Finance Matters
- Extensive experience in all aspects of commercial lending, representing lenders and borrowers who need to make or obtain revolving lines of credit, term loans, asset-based loans, cash flow loans, private equity financing, mezzanine loans, acquisition loans, SBA loans, PPP loans, and equipment lease financing.
- Represents many lenders and borrowers on real estate acquisition loans, construction loans, refinancings, restructurings, brownfield clean-up loans, and seller financing.
- Represents lenders making commercial loans to professional service firms and their principals, including loans for accounting, architectural, broker-dealer, engineering, legal, and investment management enterprises.
- Represents agents and participants in club and syndicated commercial loan transactions.
- Represents government entities and developers in creating new TIF and Joint Economic Development Districts (JEDD) to promote economic growth and development projects.
- Advises numerous lenders who need to make mezzanine and other negotiated subordinated financings, including financial institutions, venture capital funds, community banks, pension funds, private lenders, and hedge fund investors.
- Represents banks and private lenders who are having trouble getting their loans repaid, including extensive experience in challenging loan workouts, forbearance arrangements, and related creditors’ rights issues.
Corporate, Business, and M&A Matters
- Has over 39 years’ practical experience guiding business owners and developers who want to maximize their equity investments, grow their businesses, optimize opportunities, structure and negotiate corporate transactions, complete mergers & acquisitions, buy or sell assets and real estate, complete management buyouts, negotiate public and private financing solutions, recapitalize, and adopt best-practice corporate governance policies.
- Advises closely held businesses, both mature and emerging companies, on transactions, general corporate issues, real estate issues, loss and risk avoidance, licenses, data security, intellectual property protection, strategic planning, financing challenges, crisis management, and majority/minority shareholder disputes.
- Guides businesses in structuring, negotiating, and new financings and refinancings to help leverage growth, create jobs, and increase profits.
- Counseled business owners in manufacturing, distribution, warehousing, service, technology, real estate development, and other industries.
- Guides business owners through succession planning and exit strategy issues as well as how to integrate decisions with their estate plans.
- Guides businesses and individuals through entity choice, incorporation, limited liability company formations, business plans, and implementation strategies.
- Negotiated and drafted numerous contracts with suppliers, customers and licensors, purchase and sale agreements, stock restriction agreements, employment agreements, deferred compensation, and non-compete agreements.
Real Estate Matters
- Handled numerous transactions for buyers and sellers of commercial, office, industrial, mixed-use, multi-family, hotel, and shopping center properties.
- Represented borrowers, developers, and lenders in the financing and refinancing of many commercial, office, industrial, mixed-use, multi-family, hotel, and shopping center properties.
- Represented developers in the acquisition, historic restoration or adaptive re-use of commercial real properties utilizing HTC, NMTC, TIF, and other alternative financing sources.
- Represented governmental entities and developers on creating TIF, JEDD, and CRA project financings.