Commercial & Public Finance
- Represent state townships and municipalities in bond and note issuances, including the drafting of related financing agreements.
- Represent bank and corporate borrower clients in financing arrangements ranging from the hundreds of thousands of dollars to $60 million.
- Represent state townships and municipalities with bond and note issuances, as well as tax increment financing arrangements.
- Advise and represent banks with bank-qualified bond purchases and letter of credit support, including the drafting of bond purchase agreements, reimbursement agreements and disclosure documents.
- Represent banks as placement agents for foreign lending backed by the Overseas Private Investment Corporation.
- Counsel to the bank in its direct purchase of over $30 million of tax exempt economic development revenue bonds for the improvement of senior living facilities.
- Represented the placement agent in connection with $5 million of industrial building revenue bonds for the expansion of manufacturing facilities.
- Represented the placement agent in connection with $10 million of industrial revenue bonds for the acquisition, construction and equipping of an automotive exhaust system manufacturing facility.
- Counsel to the bank in its direct purchase of $15 million in economic development refunding revenue bonds to provide proceeds to reimburse bonds that were originally issued to refinance the acquisition, construction and equipping of a new auditorium and athletic field house.
Corporate Transactions & Securities
- Conduct an on-going review of various contracts for publicly held and privately held companies and nonprofits, including international organizations.
- Represent both privately held and publicly held clients with merger and acquisition transactions with purchase prices up to $2.5 billion.
- Advise board of directors and special committees of privately held companies on various corporate governance issues.
- Assisted a large privately held company in bankruptcy restructuring, a subsequent tax restructuring, a sale of certain assets of its subsidiaries and various credit refinancing efforts.
- “Reality Bites 2.0: A Rose By Any Other Name is Not a Rose: Legal and Tax Issues Affecting Business Entity Selection,” hosted by Generation Dayton and presented with Battelle & Battelle LLP, September 2011
- Selected as a Dayton Business Journal Forty Under 40 honoree, 2018
- Dayton Bar Association
- Ohio State Bar Association
- Madison County Bar Association
- Dayton Area Chamber of Commerce, Outreach Committee, member
- Generation Dayton, member
- The Ohio State University Michael E. Moritz College of Law, J.D., 2008,
The Ohio State Law Journal
- Susquehanna University, B.S., 2005, magna cum laude,
in Business Administration (Finance Emphasis), University Honors