J.D. practices corporate law with a concentration on complex business transactions, including mergers and acquisitions and private equity and venture capital investments.
He represents private equity funds, independent sponsors, family offices and strategic acquirers in connection with leveraged buyouts, venture capital and growth equity investments and other financing transactions. J.D.’s transactional experience extends across a variety of industries with a particular focus on healthcare transactions.
Experience
- Representation of private-equity-backed multi-site behavioral health services provider in multiple add-on acquisitions.
- Representation of private equity sponsor in acquisition of an administrative services provider to a multi-site dermatology practice.
- Representation of private equity sponsor in sale of a multi-state dental services organization.
- Representation of private equity sponsor in acquisition of an administrative services provider to a multi-site allergy and ENT practice and subsequent add-on acquisitions.
- Representation of provider of software solutions to retail pharmacies in its sale to a private-equity backed acquirer.
- Representation of a private equity group in its ESOP-based acquisition of a chain of compounding pharmacies.
- Representation of provider and manager or Medicare Advantage plans for senior living facilities in connection with growth equity financing.
- Representation of an independent sponsor in its sale of its emergency and non-emergency medical transportation portfolio company to a private equity group.
- Representation of private equity group in its acquisition of manufacturer of pharmaceutical packaging equipment.
- Represent manufacturer of premium fly-fishing reels in its acquisition of U.K.-based fly-line manufacturer.
- Representation of opportunity zone driven venture capital fund in connection with its investment in a holding company owning multiple outdoor consumer brands.
- Representation of a private equity group in its ESOP-based acquisition of a chain of pet boarding, grooming and daycare facilities.
- Representation of a private equity group in its ESOP-based acquisition of a provider of barricade and large-format graphics to the retail industry.
- Representation of large multinational manufacturer of appliances in connection with its divestiture of its consumer vacuum businesses.
- Representation of a private equity group in its acquisition of a leading manufacturer of spices, seasonings and condiments.
- Representation of a family office in its acquisition of a large equipment manufacturer.
- Representation of a private equity group in its sale of a specialty chemical business.
- Representation of a private equity group in its acquisition of a business unit of a leading global document storage and destruction company in connection with the mandated divestiture of that business unit.
- Representation of family office in its acquisition of manufacturer of industrial strapping and webbing.
- Representation of three private equity groups in their club acquisition of a leading school uniform company.
- Representation of an independent sponsor in its acquisition of a waterpark.
- Representation of a private equity group in leveraged buyout and subsequent sale of aftermarket automotive warranty sales group.
- Representation of private equity group in its minority investment in pet food distributor.
- Representation of a publicly traded supermarket chain in its sale by merger to publicly traded supermarket conglomerate.
- Represent start-up engine development company in its receipt of Series A venture financing.
- Represent start-up specialty materials manufacturer company in its receipt of Series A venture financing.
- Representation of a Charlotte-based supermarket chain in its acquisition of stores from a South Carolina-based supermarket chain.
- Representation of a Charlotte-based supermarket chain in its acquisition and exchange of stores with another North Carolina-based supermarket chain.
- Representation of a private equity group in its sale of its portfolio company that manufactures industrial clutches, brakes and drive shafts to a publicly traded company.
- Representation of a leading North American manufacturer of air filters and related products in its sale by merger to private equity group.
- Representation of distributor of e-cigarettes to publicly traded tobacco company.
- Representation of independent sponsor in its acquisition of laboratory refrigeration equipment manufacturer.
- Representation of a Charlotte-area leading plastics manufacturer in the acquisition of another plastics manufacturer.
- Representation of a major healthcare facilities management company in its acquisition by merger of another leading facilities management services company.
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Emory University School of LawJD
with Honors, Managing Editor, Emory International Law Review
2009 -
The University of Tennessee, KnoxvilleBS
cum laude
2004
Member, North Carolina Bar Association
Member, Mecklenburg County Bar Association
Board of Trustees, Thompson Child & Family Focus
- Moderator, "The Current Healthcare M&A Environment," 17th Annual Healthcare Finance & Growth Conference, September 25 - 26, 2024
- Moderator, "State of the Market for Independent Sponsor-Led M&A," 2023 Independent Sponsor Conference, October 4, 2023
- Moderator, "The State of Healthcare M&A," 16th Annual Healthcare Finance and Growth Conference, September 28, 2023
- Moderator, "Navigating Supply Chain Issues, Rising Interest Rates and Other Challenges," 2022 Independent Sponsor Conference, October 26, 2022
- Moderator, "Advice for Partnering with a Family Office," 2021 Independent Sponsor Conference, October 20, 2021
- Speaker, Independent Sponsors of Atlanta Virtual Roundtable, April 21, 2020
- Moderator, "Navigating Financial Difficulties Facing Portfolio Companies in the Wake of COVID-19," McGuireWoods Independent Sponsor Virtual Forum, March 16, 2020
- Speaker, Independent Sponsors of the Southeast Networking Breakfast, June 21, 2018
- Moderator, "Direct Private Equity Investing for Family Offices," CFO Leadership Council – Charlotte Chapter, December 11, 2019
- Speaker, "Preparing for Due Diligence," CFO Leadership Council – Charlotte Chapter, April 11, 2019
- Speaker, Independent Sponsors of the Southeast Networking Breakfast, June 21, 2018
- Speaker, Two-Part Food and Beverage Industry Outlook Presentation, February 27, 2017
- Faculty, "Acquisition Target #1: COMPLETED. What's Next?," Acquisitions 101: Webinar Series: Acquisition Target #1: COMPLETED. What’s Next?, August 20, 2014
- Speaker, "Negotiating Commercial Agreements and Supply Chain Considerations," McGuireWoods CLE Presentation to Corporate Client Law Department, August 2014
- Faculty, "Closing Your Acquisition Target While Protecting Your Interests," Acquisitions 101: Webinar Series: Closing Your Acquisition Target While Protecting Your Interests, July 30, 2014
- Faculty, "My Acquisition Target Is Under Contract. Now What?," Acquisitions 101: Webinar Series, July 16, 2014
- Panelist, "Franchise Financing: What financing aspects are unique to restaurant and other franchising deals?," Deal Buzz: Franchise Financing: What financing aspects are unique to restaurant and other franchising deals?, June 26, 2014
- Faculty, "How Do I Find the Right Company to Acquire?," Acquisitions 101: Webinar Series, June 25, 2014
- Faculty, "Will your company benefit from a grow through acquisition strategy?," Acquisitions 101 Webinar Series, June 11, 2014
- North Carolina
- U.S. Patent and Trademark Office
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Named to “M&A Client Service All-Stars,” BTI Consulting, 2021
Named to “North Carolina Rising Stars,” Mergers & Acquisitions, Super Lawyers, Thomson Reuters, 2018-2021
- Author, Market Update: Pent-Up Demand in Healthcare Services M&A, McGuireWoods Legal Alert, December 8, 2023
- Author, Key Takeaways From McGuireWoods’ 2023 Independent Sponsor Conference, McGuireWoods Legal Alert, November 30, 2023
- Author, Strategies for the Family Office Contemplating Direct Investments, McGuireWoods Legal Alert, August 8, 2019
- Author, The Rise of Direct Investing by Single-Family Offices, McGuireWoods Legal Alert, May 22, 2019
- Author, HB 1243: Florida Senate Does Not Pass Mandatory Healthcare M&A Reporting, McGuireWoods Legal Alert, May 17, 2019
- Author, 5 Things Healthcare Dealmakers Should Know About Florida House Bill 1243, McGuireWoods Legal Alert, April 18, 2019
- Co-author, "Hot Topics Facing the Food and Beverage Industry," Metropolitan Corporate Counsel, April 2017
- Co-author, 2017 Food And Beverage Industry Outlook: Part 2, McGuireWoods Legal Alert, January 26, 2017
- Co-author, "2017 Food And Beverage Industry Outlook: Part 2," Law360, January 19, 2017