M&A Representations:

  • Represented a private equity fund in its acquisition of a specialty transportation services company and then in its growth and exit sale for $70+ million to another private equity buyer.

  • Represented the selling group, including two founding shareholders who grew an internet consulting company from infancy to exit, in the company’s sale to a private-equity-backed strategic acquirer for $30+ million, including rollover equity and earn-out consideration.

  • Represented a staffing company in its $50+ million sale, including rollover equity, to a private equity buyer.

  • Represented a medical device R&D company in the sale of certain proprietary products and associated IP rights to a strategic acquirer for $150+ million.

  • Represented a healthcare technology company in its strategic sale to a large international conglomerate for $140+ million.

  • Represented a transportation and logistics company in the oil and gas industry in connection with its acquisition of a majority interest in a privately held transportation logistics company for $19+ million, plus future earn-out and other contingent consideration.

  • Represented the founder and sole shareholder of a national telecommunications services company in connection with the company’s approximately $26 million sale to a private equity buyer and with the founder’s lease of real estate and $6+ million mezzanine loan to the post-closing company.

  • Represented a private-equity-backed national courier and logistics company in connection with its strategic acquisition of another national courier and logistics company for $40+ million.

  • Represented a custom software design company with operations in U.S. and Israel in connection with a strategic buyer’s acquisition of substantially all of the assets and liabilities of the company in exchange for equity.

  • Represented a diversified manufacturing business in connection with its corporate reorganization and approximately $22 million affiliated debt restructuring for tax purposes in contemplation of sale of certain business lines.

  • Represented the lead investor group in the acquisition of a controlling interest in a specialty grocery business from its founder for approximately $4 million.

  • Represented a software provider and its founder in connection with the sale of the company to a strategic buyer for $7+ million, plus additional earn-out consideration.

  • Represented a private equity fund in connection with its acquisition and equity financing of a manufactured home financing company for approximately $10 million.

  • Represented a private equity fund in connection with its acquisition and preferred equity financing of a construction supply and financing company for approximately $10 million.


debt & equity financing Representations: 

  • Represented a private equity fund and its portfolio companies in the specialty transportation services industry in connection with their $32+ million credit facilities, including senior secured term and revolving debt and unsecured mezzanine debt, as well as with $13+ million in vehicle financing transactions.

  • Represented a medical devices company in its offering of approximately $5 million in convertible promissory notes.

  • Represented the lead investor in its purchase and subsequent sale of a controlling interest in a distressed debt fund holding approximately $5 million of defaulted indebtedness of a paper processing business.

  • Represented a Philadelphia area fintech company in connection with its approximately $2 million offering of convertible promissory notes.

  • Represented a private lending fund in connection with various acquisition and revolving credit facilities to professional practices.

  • Represented a development-stage medical device company in connection with its various offerings of over $6 million in preferred equity capital.

  • Represented a life sciences company in connection with its $2 million offering of Series C Preferred Stock.