$2 Million Series A Issuance for Fintech Client

Represented a financial technology company in its issuance of more than $2 million in Series A Preferred Stock. Worked with the company to integrate Series A preferences with Series Seed preferences. The company was able to fund expansion in operations.

Representation of SaaS Company

Advised cloud-based SaaS company in connection with various master services agreements, statements of work, information security agreements and business associate agreements with its insurance company customers.

Representation of Maryland-Based Cannabis Companies

Represented cannabis client in connection with secured lending transaction, a private placement of convertible securities by related issuers, ongoing regulatory matters and general corporate matters. 

Interim General Counsel for Multinational Manufacturer

Served as interim general counsel on secondment to a multinational manufacturing corporation during the hiring and acclimating of a new general counsel.

Renewable Energy Project Financing Diligence

Performed renewable energy project financing diligence for a Boston law firm, including the review of various state and federal renewable energy incentive laws.

Contract Review for Leading Stable Coin Company

Assisted the in-house team at the world’s second-largest stable coin company by reviewing, negotiating and drafting commercial agreements including master service agreements (MSAs), nondisclosure agreements (NDAs), statements of work (SOWs), software as a service (SaaS) and licensing agreements.

Contracting Services for Multinational Pharma Client

Actively engaged with and responded to contracting requests from internal functions of a multinational pharma company, such as information technology and public affairs, and provided full-service contracting services to support business needs.

Data Privacy Assessment for Customer Data Platform Company

Led a data privacy assessment and tracking tool implementation project for a leading cloud-based customer data platform company focusing on GDPR and California Consumer Privacy Act (CCPA) compliance. Provided drafting and negotiation assistance for a variety of commercial contracts including Master Service Agreements and Data Protection Agreements.

Representation of Private Investor in Fraud, Veil-Piercing Claims

Represented private investor in fraudulent transfer and corporate veil-piercing claims in the Northern District of Illinois.

Revamped Fortune 100 Company’s Form Contracts to Limit Exposure

Revamped a Fortune 100 company’s form contracts with suppliers and with customers of customized chemical products to reduce its potential exposure.

$50 Million+ Corporate Debt Restructuring

Advised a client in a corporate debt restructuring of more than $50 million that allowed it to part ways with the family of its deceased founder. The restructuring included a comprehensive court-approved settlement agreement involving the payoff of several debt obligations, the release of the related security agreement, the purchase and extinguishment of a warrant to purchase over 500,000 shares of common stock of the client’s holding corporation, and the release of rights under multiple purchase agreements, including a stock purchase agreement. The negotiated settlement agreement price included approximately $17 million of debt forgiveness to the client’s benefit. Also represented the client in a $2 million revolving loan and a $44 million term loan, handled employment agreements for the CEO and CFO, negotiated landlord consents on client leases in dozens of locations, and provided assurances to the lender on the client’s employee stock ownership plan.

$155 Million Sale of Distributor of Manufacturing Parts and Tools

Represented the seller in the equity sale of a distributor of manufacturing parts and tools to a private equity firm.

$45 Million Sale of Technology Company

Represented the seller in the equity sale of an IT solutions provider to a private equity firm.

Sale of Insurance Agency

Represented the seller in the equity sale of an insurance agency to a major insurance company.

Acquisition in the Refined Fuels Industry

Represented a publicly traded Fortune 500 company in its acquisition of assets of a refined fuels and propane business.

Sale of Telecommunications Company

Represented the seller in the equity sale of a company that markets and sells telecommunications, software, and professional services in its sale to a technology advisory firm.

Sale of Art Studio

Represented the seller in the equity sale of an art studio.

Acquisition of Construction Company’s Assets

Represented the purchaser of assets in the construction industry.

Multiple Series Seed Investments

Assisted venture capital fund in multiple Series Seed investments.

Multiple Telecom Acquisitions

Assisted telecommunications company in multiple acquisitions. Company was able to expand its national reach through such acquisitions.

Series D Offering for Health Care Company

Assisted health care company in its Series D offering, raising more than $50 million.

Series B Offering for Health Care Company

Assisted health care company in its Series B offering, raising more than $20 million.

$55 Million Sale of Advertising Company

$55 million sale of advertising company to public company. The asset sale transaction involved the sale of rights in over 400 locations in four states, the transfer of over 1,000 advertising contracts, and the sale of two commercial buildings. The team helped the client navigate various corporate governance issues and achieve its goal of selling the business.

Assignment of Interests in Limited Partnerships Owning 500+ Tennessee Apartment Units

Assisted multiple general partner entities with the assignment of their interests in approximately 20 limited partnerships that own 500+ multifamily apartments units located in the State of Tennessee. The assignments included seeking approval and consent to the transfers from approximately 100 limited partners.

Multimillion-Dollar Private Offering and Controlling Interest Acquisition in Franchisor

Represented a group of investors in a multimillion-dollar private offering and acquisition of a controlling interest in a leading U.S. dog daycare franchisor. Handled investment documentation for private offering by buyer entity, operative documents for the acquisition, and conduct of due diligence.

$30 Million Private Equity Financing and Formation of Specialty Brokerage

Advised a national independent enterprise risk management agency on completion of $30 million in private equity financing. In connection with the financing, advised client on formation and capitalization of a specialty brokerage and investment banking platform offering insurance solutions to public and private companies and private equity sponsors.

Counsel to Private Equity Fund in $20 Million Equity Acquisition

Acted as counsel to a private equity fund in its $20 million equity acquisition of a company serving various large industrial and aerospace customers. The transaction involved a complicated pre-closing tax-free reorganization, donation of a minority interest in the target company to a donor-advised fund, international distribution issues, and a representations and warranties insurance policy. Helped client achieve its goal of closing and deploying allocated capital at year-end on an expedited basis.

$35 Million+ Strategic Fulfillment/Transportation Contract

Served as outside counsel responsible for $35 million+ long-term strategic fulfillment/transportation contract for international retailer.

Assignment of Interests in Limited Partnerships Owning 700+ Kansas Apartment Units

Assisted multiple general partner entities with the assignment of their interests in 38 limited partnerships that own approximately 700 multifamily apartment units located in the State of Kansas. The assignments included seeking approval and consent to the transfers from approximately 100 limited partners, the Kansas Housing Resources Corporation, the U.S. Department of Housing and Urban Development, and the U.S. Department of Agriculture - Rural Development.

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Boston, MA
800 Boylston St.
30th Floor
Boston, MA 02199
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Boston, Massachusetts
Chicago, IL
100 North Riverside Plaza
Suite 1500
Chicago, IL 60606-1520
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Chicago, Illinois
Denver, CO
4643 S. Ulster St.
Suite 800
Denver, CO 80237
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Denver, Colorado
Dublin, Ireland
Fitzwilliam Hall, Fitzwilliam Place
Dublin 2, Ireland
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Edwardsville, IL
115 N. Second St.
Edwardsville, IL 62025
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Edwardsville, Illinois
Jefferson City, MO
101 E. High St.
First Floor
Jefferson City, MO 65101
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Jefferson City, Missouri
Kansas City, MO
2345 Grand Blvd.
Suite 1500
Kansas City, MO 64108
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Kansas City, Missouri
Las Vegas, NV
7160 Rafael Rivera Way
Suite 320
Las Vegas, NV 89113
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London, England
Royal College of Surgeons of England
38-43 Lincoln’s Inn Fields
London, WC2A 3PE
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Miami, FL
355 Alhambra Circle
Suite 1200
Coral Gables, FL 33134
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New York, NY
7 Times Square, 44th Floor
New York, NY 10036
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Orange County, CA
19800 MacArthur Boulevard
Suite 300
Irvine, CA 92612
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Philadelphia, PA
2005 Market Street
29th Floor, One Commerce Square
Philadelphia, PA 19103
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Philadelphia, Pennsylvania
Princeton, NJ
100 Overlook Center
Second Floor
Princeton, NJ 08540
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Princeton, New Jersey
Salt Lake City, UT
222 South Main St.
Suite 1830
Salt Lake City, UT 84101
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St. Louis, MO
7700 Forsyth Blvd.
Suite 1800
St. Louis, MO 63105
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Washington, D.C.
1717 Pennsylvania Avenue NW
Suite 400
Washington, DC 20006
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Wilmington, DE
1007 North Market Street
Wilmington, DE 19801
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Wilmington, Delaware