Case Results

Represented buyer of the process automation SaaS product line of a family held company.

Represented buyer of the point-of-sale software for large grocers product line of a private equity portfolio company represented by Blank Rome LLP.

Represented buyer of the automotive ERP software business assets of a venture backed company represented by Kutak Rock LLP.

Represented buyer of the account-based CRM SaaS business assets of a venture backed company represented by Morris, Manning & Martin, LLP, Atlanta.

Represented buyer of the telehealth software business assets of a closely held company based in California.

Represented buyer of the contact center software business assets of closely held company based in Arizona.

Represented buyer of the development disability agency ERP software business assets of closely held company based in Ohio.

U.S. counsel alongside lead (Keystone Law); represented buyer of integrated messaging solutions business assets of U.K. private limited company.

U.S. counsel alongside lead (DLA Piper – Denmark); represented buyer of email management software for maritime shipping industry from Danish company.

Represented buyer of virtual event software business assets of venture debt funded California company represented by White Summers Caffee & James LLP

Represented buyer of all the membership interests of a venture backed health EHR company represented by Stole Rives LLP.

Represented closely held investment advisory business in the sale of business assets in exchange for cash and rollover equity to strategic buyer represented by Spencer Fane LLP.

Represented Seller to PE backed platform company represented by Morrison and Foerster.

Represented buyer of a majority equity interest in a physical therapy business owned by an S corporation, utilizing a Type F Reorg and Q-Sub drop.

Represented C level executive in profits interest award in PE backed SaaS company represented by Gunderson Law Firm

Represented C level executive in restricted equity award in PE backed food company represented by Winston and Strawn.

Represented seller of all the stock of an occupational therapy clinic.

Represented strategic buyer of all the stock of commercial electrical contracting company represented by Caldwell Clark Fanucchi & Finlayson PLLC.

Represented strategic buyer of all the stock of commercial electrical contracting company.

Represented buyer of remaining interest of minority partner pursuant to call option included in the original transaction documents.

Represented seller of the business assets of bankruptcy practice management software business.

Represented buyer of a majority equity interest in a physical therapy clinic.

Represented lead investor in Series A preferred stock investment in technology security staffing business.

U.S. counsel alongside lead (DLA Piper – Poland); represented buyer of organized part of enterprise of a Polish event management software company.

Represented private Texas company in the sale of its multi-location car wash business assets to Canadian strategic acquirer represented by Torys LLP.

Represented lead investor in Series A preferred stock investment in medical device company spun out of TheraNova, LLC.

Represented buyer of all the S corporation stock of a placement agency focusing on school mental health counselors.

Represented lead investor in Series A preferred stock investment in medical device company spun out of TheraNova, LLC.

Represented lead investor in Convertible Note in medical device company spun out of TheraNova, LLC.

Represented lead investor in Series A Preferred Stock investment in medical device company spun out of TheraNova, LLC, represented by VLP Law Group LLP.

Represented private purchaser of $4.2 Million senior secured note from national bank represented by Bracewell.

Represented national bank in $4.5 million secured term note to Texas based electric services company.

Represented national bank in modification and extension of $38 million senior debt facility to Texas based medical services company.

Represented multi-location physical therapy business in the sale of assets in exchange for cash and rollover equity to private equity backed roll-up platform company represented by Maguire Woods.

Represented multi-location physical therapy business in the sale of assets in exchange for cash and rollover equity to U.S. Physical Therapy (USPH), represented by Porter Hedges.

Represented issuer of convertible note to private investor represented by Strasburger Clark Hill.

In 1994, joined the tax litigation team, led by Charles J. Muller and Farley P. Katz, representing Willie Nelson in his lawsuit against his former tax advisors in connection with his well-publicized tax issues.

Represented lead investor in Series A preferred stock investment in a medical device company based in the Bay Area.

Represented private purchaser of $4.2 Million senior debt from publicly traded bank.

Represented publicly traded national bank in $4.5 million secured term note to Texas based electric services company.

Represented publicly traded national bank in modification and extension of $38 million senior debt facility to Texas based medical services company.

Represented 50% owner in the acquisition of equity from the other 50% owner pursuant to a mediated settlement agreement that resolved threatened litigation between the owners.

Represented outside management group in negotiating term sheet with private equity group for $100 million line of equity to fund roll up acquisition strategy.