REPRESENTATIVE EXPERIENCE
Kristin E. Taylor
Advised UBS AG London Branch in connection with a consortium equity investment by UBS AG London
Branch and two other global financial institutions into CSD BR, a Brazilian-based trade
repository, central securities depository, and clearinghouse for the Brazilian financial market.
Advised Matthews International Corporation (NASDAQ: MATW), a Pittsburgh, Pennsylvania-based
provider of industrial technologies and memorialization products, in the US$232.1 million sale
of its Warehouse Automation business to Duravant LLC.
Advised Charlotte-based Foro Holdings, Inc., a commercial lending services provider, on its
acquisition of Bridge, a digital platform built by Citi to connect small and medium-sized
businesses to a diverse group of lenders for business loans. As part of the transaction, Citi
joined Foro’s investors, including TTV Capital, US Bank and Correlation Ventures, in an
additional capital investment in Foro to support the continued growth of the business.
Advised an investment bank and financial services firm as the lead investor in the growth equity
financing of a leading developer of an insurance brokerage and management platform.
Advised an investment bank and financial services firm as the lead investor in the growth equity
financing of a leading provider of account opening, loan origination, and BNPL financing
solutions.
Advised an investment bank and financial services firm as the lead investor in the equity
financing of a leading provider of crypto financial intelligence.
Advised an investment bank and financial services firm as the lead investor in the growth equity
financing of a leading global payments enablement and software company.
Regularly advise subsidiaries of a leading global EdTech and workforce solutions provider in
connection with various minority equity and convertible debt investments in early-stage and
growth-stage EdTech and workforce solutions companies.
Advised a consortium of global financial institutions as investors in an equity financing of a
leading fintech solutions provider of voice communication and analytics platforms, technologies,
and services designed for the unique needs of financial institutions and other financial
services customers.
Represented a private equity-backed provider of residential HVAC services in its several
acquisitions of other HVAC service providers, as well as plumbing and electricity service
providers.
Represented a private equity firm in connection with the exit of its investment in a leading
multi-market audience development and specialist digital content company.
Advised Exact Sciences Corporation (NASD: EXAS), a leading provider of cancer screening and
diagnostics tests, on its acquisition of Resolution Bioscience, Inc., a developer of
next-generation sequencing-based precision oncology solutions.