•Listed in every edition of Best Lawyers in America, 1989-2016
•Southern California Super Lawyer, 2011-2014
Venture Capital - Negotiate and document venture capital financings, both on behalf of companies and in representing venture capitalists; participated in numerous convertible bridge financings.
Representation of Start Up Companies - Represented many start up companies in structuring and forming the entities, capital raising, shareholders agreements, founders agreements, stock option plans, phantom stock plans, licensing agreements, partnering arrangements, intellectual property issues, venture capital financing, and substantial work with foreign venture capitalists and foreign investors. These start up businesses have been involved in the areas of software, e-commerce, telecommunications, retail, sports, and consumer. These services also include appropriate introductions to funding sources and relevant service providers. We took one of these start up companies, Bridgepoint Education, Inc., public in April 2009.
Representation of Middle Market Companies - This representation has related primarily to liquidity events such as leveraged recapitalizations, minority equity infusions, debt transactions and majority equity sales.
Mergers and Acquisitions - These transactions have involved cash sales and stock for stock exchanges of both public and private companies. The industries involved have included companies involved in cemeteries and mortuaries, restaurants, consumer products, software companies, manufacturing, internet companies, spa companies, mortgage banking, real estate management, sports and action sports, travel agencies, service providers, and parts assemblers (including maquiladora companies). These transactions have involved puts, calls, earnouts and equity rollovers.
General Corporate Representation - Strategic planning, advisor to the Board of Directors, integration of corporate planning and structuring with estate and gift tax issues of the owners.
Private Wealth Team - Creation of Family Offices; structuring of the holdings of the
Family in order to transition the assets to future generations; work with the
clients on business succession; serving as the “Trusted Advisor” to the Family.
•Board of Directors, Voices For Children, San Diego
You should not send any sensitive or confidential information through this site. Emails sent through this site do not create an attorney-client relationship and may not be treated as privileged or confidential. The lawyer or law firm you are contacting is not required to, and may choose not to, accept you as a client. The Internet is not necessarily secure and emails sent though this site could be intercepted or read by third parties.