PRIVATE EQUITY and VENTURE CAPITAL

  • Represented a privately held company in a $100 million lead investment in a real estate fund
  • Formed a special purpose vehicle (SPV) to be the lead investor in a tequila seltzer company
  • Represented a fund in making a $30 million lead investment in a cryptocurrency company
  • Represented the lead investor in the $20 million investment into a nickel-zinc battery technology company, and the transaction had a pre-money valuation of ~$200 million
  • Represented a client who was the lead investor in two sequential rounds of a lithium ion battery technology company, where the client invested $15 million to $30 million
  • Led the investment and restructuring of a waste heat recapture company, including making a $5 million investment and restructuring the company to account for new circumstances
  • Represented the lead investor in $5.2 million series seed preferred investment into sports technology and gaming company
  • Represented a venture capital fund making several investments in early stage software, biotech and telecommunication service companies
  • Represented a sole investor in $15 million convertible debt round into infrastructure development company
  • Represented lead investor in $1.2 million series A investment in Chicago-based energy harvest start-up
  • Represented the lead investor in $1.4 million series seed investment in independent professional hockey league venture
  • Represented the lead investor in $2 million series seed financing of fitness and sports software company
  • Represented the lead investor in $20 million series B raise for an energy storage technology company

  • ADDITIONAL INVESTOR REPRESENTATION

  • Represented a majority member in a $43,000,000 membership interest acquisition of a privately held ski resort company
  • Represented an investor in making a $30 million investment in one of the world's largest cryptocurrency exchange platforms
  • Represented a client in three discrete rounds of investments (over five years) in a solar technology company, and the transaction included both equity and convertible debt, for a total investment amount of between $15 to $20 million
  • Represented a cross-border client in three rounds of investment of $30 to $40 million into a lithium-ion battery technology company (with a pre-money value of $150 million) over the past four year
  • Represented a Chicago-based private equity firm in the $15 million acquisition/purchase of a South Dakota-based clean energy agriculture company
  • Represented an investor who invested $5 million in a unique LED technology that alters the wavelength emitted by LED technology to improve agricultural yields
  • Represented several family office clients in clean energy technology investments, or ESG funds, with a valuation of $100 million invested in various funds
  • Represented a $5 million investment into cell tower technology that improves 5G cell phone tower deployment
  • Represented several family offices, funds, and other investors in cryptocurrency investments ranging between $50 and $100 million, primarily in the decentralized finance space
  • Represented several funds in multiple rounds of investments in a leading wellness software developer
  • Represented a fund investing in an A round investment in a Southwest-based developer of marketing analysis software
  • Represented a real estate investment fund with its formation and private offering of up to $50 million of preferred equity in the manufactured housing space
  • Represented a venture backed investment fund in angel and series round investments in various healthcare technology companies
  • Represented private venture fund in the acquisition of stock of a high-tech manufacturing business, including negotiation of employment agreements, option plans and other incentive arrangements for retained executive management

  • COMPANY-SIDE REPRESENTATION

  • Represented company in a $15 million series A funding in the artificial intelligence and biophysical simulation technology space
  • Represented an e-sports company in a $5,500,000 series seed preferred equity financing round
  • Represented a technology company in a series A fundraising round
  • Represented a Texas-based residential service software company that received multiple rounds of private debt and equity financing, and then was sold to a private company
  • Helped an East Coast-based SEO company raise angel and then series A capital
  • Represented biotech company in negotiations with venture capital firms resulting in the issuance of $1.5 million of preferred stock and $1 million of senior subordinated debentures and warrants
  • Represented a national medical device company in strategic acquisition by private equity fund.
  • Assisted in raising funds for a neurofitness company and entering into a joint venture with a renowned fitness brand
  • Helped a leading branded food company receive a venture capital infusion, refinanced bank debt and incentivized management
  • Represented an agriculture technology company in a $6 million series A raise and subsequent $4 million bridge convertible note financing