Experience
Acquisition of Early Childhood Franchisor; Ongoing Development and Real Estate Work
Represented a micro private equity fund in the acquisition of a national franchisor of early childhood centers. Ongoing involvement with the company includes corporate formation, business acquisitions, real estate acquisitions and real estate development.
Formation and Acquisition of Cleanroom Certification Companies; Incentive Plan
Represented the acquirer of cleanroom certification companies through formation and corporate structuring, acquisition of an initial target company and two subsequent add-on acquisitions throughout 2023 having a total value of approximately $10 million, as well as the adoption of an equity incentive plan.
Self-Funded Acquisitions of Texas Automotive Services Franchises; Franchise Agreements; Real Estate
Represented self-funded searcher in corporate formation, structuring, financing and acquisition work along with the negotiation of multiple franchise agreements for automotive services franchised locations in Texas. Also handle ongoing leasing, acquisition and sale of real estate for the searcher.
Search Fund Formation, Structuring and Acquisitions of Early Childhood Centers; Credit Facility
Represented search fund in formation, structure and acquisition of early childhood centers throughout the United States. Representation has continued with the acquisition of 25 school locations and associated real estate throughout 2023 with a total value in excess of $38 million, as well as the closing of a $37 million credit facility.
Self-Funded Acquisitions of Drive-Thru Coffee Franchises; Franchise Agreements; Real Estate
Represented self-funded searcher in corporate formation and structuring along with the negotiation of a franchise development agreement and multiple franchise agreements for a multi-state expansion of this drive-thru coffee franchise. Ongoing representation includes acquisition of purchased and leased real estate in the Northeastern United States.
Self-Funded Acquisitions of Pizza Franchisee; Franchise Agreements; Leased Real Estate
Represented self-funded searcher in corporate formation and structuring along with the negotiation of multiple acquisitions, franchise agreements and leases for a Michigan-based pizza delivery franchisee.
Self-Funded Acquisitions of Drive-in Fast-Food Franchises; Franchise Agreements; Leased Real Estate; Financing
Represented self-funded searcher in multiple acquisitions, franchise agreements and leases of drive-in fast-food franchises in the Southeastern and Southwestern United States. Handled negotiation of multiple credit facilities for the acquisitions.
Self-Funded Acquisitions of Gas Stations, Convenience Stores
Represented self-funded searcher in corporate formation and structuring along with the negotiation of multiple acquisition agreements, supplier agreements and leases for a Florida-based acquirer of gas stations and convenience stores.
Represented Search Fund in Acquisition of Multiple Franchised Businesses
Represented a micro private fund through its entire life cycle, from fund formation through exit, in the acquisition of nationally recognized franchises of fast food restaurants, automotive service providers and personal services in the Southeastern U.S., Southwestern U.S. and California. Ongoing involvement with the company included corporate formation, business acquisitions, employment agreements, commercial contracts, real estate acquisitions, real estate development and eventual exit from the verticals.
Self-Funded Acquisitions of Early Childhood Centers
Represented self-funded searchers in the acquisition of early childhood centers in the Midwest and Southeast as well as provide the company with ongoing advice regarding legal compliance.
Structuring of Dental Roll-up Fund
Represented a micro private equity fund in formation, tax structuring, securities compliance and acquisition of equity investors for a roll-up of dental providers.
150+ Acquisitions, Ongoing Corporate Counsel for National Veterinary Clinic Consolidator
Represent a national veterinary clinic consolidator as its general corporate counsel from its initial stages through multiple private equity recapitalizations, including representing the client in the acquisition of 150+ veterinary clinics across the United States, legal compliance, corporate governance and equity transfers, real estate and leasing, employment, financing, intellectual property and trademarks, immigration, technology contracts and data privacy, and commercial contracts.
Acquisition of Automotive Body Shops
Represented a micro private equity fund in acquisition of automotive body shops throughout the Northeastern United States.
Acquisition of Reproductive Services Provider; Negotiation of Provider and Service Agreements
Represented a micro private equity fund in formation, structuring, acquisition, diligence and financing of reproductive services company. Ongoing representation of the company in the review and negotiation of complex commercial contracts.
Acquisitions, Corporate Counsel for National Consolidator of Medical Ascetics, Cosmetic Dermatology and Plastic Surgery Clinics
Represent a consolidator of medical aesthetics, cosmetic dermatology and plastic surgery clinics across the United States as its general corporate counsel, including representing the client in the structuring and acquisition of clinics across multiple states, financing, real estate and leasing, and intellectual property and trademarks.
Acquisitions of Pain Management and Ambulatory Surgery Centers
Represented acquirer of medical practices and surgery centers specializing in treatment of pain and spine conditions in the acquisition of pain management and ambulatory surgery centers across multiple states.
Acquisitions of Veterinary Clinics for Emerging Veterinary Clinic Consolidator
Represent an emerging veterinary clinic consolidator in the acquisition of veterinary clinics across multiple states.
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.
