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.
Experience
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.
Professional Experience
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.
Credentials
Education
JD2013
Fordham University School of Law
(magna cum laude, Order of the Coif)
BS2008
Cornell University
Admissions
Bars
- New York
Recognition & Awards
Zach has been recognized by Best Lawyers: Ones to Watch for his work in Corporate Law in 2021, 2022 and 2023.
Publications
Co-author, “M&A in the USA”, Lexology Navigator, January 8, 2019