Recent Matters

Represented a South Florida real estate investment group in connection with a complex sale-leaseback transaction of a commercial real estate property portfolio consisting of 34 properties occupied by a national retail chain. The firm’s work required collaboration across its Commercial Real Estate, Banking & Finance and Corporate & Business Transactions Practice Groups and involved, among other things, properties across 15 states, 10 buyers, 28 1031 exchanges, 1 reverse 1031 exchange and work with 2 national lenders.

We represented a major real estate and private equity firm based out of South Florida in its acquisition of six properties in downtown Providence, Rhode Island, that will be developed into modern mixed-use facilities that include luxury residential units. Our work involved a land swap with a municipal district and representation at all levels for local land development, including before zoning and planning boards. Our finance team negotiated private bridge financing for the acquisition that was secured, in part, by equity, and assisted on leveraging quantity-limited tax stabilization incentives available to qualified developers in Rhode Island.

Assisted privately owned real estate development company in connection with its acquisition, development, entitlement and leasing of a new shopping center in Massachusetts. Our work included negotiating and drafting multiple ground leases with national retail tenants and permitting and entitlements relating to same.

Represented one of South Florida’s most renowned development firms in connection with an eight-figure multifamily construction loan for a property located in Sarasota, Florida. The proposed development will consist of 200-plus luxury apartments located on approximately 10 acres.

Represented a Massachusetts-based equity fund in connection with the acquisition and acquisition financing for property located in Connecticut operated as a distribution center for a publicly traded equipment rental company.

Represented prominent Florida real estate development firm in connection with an eight-figure predevelopment loan for a proposed and permitted 100-unit residential subdivision in Miami, Florida.

Represented a large private equity firm and one of its portfolio companies, a national wholesale meat supplier, in its add-on acquisition of a regional sausage and hot dog producer. Our representation included preparing and negotiating the purchase documents, reorganization of the brands involved, including drafting and negotiation of all related documents, establishing a revolving credit facility, and working with a high-profile national bank on two loans that financed the transaction.

Served as sell-side counsel in connection with the sale of a case management and performance tracking software company with public housing authority, disaster relief organizations, social service agencies, and nonprofit customers across the U.S. In addition to handling all parts of the transaction for the sellers, including the negotiation of transactional documents, post-closing employment agreement and other closing matters, we facilitated a pre-closing contribution of a portion of one of the sellers’ S-corp stock to a charitable gift fund that provided a meaningful income tax deduction for the seller and, at the same time, limited capital gains treatment in connection with the stock disposition for the portion of stock contributed to the charitable gift fund.

We represented an operating and management company that acquired a 50-percent membership interest in a surgical supply and medical device company. Our work included negotiating the terms of the acquisition to ensure alignment with our client’s strategic goals and financial interests, drafting the transaction documents, analyzing regulatory compliance and licensing issues, and reviewing and approving the restructured promissory note.

Represented executives in a $21 million Series B round.

Represented artificial intelligence and machine learning company in an acquihire transaction.

Represented executives in the $43 million sale of a data analytics platform company.