Representative Experience

A selection of matters Jeff has led or co-led across his law firm career and private practice — from first checks to nine-figure, cross-border transactions.

$420M
Cross-border joint venture

Initial equity investment in a multinational JV — at the time, the largest Chinese investment in a U.S. VC-backed company.

$350M+
Strategic acquisition

Sale of a national product distributor to a strategic buyer.

$300M+
Private equity buyout

PE fund’s acquisition of an agricultural technology company.

$100M+
Series C financing

Late-stage clean energy company, led by strategic investors and major VC funds.

$420M
Cross-border JV & acquisition

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

M&ACross-border
$350M+
Sale to strategic buyer

Represented a national product distributor in its acquisition by a strategic investor.

M&ASell-side
$300M+
PE acquisition

Represented a private equity fund in the acquisition of an agricultural technology company.

M&APrivate equity
$100M+
Series C financing

Represented the issuer in the Series C financing of a late-stage wind turbine company, led by a syndicate of strategic investors and major VC funds.

VentureClean energy
$75M+
Sale to financial buyer

Represented a PE fund in the sale of a VC-backed education technology company.

M&APrivate equity
$55M
Pre-IPO convertible debt

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

VentureIPOEnergy efficiency
$35M+
PE exit & carve-out

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

M&APrivate equity
$30M+
Leveraged buyout

Represented a “fundless sponsor” PE group in the leveraged buyout of a manufacturing company and the related equity raise.

M&ALBO
$20M
Series B financing

Led a CPG startup’s Series B from a strategic investor — ultimately resulting in the investor’s full acquisition of the company.

VentureStrategic investor
First in its industry
B Corp certification

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

B CorpOperator
PBC conversion
Multinational subsidiary

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

PBCB Corp
Majority stake
Strategic investment

Represented a major automotive supplier in acquiring a majority stake in a VC-backed telematics company.

M&AVenture-backed target
Cross-border & special situations
Buy-side & founder matters

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

M&ADistressed
Health system M&A
Nonprofit acquisition

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

M&ANonprofit
Series A & bridges
Life sciences

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

VentureDiagnostics
Seed to Series A
Med device & fintech

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

VentureSeed
Recaps & Reg A+
Complex capital structures

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

VentureSecurities
Fund formation
Early-stage retail VC fund

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

VentureFunds
SAFEs to buyouts
Recurring deal flow

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

VenturePrivate equity
Social enterprise
Indoor agriculture

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

Social enterpriseProject finance
501(c)(3)
Formation & general counsel

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

NonprofitGC
Nonprofit fund
Pre-seed investing

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

NonprofitFunds
For-profit subsidiary
Earned income

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

NonprofitStructuring
Ohio’s first
Cannabis practice group

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

CannabisRegulatory
Structured finance
Climate capital

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

Climate financeLending
Regulated markets
Licensing & compliance

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

EnergyRegulatory
ESG integration
Governance & reporting

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

ESGGovernance

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. Dollar figures reflect transaction size, not fees or outcomes.

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