Experience
Acquisitions of Wellness Franchises Across Multiple States; Divestiture of Portfolio
Represented a client in its acquisition of wellness franchises across multiple states and its eventual divesture of the portfolio.
Acquisitions of Quick-Service Franchise Restaurants; Portfolio Structuring; Financing; Franchisor Negotiations; 1031 Real Estate Exchanges
Represented a private investment firm in its portfolio structuring and financing for, and acquisition of, quick-service franchise restaurants, including entity formation, franchise and area development agreement negotiations, and real estate purchases and 1031 exchanges.
$100 Million+ Multi-State Franchise Restaurant Acquisitions
Represent portfolio companies of a large family office in their acquisition of 100+ quick-service franchise restaurants across multiple franchise concepts for over $100 million in aggregate consideration, including entity formation, portfolio structuring, development and franchise agreement negotiations with the franchisors, purchase and leasing of real estate, commercial contracts and other legal matters.
Merger of Independent Comics and Graphic Novel Publishers
Represented an independent comics and graphic novel publisher in its merger with another comics and graphic novel publisher, resulting in a controlling interest being maintained by the client.
Sale of HVAC Company to Private Equity-Backed HVAC Consolidator
Represented a heating, ventilation and cooling business in its sale to a large, private equity-backed HVAC consolidator.
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.
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.
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.
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.
$110 Million Insurance Brokerage Acquisition
Represented acquired person in $110 million acquisition in the insurance broker industry.
$81 Million Plastics Industry Acquisition
Represented the acquiring company in an $81 million acquisition in the plastics industry.
Acquisition of Digital Giving Platform
Represented an information management and payment services client in the acquisition of a digital charitable giving platform, which allows users to make donations to faith-based and nonprofit organizations through multiple channels including a mobile app, donation by text, and at kiosks.
$850 Million Pet Food Industry Reorganization
Represented acquiring and acquired persons in an $850 million reorganization in the pet food industry.
$111 Million Construction Industry Acquisition
Represented acquired persons in a $111 million acquisition in the construction industry involving industrial building, pipelines, and power and communication lines.
$14 Million Purchase of Car Rental Company
Represented client in acquisition of a family-owned car rental company with nine locations, expanding the client's presence in the Milwaukee, Wisconsin market.
$400 Million Recapitalization
Represented client in a recapitalization transaction. The matter included the client's holding company and all of its affiliates.
Acquisition of Commercial Electrical Contractor
Represented client in the acquisition of a commercial electrical contractor. This acquisition supported the company’s goal of expanding its service offerings in its core markets.
Acquisition of Franchise Restaurants
Represented a private investment firm in its acquisition of franchise restaurant outlets across multiple states. Handled the acquisition agreement and other operative documents, due diligence, franchise documentation and licensing.
Acquisition of Multiple Franchise Locations
Represented client in multiple acquisitions of multiple franchise locations.
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.
