Representative Transactions & Experience

 

Mergers & Acquisitions/Capital Formation:

  • Financial database & software company in sale to NYSE global information technology company

  • Information technology company in corporate governance and contracting matters, and in acquisition of its largest competitor

  • Controlling shareholders in various corporate buy-sell and buyout transactions

  • Publicly registered business development companies (BDCs) in debt-financing activities, structured finance, and related organizational planning (including bankruptcy-remote SPEs) 

  • Leading U.S. trade association in sale of its “for profit” subsidiary, a leading industry database provider, to an NYSE global financial information and analytics corporation

  • Fast-casual restaurant chain in start-up, capital funding and multi-state expansion program

  • National chain of commercial landscaping and retail nurseries in management buy-out (MBO)

  • Value added reseller of computer hardware in non-bankruptcy wind-down and liquidation

  • Publicly registered business development companies in structured finance matters, including commercial loan packages with lender consortia

  • Nutraceutical start-up in offshore formation, funding and negotiation of production joint ventures

  • Business software and technology consulting services company in formation and build-up

  • Information technology company in corporate reorganization

  • Investor group in corporate formation and structuring of new insurance product offering

  • U.S. mining company in exploration and development stage matters

 Cross-Border Transactions:

  • U.K. internet service provider in sale to leading U.S. fiber optic company

  • Leading Mexican bank holding company in acquisition of U.S. bank holding company

  • Leading Mexican bank holding company in acquisition of U.S. 50-state money transmitter and in follow-on acquisitions and regulatory compliance matters

  • U.S. hedge fund in formation and investment in Singapore-based offshore trade finance program

  • U.S. institutional investor in design and implementation of emerging markets investment program

  • Eastern European commercial property owners in joint venture with U.S. real estate developer 

  • U.S. hedge fund investor in Eastern European property restitution fund

  • U.S. investor group in Eastern Europe wind energy industry investments

  • Foreign government agency in connection with proposed privatization of state owned enterprises

P-3 (Public-Private Partnerships) and Energy/Infrastructure Transactions:

  • Regional waste authority in privatization of waste-to-energy facility and power plant

  • Large municipal government in planned purchase and buy-back of large waste-to-energy plant

  • Large municipal government in negotiating and documenting first of kind storm water public-private partnership providing a 20-year regime for outsourcing infrastructure improvements

  • Municipal government in public-private partnership with leading waste-to-energy operator and in strategic planning for expansion and financing of WTE facilities

  • Municipal transit authority in potential privatization of local rail service

 

Institutional Investment/Private Equity:

  • Corporate pension funds in various private equity, venture capital and alternative asset class investments

  • Corporate pension fund in global emerging market investments program

  • Sponsor of hotel investment fund in formation and initial private placement with pension funds

  • Sponsor of disaster area recovery investment fund in formation and initial private placement

  • Sponsor of biotech investment fund in formation and initial private placement

  • Numerous institutional investors in real estate development joint ventures

  • Venture capital funds in corporate governance and securities compliance matters

  • Banks and institutional fiduciaries in real estate and special asset class transactions

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