Partner
CurrentREPRESENTATIVE TRANSACTIONS:-Purchase of a surgical instrumentation repair business for a private equity group in Southeast United States-Private placement of convertible preferred securities for a contract research organization-Acquisition of a contract research organization in Latin America-Mezzanine financing for a services business based on the West Coast-Acquisition of an investment advisor for a holding company which owns several advisors with… Show more REPRESENTATIVE TRANSACTIONS:-Purchase of a surgical instrumentation repair business for a private equity group in Southeast United States-Private placement of convertible preferred securities for a contract research organization-Acquisition of a contract research organization in Latin America-Mezzanine financing for a services business based on the West Coast-Acquisition of an investment advisor for a holding company which owns several advisors with different strategies-Early stage venture capital financing for a "Software as a Service" business-Sale of an investment advisor specializing in “Taft-Hartley” pension plans-Sale of a Pennsylvania-based specialty manufacturing company REPRESENTATIVE ONGOING MATTERS:- ongoing advice to high growth tech companies regarding board of director matters, control issues and option programs, as well as capital raising concerns- assistance in restructuring of large sales and services organizations including negotiating with lender and securing of replacement lender- ongoing assistance with large MSA and IT contracts, including negotiation with large in house legal departments in order to finalize sales and avoid time consuming legal delays- long-term strategic planning for the transition of leadership and management of several specialty services businesses to next generation of owners and managers Show less