Gus is Global Co-Head of Debt Finance and Private Capital Sector Lead. He focuses on all aspects of private finance transactions, including leveraged financing transactions ranging from syndicated senior facilities, second-lien facilities, leveraged buyouts and debt restructurings to recapitalizations and debt investments. He also assists equity and debt funds in raising fund-level financings.
Gus represents private equity sponsors, financial institutions, public and private companies, hedge funds, debt funds, sovereign wealth funds, and family offices, and his clients include Goldman Sachs Merchant Banking Division, Atlas Holdings, TerraMar Capital, Valvoline, U.S. Farathane, Motus Integrated Technologies, CVS Health, CSW Industrials, Quest Diagnostics, Chefs'  Warehouse, Advantage Solutions, Avantor, Human Security, People Corporation, DOXA Insurance, GoldenTree Asset Management, Tudor Investment Corporation, Maverick Capital, Digital Infrastructure Holdings, and a number of large U.S. and Middle Eastern family offices.

Experience

Representative matters

Goldman Sachs Capital Partners in connection with its acquisition financing of DOXA Insurance.

Goldman Sachs Capital Partners in connection with its acquisition financing of People Corporation.

CVS Health Corporation, as Borrower, on a $5 billion term loan facility to finance a portion of CVS’ approximately $10.9 billion acquisition of Oak Street Health.

Volta, as Borrower on a subordinated secured delayed draw term loan facility of up to $20 million with Equilon Enterprises d/b/a Shell Oil Products US. 

Valvoline, as Borrower, in connection with its $950 million refinancing and its $2.65 billion sale of its global products business to Aramco. 

Chesapeake Utilities Corporation in its $923 million acquisition of Florida City Gas from NextEra Energy.

Caris Life Sciences, as Borrower, on a $400 million senior secured term loan facility provided by OrbiMed and Braidwell.

Volta in its $169 million sale to Shell USA.

Quest Diagnostics, as Borrower, in connection with its $750 million revolving credit facility agented by JPMorgan Chase.

Atlas Holdings and its affiliates in connection with the acquisition financing of U.S. Farathane.

CVS Health Corporation, as Borrower, on a new $2 billion five-year senior unsecured revolving credit facility and amendments to two existing $2 billion five-year senior unsecured revolving credit facilities.

Motus Integrated Technologies, as Borrower, in connection with its asset-based lending facility agented by Wells Fargo.

Advantage Solutions, as Borrower, in connection with its $1.325 billion term loan financing and its $400 million asset-based lending facility.

CSW Industrials Holdings, as Borrower, and the other loan parties on a $400 million senior secured revolving credit facility. 

CVS Health Corporation, as Borrower, on a $2 billion five-year senior unsecured revolving credit facility.

PRIVATE EQUITY/PRIVATE CAPITAL

Cantor Commercial Real Estate in connection with numerous warehouse repurchase facilities.

CITIC Capital in connection with the acquisition financing of DDS Labs.

Goldman Sachs Capital Partners and AAG Holding III, LLC and Apple American Group LLC, as borrowers, in a $250 million acquisition financing led by Bank of America, as lender and agent.

Goldman Sachs Capital Partners and Hawker Beechcraft in connection with financings and other related matters relating to a $1.7 billion credit facility led by Credit Suisse, as agent and lender.

Goldman Sachs Capital Partners and Sigma Electric Manufacturing Corp. in connection with a financing led by PNC Bank, as agent and lender.

Goldman Sachs Capital Partners and Sigma Electric Manufacturing Corp. in connection with a senior unitranche financing arranged by Brightwood Loan Services LLC and KeyBank National Association.

Goldman Sachs Capital Partners in connection with the acquisition financing for People Corporation and related multiple financings.

Goldman Sachs Capital Partners in connection with the acquisition financing for DOXA Insurance.

Goldman Sachs Capital Partners in connection with the financings for Human Security.

KKR Debt Funds in connection with a highly structured $130 million debt investment in Eddie Bauer, consisting of a $40 million second lien financing and a $90 million springing 2nd lien unsecured financing. 

Fidelity Investments as an investor and holder of debt securities in connection with numerous companies and restructuring situations.

Lee Equity Partners in connection with the take-private acquisition financing for The Edelman Financial Group Inc., consisting of a senior secured credit facility and a senior subordinated loan facility.

Lee Equity Partners and The Edelman Financial Group Inc. and its affiliates as borrowers in a dividend recapitalization transaction to provide for credit facilities consisting of a term loan facility (split between two tranches) and a revolving credit loan facility arranged by Fortress Credit Corp.

Mubadala Capital in connection with structuring, negotiating and documenting financings for new unitranche loan platforms.

New Mountain Capital and JDA Software Group, Inc. in connection with a $1.45 billion recapitalization transaction.

New Mountain Capital and RedPrairie Corporation, as borrower, in connection with a $1.55 billion acquisition financing for the tender offer of shares of JDA Software Group, Inc. and numerous related follow-on financings. 

New Mountain Capital and Information Resources, Inc. in connection with a $400 million acquisition financing led by Bank of America, as agent and lender. Numerous follow-on financings and refinancings for Information Resources, Inc. 

Silverpoint Capital in connection with various restructurings of Silverpoint Capital portfolio companies and investments.

Symphony Technology Group and Connexity, Inc. in connection with a loan and security agreement with Bank of America, N.A. as administrative agent and in connection with a loan and security agreement with LBC Credit Partners III, L.P., as administrative agent.

Symphony Technology Group and First Advantage Corporation in connection with a dividend recapitalization consisting of a $535 million first lien credit facility led by Bank of America and a $150 million second lien credit facility led by Tannenbaum Capital Partners.

Symphony Technology Group and MSC Software Corporation in connection with MSC Software Corporation’s $315 million first lien credit facility and $120 million second lien financing.

Symphony Technology Group in connection with the acquisition financing of Ventiv Technology, the company formerly known as Aon eSolutions.

Symphony Technology Group and Symphony Teleca Corporation, an STG portfolio company, as borrower, in connection with its $125 million credit facility and the acquisition financing of Aditi Technologies.

Symphony Technology Group, Inc. and Dodge Data & Analytics LLC in connection with its $240 million term loan facility and a $20 million credit facility.

Vector Capital in connection with the financing for the acquisition of Allegro Development Corporation.

Vector Capital and SafeNet in connection with SafeNet’s $255 million dividend recapitalization of its first and second lien credit facilities arranged by Bank of America Merrill Lynch and Deutsche Bank Securities Inc.

Vector Capital in connection with its acquisition financing of Saba Software, Inc., involving a $185 million secured opco credit facility and senior holdco PIK financing.

Vector Capital in connection with the $375 million recapitalization and acquisition financing for the take private acquisition of Halogen Software, Inc.

Vector Capital in connection with the acquisition financing of Allegro Development Corporation.

CORPORATES

Boulder Brands, Inc. in connection with a $280 million credit facility led by Bank of Montreal. 

Boulder Brands, Inc. in connection with a $330 million credit facility led by Citibank. 

Chefs’ Warehouse, Inc. in connection with its ABL and Term Loan credit facilities.

CVS Health Corp. in connection with a $49 billion bridge financing in connection with the acquisition of Aetna Inc.

CVS Health Corp. in connection with a $5 billion term loan financing in connection with the acquisition of Aetna Inc.

CVS Health Corp. in connection with a $1.25 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and JPMorgan Chase Bank, N.A.

CVS Health Corp. in connection with a 5-year $1 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC.

CVS Health Corp. in connection with a $1 billion senior unsecured revolving credit facility arranged by The Bank of New York Mellon, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Wells Fargo Securities, LLC.

CVS Health Corp., as borrower, in connection with a $13 billion bridge financing in connection with the acquisition of Omnicare, Inc.

Metropolitan Life Insurance Company and an affiliated real estate debt fund in connection with a multi-hundred million dollar warehouse repurchase facility provided by Wells Fargo.

APP Pharmaceuticals LLP in connection with a $1.145 billion financing led by Deutsche Bank in connection with a spin-off from Abraxis Bioscience. 

Rio Tinto plc and Cloud Peak Inc. in connection with a $400 million financing led by Morgan Stanley in connection with a spin-off of Cloud Peak, Inc. in an initial public offering from Rio Tinto plc. 

Humana in connection with a $1 million revolving credit facility led by JP Morgan.

Legg Mason, Inc. in connection with its corporate credit facilities.

Navios Maritime Holdings Inc. in connection with numerous financings, including secured high yield bond issuances and secured term facilities. 

Salesforce.com in connection with its $1 billion corporate revolver. 

Salesforce.com in connection with the $500 million term loan facility to finance the tender offer for Demandware, Inc.’s shares.

Sears Hometown and Outlet Stores, Inc. in connection with its ABL and term loan financings.

WebMD Corporation in connection with the tender offer by Internet Brands, Inc., a KKR portfolio company, for the shares of WebMD Corporation.

Speaking Engagements

Panelist, Alternative Financing Solutions, ACG DealMAX, May 2023
Panelist, Current Trends in Direct Lending, Refinitiv LPC’s Spring 2022 Loans Virtual Conference, March 2022

Awards

Notable Practitioner, IFLR1000, 2023

Qualifications

Admissions

New York, 1998
District of Columbia, 2004

Academic

B.S.F.S., Georgetown University, 1994
J.D., Columbia University Law School, 1997
Disclaimer
A&O Shearman was formed on May 1, 2024 by the combination of Shearman & Sterling LLP and Allen & Overy LLP and their respective affiliates (the legacy firms). Any matters referred to above may include matters undertaken by one or more of the legacy firms rather than A&O Shearman.