Representative
Experience

Across his top law firm career and private practice, Jeff has led and co-led financings from first check through late-stage growth rounds, working with founders, institutional VC funds, and strategic investors.

Represented issuer in $100M+ Series C financing of a late-stage clean energy company, led by a syndicate of strategic investors and major VC funds.

Managed $55M in pre-IPO convertible debt transactions for an energy efficiency company ahead of its NYSE listing, including investor road shows and board matters.

Led $20M Series B financing in a CPG startup by a strategic investor, ultimately resulting in full acquisition by the investor.

Represented early-stage cancer diagnostics company in Series A financing with a foreign investor and subsequent convertible bridge rounds.

Represented early-stage biomedical device company through Series A financing and early-stage financial technology company in seed funding with an angel investor group.

Represented education software company in complex recapitalization and Series A; late-stage technology company in Reg A+ offering; and logistics technology company in a downround recapitalization.

Formed and led documentation for a VC fund focused on early-stage retail investments, including multiple portfolio company investments and a startup incubator.

Multiple SAFE financings for biotech startups; numerous PE buyout transactions over $10M; represented early-stage data security and consumer products companies through Series B.

Jeff has represented buyers, sellers, PE funds, and strategic investors across a wide range of M&A transactions — from mid-market buyouts to cross-border deals and strategic acquisitions.

Represented U.S.-based seller in a complex multi-national joint venture and acquisition involving a $420M initial equity investment — the largest Chinese investment in a U.S. VC-backed company at the time.

Represented a national product distributor in a $350M+ acquisition by a strategic investor.

Represented a PE fund in a $300M+ acquisition of an agricultural technology company.

Represented PE fund in $75M+ sale of a VC-backed education technology company to a financial buyer.

Represented a 'fundless sponsor' PE group in a $30M+ leveraged buyout of a manufacturing company and related equity raise.

Represented a PE fund in the $35M+ sale of an environmental services portfolio company and in the acquisition of a division from a large multinational manufacturer.

Represented a major automotive supplier in the acquisition of a majority stake in a VC-backed telematics company.

Represented a foreign multinational in the acquisition of a late-stage technology company; a founder in the buyout of co-investors in a financial services company; and an investor syndicate in the leveraged buyout and subsequent sale of a distressed plastics manufacturer.

Jeff has a long track record counseling mission-driven organizations — from 501(c)(3) formation to B Corp certification, social enterprise structuring, and nonprofit M&A.

As CEO, led a high-growth CPG company to become the first in its industry globally to achieve B Corp certification.

Represented a large multinational in converting a subsidiary to a Public Benefit Corporation and obtaining B Corp certification.

Formed and represented a social enterprise indoor-agriculture company in Series A investment and project finance matters.

Formed, obtained 501(c)(3) status, and provided ongoing general counsel to a nonprofit focused on stimulating social enterprise in Ohio.

Represented a nonprofit in forming a pre-seed investment fund with outside investors.

Represented a large nonprofit in forming a for-profit subsidiary to leverage earned-income opportunities.

Represented a large nonprofit health system in the acquisition of a regional hospital system.

Founded Ohio's first cannabis law practice group as a cross-disciplinary, full-service offering for entrepreneurs and investors in the sector.

From clean energy VC financings to IPOs, project finance, and ESG integration, Jeff has advised across the energy and sustainability landscape throughout his career.

Quarterbacked $100M+ Series C financing of a late-stage wind turbine company led by a syndicate of strategic investors and large VC funds.

Extensive involvement in the NYSE IPO of an energy efficiency company, managing $55M in pre-IPO convertible debt, investor road shows, and board meetings.

Formed and represented a social enterprise indoor-agriculture company in Series A investment and project finance matters.

Advised on regulatory, compliance, and licensing matters for operators and investors in regulated energy and cannabis markets across multiple states.

Counseled companies on integrating sustainability, ESG compliance, and supply chain governance into corporate structure and reporting frameworks.

Represented a green energy credit fund and a climate tech startup in connection with asset-based lending and structured financing facilities.

Past results described above are provided for informational purposes only and do not guarantee similar outcomes in future matters. Client names have been omitted to protect confidentiality.