Recent Representative Transactions
- Represented owner of an executive and employee insurance and retirement benefit plan broker, advisor and administrator in a sale of the business to a blockchain digitizer of life insurance policies.
- Represented local architectural services firm in its acquisition by a private equity backed national architectural services platform.
- Represented securitizer of credit union owned life insurance and bank owned life insurance in its merger of equals with blockchain digitizer of life insurance policies.
- Represented athletic equipment manufacturer in crowdfunding capital raise.
- Represented luxury holiday industry start-up in crowdfunding capital raise.
- Represented private equity owned equine veterinary practice platform in multiple add-on acquisitions of US equine veterinary practices.
- Represented global insurance company growth stage investor in Australian Insuretech company in negotiations with Insuretech company and lead investor of later stage preferred equity investment.
- Represented consulting, engineering and digital domain services provider in the aviation and transportation industries and its shareholders in the sale of the company to a global management consulting firm.
- Represented family office owned trucking fleet services provider in add-on acquisition.
- Represented technical precision fabrics company in its acquisition of imaging technology company.
- Represented US aviation industry professional services firm in its acquisition of a Canadian aviation digital maintenance solutions company.
- Represented owner of three local fitness clubs in sale of the clubs to an East Coast chain of fitness clubs.