Financing Transactions

• Counsel to a U.S. holding company and its 30+ multi-national subsidiaries in connection with a $175 million syndicated refinance with both senior and junior lenders. The deal required a special and complicated structure to comply with existing corporate governance and future debt covenant implications with respect to cash flow, available cash, loans to subsidiaries, etc.
• Counsel to a U.S. importer of retail and gift items in a working capital line of credit refinance with Eastern Bank secured by various patents and trademarks.
• Counsel to affiliated U.S. entities in obtaining construction financing for a 100,000 square foot expansion to their work-out club with a wrap-around mortgage on their second location. The total loans were valued at over $18 million. The deal required special considerations as the primary location is owned by a municipality with a ground lease.
• Counsel to a U.S. company in the business of transporting oil and liquid natural gas to its various pumping facilities across the U.S. in a debt restructuring and refinance for approximately $142 million.
• Counsel to U.S. affiliated entities in a partial strict foreclosure. Significant secured debt, roughly $27 million, remained in the distressed entity. The deal required negotiating the partial strict foreclosure documents and wind-down of the distressed entities.
• Counsel to an investment fund in its on-going relationship as a senior secured lender to a distressed company. The deal required negotiations of partial strict foreclosure documents, insurance policy tender and assignments, extensive review of the asset purchase agreement and accompanying documents, detailed analysis of the payment waterfall, sale of liquor licenses, and general advice to the client on maintaining its secured position in the remaining assets.

Sale, Acquisition and Merger Transactions

• Counsel to a sole member of a small flooring company with five locations in the sale of its membership interest in the company for $2 million. The deal required up-dating leases for the various locations.
• Counsel to an employee in her purchase of a small hydroponics retail shop from her employer.
• Counsel to a profitable AIDC company in a membership interest sale, by the four members, to an investment group rolling-up similar business for $32 million. The deal included an F-reorganization.
• Counsel to a pharmaceutical marketing company in its sale to a leader in health information services for $60 million.

Transactional Matters

• Counsel to a solar loan facilitator in its sale of whole loans to forward flow partners in the aggregate amount of $500 million.
• Counsel to a solar loan facilitator in its on-going relationship with its issuing bank, including the drafting and amending of program agreement documents, servicing and administrative service documents.
• Corporate formation of a Delaware public benefits corporation.
• Represented a women owned business in the Massachusetts and federal (SBA) certification process and in maintaining compliance.
• Negotiated the sale of multiple liquor licenses from bankrupt companies in the pursuit of liquidating the assets.

Real Estate Transactions

• Counsel to a high-end tile showroom negotiating the terms of a contentious relocation of its leased space with a national landlord.
• Counsel to a client in the sale and leaseback of a large warehouse space abutting railroad land in Seekonk, MA to a national buyer/landlord.
• Counsel to a client in the negotiation of purchase and sale agreements for multiple parcels of land in Western Massachusetts and Connecticut for the development of a horse race track with the possibility for sports-betting and simulcasting. Assisted in the preparation of a zoning overlay district for horse racing. Negotiations with investors over a multi-year project including a development agreement, property holding operating agreement, Massachusetts racing license application review, and coordinating amongst many parties to move the deal forward.
• Counsel to a client in negotiations with a non-profit charitable organization in the sale of 12 acres of land-locked land on the South Shore.
• Negotiated a cell tower easement with a lump sum payment to my client, the landowner, on commercial property in Norwood, MA.
• Negotiated a settlement agreement amongst abutting land owners relating to a driveway and parking encroachment that ended up in a perpetual easement for a lump sum payment to my client so as to avoid potential issues with zoning and grandfathering clauses as it relates to pre-existing non-conforming use of my client’s commercial property.
• Negotiated the sale of commercial property in Walpole, MA for $12 million to a commercial real estate investor for a long-term hold of warehouse space.
• Negotiated an amended and restated lease on behalf of the landlord for both warehouse and parking space with landlord credits for build-out and upgrades to be amortized over the lease term.
• Counsel to a client in negotiations of a large warehouse space in Millis, MA for the potential site of a lumber mill.
• Counsel to a company in the negotiations of multiple solar panel leases of their commercial buildings in Medfield, MA and Kingston, MA including both roof and parking canopy.
• Negotiated a sublease of restaurant and take-out space at Assembly Row.
• Counsel to a client in the acquisition of 44 acres of vacant land for a potential 40B development.

• Massachusetts Bar Association
• Boston Bar Association
• Real Estate Bar Association
• Member Executive Committee, USA500 GW1 Chapter
• Graduate, Metrowest Leadership Academy

• Recognized four years as a Rising Star in Massachusetts Super Lawyers© – Real Estate
• 2021 – 2023 Top Lawyers, Boston Magazine