Representative Recent Mergers and Acquisition and Debt and Equity Capital Transactions

  • Represented a medical device company in the sale of assets related to its commercialized products to a private equity-backed medical device company for $160 million.

  • Represented a medical device company from formation, through multiple rounds of preferred equity and convertible debt financing aggregating more than $35 million, through the sale of the company to a large strategic for up to $160 million in upfront and milestone payments.

  • Represented a private equity fund in its purchase of a courier and logistics company in a transaction valued at $35 million. Additionally represented the fund and portfolio company in a number of bolt-on acquisitions for consideration ranging from $2.1 million to $6 million.

  • Represented a private-equity-backed national courier and logistics company in connection with its strategic stock purchase acquisition of another national courier and logistics company for consideration of approximately $45 million.

  • Represented a private equity fund in connection with its investment of an aggregate of $45 million in several rounds of preferred equity in a real estate technology company and in connection with establishing a $100 million senior and mezzanine credit facility for the portfolio company and amending and restating the credit facilities to approximately $250 million.

  • Represented a development-stage biomaterials medical device company in connection with raising an aggregate of $5 million of equity and convertible debt capital.

  • Represented a private equity fund in connection with a $7.5 million secured loan.

  • Represented a private equity fund in connection with its control investment in a motorcycle leasing company, which investment involved multi-tranche preferred equity investments and senior and mezzanine credit facilities providing up to $100 million in debt capital in the aggregate.

  • Represented a private equity fund in connection with its acquisition and equity investment of approximately $6 million for a construction supply and financing company, and the provision of a senior and mezzanine credit facility to the company for up to $50 million in debt capital.

  • Represented a private equity fund in connection with its control equity investment of $10 million in a manufactured home finance company, and the provision of a senior and mezzanine credit facility to the company for to $50 million in aggregate of debt capital.

  • Represented a private equity fund in its purchase of a wealth management firm with a web-based portfolio management tool in a transaction valued at $12 million.

  • Represented a pharmaceutical sales training company in its merger with a life sciences marketing firm in a transaction valued at $16 million.

  • Represented a strategy and leadership advisory firm in the sale of substantially all of its assets to an international consulting and executive search firm for consideration in excess of $12 million.

  • Represented a cable and wire manufacturer in its $33 million ABL credit facility with a national bank.

  • Represented a voice and data telecommunications provider in the acquisition of a competitor in a transaction valued at approximately $5 million.

  • Represented a mobile devices solutions provider in its sale to a large strategic purchaser for approximately $5 million in up front and earn out payments.

  • Represented an urgent care medical center management company in connection with a joint venture transaction valued at approximately $7.6 million.

  • Represented a healthcare management software company in connection with several debt and equity investments including a secured credit facility of up to $5 million.

  • Represented a lead investor of a pharmaceutical and life sciences sales training solutions provider in the company’s sale to a private equity fund for $33.5 million.

  • Represented one of the lead investors of a growing fast casual restaurant chain in multiple rounds of financing aggregating over $60 million.

  • Represented a well-known investor and philanthropist in his purchase of all of the outstanding equity interests in the holding company that owned the assets of the Philadelphia Inquirer, the Philadelphia Daily News, and Philly.com.

  • Represented a leading global provider of custom labels, envelopes, commercial print, content management and publisher solutions, in connection with a number of acquisitions and dispositions of various businesses for consideration ranging from $5 million to $55 million.

  • Represented the owners of several luxury auto dealerships in connection with the dealerships’ sale of substantially all of the assets including real estate to a large auto dealership chain for approximately $23 million.