Real Estate & Secured Transactions
How We Help:
I have advised Sarah’s institution on all matters surrounding the negotiation, structure and due-diligence of its commercial loan portfolio. Specifically, I have advised and led negotiations on behalf of the lender for the financing of numerous multi-state real estate development projects ranging in deal size from $6-$15 million. I have also advised the lender in the structure and documentation of a variety of asset-backed transactions securing multi-million dollar lines of credit and term loans to middle market businesses and manufacturers.
Monetize Your Investment and Grow Your Legacy
Leslie (Family Business Owner)
Leslie owned and operated a successful family business that has been in existence for over 30 years. When it came time to retire Leslie was in need of a solution that would allow her to monetize the value her and her family had built into the business while at the same time ensure that the business continued to operate within the core values established by the family.
How We Helped:
I advised Leslie on the structure and documentation of the sale of company stock to two (2) long-term business employees sharing the same vision for the business as Leslie and her family. Traditional financing was not available to the buyers, so we structured the transaction to include seller financing secured by company stock and inventory, as well as, guaranties executed by the buyers. In the event the buyers fail to perform in accordance with the terms of the agreement, Leslie and her family can exercise their rights under the transaction documents to reestablish control over the family business.
Fuel Your Company's Growth
Jeff (Co-Founder & President of Development Company)
Jeff’s company was experiencing rapid growth and it was in need of additional working capital to diversify its product offerings and help its operations get to the next level. To finance its growth, Jeff preferred to bring in strategic equity investors rather than acquiring debt on behalf of the company. However, private capital raises are subject to stringent federal and state securities laws.
How We Helped:
I assisted Jeff in the structure and documentation of a half a million dollar private placement offering of company stock. To facilitate compliance with securities laws I advised the company and prepared all necessary documentation including the private placement memorandum, private sale letter, non-disclosure agreement, and subscription agreement for potential investors.
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