Publications
"Prepare Now for an M&A Transaction," 2023
"New Federal Law Exempts 'M&A Brokers' From Registration with SEC," 2023
"'Sandbagging' Provisions in M&A Transactions Governed by Delaware Law: The Risk of Remaining Silent," 2023
“Buyer Beware of Successor Liability in Asset Purchase Transactions,” 2020
“Two Useful Alternatives for COVID-19 Triggered Business Insolvencies” (co-author), 2020
“Potential M&A ‘Traps’ Triggered by COVID-19,” 2020
“M&A ‘Deal Killers’,” 2020
“Beware of ‘Seminar Investment Banks’ in M&A Transactions,” 2020
“Increasing the Probability of a Successful M&A Transaction,” 2020
“Representation and Warranty Insurance in M&A Transactions,” 2019
“‘Sandbagging’ in M&A Transactions,” 2019
“‘Materiality Scrapes’ in M&A Transactions,” 2019
“Beware of ‘Residuals’ Clauses in NDAs for M&A Transactions,” 2019
“Board ‘Deadlocks’ and 50-50 Voting Ties,” 2018
Work Highlights
• Represented former CEO of a client in a loan to a flight school secured by five aircraft
• Represented Japanese conglomerate in its $200 million control acquisition of U.S. based real estate holding companies
• Represented former CEO of a client in a loan to and Convertible Promissory Note investment in software company
• Represented former CEO of a client in his acquisition of controlling interest in convenience store and retail fuel distribution chain
• Represented large manufacturer and worldwide leader of sports products for both consumers and professional athletes in sale through an auction process
• Represented family office in the restructuring of certain of its subsidiaries, including the spin-off of one subsidiary and the merger of two subsidiaries
• Represented family office in restructuring complicated loan transaction and business arrangement and sale of company to a strategic buyer
• Represented group of on-line health coaching companies operating in the health, wellness and fitness industry in connection with the restructuring of certain of its affiliated entities to accommodate investment by third-party investors
• Represented group of on-line health coaching companies operating in the health, wellness and fitness industry in connection with the initial structuring of all affiliated entities and the restructuring of life coaching companies in the structuring of all affiliated entities
• Represented large liquor exporter in its expansion into China and other Asian countries and trademarking of products
• Represented the world's largest provider drilling services, drilling equipment and tooling for the mining and drilling industry in certain corporate matters in several foreign countries, including assisting with the identification of assets owned in several countries
• Beans & Brews Coffeehouse: Represented Beans & Brews Coffeehouse, a 60+ store regional coffee chain, in its sale to Charger Equity Partners through an auction process
• Supersonic Car Wash: Represented Supersonic Car Wash, a large Utah-based, regional car wash operator, in the follow-on sale of additional car wash facilities to Boing US Holdco, Inc., the US holding company of London, England-based International Car Wash Group Limited, the largest car wash operator in the world
• American Nutrition, Inc.: Represented American Nutrition, Inc., a large national manufacturer of dog and cat food and pet products, in its sale to private equity-backed C.J. Foods, Inc. (a portfolio company of J.H. Whitney Capital Partners, LLC)
• Global Health Industries, Inc.: Represented Global Health Industries, Inc., a large worldwide manufacturer and distributor of probiotics, in its sale to private equity-backed MeriCal through an auction process
• Supersonic Car Wash: Represented Supersonic Car Wash, a large Utah-based, regional car wash operator, in the sale of certain of its car wash facilities to IMO US Utah, LLC, a wholly-owned subsidiary of U.K.-based International Car Wash Group Limited, the largest car wash operator in the world
• Express Locations, LLC: Represented Express Locations, LLC, the second largest T-Mobile reseller in the U.S., in its sale to Wireless Vision, LLC, the largest T-Mobile reseller in the U.S., through an auction process
• Albion International, Inc.: Represented Albion International, Inc. and all of its wholly-owned subsidiaries, the world leader in mineral amino acid chelate nutrition, in connection with the structuring and $111.5 million sale to Balchem Corporation (NASDAQ: BCPC) through an auction process
• Bridgewater Companies: Represented in connection with sale to Aramsco, a portfolio company of New York-based AEA Investors through an auction process
Awards
Martindale-Hubbell®: “AV” Preeminent® rated
Best Lawyers in America® 2007 – 2024 – Mergers & Acquisitions Law and Corporate Law
Super Lawyers 2007 – 2023
Best Lawyers 2017: Lawyer of the Year, Corporate Compliance Law, Salt Lake City
American Registry, LLC 2011 – 2012: Listed as a “Top Attorney” in Utah, Nevada, Montana, Idaho and Wyoming for Mergers & Acquisitions
Lawdragon 2010 – 2012: Listed as one of the 3,000 top lawyers in the United States
American Registry, LLC 2009 – 2012: Named one of America’s Most Honored Professionals, Top 10% of lawyers in America
Utah Business Magazine 2008 – 2023: “Legal Elite” (Corporate Law and Transactions; Mergers and Acquisitions)
Arizona State University, Sandra Day O’Conner College of Law 1986 – 1987: Executive Managing Editor, Arizona State Law Journal (Law Review)
Arizona State University, Sandra Day O’Conner College of Law: Pedrick Academic Scholar