Experience

Sale of Food Manufacturing Company

$100 million sale of food manufacturing company to private equity fund, involving a pre-closing tax reorganization and rollover equity.

Multiple Series Seed Investments

Assisted venture capital fund in multiple Series Seed investments.

M&A Counsel in the Cable Television Industry

Long-time M&A counsel to various U.S. cable companies, including some of the largest in the country. In that capacity, Greg has closed several multibillion-dollar divestitures and acquisitions, negotiated joint ventures and management agreements, negotiated operating authority with local governments, and helped manage the integration of a $39 billion public company merger.

Bolt-On Acquisition for Private Equity Firm

Represented a private equity firm in its acquisition of a bolt-on mechanical and structural field service/maintenance company, offering major refractory, insulation, boiler and repair capabilities throughout Louisiana and Texas.

Represented Private Equity Firm in Strategic Purchases

Represent private equity firms in their strategic purchases of businesses that complement their portfolio.

$35 Million Recapitalization with Private Equity Sponsor Funding

Advised client on a recapitalization of a revenue cycle management company with funds from a private equity sponsor. The funds came in as equity, senior debt and subordinated debt with portions paid at closing as well as through a possible earn-out. The transaction required a simultaneous buyout of an affiliated joint venture and the execution of complicated software licensing and development agreements between the affiliate and the target company, which was to be controlled by the private equity sponsor post-closing.

$100 Million Series B Funding Investment by Private Equity Fund

Advised a private equity fund on its equity investment in a U.K. company’s $100 million Series B funding round.

$16 Billion Share Swap

Advised a Russian private equity investment company in a $16 billion swap of shares.

$500 Million Cross-Border Acquisition

Advised a Russian private equity investment company in a $500 million acquisition of a U.K. financial services company.

Sale of U.K.’s Fastest-Growing International Media and Exhibitions Business to Private Equity Fund

Served as lead adviser to the shareholders of the U.K.’s fastest-growing international media and exhibitions business on its sale to a private equity fund, in a deal where the management reinvested in the company.

Advised Exhibition Organiser on Secondary Investment and Buyout by Private Equity Firm

Served as lead adviser to the management team of an exhibition organiser on the secondary buyout and investment by a private equity firm.

Acquisition of Controlling Interest in Platform Company for Private Equity Firm

Represented a private equity firm in its acquisition of controlling interest in a new platform full-service oilfield chemical company.

Counseled Government Investment Vehicle in Formation and Launch

Assisted local governments and SEC-registered investment manager in forming and launching a pooled investment vehicle for local governments in Missouri.

Fund Formation Counsel to Energy and Technology Fund

Served as fund formation counsel to energy and technology fund, providing organization of investment fund and representation of fund management company.

Registered Investment Manager for Collective Investment Fund

Sought and secured registration in multiple states for emerging fund manager specializing in advising collective investment funds.

Issuer Counsel to Health Care/Fintech Emerging Company

Negotiated multimillion-dollar Series Seed funding round for Missouri company with health care and financial technology product. Investors included leading venture capital firms from Chicago and St. Louis.

Assisted Institutional Investor with Private Fund Investments

Counseled two public companies’ investment arms in connection with separate million-dollar investments in startup venture funds.

$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.

$6.6 Million Series A Round and Strategic Licensing Relationship

Advised fintech company on completion of Series A venture capital investment round in which more than $6.6 million was raised. In addition, advised client on establishing a strategic licensing relationship to develop a customized version of the client’s proprietary investment technology platform, which the lead Series A investor will commercialize within the Hong Kong market.

Sale of Majority Stake of Manufacturing Company

Served as seller’s counsel in connection with sale of majority stake in advanced manufacturing company to private equity firm.

$57.6 Million Private Equity Sale of Filtered Water Cooler Provider

Served as legal adviser to a private equity firm in the $57.6 million sale of a provider and manufacturer of filtered water coolers and related products.

Multimillion-Dollar Venture Capital Investment into Biotech Company

Advised lead investor on multimillion-dollar Series A venture capital investment into biotech company developing and commercializing cutting-edge technologies for gene editing, gene expression and bioprocessing.

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.

$95 Million Sale of Health Care Financing Company

Counsel to seller for the sale of health care financing company with an enterprise value of approximately $95 million. Sale was to a private-equity backed purchaser and involved a post-closing transition period for state licensing issues.

Advised Emerging Fintech Company on Funding and Commercialization of Technology

Advised financial technology emerging company on its Series Seed and Series A venture capital rounds and commercialization of its technology.

East Coast Family Office Representation

Represented an East Coast family office operation in numerous investment-related matters, including investment in a nationwide consumer products enterprise; co-investment in a casual dining operation with locations throughout the Southwest; and and development of family office ownership and management structure.

Managed Accelerator Program’s Onboarding and Capital Investments for Startup Company Participants

Assisted utility client with onboarding of and capital investments in startup technology companies as part of accelerator program in coordination with a local university and capital investors. Assisted with closing investments in more than a dozen program participants.