Casey O'Connell practices in the areas of business and commercial law, finance, and real estate, representing clients in a wide range of transactional matters.
Casey devotes most of his practice to documenting and closing business transactions, and has experience formulating contractual mechanisms to facilitate the organization, financing, operation and sale of corporations, partnerships and limited liability companies. He also has experience counseling quasi-public entities on contractual and other matters. Additionally, he advises lenders and borrowers in the documentation and execution of secured and unsecured loans and credit arrangements and advises employers in the creation of employment agreements and non-compete agreements.
Prior to joining Halloran & Sage, Casey served as the managing editor of the Western New England Law Review and completed internships with the United States District Court for the District of Connecticut and the United States Attorney's Office for the District of Massachusetts.
Before entering law school, Casey was the director of media relations for the New England Patriots, handling the organization's written media communications materials and helping to create and implement public relations strategies.
New Connecticut Statute Permits Cross-Entity Mergers, Consolidations, and Conversions Involving LLCs, Corporations, Partnerships, and Other Entities
Halloran & Sage Client Alert, 01/20/2014
Casey O'Connell Joins Camp Courant Advisory Board of Directors
|Reported Cases||Representative Matter: H & S Executes Founders' Business Exit Plan Through Stock Sale; Halloran & Sage assisted the founders of a Fairfield County business transition the business into new ownership through a complex stock sale. Partner Bob Cox, counsel Joe Biraglia and associate Casey O'Connell structured a deal whereby the founders realized nearly $7,000,000 in proceeds, while providing for continued employment with bonuses, an option to purchase affiliates of the business, and the favorable resolution of issues relating to buyer financing. H & S Negotiates, Documents and Closes Restructuring of Joint Venture; Halloran & Sage negotiated, documented and closed the restructuring of a joint venture that was necessary to allow the venture to continue to execute its growth plan. Partner Robert Cox and associate Casey O'Connell structured a unique deal that thoroughly and clearly resolved a host of issues including debt repayment, licensing, revenue sharing, asset transfers and liquidation rights. H & S Drafts Solid Waste Delivery Agreements; Halloran & Sage counseled a quasi-public entity in the negotiation and documentation of solid waste delivery agreements with various regional waste haulers. The contracts were designed so that the client's operational needs would be met and that the client's financial position would be protected. Firm Leads Company's Negotiation and Documentation of Strategic Alliance Agreement; Halloran & Sage represented a Connecticut manufacturing company in the negotiation and documentation of a strategic alliance agreement with a Massachusetts company that set forth a wide-ranging relationship between the two companies with respect to joint national and international operations. The agreement was drafted from scratch, based on the unique business industry involved and the emerging and cutting-edge nature of the Firm's client, and was led by partner James Maher and attorney Casey O'Connell. Manufacturer Represented in Stock Transactions; Key Corporate Governance Issues Resolved; Halloran & Sage represented a Connecticut manufacturing company in two separate stock redemption transactions involving the company's principal shareholder and a longtime member of the board of directors. The transaction involving the principal shareholder was tailored to maximize the shareholder's gifting limits under federal tax law, while the transaction involving the board member necessitated the resolution of corporate governance issues to properly proceed. The firm, led by partners James Maher and Vincent Liberti, Jr., and attorney Casey O'Connell, navigated the company through these issues to achieve successful redemptions within a year-end timeframe. Regional Bank Represented in Loan Facilities for CT Family-Owned Business; Halloran & Sage represented a large regional bank in negotiating, documenting and closing a restructuring of two separate loan facilities to a Connecticut family business. The terms of the restructuring allowed the business to avoid foreclosure while protecting the bank's long-term interests. The transaction, led by business law partner Robert Cox and attorney Casey O'Connell, involved the creation of a custom omnibus loan modification document and the resolution of various security interest issues and due diligence matters. Incentive-Based Compensation Programs Formed for Asset Investment Management Firm; Halloran & Sage represented an asset investment management firm in the creation of two incentive-based compensation programs for employees of a company that the management firm's associated investment controlled. The compensation programs constructed and executed by business law partner Robert Cox and attorney Casey O'Connell were uniquely tailored to the company's structure and needs, and included employee compensation methods that were pegged to the reduction of the company's debt and indexed against the appreciation in the company's potential acquisition value. The solutions allowed the company to properly incentivize its employees while ensuring that the compensation arrangements appropriately fit into the company's complex financing structure. Manufacturing Company Represented in Asset Sale; Halloran & Sage represented a Connecticut manufacturing company in the negotiation, documentation and closing of a sale of the majority of the company's assets. The complex and wide-ranging transaction led by business law partner Robert Cox and assisted by attorneys Matthew Teich and Casey O'Connell included negotiated solutions regarding the status of the company's inventory, real estate, accounts, liabilities, employment matters and contractual obligations, and was closed in time to meet a strict year-end deadline. As part of its representation of the company, Halloran & Sage also effectuated a restructuring of the company's various business entities in the immediate aftermath of the asset sale to help the company successfully manage difficult taxation issues. Business Entity Restructured after Dissolution and Merger; Halloran & Sage represented a Connecticut manufacturing company in a significant restructuring of its business entities in the immediate aftermath of an asset sale. The restructuring, included the creation of a new limited liability company, the merger of a corporation with and into an LLC, and the dissolution of an existing LLC. Each step of the transaction, led by business law partner Robert Cox and attorney Casey O'Connell involved precise timing to allow the principals of the companies to successfully navigate complex taxation issues by effectuating the restructuring during the small window of time between the execution of the asset sale and the end of the calendar year. Large Regional Bank Represented in Loan Facilities to CT Property Manager/Developer; Halloran & Sage represented a large regional bank in the negotiation, documentation and closing of mortgage and construction loan facilities to a Connecticut property manager and developer. The Firm, led by real estate partner James Maher, environmental partner Ann Catino and attorney Casey O'Connell, assisted the lender in navigating through the resolution of environmental issues with respect to the subject property and to promptly close and fund the loan within a strict year-end timeframe. H & S Helps Sales Finance Company Position Itself for Continued Growth; Halloran & Sage represented a sales finance company in closing a transaction that established a line of credit with a regional bank that allowed the young company to continue to expand at a rapid pace. Partner James Maher and associate Casey O'Connell helped the company through a lengthy and comprehensive due diligence process that involved the application of voluminous statutes and wide-ranging regulatory schemes to the company's unique business model. The H&S team helped the company to successfully close the loan transaction and to properly position itself for growth within a complex regulatory framework. H & S Creates and Documents Complex Contractual Mechanisms for Association of Public Utilities; Halloran & Sage represented an association of public utilities in the preparation of an agreement governing the relationship among the association's members. The H & S team, consisting of partners Peter Boucher, James Maher and Alan Curto and associate Casey O'Connell, drafted an agreement from scratch that created numerous and complex contractual mechanisms to ensure that the interests of each of the various public utilities were adequately addressed with respect to a wide range of financing and governance issues. Halloran & Sage's extensive experience in the areas of contract preparation, municipal law, corporate governance, and regulatory matters were all drawn upon to complete the matter within the agreed-upon timeframe and budget. Regional Communications Firm Closes Private Equity Placement; Halloran & Sage represented a regional communications corporation in a $1.8 million private equity placement. The H & S team, consisting of partners James Maher and Suzanne Scibilia and associate Casey O'Connell, helped the client navigate through federal securities law requirements and the blue sky laws of multiple states, and also negotiated and documented the transaction in a stock purchase agreement whereby the client received cash in exchange for newly-issued shares. H & S solved corporate governance issues to avoid delaying the deal's tight timeframe and devised unique contractual mechanisms to ensure that the two-tiered structure of the transaction was properly documented in an initial closing while providing for a possible second closing that was contingent on the occurrence of certain events. H & S Helps Local Software Firm Raise Capital; Halloran & Sage represented a Connecticut software developer focused on educational mobile applications to raise $100,000 fund its continued growth through a secured debt issuance. Partner James Maher and associate Casey O'Connell helped the client to negotiate and document a loan agreement and a promissory note, along with security agreements covering both physical assets and intellectual property. H & S Helps Client Recover Its Losses After Asset Sale Default; Halloran & Sage represented the seller of a business foreclose on its security interest in the business's property following a default by the buyer on a promissory note that had been issued in an asset sale. Partner James Maher and associate Casey O'Connell applied the client's statutory protections under Article 9 of the Uniform Commercial Code to properly effectuate a strict foreclosure of the collateral, and also helped the client to exercise remedies available to it under a lease of real property that had been granted to the buyer. Multifaceted Health Care Development and Construction Deal Negotiated, Documented, and Closed; Halloran & Sage successfully counseled a large Connecticut construction and real estate firm through the negotiation, documentation, and closing of the development and construction a new health care facility and an adjacent medical office building. The project involved the negotiation and preparation of a participation agreement, a purchase and sale transaction, reciprocal easement agreements, construction contracts and leases. Additionally, Halloran & Sage represented its client in securing and documenting $19,500,000 of construction financing. The Halloran & Sage team was led by real estate partner James Maher and also included real estate associates Matthew Teich, Jaimee Newman and Casey O'Connell, construction partner William Wilson, II, and legal assistant Karel Ortolani. Fairfield County Startup Assisted in Strategic Manufacturing, Advertising and Consulting Arrangements; Halloran and Sage has creatively assisted a Fairfield County startup in the consumer products space enter into strategic manufacturing, advertising and consulting arrangements financed with equity. Partner Henry Beck, Counsel Les Grodd assisted by Attorneys Casey O'Connell and Eric Bernheim devised the structure for these transactions, led the negotiations and handled securities law compliance. H & S Counsels Client in Drafting of Operations & Maintenance Agreements; Halloran & Sage drafted operations and maintenance agreements for a quasi-public agency with respect to numerous sites within its state-wide network of facilities. The agreements were uniquely tailored to reflect the client's status within the applicable governmental and regulatory framework and to conform to the specific and varied operational needs of each facility. H & S Assists Quasi-Public Entity in Producing Waste Management Services Agreement; Halloran & Sage created the contractual mechanisms through which a quasi-public agency was able to provide waste management services to various Connecticut municipalities. The contracts were tailored to ensure that the client's unique waste processing requirements were met and that appropriate governmental and regulatory requirements were addressed while also providing for the client's operational needs.|