Professional Experience
Jonathon is a partner in the firm's Corporate Transactions & Securities practice group and focuses his practice on mergers and acquisitions and corporate finance. In addition, he provides on-going advice to boards of directors on various matters, including acquisition and divestiture opportunities, capital raising strategies and corporate governance obligations.
Education
- Case Western Reserve University School of Law, J.D., 2003
- The Ohio State University, B.A., 2000
- Disposition & Acquisition Transactions
- Represented a private equity firm in its sale of a $49 million multistate rolled aluminum operation to a publicly held producer of aluminum rolled and extruded products, recycled aluminum and specification alloy products.
- Represented the seller in its disposition of a $40 million multistate scrap metal business to a private equity-backed scrap metal processor and broker.
- Represented a provider of crowd-sourced graphic design services in its $35 million sale of preferred stock.
- Represented the seller in its disposition of a $23.5 million student housing development project to a real estate investment and management company.
- Represented a publicly traded provider of energy products and services in its acquisition of a $22 million electrostatic precipitator and emissions monitoring business, its acquisition of a $13 million power plant operation and maintenance services provider, its acquisition of a $1 million filter bag cage manufacturer and producer its attempted acquisition of a power plant catalyst cleaning and service business and its attempted acquisition of a lined pipe supplier and provider of related services.
- Represented the seller in multiple dispositions of its automotive parts and services business, including a $14 million sale to a provider of automotive maintenance and repairs as well as a $5.5 million sale to a publicly held automotive service and repair provider.
- Represented the stockholders in their sale of a $13 million expense management software to a venture capital-backed reseller of travel services.
- Represented a corrugated packaging and display manufacturer and designer in its $9 million and $8.5 million acquisitions of corrugated packaging and display manufacturing and design businesses.
- Represented the stockholders in their sale of a $5 million modular structural armor business to a UK-based manufacturer of force protection, flood protection and erosion control products.
- Represented the stockholders in their sale of a $3.5 million specialty valve distribution and service company to a private equity-backed distributor of process flow control products.
- Represented a private equity firm in its sale of a $2.5 million injection molding business to a major competitor and its attempted sale of a multimillion dollar air gun manufacturer.
- Private Equity & Venture Capital Transactions
- Represented the lead venture capital firm in a $19 million Series C investment in a medical device company.
- Represented a private equity firm in the formation of a new investment platform and related $16 million acquisition of a healthcare marketing & communications company.
- Represented a publicly held company in its $13 million Series A investment, and the $4.5 million follow-on investment, in an alternative energy automobile manufacturer, and its $2 million Series A investment in wind energy generation and delivery company.
- Represented the lead venture capital firm in a $8.5 million Series A investment in a medical device company.
- Represented a gift card industry software provider in multiple preferred equity issuances resulting in over $8 million in investments.
- Represented a private equity syndicate in a $7.5 million investment in a medical device design and manufacturing company.
- Represented a marketing optimization software firm in its $7.5 million Series C offering.
- Represented a telecommunications software company in multiple recapitalizations and preferred equity and convertible debt issuances resulting in approximately $7.5 million in investments.
- Represented a private equity firm in its formation of a new investment platform and related $7 million acquisition of a precision metal stampings business.
- Represented a venture capital firm in its $6.5 million investment in a provider of call-recording and call-center solutions.
- Represented a medical device company in multiple sales of preferred equity resulting in over $5 million in investments.
- Represented the lead venture capital firm in its $4 million Series E investment, and its follow-on investments, in an international technology sourcing company.
- Represented a provider of wireless communication management services in multiple equity and convertible debt issuances resulting in over $2.5 million in investments.
- Joint Venture & Strategic Licensing Transactions
- Represented a publicly held grocery store chain in its formation of a joint venture to provide high end information technology support services to other Fortune 500 companies.
- Represented an expense management software company in multimillion dollar licenses of its software, to several licensees, including a venture capital-backed reseller of travel services and a publicly traded payroll, human resources and employee benefits outsourcer.
Professional & Civic Involvement
Professional Associations
The American, Ohio and Cleveland Metropolitan Bar Associations
Community Activities
OneCommunity · Board of Directors
TECHudson · Board of Directors
- "Fiduciary Duties" -- Cleveland Bar Association's 2006 Practice and Procedure Clinic (April 2006)