Selected Independent Sponsor & ETA Transactions*

• EKPYROSIS, an independent private equity sponsor in numerous transactions, including:
  • Northland Ag & Turf – a strategic control investment in one of the Midwest’s largest John Deere and powersports dealership platforms.
  • Terso Solutions – a strategic growth equity transaction with RFID inventory solutions company.
• Ocean Cliff Partners, a Florida-based family office in numerous transactions, including:
  • A strategic control investment in prominent international live events company.
• Etna Industrial Partners– Represented independent private equity sponsor, in acquisition of prominent U.S. importer and distributor of premium European beers from an ESOP.
• Allied Roofing Partners– Outside counsel and legal transactional advisor to one of nation’s largest investor backed residential roofing platforms.
• Journey Capital Group – Represented non-traditional search fund in acquisition of California based metal fabrication company.
• Carefree Services Group– Outside counsel and legal advisor to regional HVAC investment platform.
• Integris Asset Partners– Represented boutique investment firm in acquisition of property management company.
• Next Century Self Storage– Represented independent private equity sponsor in capital raise and executing build-out of self-storage facility investment platform.
• Velo Accounting Group– Represented independent private equity sponsor in capital raise and executing build-out of professional services investment platform.
• Lemonade Stand Accounting – Outside counsel and legal transactional advisor to Florida-based accounting firm consolidator.
• Next Steps Investments– Represented self-funded searcher in acquisition of Texas based property management franchise.
• Joseph’s By The Sea – Represented self-funded searcher in acquisition of world famous seaside restaurant in Maine.
• Slowey McManus – Represented self-funded searcher in acquisition of prominent Boston-based public relations firm.
• Mint Condition – Represented self-funded searchers in acquisition of commercial cleaning and janitorial franchise.
• Lucky Paws– Represented self-funded searchers in acquisition of New York based pet grooming retail chain.
• AP Imaging– Represented self-funded searcher in acquisition of Miami based commercial printing business.
• Inkify– Represented self-funded searcher in acquisition of Boston based commercial printing business.
• Printmoz – Represented Springbok Equity, a search fund, in acquisition of commercial printing business.
• Around the Clock Trucking – Represented self-funded searcher in acquisition of New York based logistics business.
• Seekircher Steel Window – Represented self-funded searchers in acquisition of vintage steel window restoration company.
• VanLife Outfitters– Represented Haggin Family Ventures in acquisition of outdoor lifestyle brand.
• NDS Technologies, Inc. – Represented Allucent Group, a search fund, in acquisition of scientific glassware manufacturer.

*Joe and his team have closed hundreds of independent sponsor and ETA transactions (roughly 50 a year). The above is just a small representative snapshot.

 Selected Sell-Side Transactions

• Anolamy Six (A6) – Represented defense-focused government contractor in its sale to Reveal Technology.
• Accelerated Fleet Services– Represented truck and trailer repair services company in sale to private equity backed platform.
• Hirezon Corporation– Represented an HR-technology SaaS provider serving the higher education sector in its sale to a private equity firm.
• Environmental Plumbing Services – Represented plumbing services company in sale to private equity backed platform.
• Seal Tex– Represented commercial kitchen repair services company in sale to consortium of private investors.
• Inland Pacific Roofing – Represented California-based roofing company in sale to private equity backed platform

Selected Distressed/Restructuring Transactions

• Remington Arms Company –Represented firearms manufacturer in comprehensive sale process, which resulted in a series of transactions yielding an aggregate purchase price of $157 million.
• Puerto Rico Electric Power Authority (PREPA)– Represented Puerto Rico’s power authority in its Title III proceeding to restructure the utility’s debt and restore power to the territory’s residents in the wake of Hurricanes Irma and Maria.
• Commonwealth of Puerto Rico– Represented the Puerto Rico Fiscal Agency and Financial Advisory Authority, as representative of the Commonwealth of Puerto Rico, in the restructuring of the territory’s debt obligations.
• Fieldwood Energy– Represented secured lender, Franklin Templeton, in the reorganization of oil and gas exploration and development company, which won M&A Advisor’s Turnaround Award for “Restructuring of the Year (Over $1B to $5B)” in 2019.
• Coso Operating Company– Represented geothermal operator in $1 billion power project leveraged lease financing, the largest geothermal project financing completed at the time.
• Castex Energy –Represented Capital One, National Association, as agent bank in prearranged restructuring of oil and gas company.
• Verso Corporation – Represented paper manufacturer in $2.4 billion restructuring transaction.

Selected Emerging Company/ General Counsel Representations

• StatMuse, Inc. – Outside general counsel and legal advisor to the artificial intelligence backed sports statistics company.
• Acquisition Lab Capital –Private funds counsel to largest capital provider in the ETA space.
• ClaraMed, Inc. – Outside general counsel and legal advisor to healthcare technology start-up.
• SecuShift, Inc. – Outside general counsel and legal advisor to security technology start-up.
• Stake Networks – Represented venture capital backed fin-tech company in strategic acquisition of Circa Labs, a rental payment company.