Financial Services

  • Co-founded and represent online financial services firm and advised on legal and strategic issues, including the planning and execution of a growth through acquisition strategy. Structured venture capital funding transactions and negotiated the acquisition of two major competitors.
  • Co-founded and represent commercial mortgage finance company and advised on strategic and legal issues, including formation and organization, negotiation of multi-million dollar revolving line of credit facilities and debt and equity financing.
  • Represent numerous investment banking and advisory services firms and advised on general corporate matters, including formation and organization, client relationships and debt and equity financing strategies.