Representative Transactions


  • Lead counsel of an investment group that closed on the acquisition of 29 operating funeral home and cemetery locations and real estate assets from Alderwoods Group, Inc., some of which were simultaneously sold and the remainder of which were operated by the investment group.  
  • A regional insurance brokerage in its sale to a New York Stock Exchange company.
  • The seller of a worldwide aviation parts business to a strategic purchaser.
  • Lead counsel for an investment group that closed on the simultaneous acquisition and disposition of all 114 operating locations and real estate assets owned by Prime Succession, Inc., which was then the nation’s fifth largest funeral services provider.  This transaction involved real estate and state regulated business operations and approvals in 16 states, was valued in excess of $250 million and was acquired through a required pre-negotiated Chapter 11 filing.  
  • A local entrepreneur in a series of acquisitions to create a regional full-service home care and maintenance company.
  • Structuring and financing for a technology-based lead generation/direct marketing company.
  • Numerous corporate agreements, joint ventures, private placements, mergers, divestitures, acquisitions, financing, securities offerings for corporate, investment banking and commercial banking entities.
  • Created cafeteria benefit plan for one of the country’s largest and well-known “big-box” retailers.

Individual Services

  • Estate and business planning for professional athletes.
  • Successfully defended validation discounts before the Internal Revenue Service
  • Implemented estate and retirement plan for developer which withstood alleged creditor claims in bankruptcy court.