A Partner in the Firm’s Capital Markets Practice, Jonathan Ozner represents issuers, private equity sponsors and underwriters in a wide range of securities offerings, including initial public offerings, follow-on and secondary equity offerings, offerings of high yield and investment grade debt securities, acquisition financing transactions and exchange and tender offers. Jonathan also advises clients on ongoing public reporting, compliance and corporate governance matters. He represents clients in a variety of industries, including healthcare, energy, telecommunications, real estate and consumer products.
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Work Highlights
- Blackstone, Carlyle and Hellman & Friedman in $7 billion of senior secured and senior unsecured bonds in connection with their majority investment in Medline Industries
- Blackstone-led consortium in $4.25 billion of senior secured and senior unsecured dollar and euro bonds in connection with the acquisition of Refinitiv as well as Refinitiv's $27 billion acquisition by London Stock Exchange Group
- Bentley Systems in its $272 million NASDAQ IPO
- Gates Industrial Corporation in its $841 million NYSE IPO
- Underwriters in the $378 million NYSE IPO of IHS Holding
- Underwriters in the $414 million NASDAQ IPO of DoubleVerify
- Blackstone and its portfolio companies, including Ancestry, Ascend Learning, Finance of America, Gates, Paysafe and Vivint Smart Home, in notes offerings and other financing transactions
- Underwriters in multiple bond offerings, including Euro, Formosa and Sterling bonds, as well as exchange and tender offers, by Pfizer
Education
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Columbia Law School, 2007 J.D.
Harlan Fiske Stone Scholar
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Duke University, 2004 B.A.
Jonathan Ozner is a Partner in the Firm’s Capital Markets Practice. He represents issuers, private equity sponsors and underwriters in a wide range of securities offerings, including initial public offerings, follow-on and secondary equity offerings, offerings of high yield and investment grade debt securities, acquisition financing transactions and exchange and tender offers. Jonathan also advises clients on ongoing public reporting, compliance and corporate governance matters. He represents clients in a variety of industries, including healthcare, energy, telecommunications, real estate and consumer products.
Representative transactions on which Jonathan has worked include:
- Blackstone, Carlyle and Hellman & Friedman in $7 billion of senior secured and senior unsecured bonds in connection with their majority investment in Medline Industries
- Blackstone-led consortium in $4.25 billion of senior secured and senior unsecured dollar and euro bonds in connection with the acquisition of Refinitiv as well as Refinitiv's $27 billion acquisition by London Stock Exchange Group
- Bentley Systems in its $272 million NASDAQ IPO
- Gates Industrial Corporation in its $841 million NYSE IPO
- Underwriters in the $378 million NYSE IPO of IHS Holding
- Underwriters in the $414 million NASDAQ IPO of DoubleVerify
- Blackstone and its portfolio companies, including Ancestry, Ascend Learning, Finance of America, Gates, Paysafe and Vivint Smart Home, in notes offerings and other financing transactions
- Underwriters in multiple bond offerings, including Euro, Formosa and Sterling bonds, as well as exchange and tender offers, by Pfizer
- Acushnet, owner of Titleist and FootJoy golf brands, in its $378 million NYSE IPO
- Hilton Grand Vacations in $1.3 billion of senior unsecured notes to finance its acquisition of Diamond Resorts
- The E.W. Scripps Company in $1.05 billion of senior secured and senior unsecured notes to finance its acquisition of ION
- K2M Group Holdings in its $132 million NASDAQ IPO, multiple follow-on and secondary common stock offerings and convertible bond offerings as well as the sale of K2M to Stryker
- Frontdoor in a secondary offering of common stock
- Underwriters in the $577 million NASDAQ IPO of CommScope, as well as secondary offerings by an affiliate of Carlyle and multiple secured and unsecured bond offerings
- Team Health in a high yield bond offering to finance its acquisition of IPC Healthcare and Team Health in its sale to Blackstone
- ADS Tactical in a secured notes issuance
- SunOpta in the financing for its acquisition of Sunrise Growers
- Hovnanian Enterprises in multiple financing transactions, including secured and unsecured high yield offerings and exchange and tender offers
- Leading investment banks such as J.P. Morgan, Citigroup, Goldman Sachs and Bank of America Merrill Lynch in high yield, investment grade, equity and equity-linked offerings for companies such as Brinker, BRP, The Cheesecake Factory, EQT Corp., WPX Energy and Zachry Holdings
Jonathan received his B.A. from Duke University in 2004, and his J.D. from Columbia Law School in 2007, where he was named a Harlan Fiske Stone Scholar. He is admitted to practice in New York.