Cases
Experience: Opportunity Zones: Represented Chicago-based developer in the formation of a qualified opportunity fund
related investment in
development of a Detroit based hotel as a qualified opportunity zone business.
Represented Chicago-based developer in the formation of a qualified opportunity fund
related investment in
development of a Detroit based mixed use (retail
apartments) as a qualified opportunity zone business.
Represented Glinda Holdings LLC in connection with Opportunity Zone Fund Formation.
Represented Epoch Realty Capital in connection with Opportunity Zone Advice.
Represented LLJ Ventures in the formation of a qualified opportunity fund
related investment in a Portl
-based qualified opportunity zone business.
Represented a New York investment firm in the formation of a qualified opportunity fund
related investment in a Baltimore-based opportunity zone business.
Represented a Chicago-based developer in the formation of a qualified opportunity fund
related investment in a Hollywood-based qualified opportunity zone business.
Mergers
Acquisitions: Represented Universal Services of America in its sale of an equity interest to Partners Group.
Represented Universal Protection Service, LP, in its acquisition of all the stock of Wexler Enterprises, Inc.
Represented Universal Protection Service, LLC, in its acquisition of assets of Castleguard Security, Inc.
Represented the owners of The MPB Group, LLC, (the Beryl Companies) in its sale to Stericycle, Inc.
Represented PRV Aerospace, LLC, in its acquisition of the stock of Astro Spar Inc.
Represented Modern Healthcare, Inc.,
its affiliates in its reorganization
subsequent sale of its specialty pharmacy operations to a subsidiary of Altamont Capital Partners.
Represented Corva, LLC,
Jerry Simonsen in connection with the acquisition of common
preferred securities of Corva Holdings, LLC.
Represented Security Forces, LLC, d/b/a Universal Protection Service in its acquisition of the assets of Regent Security Services, Inc.
Represented Universal Services of America, Inc., in its acquisition of Security Forces, Inc.
Represented ACT Litigation Services, Inc., in the sale of its assets to an affiliate of The Dolan Company (NYSE: DM).
Represented Universal Protection Service in the acquisition of Shield Security
Bower Security.
Represented Applied Computer Solutions in the sale of assets to affiliates of Pivot Acquisition
SCF Growth Equity Ltd.
Represented Universal Protection Service in the purchase of assets from D.N. Security Services, Inc.
Represented GHD, Inc., in the acquisitions of CSA Engineering
Arizona Engineering Company
the merger with Stearns & Wheler, LLC.
Represented GHD, Inc., in the acquisition of RoseWater Engineering, Inc.
Represented Automatic Rain Company (dba Horizon) in the sale of its assets to SCP Pool Corp.
Represented General Tire Company in connection with its acquisition of RPJ Tire Company d/b/a Parnelli Jones, Inc.
Represented Blind Design, Inc., in connection with its acquisition of window covering business.
Represented numerous Federal L
Bank Associations, Production Credit Associations
Agricultural Credit Associations in connection with Farm Credit Mergers.
Financing
Recapitalizations: Represented Universal Services of America, Inc., in the senior debt refinancing with Comerica Bank
a mezzanine financing with Caltius Partners.
Represented Universal Services of America, Inc., in a recapitalization with Comerica Bank
Caltius Partners.
Represented the principal shareholders of Life Generations Healthcare, LLC, in a recapitalization.
Represented Clark Security Products in connection with a recapitalization
merger (management buyout).
Tax Credit Matters: Represented corporate investor in connection of workout of distressed project involving historic tax credits
new markets tax credits.
Represented Hitzke Development in connection with Hacienda Hills, a 60-unit affordable housing project in Desert Hot Springs, California.
Represented Hitzke Development in connection with Citronica One, a 56-unit mixed use affordable housing project in Lemon Grove, California.
Represented Hitzke Development in connection with Citronica Two, an 80-unit senior affordable housing project in Lemon Grove, California.
Represented Hitzke Development in connection with the redevelopment of American Legion Post 820, a 30-unit bond financed affordable housing project in Imperial Beach, California.
Represented Hitzke Development in connection with Parkview, an 84-unit mixed use affordable housing project in San Marcos, California.
Represented Bank of America in connection with direct investment in-low income housing tax credit partnerships.
Represented a leading provider of commercial real estate financing in connection with direct equity investments in bond financed low-income housing tax credit partnerships.
Represented Infomart in connection with rehabilitation project of historic property located at U.S. Post Office Terminal Annex in Los Angeles.
Represented AMB Property Corporation
its affiliates
subsidiaries in connection with a rehabilitation project of historic property located at Pier One in San Francisco.
Represented Martin Building Company in connection with the rehabilitation of historic property in San Francisco.
Represented Sempra Energy Financial (formerly Enova Financial, Inc.) in connection with total investments in excess of $500 million in numerous regional
nationally syndicated tax credit funds such as: Midl
Corporate Tax Credit Fund
WNC California Institutional Tax Credits, L.P.
McDonald Corporate Tax Credit Fund
Sterling Corporate Tax Credit Fund
Sterling Acquisition, LLC
Boston Capital Corporation
Boston Financial Corporation
Guilford Corporate Tax Credit Fund
Sun America
NAPICO
Columbia Housing Partners
Greenwich
Summit
Key Corporation
Related Corporate Partners
Related California Corporation
USA Institutional Investors
Represented a developer general partner in connection with the negotiation of a Development
Disposition Agreement with the Redevelopment Agency of the City of San Diego for the development of an affordable housing tax credit project to be located in downtown San Diego.
Represented Whirlpool Corporation in connection with review
evaluation of three potential tax credit investments (NIPCO, Related
Boston Financial).
Represented Community Resources
Talent Development, a non-profit developer, in the negotiation of partnership agreements, legal opinions
ancillary documents in connection with two affordable housing projects.
Represented Imperial Corporation of America in connection with investments in affordable income housing tax credit projects, First Maine Associates
ICA Illinois.
Represented Encinas Group as developer of affordable housing.
Represented owner of property in bargain sale to North County Housing, a non-profit affordable housing developer.
Energy Transactions: Represented Taylor Made Golf Company in connection with tax credit financed fuel cell lease.
Represented Sunlight Fund, LLC, in connection with SMUD Grant analysis.
Represented Enerparc in connection with acquisition of solar project in San Benito, California.
Represented an energy services provider in connection with negotiation of management service agreement
related documents incidental to potential formation of municipal utility.
Represented management services provider in connection with billing dispute among management services providers, customers
local host utility.
Revised energy management services company in connection with strategic alliance with a local municipality in connection with the formation of a municipal utility
acquisition
operation of the electrical distribution system at a former air force base.
Represented an energy management services company in connection with potential joint ventures
strategic alliances relating to the development of four cogeneration desalination plants in Hawaii
Mexico.
General Corporate: Acting as general counsel for numerous middle market companies in various industries.
