Experience
Representative Work
Mergers & Acquisitions
- Represented Flint Group in acquisitions of residential HVAC, plumbing, electrical, and home-services businesses, including Air Around the Clock, Jake's Heating, Air & Plumbing, Chesterfield Services, and Wolfer's Home Services.
- Represented Ranger Software Group, a long-term software holding company, in acquisitions of mission-critical software businesses serving manufacturing, warehousing, distribution, and other industrial end markets.
- Represented Level Education Group, a portfolio company of Baum Capital Partners, in acquisitions of professional education and continuing education businesses, including Triad Learning Systems and cnaZone.com.
- Represented Midway Mechanical in acquisitions of HVAC, refrigeration, electrical, and mechanical-services businesses, including Corporate Air Mechanical Services, Northern Arizona Refrigeration, Ertell Electric, and East Texas Refrigeration.
- Represented Baum Capital Partners in acquisitions of commercial landscaping and outdoor-services businesses, including Heartland Lawns.
- Represented Cypress Capital in its acquisition of Seneca Printing, a commercial printing and label manufacturing business.
- Represented Joshua Tree Health in its acquisition of Simply Teens Outpatient, PLLC, an outpatient behavioral health provider serving adolescents and families.
- Represented PAR Services Group in acquisitions of retirement-plan administration, fiduciary-services, and employee-benefits businesses, including Security Administrators, Inc., Paradigm Benefits LLC, and 401K Safe.
- Represented a software acquisition platform in the cross-border acquisition of an enterprise software business with operations in the United States and South Africa.
- Represented founders, owner-operators, and closely held businesses in strategic sales and other exit transactions.
- Represented private equity sponsors, independent sponsors, strategic buyers, and portfolio companies in platform and add-on acquisitions across software and technology, HVAC, plumbing, lawn and landscape services, commercial printing, industrial and freight, retail products, and other middle-market industries.
- Represented buyers and sellers in stock, membership interest, and asset purchase transactions, including transactions involving rollover equity, seller financing, earnouts, working-capital adjustments, and representation and warranty insurance.
- Represented buyers in acquisitions involving ESOP-owned sellers and coordinated transaction, financing, employee-benefit, and shareholder-approval workstreams.
Private Equity & Corporate
- Represented private equity funds, independent sponsors, search funds, and long-term holding companies in acquisitions, majority and minority investments, recapitalizations, and portfolio-company matters.
- Advised sponsors and management teams on holding-company structures, rollover equity, incentive equity, profits interests, governance rights, and investor arrangements.
- Served as outside corporate counsel to privately held and sponsor-backed businesses on corporate governance, commercial contracts, restructurings, financings, and strategic initiatives.
- Represented borrowers and investors in secured and unsecured credit facilities, seller-note financings, convertible debt transactions, and other acquisition and growth financings.
- Advised private equity-backed portfolio companies on post-closing integration, governance, add-on acquisitions, indemnification claims, and other ongoing corporate matters.
Startups & Emerging Companies
- Represented Pest Share, Inc. in its Series A financing.
- Represented founders and emerging growth companies from formation through financing, growth, acquisition, and exit.
- Represented technology and healthcare technology companies in seed and Series A financings, including preferred equity and convertible security transactions.
- Represented venture capital investors in minority and majority equity investments, convertible debt financings, and secured loan transactions.
- Advised startups and closely held companies on founder equity, capitalization, SAFEs, preferred stock, equity incentive arrangements, commercial contracts, and corporate governance.
- Represented a venture capital fund in token purchase and option transactions and investments in digital asset companies in the United States and abroad.
Mining
- Represented mining and project development companies in acquisitions and dispositions of mining assets, royalty and offtake transactions, project financings, investment transactions, real estate acquisitions, and lease and option agreements supporting resource development projects.

