Experience

Acquisitions and Sales of Businesses

• Private equity minority investment in a company that markets and sells a branded portfolio of consumer products containing hemp-derived CBD oil.
• Purchase of a brewing and distilling industry cleaning and sanitation service provider for a strategic purchaser.
• Sale of a flat-rolled metals toll processor and transportation and logistics supply chain business for the automobile industry to a publicly-held strategic purchaser in a $45 million transaction.
• Purchase of the western division of a national windows and door manufacturer for a private equity investor at a transaction value of approximately $10 million.
• In separate transactions, the sale of six skilled nursing homes located in three different states; the sale of three skilled nursing homes located in North Carolina; the sale leaseback of two skilled nursing homes in Tennessee; and the sale of a skilled nursing home facility in Maryland.
• Purchases of a frozen meat-free product line from a national food company and assets of production facility for a development stage meat-free food company.
• Sale of a regional urgent care business with nine locations to an industry purchaser for a transaction value of approximately $10 million.
• Represented a manufacturer of seamless metal bellows in an add-on acquisition and in the later sale of the entire business to a private equity-supported industry purchaser for a transaction value of approximately $25 million.
• Represent a newly-formed consumer products company in the acquisition of license rights to a macadamia nut skin care lotion from an international company and the acquisition of a portfolio of branded consumer products.
• Represent a private equity investor in the acquisition of a flat rolled metals toll processor and transportation and logistics supply chain business for the automobile industry, together with related credit agreements and a sale/leaseback of real property in a transaction of approximately $35 million.
• Represent a consumer products company in the various transactions involving the purchase or sale of branded consumer product lines.
• Represent a client in the sale of two funeral home operations to a national, publicly-traded company.
• Represent a start-up company offering guest/customer management system services to restaurants in the sale to a leading national company in the industry with a transaction value of approximately $13 million.
• Represent a behavioral health business in separate transactions involving the sale of facilities in Riverside, California and Sacramento, California.
• Sale of an incentive and gift solutions company to private equity purchasers at a transaction value of approximately $110 million.

Securities Transactions

• Represent a real estate development firm in two separate private placements of limited partnership units to provide capital to support multi-location project developments for a national neighborhood grocery store concept.
• Represent a consumer products company in a private placement of limited partnership units with proceeds to be used for the acquisition of a portfolio of branded consumer products.
• Represent a seller of energy efficient and renewable products and services in its organization and initial capital raise.
• Represent investors in separate transactions involving the investment in limited partnerships formed to provide mezzanine debt and development capital for real estate projects.
• Offering of $18.5 million for a SBIC specializing in mezzanine loans in the healthcare industry and an offering of $30 million for a SBIC specializing in senior mortgage loans and revolving lines of credit in the healthcare industry.

Education

• J.D., with Honors, The University of Tennessee College of Law, 1984
• Assistant Editor, Tennessee Law Review
• B.A., magna cum laude, The University of the South, 1980
• Phi Beta Kappa

Involvement