Representative Transactions

  • Represented a large multi-strategy private equity investment firm with over $6 billion in assets under management in a series of platform acquisitions, including:
    • $1.6 million acquisition of all the equity of a leading supplier of commercial refrigeration, HVAC, electrical contracting and plumbing services located in North Carolina.
    • $1.85 million acquisition of the assets of a commercial kitchen and HVAC maintenance, repair and installation company based in the southeastern U.S.
    • $22 million acquisition of all the equity of the commercial kitchen, refrigeration and food services division of an HVAC, commercial kitchen and total facilities services provider based in the southeastern U.S.
    • $7.75 million acquisition of the assets of a commercial refrigeration, HVAC and plumbing company based in the southeastern U.S.
  • Represented a Swiss medical device company in all aspects of its U.S. and worldwide operations, including eight strategic acquisitions in the United States, Europe and Asia, a $50 million private equity financing by a group of European private equity firms and the $120 million sale of the company to a publicly traded U.S. company.
  • Represented a southeastern U.S.-based homebuilder in connection with a $12 million common and preferred stock financing and all aspects of its initial homebuilding operations, including joint ventures with other homebuilders.
  • Represented a quality control solutions provider to the clinical trial, in-vitro diagnostics, food, beverage, environmental and industrial process markets in connection with its $21.5 million sale to a publicly traded Swiss company.
  • Represented an early-stage biotechnology company in connection with a $15 million venture capital investment and a spin-out of wound treatment technology from a large publicly traded health care company.
  • Represented a private equity firm in connection with its $2.5 million investment for the financing, construction and operation of a refinery for petroleum and petroleum-based products.
  • Represented a Pennsylvania-based fire and safety equipment industry leader in connection with its $7 million acquisition of two competitors.
  • Represented a publicly traded financial services provider in connection with its acquisition of an employee benefits brokerage and consulting business for $4.5 million.
  • Represented a Philadelphia-based venture capital firm in connection with its $2 million preferred stock financing of an Internet search marketing firm and several bridge loans to its portfolio companies totaling $2.5 million.
  • Represented a media management and publishing solutions company with a total of approximately $5 million in preferred stock financings by a Massachusetts-based venture capital fund.
  • Represented numerous startup and emerging companies in connection with friends and family, angel and venture capital investments, technology licensing, provision of incentive compensation to key employees and other strategic business issues.
  • Represented a data analytics technology company in its acquisition by a leading provider of wealth management technology and services for investment advisers.

* Results may vary depending on your particular facts and legal circumstances