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Experience
Recapitalization of Portfolio Company
Assisted with the recapitalization of a portfolio company of a private-equity firm, which involved seven different tranches of preferred equity, management profits interests, and multiple LLC agreements and subsidiaries.
Roll-Up Acquisition
Assisted a portfolio company of a private-equity firm with its roll-up acquisition of the assets of competing plumbing company.
PE Firm Acquisition of Employee Benefits Company
Assisted a private-equity firm with its acquisition of a nationwide pension and employee benefits, management and servicing company, which included management and employment agreements, equity purchase agreements, trust fund licensing, rollover equity, senior debt and subordinated debt.
