set Up of London Branch. Involved implementation of the previously defined plan,supervision of physical facilities including IT support for the branch which opened in April 1999. |
Internal |
UK |
Mediocredito |
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Responsible |
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Management Information System. Development and installation of Lotus Notes based client information system. System was designed around prioritised list of clients with the objective of completely user friendly real time client and portfolio monitoring system. |
IT |
UK/Italy |
Mediocredito |
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Responsible |
| Private Equity Fund.. A major US based private fund which is an active and successful investor in Latin American power projects was looking to place an additional tranche of funds with Italian institutions. | Power | US/Latin American/Italy | New York based private Equity fund | £300m | Responsible |
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Acquisition Advisory. Advisory assignment for a major European utility considering acquiring a North American power project development with activities in a number of major power markets including the US,Turkey and Asia.Comprised full industry,legal,economic and tax due diligence. |
Power |
US |
European Utility |
|
Team Member |