Representative Transactions

The following are representative transactions in which we have been engaged. This is not intended to be an exhaustive list. Please contact us for additional information about any of these representations or to discuss how we may be able to help you.

Emerging Companies

Represented startups and established businesses in the following industries:

  • Financial technology
  • B2B cloud services
  • Real estate finance
  • AdTech and lead generation
  • Crowdfunding services

Private Company Investments

Represented angel investors and venture funds investing in:

  • Convertible notes
  • Series A, B, C, etc. preferred stock
  • Bridge loans

Mergers & Acquisitions

Represented a self-service ticketing platform in its sale to a leading international ticketing service.

Represented a web portal in its acquisition of a leading publisher of online content.

Represented a private equity sponsor in its investment in a high frequency trading firm.

Represented a private equity sponsor in a minority investment in a major talent agency.

Represented senior management as co-investors in connection with a follow-on investment by a private equity sponsor.

Represented private equity sponsors in multiple leveraged buyouts of U.S. public companies.

Represented a major Japanese bank in a merger of equals with its leading competitor.


Represented a crowdfunding platform in the first ever general solicitation offering launched under Title II of the JOBS Act.

Represented a financial technology company in the private placement of its LLC membership units.

Represented an emerging U.S. software company in the private placement of its equity securities to management.

Represented underwriters of registered investment grade notes offered by a leading U.S. health care administrator.

Represented underwriters of multiple preferred security financings for major Japanese banks.

Represented lenders in a bridge loan financing of a U.S. based refiner.

Represented a major U.S. financial institution as lead arranger of first and second lien secured acquisition financing provided to a private equity firm in its acquisition of real estate services firm.

Commercial Transactions

Represented an established international consumer lender in the negotiation of a loan portfolio acquisition and loss-sharing arrangement.

Represented multiple enterprises in the negotiation of software licensing and outsourced development agreements.

Represented an emerging company in negotiating and signing a loyalty program partnership agreement with one of the world's leading loyalty programs.

International Transactions

Represented a Mexican consumer staples and grocery business in its first international financing transaction.

Represented a leading Mexican telecommunications provider in a high yield debt offering.

Represented a Canadian mining firm in connection with the bank financing for its acquisition of U.S. mineral assets.

Represented a major Central American consumer lender in its acquisition by a leading U.S. financial institution.

Represented a U.S.-based private equity firm in its tender offer to acquire a major shareholder stake in a Japanese financial institution.

Represented a private U.S. company in the buyout and delisting of its publicly-traded Japanese subsidiary.