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.
Sale of Government Contractor to Multinational Company
Advised a longtime client, a government contractor, in connection with the successful sale of its business to a multinational company.
Acquisition of Construction Contracting Business
Assisted client in the acquisition of a construction contracting business to allow for geographic expansion.
$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.
IRS Notice Contested for Online Payments Client
Successfully contested a notice of deficiency from the Internal Revenue Service for an online payments provider. The notice stated the client owed taxes and penalties in excess of $1 million.
Because the client often holds money in escrow for its clients and then disburses the funds, the IRS misinterpreted that money as actual income. We submitted a letter to the IRS notifying them of their error and began preparing a Tax Court petition. In the end, the IRS responded and ultimately closed the case with no additional tax liability.
Lead Counsel to Payments Processing Company
Lead counsel on successive transactions wherein client was deploying existing technology in innovative arrangements and new service lines with key business partners.