Admissions:

• Supreme Court of Illinois
• Supreme Court of Florida

Memberships:

• Tax, Business Law, Law Practice Management Section, American Bar Association
• DuPage County Bar Association
• Kane County Bar Association
• DuPage County Law Firm Leadership Council

2024

DCBA webinar: Estate Planning Meets Business Planning: An Analysis Of Select LLC Issues

2023

Strafford webinar: Structuring Acquisitions of Family-Owned Businesses: Valuation, Due Diligence, Deal Structure, Operating Transition

2022

DCBA webinar: Drafting Operating Agreements – How to Avoid Common Pitfalls

2021

Strafford webinar: MAC Clauses and Indemnification Provisions in M&A Deals: Recent Trends in Negotiating and Drafting

2020

Real Estate Mezzanine and A/B Loans: Structuring and Enforcing Intercreditor and Co-Lender Agreements

Strafford Webinar:  Structuring Acquisitions of Family-Owned Businesses: Valuation, Due Diligence, Deal Structure, Operational Transition, and More

Strafford Webinar:  MAC Clauses and Indemnification Provision in M&A

2019

Strafford Webinar:  Private Company Acquisition Agreements: Drafting Reps and Warranties, Covenants, and Closing Conditions

DCBA Presentation:  Tax Issues in Selling or Buying a Business – A Business Lawyer’s View

2018

DCBA Presentation: “Negotiating the Sale of a Business – Key Concepts and Legal Issues”

Stafford Presentation:  MAC Clauses and Indemnification Provisions in M&A Deals: Recent Trends in Negotiation and Drafting (KWC: “Negotiating Indemnification Provisions in Private Company M&A Transactions”)

2017

NBI Audio Webinar: “Business Ownership Succession Planning in a Nutshell

2016

DCBA Presentation: “Purposeful Business Succession Planning”
NBI Webinar: “Business Ownership Succession Planning in a Nutshell”
NBI Teleconference: “Tax Issues in M&A”

2015

DCBA Presentation: “How to Stand Out to Partners”
NBI Seminar: “Handling the Sale of a Business – Who is the Client and Joint Representation”
Strafford Webinar: “Private Company Acquisition Agreements – Drafting Reps, Warranties, Covenants and Closing Conditions”

2014

DCBA Presentation: “Select Tax Issues in Private Company M&A Transactions”

KCBA Presentation: “Buy-Sell Agreements: 10 Common Mistakes to Avoid”
NBI Seminar: “Mergers and Acquisitions – Tax Consequences”
NBI Seminar: “Using Recapitalizations in Exit and Succession Planning Strategies”

2012

NBI Seminar: “Why Limited Liability Companies?”
DCBA Seminar: “Coordinating Business Succession Planning and Estate Planning”
NBI Seminar: “Financial Statements 101”
Kane County Bar Review Article: “Buy-Sell Agreements – Asking the Right Questions”

DCBA Brief Magazine: “Avoiding Common Mistakes when Drafting LLC Agreements” – May/June 2023

• Juris Doctor, University of Notre Dame College of Law (1987)
• Illinois Certified Public Accountant (1982)
• Bachelor of Science in Business Administration, University of Notre Dame (1982)

• $30 million sale of filter manufacturer to strategic buyer backed by private equity firm
• $32 million sale of remediation company to strategic buyer backed by private equity firm
• $20 million sale of closet design and storage manufacturer to publicly traded company
• Co-counsel on $300 million sale of property and casualty insurance carrier to publicly traded insurance company
• $10 million sale of technology consulting company to strategic buyer backed by private equity firm
• Sale of manufacturing firm to strategic buyer
• Sale of acoustic research and hearing aid manufacturer to strategic buyer
• Advised private equity firm on multiple loan transactions to “land bank” lender for housing developers
• Counseled personal care products company in strategic acquisition and related financing involving multiple credit facilities
• Created Family business entities, including limited liability companies and limited partnerships as vehicles for preserving and transferring family wealth
• Advised on sales and gifts of family business interests in connection with estate and succession planning for high net worth and ultra-high net worth families
• Negotiated private placements for investors in multi-tenant apartments, distribution warehouses, retail shopping centers and related commercial, retail and industrial real estate
• Negotiated Master Service Agreements with Fortune 500 companies for technical outsourcing and licensing agreements
• Assisted manufacturing clients on sales terms and conditions on large dollar purchase orders; assist in counselling clients and negotiating with purchasers over warranty and indemnity issues involving manufacturer’s products to avoid litigation