Strategic Transactions

• Lead buy-side and sell-side representation in platform, add-on and tuck-in acquisitions across the financial services, healthcare, manufacturing, technology and business services sectors.
• Represented sellers in complex M&A transactions, including transactions requiring Hart-Scott-Rodino antitrust clearance.
• Serve as long-term transaction counsel to clients through a series of acquisitions, dispositions, recapitalizations and other strategic transactions involving registered investment advisers, insurance agencies, physician practices, software companies and other privately held businesses.

Capital Formation and Strategic Growth

• Advise clients on acquisition financing, capital formation and business restructurings that support long-term growth.
• Structure ownership and governance arrangements that align management, investors and long-term business objectives.
• Represent borrowers in senior, junior and mezzanine financings and advise companies in private securities offerings and other capital raising transactions.