Representative Transactions

I have successfully negotiated and closed billions of dollars in transaction values, quarterbacking deal teams and working independently, as needed to attain results to the utmost satisfaction of my clients.

I have represented:

• a publicly-traded company in connection with a Rule 144A offering and refinancing $3.5 billion of senior debt, and multiple health system acquisitions in the southeastern United States, with purchase prices ranging up to $535 million;
• the administrative agent in connection with syndicated film financings totaling $445 million;
• a private fund in connection with its $310 million acquisition of an international auto parts manufacturer;
• a publicly-traded wholesale food distributor in connection with a $300 million refinancing;
• a publicly-traded chain of auto repair stores in connection with refinancing $175 million of senior debt;
• a private company in connection with its $155 million acquisition of a trade show management company;
• a private banking company in its $103 million acquisition of retirement accounts from a competitor;
• a private fund in connection with a $72.5 million financing of its acquisition of a drilling equipment company;
• a private company in connection with a $60 million sale of all of its stock to a publicly-traded company, and the negotiation of post-closing executive employment agreements for the selling principals;
• the agent/lender in connection with a $55 million syndicated loan facility for an equipment/supply company;
• a $40 million private company for a perpetual purpose trust restructuring and Rule 701 offering to its employees;
• publicly-traded companies in corporate finance projects with transaction values ranging up to $35 million;
• a private fund and its portfolio companies in connection with multiple acquisitions and finance projects (including senior secured, mezzanine and junior subordinated loan facilities) ranging up to $31.5 million;
• a majority stockholder in connection with a $24 million sale of an electronics manufacturer to a private fund;
• physicians and veterinarians in the sales of their practices for purchase prices ranging up to $20 million, and the negotiations of their post-closing employment agreements;
• regulated telephone companies in connection with refinancing projects ranging up to $17 million;
• a lender in connection with a $15 million loan to a health care foundation for a hospital expansion project;
• an investment advisory firm in connection with a $13.5 million sale of all of its ownership interests;
• two individuals in connection with their $6.6 million sale of a silicon product manufacturer;
• a lender in connection with over $6.5 million in credit facilities to an accounting firm;
• venture-backed companies in connection with capital raises (including convertible debt, preferred stock warrant offerings) ranging up to $5.8 million;
• a lender in connection with over $5.5 million in loans to finance borrower’s emergency aircraft purchases;
• three individuals in connection with their $5 million sale of a digital learning business;
• two individuals in connection with their $3 million management buy-out of a silicon product manufacturer;
• a sole shareholder of in connection with the $3 million sale of an investment management business;
• startup companies in connection with capital raises ranging up to $3 million, including private placements under Section 4(a)(2) and Regulation D of the Securities Act of 1933;
• a sole shareholder in connection with a $1.5 million management buy-out of a retail gift shop; and
• a private equity fund in connection with its Section 363 acquisition of a gas station/convenience store chain.