Experience Matters

Brief sentence defining representative matters.

• Division Purchase of Publicly Held Company

  Represented a management team in purchasing a division of a publicly held company in the financial services sector, including a private equity raise and related bank facility.

• Employee Stock Plans

  Assisted the client with private offering exemptions for employee stock plans.

• HUD Refinancing, Section 232

  Refinance of term loans on 7 existing nursing homes in Alabama with HUD insured loans and restructure of working capital line with accounts receivable lender. Corporate restructure to accommodate HUD Master Lease requirements, negotiated intercreditor agreement with HUD and AR lenders, review and opine on loan documents.

• Acquisition

  Handled cash sponsored demutualization of Medmarc Mutual in which Medmarc was converted from a mutual insurer with its member policy holders receiving cash funded by ProAssurance through purchase of all of Medmarc's newly issued shares. Prepared and negotiated acquisition agreement, regulatory approval of Vermont Insurance Dept, tax advice, HSR anti-trust filing.

• Real Estate Acquisitions

  Represented an issuer in connection with a $100+ million offering of limited partnership interests for the acquisition of multi family apartment projects.