Experience

  • Energy M&A

Swinerton Incorporated

Represented Swinerton Incorporated in its agreement to sell its renewable energy division Swinerton Renewable Energy (SRE) and wholly-owned subsidiary SOLV, Inc. to private equity firm American Securities LLC. When finalized, the transaction will combine Swinerton's existing EPC and O&M service groups together under one company name, SOLV Energy, LLC.

Morphe Holdings

Advised the co-founders of Morphe Holdings, a global beauty company, in its partnership with General Atlantic, a leading global growth equity firm.

The Doctors Company

Advised The Doctors Company, the nation's largest insurer of physician and surgeon medical liability, in its nationwide roll up of medical malpractice insurers. Most recently, advised The Doctors Company in connection with a $650 million acquisition of New York-based Hospitals Insurance Company and FOJP Service Corporation from Mount Sinai Health System, Montefiore Health System, and Maimonides Medical Center. 

Fetzer Vineyards on Its Acquisition of Excelsior Wine Company

Represented Fetzer Vineyards in its acquisition of the Excelsior Wine Company collection. The addition to its portfolio of the Excelsior collection positions Fetzer Vineyards as the nation’s leading supplier of South American wines and as the 12th largest wine marketer in the United States.

Freight & Salvage Performance Venue, Berkeley

Assisted Freight & Salvage with New Markets Tax Credits program in the development of a performance venue run by the Berkeley Society for the Preservation of Traditional Music.

Berkeley-Albany YMCA Teen Center

Assisted with the acquisition, construction and New Markets Tax Credits (NMTC) Program, which permits taxpayers to receive a credit against federal income taxes for making qualified equity investments in designated Community Development Entities (CDEs).

Fort Mason Center, San Francisco

Financing and tax credit investment for rehabilitation of historic structures at Fort Mason in the San Francisco Golden Gate National Recreation Area. Assisted with the National Parks Service lease. 

Fox Tucson Theatre, Tucson

The $15 million rehabilitation of the Fox Tucson Theatre in Tucson, Arizona involved a tax-exempt sponsor / developer in which we were nevertheless able to syndicate both the Historic and New Markets Tax Credits.

Piers 1.5, 3 & 5, San Francisco

Secured Historic Tax Credit for the $50 million rehabilitation of Piers 1.5, 3 & 5 in San Francisco, California.

One Kearny Office Building, San Francisco

Secured Historic Tax Credit for the $75 million rehabilitation of the One Kearny office building in downtown San Francisco, California.

Cavallo Point, Sausalito

Represented the developers and owners of Cavallo Point Lodge at Fort Baker in Sausalito, CA with the rehabilitation of historic buildings and in securing federal historic tax credits for the project.