Representative Transactions & Experience
Mergers & Acquisitions/Capital Formation:
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Financial database & software company in sale to NYSE global information technology company
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Information technology company in corporate governance and contracting matters, and in acquisition of its largest competitor
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Controlling shareholders in various corporate buy-sell and buyout transactions
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Publicly registered business development companies (BDCs) in debt-financing activities, structured finance, and related organizational planning (including bankruptcy-remote SPEs)
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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
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Fast-casual restaurant chain in start-up, capital funding and multi-state expansion program
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National chain of commercial landscaping and retail nurseries in management buy-out (MBO)
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Value added reseller of computer hardware in non-bankruptcy wind-down and liquidation
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Publicly registered business development companies in structured finance matters, including commercial loan packages with lender consortia
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Nutraceutical start-up in offshore formation, funding and negotiation of production joint ventures
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Business software and technology consulting services company in formation and build-up
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Information technology company in corporate reorganization
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Investor group in corporate formation and structuring of new insurance product offering
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U.S. mining company in exploration and development stage matters
Cross-Border Transactions:
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U.K. internet service provider in sale to leading U.S. fiber optic company
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Leading Mexican bank holding company in acquisition of U.S. bank holding company
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Leading Mexican bank holding company in acquisition of U.S. 50-state money transmitter and in follow-on acquisitions and regulatory compliance matters
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U.S. hedge fund in formation and investment in Singapore-based offshore trade finance program
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U.S. institutional investor in design and implementation of emerging markets investment program
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Eastern European commercial property owners in joint venture with U.S. real estate developer
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U.S. hedge fund investor in Eastern European property restitution fund
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U.S. investor group in Eastern Europe wind energy industry investments
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Foreign government agency in connection with proposed privatization of state owned enterprises
P-3 (Public-Private Partnerships) and Energy/Infrastructure Transactions:
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Regional waste authority in privatization of waste-to-energy facility and power plant
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Large municipal government in planned purchase and buy-back of large waste-to-energy plant
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Large municipal government in negotiating and documenting first of kind storm water public-private partnership providing a 20-year regime for outsourcing infrastructure improvements
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Municipal government in public-private partnership with leading waste-to-energy operator and in strategic planning for expansion and financing of WTE facilities
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Municipal transit authority in potential privatization of local rail service
Institutional Investment/Private Equity:
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Corporate pension funds in various private equity, venture capital and alternative asset class investments
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Corporate pension fund in global emerging market investments program
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Sponsor of hotel investment fund in formation and initial private placement with pension funds
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Sponsor of disaster area recovery investment fund in formation and initial private placement
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Sponsor of biotech investment fund in formation and initial private placement
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Numerous institutional investors in real estate development joint ventures
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Venture capital funds in corporate governance and securities compliance matters
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Banks and institutional fiduciaries in real estate and special asset class transactions