Patrick J. Sweeney

Mergers and acquisitions

• Represented family in sale and rollover of equity in packaging manufacturing and distribution business to private equity buyer.
• Represented buyer in stock purchase of material handling equipment dealer business from ESOP seller.
• Represented owners in sale and rollover of equity in HDPE manufacturing business to private equity buyer.
• Represented buyer in asset purchase of material handling equipment dealer business from family seller.
• Represented owners in sale and rollover of equity in intermodal transportation business to strategic acquirer.
• Represented management team in buy-out of private equity sponsor of a distribution and service business utilizing tax credit financing.
• Represented majority shareholders in sale of health care company in a $40 million-plus transaction with strategic public-company buyer.
• Represented seller in asset sale of industrial container distribution business to strategic buyer.
• Represented buyer in asset acquisition of mortgage banking business from industry competitor.
• Represented buyer in equity acquisition of software company serving the sports industry.
• Represented buyer in asset acquisition of 50-plus automotive parts retail locations throughout northeastern United States from industry competitor.
• Represented equity holders in sale of health care IT company in a $225 million-plus transaction with strategic buyer.
• Represented buyer in asset acquisition of distressed manufacturing business out of state court receivership.
• Represented buyer in asset acquisition of retail fixture manufacturing company from industry competitor.
• Represented seller in sale of trademark portfolio of apparel company to strategic buyer.
• Represented seller in sale of coffee roasting and wholesale business to private equity buyer.
• Represented seller in $53 million sale of tradeshow products manufacturing business to strategic buyer.
• Represented a global systems integration company in the acquisition of a security systems integrator that provides services across the Southeast and Central U.S.

Recapitalization transactions

• Represented equity holders of health care IT company in connection with a $40 million investment from private equity group to fund a dividend recapitalization to equity holders.
• Represented buyer in $17 million management buy-out of food import and distribution business.
• Represented shareholders in a sale of retail company to management utilizing SBA financing.
• Represented equity holders of insurance marketing company in connection with a $45 million investment from private equity group to fund a dividend recapitalization to equity holders.
• Represented shareholder in a sale of equity in an insurance brokerage to remaining shareholder group through a leveraged buy-out.

Debt and equity financings

• Represented private utility company in private placement transactions to raise private debt and equity financing.
• Represented borrower in issuance of $39 million in taxable industrial revenue bonds to fund the expansion of automotive parts manufacturing facility.
• Represented investor in $3.5 million convertible note investment in chocolate company coupled with issuance of equity warrants.
• Represented pharmaceutical company in private placement to raise $15 million equity investment.
• Represented borrower in issuance of $2.8 million in Missouri BUILD bonds to fund the expansion of manufacturing facility.
• Represented borrower in issuance of $5.6 million in taxable and tax-exempt industrial revenue bonds to fund the expansion of trade fixture manufacturing facility.
• Represented borrower in the placement of $75 million unsecured debt.
• Represented borrower in $100+ million unsecured credit facility.
• Represented borrower in $20+ million revolving credit facility with CapEx term loans.
• Represented borrower in $100+ million project finance credit facility with multi-project draw provisions.             
• Represented borrower in $10+ million convertible debt offering.

ESOPs

• Represented ESOP trustee in a combination of two 100% ESOP-owned companies through a share exchange transaction.
• Represented ESOP trustee in the establishment of an ESOP for a company.
• Represented an ESOP-owned company in a secondary transaction buying out the balance of the company shares held outside of the ESOP.
• In collaboration with ERISA colleagues, represented the seller-owner in a transition of the company to 100% ESOP-owned business.
• Represented a construction company in a transition of the company to 100% ESOP-owned business.