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概要
概要
OVERVIEW

Professional and Community Involvement

Board member and former president, Ronald McDonald House Charities of Central Indiana

Leader, CFO Roundtable

Leader, Entrepreneur’s Alliance

Leader, Venture Club of Indiana

Member, Indianapolis Bar Association Business Law Section

Member, American Bar Association Business Law Section

Honors

The Best Lawyers in America, 2013-2021; Lawyer of the Year, 2018

Who's Who in Banking and Finance, Indianapolis Business Journal, 2011

Chambers USA, 2014-2018, 2020

EXPERIENCE
Experience

Mergers and Acquisitions

  • $127 million sale of a life sciences company to a publicly-traded strategic buyer
  • More than 15 roll-up acquisitions for a Fortune 200 company representing aggregate deal values in excess of $5 billion
  • $160 million bank holding company acquisition
  • $40 million sale of a custom trailer manufacturer to a publicly-traded competitor
  • $55 million sale of an HVAC company to a publicly-traded competitor
  • Sale of a medical device company to a competitor

Public Securities Transactions

  • IPO of an independent mortgage company
  • $1.5 billion public offering of medium term notes for an insurance company
  • $300 million public offering of trust preferred securities for an insurance company
  • Underwriter’s counsel in an IPO of a bank holding company
  • Established a dividend reinvestment plan for a NASDAQ company

Private Securities Transactions

  • $115 million 144A private placement of common stock
  • Private placement of debt securities and warrants for a life sciences company
  • Private placement of common stock for a community bank
  • Regulation A offering for a medical device company
  • Placement agent’s counsel in multiple private placements of debt and equity securities
  • Private placement of equity securities for a real estate development company
  • Private placement of equity securities in an oil and gas company
  • $60 million private placement of equity securities to form a mortgage REIT

Financial Institution Transactions

  • Multiple acquisitions for a publicly-traded bank holding company involving cash and stock consideration with aggregate values in excess of $500 million
  • Numerous purchases and sale of bank holding companies to competitors and other strategic buyers
  • Holding company formation for a state commercial bank
  • Private placement of common stock for a holding company of a community bank
  • ESOP formation for a bank holding company of a state commercial bank
  • Redemption of common stock for a bank holding company of a community bank
  • Structured and implemented stock repurchase program for a bank holding company

Venture Capital and Private Equity Transactions

  • $20 million private equity investment in a for-profit education company
  • $28 million private equity investment in a software company
  • Series A venture capital investment in a life sciences company
  • $25 million private equity investment in a medical device company
INSIGHTS & EVENTS
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