Corporate:

• Represented client in the acquisition of competitor with membership campgrounds in Alabama, Texas, Oklahoma, Missouri, Louisiana, and Arkansas, financed by 28 Credit Unions and 2 Banks (ACG Detroit’s “Deal of the Year” 2023, under $50M).
• Represented client in the strategic acquisition of regional competitor based in Minnesota.
• Represented client in comprehensive corporate restructure and related equity raise and debt financing
• Represented client in the establishment and funding of series equity investment platform.
• Represented both regional and national banks in connection with marketing program rollouts and related compliance work.
• Represented a UK-based private equity purchaser (and its US-based subsidiary) in $100M acquisition of online travel agency and travel club software business.
• Represented startup companies in Colorado, California, Florida, Georgia and Tennessee, each of which now has over $50M annual revenue.
• Represented consumer finance company in the rollout and legal compliance of a direct-to-consumer 3^rd party loan program.
• Represented operators in restructuring and senior and mezzanine debt transactions.
• Represented UK-based services provider in comprehensive US-Based operations
• Represented staffing company in the acquisition of several competitive businesses.

Real Estate:

• Represented developer in the acquisition, planning, financing and development of mixed use project in Orlando, Florida.
• Represented large real estate fund in connection with resort and hotel financings, conversions, development of consumer products including compliance for sales and marketing operations in various states.
• Represented hotel operator in the acquisition and 150-key redevelopment of hotel in St. Petersburg, Florida.
• Represented operator in the acquisition of high-rise hotel in Chicago.
• Represented boutique investment firm in the acquisition and financing for the development of a high-rise in Myrtle Beach, S.C.
• Represented boutique investment firm in the acquisition and financing for the development of a high-rise Waikiki Beach, Honolulu.

Resort:

• Represented large timeshare brand in the acquisition of 80+ resort timeshare management & exchange program business.
• Represented large timeshare brand in the development, registration, marketing and sales of various timeshare and club-based products.
• Represented telemarketing company in comprehensive regulatory compliance plan in furtherance of white-labeled marketing & sales efforts.
• Represented web-based travel lead generation company in travel and privacy specific compliance project for product offerings on behalf of itself and its 3^rd party clients. 
• Represented start-up boutique hotel & resort management company in the development of loyalty and club-related products and legal compliance in connection with sales & marketing operations.
• Represented experiential travel operator in legal compliance work for its internal and white-labeled product offerings, including related legal compliance work in all applicable states. Representation included comprehensive analysis of gift card law relating to loyalty points-based program offerings in addition to pure experiential travel offerings.
• Represented large timeshare brand in the acquisition of a series of resorts in Branson, Missouri and the integration and legal compliance required for purchaser to begin sales and marketing operations.
• Represented timeshare operator in the acquisition and redevelopment of large indoor waterpark hotel in Wisconsin and advice in connection with all sales and marketing of interests therein.
• Represented start-up ultra luxury travel club and online booking platform in the creation and 50-state legal compliance for sales and marketing of the club product.
• Represented boutique investment firm in $200M+ acquisition and financing of consumer receivables generated by a large timeshare brand.
• Represented a membership campground operator in the development of a universal electronic consumer document set for compliance in all of operator’s sales & marketing states.
• Represented loyalty program operator in as contractor of major hotel brand licensor in the rollout of loyalty brand operations.
• Represented travel club in joint venture with timeshare brand for experiential travel program for prospects and members of timeshare brand.
• Represented private equity firm in the acquisition of multi-site timeshare plan and post-acquisition legal compliance advisor for multiple state sales & marketing efforts.
• Ongoing representation of various travel club operators in various states for legal compliance in connection with sales and marketing operations in said states.
• Represented lead generation and travel certificate company in comprehensive legal compliance plan for its product offerings and services on behalf of 3^rd party clients.

Publications:

• “Choosing the Right Match in Your Resale Partner:  An Association’s Perspective,” Developments Magazine, April/May 2017
• “Travel Clubs:  Considerations for an increasingly valuable vacation product,’ Developments Magazine
• Co-author with James J. Scavo. “Web-Based Travel Products and Offerings,” Developments Magazine, November/December 2011

Speaking Engagements:

• “The kNOws of Communicating with Customers and Prospects,” moderator, ARDA World, May 2018
• “Alternative Fuels to Growth,” panel presentation, ARDA World, May 2016
• “Travel Clubs – A Product That’s Time Has Come,” panel presentation, ARDA World, April 2014
• “Consumer Protection 2013: Lost in a Sea of Regulations and New Oversight,” panel presentation, ARDA World, April 2013
• “Commercial Development Within a Mixed Use Development” and “The Retail Strip, Office Buildings and Condominiums, Restaurants,” Lorman Seminar, 2007