Experience
Mergers, Acquisitions, and Divestures
- Structured and negotiated the disposition of a homebuilder
- Structured and negotiated the acquisition and disposition of multiple medical practices
- Structured and negotiated the disposition of a residential window and door manufacturing and installation company
- Structured and negotiated the disposition of a national upscale home improvement products company
- Structured and negotiated the sale of a public company’s real estate franchising business
- Structured and negotiated the sale of an NHL hockey team
- Structured and negotiated the sale of multiple ski resorts
- Structured and negotiated the purchase and sale of hotel and other hospitality assets
- Structured and negotiated the acquisition of the assets of a media signage company
- Structured and negotiated acquisitions of the assets of a steel processing businesses
- Structured and negotiated many strategic and private equity acquisitions
- Structured and negotiated all types of mergers, including tax-free mergers, cash-out mergers, and taxable mergers
Joint Ventures
- Structured and negotiated many complex real estate joint ventures on behalf of both capital partners and developers
- Structured and negotiated many complex joint ventures involving entertainment assets
- Structured and negotiated many complex joint ventures involving fast casual restaurant assets
- Negotiated and structured complex hotel and hospitality joint ventures with residential real estate components
- Structured and negotiated numerous joint ventures involving media signage
- Structured and negotiated many complex joint ventures as part of a private equity acquisition and roll-over by sellers
- Negotiated and structured complex operating company joint ventures, including joint ventures involving public companies, private equity funds, and non-public companies
Fund Formation
- Formation of various funds targeting various kinds of real estate
- Formation of fund targeting private equity operational assets
- Formation of fund targeting distressed debt
- Formation of fund targeting borrowers of bridge loans
Private Placements
- Prepared the offering documentation for various real estate transactions
- Prepared the offering documentation for various private companies with business operations
Restructuring Transactions
- Structured and negotiated various asset acquisitions, sales, mergers, and dispositions involving businesses both in bankruptcy and out of bankruptcy
- Restructured many different types of businesses both in bankruptcy and out of bankruptcy from both a corporate and business standpoint and from an income tax standpoint
- Structured the reduction of debt for various entities who hold leveraged real estate assets from an income tax standpoint
- Structured the retaining of income tax attributes and minimizing of income from the relief of indebtedness from an income tax standpoint
Tax
- Provided guidance on and structured all types of sales, dispositions, mergers, and acquisitions
- Provided guidance on and structured all types of joint ventures including partnership, limited partnership, limited liability company, or other entity taxed as a partnership
- Provided guidance on and structured all types of offerings
- Provided guidance on and structured a wide range of real estate transactions, including transactions structured to minimize ordinary income and maximize capital gains and transactions involving non-U.S. citizens
- Provided guidance on and structured like kind exchanges and involuntary conversions (i.e., property takings by the government)
- Provided guidance on and structured equity and debt offerings
- Represented clients in audits before various tax authorities including the Internal Revenue Service and the Arizona Department of Revenue