Caroline Epstein is a Finance partner in the Los Angeles and New York offices of Paul, Weiss. She represents private equity sponsors, portfolio companies and public and private borrowers in acquisition financings, recapitalizations, refinancings and other complex financing transactions. Her practice focuses on leveraging client data, analytics, market intelligence and innovation in deal management and execution.
Caroline’s representative clients include many of the industry’s leading private equity firms, including Hg Capital, Investindustrial, KKR, Stone Point Capital, Stonepeak, Strategic Value Partners, Thomas H. Lee Partners and Warburg Pincus, among others.
Caroline’s representative matters include advising:
- Warburg Pincus in connection with the financings for Clearwater Analytics; ECN Capital Corp., Keystone Agency Partners; Vermont Information Processing; Pango Group, Inc. and its acquisition of Total Security; Varicent Software; CData Software; Modernizing Medicine, Inc; Softeon; Everise; Allied Universal; BradyPLUS; Kestra Financial; Bloomerang; Pareto Health; K2 Insurance; Bond Vet; El Car Wash; the carve-out acquisition of Citeline (f/k/a/ Pharma Intelligence) from Informa PLC and its subsequent combination with Norstella; defi SOLUTIONS Group; Sagent M&C; Aura Group; Foundation Risk Partners; Experity; Reorg Research; Procare Software; SCM Insurance; and Service Logic.
- Thomas H. Lee Partners in connection with the financings for Headlands Research; Red Nucleus; AMI; YA Group; Hightower Advisors; Amerilife; Agiliti; Smile Doctors; MHS; Fortna; inRiver; Bynder; Intelligent Medical Objects; Bazaarvoice; and its acquisition of the Automation Business from Brooks.
- Stone Point Capital in connection with the financings for OneDigital; Kroll; Ultimus Fund Solutions; Keller Williams Realty; NewPoint Real Estate Capital; Emperion; Vensure Employer Services; Truist Insurance; HireRight; Bullhorn; Higginbotham Insurance; Enlyte; Consilio; Tivity Health; Ascensus; Samba Safety; Mitchell International; Lone Wolf Technologies; Beeline; Hyphen Solutions; Businessolver.com; and CoreLogic.
- KKR in connection with the financings for Marmic Fire; Chase Corporation; CIRCOR International; Industrial Physics; Reliaquest; Agiloft; Integrated Specialty Coverages; Geostabilization; The Crosby Group; Bettcher Industries; Charter Next Generation; Integrated Specialty Coverages; apexanalytix; PlayOn! Sports; Beacon Pointe; Hyperion; Therapy Brands; Flow Control; AppLovin Corporation; Cloudera; Gibson Brands; Minnesota Rubber and Plastics; and Mitchell International.
- Stonepeak Infrastructure Partners in connection with the financings for Castrol; Louisiana LNG Infrastructure; Fleet Companies; WTG Downstream and WTG Midstream as part of its joint venture with West Texas Gas and the financing for its investment in American Tower’s US Data Center Business.
- Hg Capital in connection with the financings for OneStream; Caseware; Payworks; A-LIGN; AuditBoard; NContracts; Litera; Rhaphsody; Prophix Software; Sovos Compliance and IRIS Software.
- Investindustrial in connection with its financing of portfolio company Winland Foods and its acquisition of TreeHouse Foods; Parker Food Group; and Jacuzzi Brands.
- Leonard Green & Partners, L.P. on the financing aspects of its acquisition of NEFCO.
- Strategic Value Partners in connection with the financings for Revelyst; Associated Materials; IPC and OmniMax International.
- Siris Capital in connection with the financings for Digital River Inc.; Stratus Technologies; Electronics for Imaging; and the take-private acquisition of Web.com Group.
- General Atlantic in connection with its recommended offer for Learning Technologies Group and its take-private sale of EngageSmart.
- General Atlantic Credit in connection with the financing for Transcendia Holdings.
- BC Partners in connection with the financing for Madison Logic.
- DigitalBridge Group, Inc., in its investment in OpticalTel.
- Lone View Capital in its acquisition of a majority stake in CargoSprint.
- Altor Equity Partners in its acquisition of CCM Hockey from Birch Hill Equity Partners.
- Keurig Dr Pepper on its €15.7 billion ($18.4 billion) all-cash acquisition of leading global coffee company JDE Peet’s and its planned separation into two independent public companies.
- Tempo Software, a portfolio company of private equity firm Diversis, on a leveraged recapitalization.
- Bregal Sagemount, a leading private equity platform focused on growth investments in North America, on the financing aspects of its significant growth equity investment in Extra Duty Solutions.
Caroline’s awards and recognitions include:
- Caroline was recognized as one of the Los Angeles Business Journal’s 2026 “Women of Influence: Finance.”
- Caroline was recognized in the 2026 edition of The Lawdragon 500 Leading Dealmakers in America.
- Caroline was recognized in the 2025 edition of The Lawdragon 500 X – The Next Generation.
- In 2025, IFLR shortlisted Caroline in the “Banking and Rising Finance Star” category in its annual Women in Business Law Americas Awards.
