Representative Transactions

Business Transactions:

• Represent provisioning software company in its sale to a financial buyer for $22,000,000 cash, with negotiated restructuring of preferences prior to sale to obtain necessary shareholder approval.
• Assist mobile-marketing technology company in its sale to a public company for $10,000,000 in cash and stock, with several rounds of bridge financing pending closing.
• Assist private, venture-backed software company in its acquisition by a public software company for over $60,000,000 cash.
• Advise start-up technology company with a $500,000 convertible debt angel financing.
• Represent data storage company in a $4,500,000 second round preferred stock financing with one first round investor.
• Assist service management software company to complete a $20,000,000 third round preferred stock financing with one new lead investor and three investors from prior rounds, and contemporaneous recruitment of new CEO.
• Advise public medical device company in the acquisition of the assets of another medical device company for $1,800,000 in cash and stock.
• Assist environmental services firm in negotiation of multi-year consulting, assessment and remediation contract with a major electric power utility.

Technology Transactions

• Advise technology company on arrangements (domestic and international) for the sale of products, including sales representation and distribution arrangements, and OEM and reseller arrangements.
• Assist software company in licensing of enterprise software product to telephone communications carriers.
• Advise developer of web-based healthcare educational system with respect to distribution arrangements through third party resellers.
• Assist technology company with the establishment of a joint venture with a Fortune 100 consumer products company and the license of its technology to the joint venture.
• Represent health care information technology company with the formation of a strategic alliance with and license of its technology to a pharmaceutical company.
• Assist technology company in acquisition of licenses to technologies developed at major university.
• Advise technology company with respect to protection of technology rights under government funded SBIR and CRADA contracts.
• Assist technology company in the negotiation of a joint development arrangement with a Fortune 100 company and the apportionment of resulting technology rights.

Healthcare Transactions:

• Assist health care system in the acquisition of two nursing homes and an assisted living facility for approximately $9,000,000 through Seller financing and assumption of debt.
• Advise tax-exempt ambulatory surgery center owned by a hospital in its conversion to a for-profit joint venture between the hospital and approximately 15 physicians, together with associated financing of $1,700,000.
• Assist in the restructuring of specialty clinical services (with approximately $25,000,000 annual revenue) at an academic medical center into a separate physician-controlled for-profit organization, retaining research and teaching responsibilities at the academic medical center.
• Assist in the formation and financing of ambulatory surgery center by surgery center development company, hospital and two physician groups, with aggregate investment of approximately $2,000,000, with transaction structured as physician group practice with associated administrative services company to avoid need for clinic license and determination of need approval.
• Represent health care system in $93,000,000 obligated group tax-exempt bond financing, with establishment of master trust indenture among health system and thirteen of its affiliated organizations to support this transaction and future financings by members of the obligated group.
• Assist with the establishment of a strategic joint venture between two rehabilitation hospitals, through which parties oversee operations and share profit and loss at one hospital, including resolution of complicated tax exemption issues in connection with which parties obtained a novel private letter ruling recognizing the joint venture (organized as a limited liability company) as a "virtual provider" of health care services for tax-exemption purposes.
• Represent seller of for-profit health care business in sale of assets for combination of cash, stock, and subordinated notes worth a total of $2,500,000.
• Assist major for-profit multi-specialty practice in its conversion to non-profit status and simultaneous affiliation of multiple non-profit groups into integrated system.
• Assist in complex merger of several specialty medical groups, numerous individual practitioners, and newly recruited physicians with combined revenues of almost $5,000,000.

WEBSITE FOR INFORMATION PURPOSES ONLY PLEASE READ OUR TERMS OF USE.