Represented global top-10 insurance brokerage Acrisure in its $3.45 billion capital raise, consisting of a $3 billion refinancing of the company’s senior preferred stock and a $454 million private placement of junior preferred stock.
Represented privately-owned Zeigler Automotive Group in acquisition of three Chicago-area luxury car dealerships, estimated to add 5,000 new units and $350 million in annual sales.
Represented a leading carbon steel service center in its sale to a private equity fund. Negotiated the purchase agreement and provided counsel regarding the transaction structure, employee benefits, tax matters and antitrust filings under the Hart-Scott-Rodino Act.
Represented Granger Energy Services division’s sale of 16 landfill gas-to-energy sites across six states to an Australian company. Negotiated sale agreement, coordinated antitrust filings, and advised on tax, employee benefits and energy regulatory matters.
Represented a publicly-traded bank holding company in its merger with a similar sized publicly-traded bank holding company, resulting in the third-largest bank holding company in the state.
Lead and supported 100+ serial acquisitions across the U.S. for holding company of insurance brokerage, employee benefits and risk management agencies (more than $2.3 billion in aggregate upfront value since July 2013).
Advised various physicians’ groups in business acquisitions, dispositions and combinations, including the sale of a medical device business line, acquisition of a 70-physician multi-specialty practice by a health system, the spinoff of a five physician specialty practice, and the combination of two specialty practices into one 38-physician specialty practice.
Counseled hospitals in their acquisitions by regional health systems, including the disposition of a $22 million hospital and a $109 million hospital.
Supported a food processing company in the negotiation of new commercial lending facilities, including the $16 million retirement of old lending facilities through the issuance of equity.
Advised clients in the development, commercialization, acquisition and disposition of medical device product lines, including surgical implants and surgical tools.
Coordinated execution of Pre-Seed, Series Seed, Series A Preferred and subsequent rounds of capital investment through the private issuance of convertible debt and common and preferred stock by, among others, a medical device development company, a space propulsion company, a virtual reality hardware company and other technology-driven startup and emerging companies.
Advised clients in the forest product industry regarding harvesting, supply, manufacturing, consignment and distribution agreements.
Supported an alternative energy developer in the establishment of a business structure for developing, contracting and building biodigesters, including analyzing licensing agreements and drafting manufacturing and raw material supply contracts.
Assisted an alternative energy developer in the sale of an industrial facility energy supply business to a developer with second-stage financing.
Aided an advanced aerospace tooling company in the $33 million sale of its business assets to a private equity firm.
Supported a privately owned tooling company through advanced stage business growth, including by assisting in the negotiation of a $56 million joint venture with a manufacturing subsidiary of a publicly traded company.
Advised engineering firms on licensing and other compliance requirements across the United States.
Analyzed and advised on matters of corporate governance, including issues of ownership and control; fiduciary duties of directors, managers, officers, shareholders and members; and majority and minority rights.
Evaluated and managed commercial risks by reviewing or drafting commercial contracts, including asset and stock purchase agreements; manufacturing, supply and distribution agreements; employee, contractor and consultant agreements; and confidentiality, non-competition and non-solicitation agreements.
