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Estate and Tax Planning
Represented numerous owners of closely held businesses in estate planning designed to transition the business to future generations and minimize estate taxes
Estate and Tax Planning
Represented trust companies in various trust matters, including the modification of trusts and having trust accounts judicially approved.
Private Funds & Investment Management
Represented a fund manager in the formation of a $200 million+ evergreen private credit fund
Private Funds & Investment Management
Represented technology-focused venture capital fund in formation and its $25 million offering
Mergers & Acquisitions
Negotiated and closed the acquisition of a real estate development firm valued at $21 million
Mergers & Acquisitions
Negotiated and closed the sale of a software company valued at $25 million
Startups & Venture Capital
Represented a restaurant group in an early-stage $1M equity financing.
Startups & Venture Capital
Represented a financial services company in a $200M debt financing.
Startups & Venture Capital
Represented hospitality company in a $50M capital raise through a private offering of preferred equity.
Mergers & Acquisitions
Closed the sale of a family-owned business to a strategic buyer for approximately $5.5M
Private Funds & Investment Management
Served as co-counsel on acquisition of a software company operating out of India for cash and stock consideration.
Corporate & Securities
Represented a financial services company in a $200M capital raise through the issuance of debt through a special purpose entity.
Mergers & Acquisitions