Kevin S. Shmelzer

Kevin represents public and private clients in a number of fields, including the energy, technology, banking, life sciences, retail, utilities, healthcare, manufacturing, fintech, digital health, and sports industries. Kevin is a member of the firm’s SPAC Task Force.

In addition to serving as outside counsel for his clients, Kevin previously served as the acting general counsel of Taminco Global Chemical Corporation upon Apollo Global Management’s acquisition of Taminco (at such time, the company had $1.1 billion in revenues and 750 employees in 18 countries). Kevin managed all legal aspects of the company’s operations, including primary responsibility for corporate governance and board secretarial duties, strategic alliances, joint ventures, acquisitions, commercial matters, litigation and claims, financings, subsidiary management, intellectual property, purchasing, employment, sales, and marketing compliance matters. That experience allows him to bring a unique perspective to the business and financial aspects of the transactions he works on.

TECHNOLOGY

• DataServ, a portfolio company of Renovus Capital, in its acquisition of xFact, an IT solutions and services provider
• Cohen Circle Acquisition Corp. I in its definitive business combination agreement with JSC Kyivstar, a digital operator in Ukraine serving 24 million fixed and mobile communication customers, in a transaction with a pro forma valuation of $2.21 billion
• Billhighway, a portfolio company of Lovell Minnick Partners, in its acquisition of ChapterSpot, a provider of CRM and member management software for fraternal and chapter-based organizations
• Inside Real Estate, a portfolio company of Lovell Minnick Partners and a SaaS-based technology provider to the residential real estate brokerage industry, in an investment by Genstar Capital
• Fortis, a payments technology company, in a joint investment by Audax Private Equity and Lovell Minnick Partners
• Fortis Payment Systems, a portfolio company of Lovell Minnick Partners, in more than 15 add-on acquisitions
• Attom Data Solutions in its acquisition of Home Junction, Inc., a provider of real estate data
• Lovell Minnick Partners in its acquisition of ATTOM Data Solutions, which delivers multisourced national property data including tax, deed, mortgage, and other information on more than 155 million US properties through its websites RealtyTrac.com, Homefacts.com, and HomeDisclosure.com
• Lovell Minnick Partners in its significant minority investment in oneZero Financial Systems, a provider of software and technology solutions to the rapidly growing foreign exchange trading industry
• 10X Capital Venture Acquisition Corp. (VCVC), a publicly traded SPAC, in its business combination with REE Automotive, an automotive technology leader headquartered in Tel Aviv, Israel, creating the cornerstone for tomorrow’s zero-emission vehicles; the transaction reflects a pro forma equity value for the combined business of approximately $3.6 billion
• Appspace, a portfolio company of LLR Partners and a digital workplace and intelligent intranet solution, in an investment by Accel-KKR

FINANCIAL AND BUSINESS SERVICES

• Cerity Partners in its acquisition of Von Berge Wealth, a financial advisory firm
• Case Works, a portfolio company of Renovus Capital Partners, in its acquisition of a majority stake in Angeion Group, LLC, a class action case management solutions provider
• Renovus Capital Partners in its acquisition of a majority stake in Case Works, LLC, a leading tech-enabled legal services company that enables plaintiff law firms to scale case volume in an efficient and cost-effective way
• J.S. Held, a global consulting firm providing specialized technical, scientific, financial, and advisory services, in connection with more than 10 add-on transactions
• Foreside Financial Group, a portfolio company of Lovell Minnick Partners and provider of an offering of distribution solutions and governance, risk management, and compliance solutions to clients in the global asset and wealth management industries, in the sale of a majority stake to Genstar Capital
• FinTech Acquisition Corp. IV in its $975 million merger with Perella Weinberg Partners, a company that provides independent strategic and financial advice to a broad client base globally, including corporations, institutions, governments, sovereign wealth funds, and private equity investors
• CompoSecure Holdings, L.L.C., a pioneer and category leader in premium payment cards and an emergent provider of cryptocurrency and digital asset storage and security solutions, in its merger agreement with Roman DBDR Tech Acquisition Corp., a SPAC; the transaction reflects a pro forma enterprise value for CompoSecure of approximately $1.2 billion
• FTAC Olympus Acquisition Corp., a SPAC, in a definitive agreement and plan of reorganization with Payoneer Inc., a global payment and commerce-enabling platform leveraged by millions of digital businesses worldwide; the deal values Payoneer at $3.3 billion
• Permit Capital Advisors, a service provider to ultra-high-net-worth families and foundations primarily in the Philadelphia region, in its sale to Cerity Partners
• Renovus Capital Partners in its investment in F2 Strategy Consultants, a WealthTech management consulting firm and creator of Outsourced CTO (OCTO)
• F2 Strategy Consultants, a portfolio company of Renovus Capital Partners, in the following transactions:
  • Acquisition of Aliter Investment Services, a professional services firm specializing in operations and technology transformation for investment managers and asset servicing providers such as global banks, data integrators, and technology firms
  • Acquisition of Oakbrook Solutions, a consulting and services firm for the wealth management industry
  • Acquisition of Sky Marketing Consultants, a provider of branding and marketing support for financial advisors and financial services companies

HEALTHCARE AND LIFE SCIENCES

• ACU-Serve, a Lovell Minnick Partners portfolio company, in its acquisition of TANYR Healthcare, a national outsourcing, consulting, and compliance company providing solutions and guidance to healthcare businesses specializing in home infusion
• Lovell Minnick Partners in its majority growth investment in ACU-Serve, a company serving post-acute, home-based healthcare providers
• Fagron in its acquisition of CareFirst Specialty Pharmacy, a pharmaceutical compounder specializing in the health & wellness sector
• Tabula Rasa HealthCare, Inc. (NASDAQ: TRHC) in more than 10 acquisitions and dispositions
• Tabula Rasa HealthCare, Inc. in connection with its $60 million IPO
• Unisyn Medical Technologies, a portfolio company of Galen Partners, in its disposition of its transactional business to GE Healthcare, the healthcare division of General Electric
• Safeguard Scientifics, Inc. in the sale of its ownership position in five partner companies to Saints Capital for approximately $128 million
• Cerecor Inc. in connection with its $26 million IPO
• NuPathe Inc. in connection with its $50 million IPO

RETAIL, FOOD & BEVERAGE

• The management of Spindrift Beverage Co., Inc., a maker of sparkling water with real squeezed fruit, in the sale of a majority stake to Gryphon Investors
• EMPWR Nutrition Group, a portfolio company of Waterland Private Equity, in its acquisition of Noble Foods, a nutritional bar manufacturer
• Cosmic Pet LLC, a portfolio company of Guardian Capital Partners and an innovator in pet hard good products, dog and cat toys, chews, and treats, to Petmate, a portfolio company of Platinum Equity
• Fanatics Inc. in numerous acquisitions, joint ventures, and investments, including:
  • joint venture in China with Hillhouse Capital
  • joint venture with Lids and subsequent equity investment in Barnes & Noble, a solutions provider for the education industry
  • acquisition of Top of the World, a retail suppler of college headwear and apparel
  • $350 million Series E investment round from Fidelity Management & Research Co., Thrive Capital, Franklin Templeton Investments, and Neuberger Berman Group LLC
  • acquisition of VF Corporation’s (NYSE: VFC) Licensed Sports Group business, including the Majestic® brand, a supplier of apparel and fan wear through licensing agreements with US and international professional sports leagues and teams
• Friendly’s, a portfolio company of Sun Capital Partners and a restaurant chain, in its sale out of bankruptcy to Brix Holdings LLC
• Johnny Rockets, a portfolio company of Sun Capital Partners and a restaurant that serves up freshly made, classic burgers and indulgent, hand-spun real ice cream shakes, in its sale to FAT (Fresh. Authentic. Tasty) Brands Inc.
• Rue Gilt Groupe, a privately held premier off-price ecommerce portfolio company, in the approximately $280 million investment from Simon Property Group (NYSE: SPG)
• eBay Inc. in connection with its $925 million divestiture of its enterprise business to private equity firms Sterling Partners and Permira
• ShopRunner in the sale of a minority stake to Alibaba Group Holding
• GSI Commerce, Inc. in connection with its $2.4 billion acquisition by eBay Inc.
• GSI Commerce, Inc. in connection with its $277 million acquisition of Fanatics, Inc.
• Sun Capital Partners in its acquisition of Friendly’s Ice Cream
• Pearson plc in the formation of the Penguin Random House joint venture, resulting in the largest English language publisher in the world
• United Petfood, a portfolio company of Waterland Private Equity, in its acquisition of a production facility in Mishawaka, Indiana from Wellness Pet Company, a portfolio company of Clearlake Capital

MANUFACTURING

• Strikepoint Group Holdings, one of the largest and most referred home services companies in the United States, in more than 15 add-on transactions
• Strikepoint Group Holdings, LLC in its acquisition of Waychoff’s Heating & Air Conditioning, Inc.; named Corporate/Strategic Deal of the Year ($25M - $50M), M&A Advisor (2022)
• Honeywell, an American publicly traded, multinational conglomerate corporation, pension fund in more than 30 co-investments
• McCue Corporation, a portfolio company of Eureka Equity Partners and a company that specializes in the distribution of products such as safety barriers, floor railings, and bumpers for use in warehouses and high footfall environments spanning sectors such as grocery and ecommerce, in its sale Bunzl plc
• K-Tron International, Inc. in connection with its $435 million acquisition by Hillenbrand, Inc.