Transactions
- Pawn Shop Roll-Up Acquisitions Across New England and Maryland
Advised a national investment management firm and its operating vehicle in their roll-up acquisitions of pawn shops in New England and Maryland. Our work included corporate structuring, drafting and negotiation of documentation and the regulatory compliance/licensing process.
- 34-Property National Retail Sale-Leaseback with 28 1031 Exchanges
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.
- Equity and Debt Investment in Shari's Restaurant Group
Assisted MGG Investment Group LP, an investment manager headquartered in New York, in its managed vehicles' equity and debt investment in Shari's Restaurant Group, an entity owned by Gather Holdings LLC.
- Multi-Tranche Debt and Tax Credit Financing for Rhode Island Distribution Facility Development
Represented a New York-based private real estate company in a multi-tranche debt and tax credit financing that included Rhode Island Ready Incentive Financing, Rebuilt Rhode Island Tax Credit monetization, a mezzanine bridge loan, and a senior secured construction loan. Our work included negotiating a benefits agreement and structuring job-creation-based repayment terms for infrastructure improvements under the Rhode Island tax credits to collateralize a bridge loan; advising on intercreditor and subordination terms for mezzanine financing backed by tax credit proceeds; and serving as local counsel for a senior secured construction loan supporting the development of a new distribution facility.
- Six-Property Downtown Providence Acquisition for Mixed-Use Luxury Development
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 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.
- $100M+ National Retailer Headquarters Joint Venture Acquisition
Represented a South Florida real estate developer and a South Florida private equity family office in connection with their joint venture acquisition of a national retailer's corporate headquarters for more than $100 million. I assisted in the financing portion of the transaction, which involved a mortgage loan and two layers of mezzanine loans.
- Acquisition Financing for Digital Marketing and Analytics Platform Acquirer
Served as lender's counsel to a private investment firm in connection with its extension of acquisition financing to a private equity firm acquiring a company engaged in developing, licensing, and marketing a digital marketing and analytics platform for financial institutions.
- Credit Facilities for Multistate Television and Radio Broadcast Company
Served as lender's counsel to a New York City–based private investment firm in connection with credit facilities to a borrower in the television and radio broadcast sector that operates stations affiliated with the Big Four networks across the U.S. The facilities were used to refinance existing debt and fund the acquisition of additional stations, expanding the borrower's nationwide operations. Our team managed all aspects of the transaction, including navigating complex regulatory considerations, negotiating loan documentation, and structuring solutions to address the borrower's multi-jurisdictional footprint.
- Unsecured Advancing Term Loan and Convertible Note for Plasma Donation Center Expansion
Structured and closed an unsecured advancing term loan facility and convertible note on behalf of a Miami-based lender group, also an affiliate of the landlord, to provide tenant capital expenditures and growth capital for the expansion of up to 35 new plasma donation sites. The rapidly growing plasma technology and healthcare company currently operates in more than 30 centers across multiple states.
- Complex Debt and Equity Financing for Multistate HVAC, Plumbing, and Electrical Services Company
Represented a prominent New York-based private credit and equity investment firm in connection with a complex debt and equity financing transaction involving a multistate HVAC, plumbing, and electrical services company. The transaction included a credit facility consisting of a delayed draw term loan (DDTL), term loan, and revolving line of credit, as well as a preferred equity investment. Our team provided comprehensive legal services throughout the process, including due diligence, negotiation, drafting, and closing of all related agreements, ensuring a successful outcome for our client.
- Nine-Figure Credit Facility Upsize for Multistate HVAC Services Company
We served as counsel to a prominent private investment firm in connection with the upsize of an existing credit facility for a multi-state HVAC residential and commercial services company. The transaction increased the borrower's delayed draw term loan capacity to support future growth initiatives, bringing the total facility to over nine figures. Our team handled all aspects of the transaction, including negotiating an equity kicker via a warrant for the client.
- Commercial Aircraft Fleet Acquisition — U.S. Special Counsel for Private Investment Firm
Served as U.S. special counsel to a private investment firm in connection with the acquisition of a fleet of commercial aircraft. Representation focused on U.S. legal aspects of the financing, including the structuring and documentation of key credit support facilities — specifically liquidity lines and revolving credit arrangements — that formed critical conditions precedent under the transaction's credit agreement.
- 27-Property, 11-State Commercial Retail Portfolio Acquisition
Represented a prominent South Florida-based real estate investment group in connection with the acquisition of a commercial real estate portfolio consisting of 27 properties located in 11 states, occupied by 17 different regional and national commercial retail tenants. Our work involved negotiation and documentation of a line of credit collateralized by the portfolios. We undertook complex due diligence matters and drafted customary real estate acquisition documents.
- 45-Property, 12-State Dual Portfolio Acquisition with Like-Kind Exchanges
Represented a joint venture of real estate investment groups in connection with the acquisition of two commercial real estate portfolios consisting, in aggregate, of 45 properties located in 12 states, occupied by regional and national commercial tenants. Our work involved negotiation and documentation of a loan collateralized by both portfolios and coordination of like-kind exchanges. We undertook complex due diligence matters and drafted customary real estate acquisition and lease documents.
Recognized in Ones to Watch since 2026 
