Matters

Mergers & Acquisitions:

  • Represented buyers and sellers of medical and dental clinics in Texas.
  • Represented buyers and sellers of various insurtech, data, software and technology businesses in various countries.
  • Represented buyers and sellers of construction businesses in Texas, Arizona, Utah, Georgia, Colorado and Oklahoma.
  • Represented buyers and sellers of numerous HVAC, electrical, plumbing and other home services businesses in Texas and Oklahoma.
  • Represented sellers in the sale of:
    • a Florida-based multinational nutritional supplement manufacturing business;
    • a Georgia-based metal fabrication and building components business;
    • a multinational logistics of freight forwarding business;
    • a Texas-based metal buildings and building materials business;
    • a 30% stake in a Canadian natural foods business and its U.S. subsidiaries;
    • a Texas-based ready-mix concrete business;
    • a Texas-based marine construction business;
    • a Texas-based laundry and dry-cleaning business;
    • a Texas-based industrial parts distribution business; and
    • a Texas-based energy brokerage business.
  • Represented buyers in the acquisition of:
    • Numerous software businesses operating worldwide;
    • Short-term rental and other property management businesses in California, Florida, Hawaii, Colorado, Tennessee and South Carolina;
    • Construction, materials and aggregates businesses in various states;
    • 40% of a Texas-based steel buildings construction business;
    • A national durable medical equipment manufacturing business; and
    • Various other manufacturing businesses in Texas.

Funds and Investors:

  • Represented multiple private businesses in investment rounds.
  • Advised VC and PE sponsors in fund formation transactions.
  • Counseled private investors in multiple direct investments.
  • Represented investors in the acquisition of a minority interest in a professional sports team.
  • Advised fund managers, family offices, independent sponsors and searchfunders in structuring investment vehicles.
  • Experienced in roll-up and platform structuring.

Corporate Finance:

  • Completed acquisition financing transactions for M&A transactions.
  • Advised on private credit and special situations transactions.
  • Experienced with SBA loans.
  • Conducted corporate and debt finance transactions for private investors, family offices, trusts and other private investment vehicles.
  • Structured secured and unsecured lines of credit and other credit facilities for various companies.

Additional Experience:

  • Appointed as special counsel for companies, boards and board committees.
  • Guided public and private offerings of debt, equity and equity-linked securities, including IPOs on NYSE, NASDAQ, the Stock Exchange of Hong Kong, the Singapore Stock Exchange and the Indonesia Stock Exchange.
  • Structured liquidity solutions involving secondaries and block trades.
  • Advised on distressed and special situations transactions.
  • Advised on SEC, FinCEN and other regulatory compliance matters.
  • Negotiated and drafted services agreements, technology transactions, license agreements, RFPs and contract bid documents, as well as other commercial agreements.