Joshua A. Klein represents corporate and individual clients in complex corporate transactions, as well as general business and securities matters. His practice primarily involves mergers and acquisitions, representing both buyers and sellers, and venture capital transactions, representing both lead investors and portfolio companies. Josh’s practice also involves private equity investments, private placements, corporate restructurings and joint ventures. He regularly advises clients on issues involving corporate structuring, ownership disputes, shareholder agreements, fiduciary duties, employment and non-competition/non-solicitation agreements and business contracts. His clients range from large proprietorships and family offices to start-up and other small or mid-sized privately held companies in a wide variety of industries, including manufacturing, technology, information technology, retail, health care, financial services and consulting.
Josh is a member of the American Bar Association, Chicago Bar Association and Illinois Venture Capital Association.
Josh is a founding member of the board of directors of the Inner-City Education (ICE) Program, an academic scholarship program for lower income Chicago-area youth.
— Triton Container International:
Represented 11 members of management in sale of controlling interest in a global marine intermodal cargo container leasing company to two private equity funds
Lurie Investments: Lead investor in each of Nanosphere, Inc., ImpactHealth.com, Inc., Premier Nutrition Corporation, Discera, Inc. and Cytopherx, Inc., among other companies
$311 million cash disposition of a privately held finance company in a leveraged transaction to a private equity fund having more than $1.75 billion in capital commitments
$264 million cash acquisition of certain assets of Transamerica Leasing, Inc. by Union Tank Car Company
$240 million cash and stock merger with internet technology start-up company by public company in promotional products industry
$203 million cash disposition of a privately held industrial manufacturer to a private equity fund having over $2.6 billion of equity under management
$150 million cash and stock disposition of privately held trucking logistics company to CH Robinson Worldwide, Inc. (NASDAQ: CHRW)
$140 million cash disposition of a privately held industrial company in a leveraged transaction to an investor group led by Park Avenue Equity Partners, L.P. and target company management
$140 million cash disposition of privately held company in leveraged buy-out transaction in senior residential living industry