Zachary Lupu

Zach Lupu is a partner in the firm’s Private Equity group. His practice focuses on representing middle-market private equity sponsors and their portfolio companies in a variety of transactions, including mergers and acquisitions, leveraged buyouts, sale transactions, recapitalizations, growth equity financings, joint ventures, carveouts and management equity arrangements.

Zach’s representative matters include:

• Advised Quad Partners in connection with its:
  • Preferred equity investment in 15Five
  • Disposition of Streamline Brands to Youth Enrichment Brands
  • Acquisition of Berlitz Corporation and ELS and combination with ILSC Education Group to form Language Education Holdings
  • Acquisition of eSpark
  • Preferred equity investment in Vivi
  • Disposition of Cayuse to Primus Capital*
  • Acquisition of SchoolAdmin*
  • Acquisition of The Gardner School*
  • Acquisition of Watermark (f/k/a Taskstream) and subsequent disposition to TCV*
  • Acquisition of Interfolio and subsequent disposition to Insight Partners*
  • Portfolio company Cayuse’s acquisition of NTM Consulting Services
  • Portfolio company Streamline Brands’ acquisition of Saf-T-Swim*
  • Disposition of Endeavor Schools to Leeds Equity Partners*
  • Portfolio company Watermark (f/k/a Taskstream)’s acquisitions of LiveText and Tk20*
• Advised Lumos Capital Group in connection with its:
  • Preferred equity investment in Transfr
  • Preferred equity investment in BookNook
  • Preferred equity investment in Podium Education
  • Preferred equity investment in OpenClassrooms*
  • Preferred equity investment in Ironhack*
  • Preferred equity investment in Ellevation*
• Advised MFG Partners in connection with its:
  
  • Acquisition of The Mellott Company
  • Acquisition of AZ Wire & Cable
  • Acquisition of CST Utilities
  • Portfolio company The Mellott Company’s acquisition of NorX
• Advised Perceptyx, a portfolio company of TCV, in connection with its:
  • Acquisition of Cultivate
  • Acquisition of Waggl*
  • Acquisition of CultureIQ*
  • Carve-out and acquisition of Kantar’s Employee Insights business*
• Advised Watermark (f/k/a Taskstream), a portfolio company of TCV, in connection with its:
  • Acquisition of Aviso Retention
  • Acquisition of SmartCatalog*
  • Acquisition of EvaluationKit*
  • Acquisition of Digital Measures*
• Advised Stone Point Capital in connection with its: 
  • Acquisitions and combination of Verisys Corporation and Aperture Health*
  • Disposition of Enhanced Capital to P10 Holdings*
  • Recapitalization of Prima Capital Advisors*
  • Disposition of Newport Group to Kelso & Company*
  • Acquisition of Rialto Capital*
  • Acquisition of Gordon Brothers Group*
  • Acquisition of Harbor Group Consulting and subsequent disposition to Alliant Insurance Services*
  • Disposition of Access Point Financial to Wafra Capital Partners*
  • Acquisition of Stretto (f/k/a Bankruptcy Management Solutions)*
  • Preferred equity investment in SumRidge Partners*
  • Portfolio company Oasis Outsourcing’s acquisitions of Fortune Industries, Staff One HR and DHR*
  • Portfolio company Harbor Group Consulting’s acquisition of Jensen Insurance Solutions*
  • Disposition of APCO to Ontario Teachers’ Pension Plan*
  • Disposition of Preferred Concepts to Alliant Insurance Services*
• Advised Guardian Capital Partners in connection with its acquisition of Precision Roll Solutions
• Advised Storable, a portfolio company of EQT, in connection with its acquisition of Molo*
• Advised Education Growth Partners in connection with its investment in TIGER 21*
• Advised York Capital in connection with its disposition of Sound Royalties to GoDigital Music Group*

* Denotes experience prior to joining Goodwin.

Prior to joining Goodwin, Zach was a private equity M&A associate at Kramer Levin Naftalis & Frankel LLP and a capital markets associate at Davis Polk & Wardwell LLP.

While in law school, Zach was a member of the Fordham Law Review Editorial Board.

Zach has been recognized by Best Lawyers: Ones to Watch for his work in Corporate Law in 2021, 2022 and 2023. 

Co-author, “M&A in the USA”, Lexology Navigator, January 8, 2019