Brett Schulman concentrates his practice in general corporate matters, such as:
· corporate finance matters
· mergers and acquisitions
· venture capital and private equity funding transactions
· securities offerings
· contract drafting and negotiations
Prior to obtaining his law degree, Mr. Schulman was an investment banker for a mergers and acquisitions advisory firm. Mr. Schulman has been a speaker at the Executive Education Program for the Private Investors Forum, where he presented "Understanding and Raising Early Stage Capital: What You Need to Know to Raise Angel and Venture Capital". Mr. Schulman has also been a guest lecturer for the Wharton School's Venture Capital and Entrepreneurial Management class.
Representative Matters
· Publicly held business services company in its acquisition of a strategic target.
· Private equity firms in the sales and purchases of portfolio companies.
· Venture capital firms with investments in portfolio companies.
· Secondary market sales of private equity fund interests.
· Emerging companies in venture capital investments.
· Software systems and processing solutions company in the acquisition of several companies and the sale of a business unit.
Community Service & Affiliations
Mr. Schulman is a member of the Planning Committee for the Private Investors Forum Angel Venture Fair. He is also a board member of the University of Michigan Alumni Club of Philadelphia.
Events
ANGEL VENTURE FAIR EDUCATION DAY 2012: FROM SUCCEEDING AT THE ANGEL VENTURE FAIR TO NEGOTIATING YOUR FIRST TERM SHEET
[Event]
Blank Rome LLP
Marvin Comisky Conference Center
One Logan Square, 130 North 18th Street
Philadelphia, PA 19103-6998
February 15, 2012
Brian J. McTear, Beth Cohen, Brett J. Schulman and Joshua L. Strober
ANGEL VENTURE FAIR TO ANGEL BACKED IN 2011: FROM SUCCEEDING AT THE AVF TO NEGOTIATING YOUR FIRST TERM SHEET
[Event]
Blank Rome LLP
Marvin Comisky Conference Center
One Logan Square, 130 North 18th Street
Philadelphia, PA 19103-6998
February 15, 2011
Brian J. McTear, Beth Cohen and Brett J. Schulman
ANGEL VENTURE FAIR'S "SELECTION AND PRESENTATION DAY"
[Event]
2008 Angel Venture Fair
Marvin Comisky Conference Center, One Logan Square, Philadelphia, Pennsylvania
March 13, 2008
Louis M. Rappaport, Thomas P. Dwyer, Brian J. McTear and Brett J. Schulman
Cases and Deals
CHART VENTURE PARTNERS INVESTS IN COOLIT SYSTEMS, AN INNOVATIVE LIQUID COOLING TECHNOLOGY COMPANY
[Deal]
October 2011
Thomas P. Dwyer, Dennis P. McCooe and Brett J. Schulman
Chart Venture Partners in connection with its series B growth financing investment in CoolIT Systems.
ANDREW BARROWAY PURCHASES EQUITY INTERESTS IN ALTUS PARTNERS
[Deal]
June 23, 2011
Gary R. Goldenberg, Cory G. Jacobs and Brett J. Schulman
Andrew Barroway in the purchase of equity interests in Altus Partners LLC for an undisclosed amount.
WRDC ACQUIRES ASSETS OF WPH MT. LAUREL & WPH KANSAS CITY
[Deal]
April 6, 2011
Gary R. Goldenberg, Brett J. Schulman, Joseph S. Finkelstein, Cory G. Jacobs and David Brier
WRDC in the acquisition, by affiliates of WRDH Holdings, Inc., of the assets of WPH Mount Laurel LLC and WPH Kansas City LLC, each of which was an owner of a hotel and water park in Mt. Laurel, NJ and Kansas City, MO.
TOWERONE PARTNERS SELLS MEMBERSHIP INTERESTS TO TOWER DEVELOPMENT CORP.
[Deal]
January 6, 2011
Gary R. Goldenberg, Philip R. Rosenfeldt, Cory G. Jacobs and Brett J. Schulman
TowerOne Partners LLC in the sale of all of the membership interests of seven (7) of its subsidiaries to Tower Development Corporation, an affiliate of Crown Castle USA Inc.
VPSI, INC. ACQUIRED BY VERDE PARENT, INC.
[Deal]
December 23, 2010
Gary R. Goldenberg, Louis M. Rappaport, Brett J. Schulman, Joseph T. Gulant, Mathew S. Rotenberg and Cory G. Jacobs
VPSI, Inc. in its acquisition by Verde Parent, Inc. for an undisclosed amount.
AFFILIATE OF SUNGARD DATA SYSTEMS ACQUIRES INTEREST OF FOX RIVER EXECUTION TECHNOLOGY
[Deal]
July 19, 2010
Kipp B. Cohen, Brett J. Schulman, Thomas B. McKernan III, Matthew E. Breen, Lisa Casey Spaniel, Cory G. Jacobs, et al.
An affiliate of SunGard Data Systems, Inc. in the acquisition of all of the membership interests of Fox River Execution Technology, LLC for an undisclosed amount.
AMERIFILE ACQUIRES PEACHTREE BUSINESS PRODUCTS
[Deal]
March 1, 2010
Kipp B. Cohen, Brett J. Schulman, Joseph T. Gulant, Cory G. Jacobs, Philip R. Rosenfeldt, Mathew S. Rotenberg, et al.
Amerifile, LLC, a portfolio company of Entrepreneur Partners, in a private equity investment transaction with an affiliate of Roark Capital Group and the subsequent acquisition by Amerifile of Peachtree Business Products, LLC.
LEARNING ANNEX IN A STRATEGIC COMBINATION WITH EDUCATIONAL MEDIA COMPANY
[Deal]
April 2009
Brett J. Schulman
The Learning Annex, LLC, in a strategic combination with One Day University for an undisclosed amount.
VENTURE CAPITAL INVESTMENT FOR AN ONLINE GAME DEVELOPER AND PUBLISHER
[Deal]
June 27, 2008
Thomas P. Dwyer, David M. Perry, Dennis P. McCooe and Brett J. Schulman
Webcarzz, Inc., a California-based multiplayer online game developer and publisher, with respect to its venture financing. Meakem Becker Venture Capital (MBVC) provided the $4 million of Series A equity financing.
NEWSPRING MEZZANINE CAPITAL INVESTS IN YORK TELECOM
[Deal]
March 20, 2008
Alan L. Zeiger, Kevin J. Baum, Brett J. Schulman and Shlomo Troodler
NewSpring Mezzanine Capital L.P. in a $4.6 million mezzanine term loan and $400,000 Series A investment in York Telecom Corporation.
SUNGARD ACQUIRES FINANCIAL TECHNOLOGY INTEGRATORS
[Deal]
December 21, 2007
Kipp B. Cohen and Brett J. Schulman
SunGard in its acquisition of Financial Technology Integrators, LLC.
MEAKEM BECKER VENTURE CAPITAL INVESTS IN SPENDVIEW
[Deal]
December 20, 2007
Louis M. Rappaport, Thomas P. Dwyer and Brett J. Schulman
Meakem Becker Venture Capital, in its series A investment in SpendView, Inc.
EDISON VENTURE FINANCES INTERNET MUSIC COMPANY SONICBIDS
[Deal]
August 20, 2007
Brett J. Schulman and Alan L. Zeiger
Edison Venture Fund in its investment in Web music company Sonicbids for $4.5 million.
ZS FUND PORTFOLIO COMPANY, SMITH-COOPER, CLOSES ADD-ON ACQUISITION
[Deal]
June 29, 2007
Gary R. Goldenberg, Louis M. Rappaport, Mathew S. Rotenberg, Cory G. Jacobs, Brett J. Schulman, Kevin M. O'Malley, et al.
ZS Fund LP portfolio company Smith Cooper International L.L.C. in its recent purchase of substantially all of the assets of Sharon Piping & Eqpt. Inc.
ZS FUND BUYS VPSI, INC.
[Deal]
April 16, 2007
Gary R. Goldenberg, Louis M. Rappaport, Mathew S. Rotenberg, Joseph T. Gulant, Cory G. Jacobs, Brett J. Schulman, et al.
ZS Fund in its recapitalization and purchase of VPSI, Inc.
AMERIFILE HOLDINGS ACQUIRES AMERICAN FILING TECHNOLOGIES
[Deal]
March 13, 2007
Kipp B. Cohen, Cory G. Jacobs, Mathew S. Rotenberg and Brett J. Schulman
Amerifile Holdings, Inc., in its acquisition of American Filing Technologies, Inc., for an undisclosed amount.
ZS FUND BUYS STAKE IN SMITH COOPER AND FLO-RITE
[Deal]
October 4, 2006
Gary R. Goldenberg, Joseph T. Gulant, Larry Hampel, Margaret Anne Hill, Frederick L. Ikenson, Cory G. Jacobs, et al.
Fund purchases equity interest in leading importers of piping system products.
$173 MILLION SALE OF ELECTRIC GENERATION FACILITIES
[Deal]
September 1, 2006
Karen L. Corliss, Louis M. Rappaport and Brett J. Schulman
Atlantic City Electric in the sale of its interests in the Keystone and Conemaugh electric generating facilities to Duquesne Light Holdings, Inc., for $173 million.