Represented a money center bank in developing a collateralized loan obligation program to recycle national real estate mortgage loans and warehouse loans, including advice on structuring, tax matters and bank regulatory matters.
Represented a private equity firm in establishing a semi-independent venture capital fund platform, including the negotiation of the terms of the venture capital fund platform documents and related compensation and governance issues.
Represented MEAG New York Corporation in review and negotiation of master securities forward transaction agreement proposed by Wells Fargo.
Represented a real estate investment advisory and property management company in establishing a presence in California and related tax analysis.
Represented Lanco Corporation, a supplier of metal finishing and waste treatment equipment, in connection with a contract dispute by its freight forwarder and customs broker regarding an extension of credit and general lien.
Represented Mitchell Best Homes LLC in connection with a joint venture with institutional investors for real estate housing developments.
Represented Plainfield Asset Management in connection with the sale of several portfolio companies.
Represented Emmes Capital LLC in providing regulatory advice on investment advisor, commodity trading, swaps and Dodd-Frank regulations.
Represented domestic and foreign private equity investors affiliated with Balfour Investors Inc. (“Balfour”) in the formation of Cleancor Energy Solutions LLC (“Cleancor”) joint venture. Cleancor is an energy merchant bank focusing on financing for and investment in clean-fuel start-up or early stage enterprises, technologies, infrastructure, logistics services and projects. Balfour is a merchant bank whose principals have acquired assets across a multitude of industries for more than 35 years.
Represented Palcap Advisors in its acquisition of Inergex, LLC, an IT services company, through a stock purchase and subsequent merger.
Represented Small Bone Innovations in its acquisition by Stryker Corporation, one of the world's leading medical technology companies, in an all-cash transaction valued at up to $375 million.
Represented Emmes Capital LLC in the joint venture acquisition of Class A office buildings located at 701 B Street and 707 Broadway, San Diego, California.
Represented Silas Capital, a venture capital and private equity firm, in the negotiation of letters of intent and a purchase agreement as part of a quasi-auction for the principal assets of a brand design firm. The transaction raised creditor rights and zone of insolvency issues.
Represented Cashzone Check Cashing Corporation in connection with the sale of all of its assets to PLS Check Cashing Inc.
Represented Zentek Automation US in connection with termination of employee and negotiation of severance agreement.
Represented Strategic Check LLC in connection with research and advice concerning consumer credit regulations applicable to health care provider financing program.
Represented Strategic Check LLC in the preparation of a master participation agreement which will permit investments in non-recourse credit extended to health care providers.
Represented MEAG New York Corporation in review and negotiation of master securities forward transaction agreement proposed by Citibank NA.
Represented a U.S. commercial bank, as lender, in a secured credit facility consisting of a term loan and a revolving loan to Hylan, a fiber optic data communications contractor, to finance a recapitalization resulting in the sale of 50% of the company to a private equity firm. The loans are secured by a first lien on all present and future assets of the borrower.
Represented large private investor in connection with the preparation and negotiation of terms sheets for complex equity investment in a variety of privately held businesses.
Represented RXR Realty in a joint venture with a prominent private equity firm.
Represented a prominent real estate investment management firm on two senior mortgage loan financings aggregating $57.5 million, and secured by full service hotels in East Rutherford and Edison, New Jersey, including issues attendant to the implementation of a multi-million dollar property improvement plan.
Represent a member of a prominent real estate family in a business divorce and estate mediation which involved the partition of approximately $500 million in real estate assets previously held by the family-owned business.
Represented RXR Realty in its joint venture acquisition of 237 Park Avenue, a 1.2-million-sq.-ft. office building located in the heart of the Grand Central District, between 45th and 46th Streets.
Represented InterMedia Partners in a proposal to create the Grand Prix of America Formula One race in Weehawken New Jersey.
Represented private equity investment firm in the arrangement of a joint venture with the objective of expanding fiber optic cable networks in a major municipality.
Represented a venture financing fund in its investment in an early stage fruit juice company.
Represented an affiliate of a real estate investment manager in a joint venture transaction with a private equity fund. The joint venture was formed to identify, acquire, hold, and dispose of first loss position unguaranteed bonds issued in connection with multi-family bonds issued by Freddie Mac under its capital execution program.
Represented Emmes Asset Management Company in the acquisition of a number of multi-million dollar class A office properties in San Diego, California, in a joint venture with the investment arm of a major university system.
Represented Yankee Global Enterprises in the refinancing of its senior credit facility consisting of a term loan and a revolving line of credit. Yankee Global Enterprises is a holding company that invests in media and sports-related businesses, including the New York Yankees.
Represented Legends Hospitality in the development and operation of the observation deck at the top of One World Trade Center.
Represented off-shore investment firm in connection with its ongoing venture capital investment activities. The firm invests in domestic, as well as foreign companies with a primary focus on medical devices and hi-tech Israeli start-up companies.
Represented an investment manager in fund liquidation; including the sale of ownership stakes and position in portfolio companies.
Represented Mediware Information Systems, Inc., a leading provider of clinical software solutions, in its acquisition by leading private equity investment firm Thoma Bravo, LLC in a transaction valued at $195 million.
Advised German-based investment advisor with respect to U.S. securities regulations.
Represented Yankee Global Enterprises in connection with the opening of a NYY Steakhouse in Times Square. The NYY Steakhouse brand is a joint venture partnership between the New York Yankees and Hard Rock International.
Represented a publicly held biopharmaceutical company in its securities filings, reporting requirements and related corporate advice.
Represented Yankee Global Enterprises and affiliates in the acquisition of franchise rights for the New York Yankees minor league Triple A affiliate based in Scranton/Wilkes-Barre.
Represented a sports investor group, which included a former Major League Baseball All-Star, in a bid to acquire the San Diego Padres.
Represented a real estate investment advisory and property management company in the negotiation of investment management agreements with a major public telecommunications company.
Represented a real estate investment advisory and property management company in the negotiation of investment management agreements with New York City pension plans.
Represented a leading regional sports network and franchise in the issuance of $250 million high-yield note offering.
Represented a leading regional sports network and franchise in the negotiation and closing of $630 million senior secured credit facility.
Represented a private equity real estate investment firm in the acquisition of a substantial portfolio of mixed-use, multi-tenanted assets located in the Seattle metropolitan area.
Represented a real estate investment advisory and property management company in the re-evaluation of regulatory compliance mechanisms to accommodate investment advisory clients subject to ERISA.
Represented Three Ocean Partners in its formation and organization, equity capital raise and registration as a broker dealer as well as across a spectrum of portfolio investments.
Represented Powers Fasteners in its successful sale to Stanley Black & Decker Inc. (NYSE:SWK). Powers, founded in 1921 and based in Brewster, NY, is North America’s leading supplier of concrete and masonry anchors and fastening systems.
Represent a financial services company establishing operations in Istanbul, Turkey.
Representation of a global manufacturer in prosecution of claims against former key employees and competitor for breaching fiduciary duty, raiding workforce, and misappropriating confidential information.
Represented an investment advisory company in defense of action by former client with respect to investment losses.
