Here are some transactional matters we have handled.
Institutional Multifamily Sale & CMBS Loan Defeasance
Seller’s counsel for $48M disposition of 230-unit multifamily asset & defeasance of $22M securitized first mortgage loan.
Developer’s counsel for international joint venture developing, building & operating a large transportation asset under a public-private partnership.
Streamlined Acquisition Program
Built & ran a cost-effective program for a home rental pioneer to acquire 1,000+ homes while going public, including conventional, bulk sale, short sale, REO, auction & new construction.
Commercial Loan Originations
Created form driven work flows to efficiently diligence, commit & close <$5M C&I & CRE loans.
Efficient FDIC Workout Program
Developed & managed program to resolve >$1.3B in distressed loans of failed banks acquired from the FDIC, including expedited forbearances, complex litigation & cross-border investigations.
Distressed Note Purchase
Purchaser’s counsel for acquisition of $10M nonperforming construction loan.
Construction Loan Portfolio Sale
Seller’s counsel for disposition of pool of 30 nonperforming construction loans with $85M total outstanding balance.
Value-Add Multifamily Acquisition
Developer’s counsel for $15M acquisition & rehabilitation of 135-unit apartment building.
Special Tax Opinion
Provided special opinion for affordable housing project financed with tax-exempt bonds & IRC §42 tax credits.
Mixed Use Rehab
Zoning & leasing counsel for redevelopment of 50 apartments over 5,000 square feet of ground floor retail & accessory parking.
Special Use Property
Purchaser’s counsel for politically sensitive commercial property with a specialized & heavily regulated use.
Social Media Platform Purchase
Purchaser’s counsel for acquisition of all digital assets & intellectual property of innovative social news-wire project.
Formation of App Development Venture
Negotiated agreement for the joint development, marketing & sale of new software application.
New Software as a Service (SaaS) Sales Channel
Developed agreement for start-up to coordinate delivery of its SaaS offering through new sales channels.
Parking App Service Agreement
Created user friendly service agreement for institutional sales of an emerging parking management site & mobile application.
Ed Tech Purchase
Purchaser’s counsel for acquisition of existing professional development & training application & service.
Advised client on all aspects of establishing an institutional investment management practice.
Quick Capital Raise
Executed a $3M Reg D offering from 40 high net worth individuals located in 8 states in 30 days.
Due Diligence Improvement
Assessed & improved private equity (PE) firm’s investment diligence process.
Closed debt financing used to recapitalize the portfolio companies of a private equity (PE) firm.
OTHER HEAVILY REGULATED BUSINESSES
FINRA Compliant Shared Services Agreements
Prepared regime of shared services agreements covering a family of privately held financial service companies.
Year-End Professional Services Practice Purchase
Finalized asset purchase & related agreements for a professional services practice target during the last two weeks of the calendar year.
Medical Device Company Purchase
Acquired medical device development & manufacturing company.