
Education
- J.D., Suffolk University Law School, 1981. Cum laude
- B.A., Tufts University, 1977. Magna cum laude
Admissions
- Massachusetts
- United States District Court for Massachusetts
Representative Engagements
- Represented owner of a Massachusetts-based manufacturer in an equity ownership sale transaction which included (1) a purchase price of over $130 million, (2) the rollover of a portion of the purchase price into equity ownership interests of the acquiror’s parent, and (3) representation and warranty insurance.
- Represented strategic buyer in a $70+ million “carve out” transaction to purchase certain assets and liabilities of a Mid-Western business.
- Representing many business owners in the sale of their businesses after implementing a succession plan to minimize income and estate taxes
- Representing many high net worth individuals and families including establishing a family office and implementing sophisticated tax and estate planning techniques
- Representing an international licensing and distribution company
- Representing a group of manufacturers in the roll up and sale of manufacturing and distribution businesses in the United States and Canada to a private equity group
- Representing a regional building supply company in the tax efficient transfer of ownership of family-owned businesses to the next generation
- Representing various professional services groups in the negotiation of shareholder arrangements
- Representing a successful local entrepreneur in various business ventures including a multi-phase condominium project
- Representing a well-known, family-owned real estate development company in the wind-down of its affairs and the transfer of assets to the next generation
- Representing various local business owners in connection with day-to-day corporate governance matters, real estate acquisitions and leasing and the transfer of their businesses to the next generation
- Representing the owner of a regional retailer with stores located throughout New England in day-to-day corporate governance matters, real estate leasing transactions and other contract matters
Distinctions and Significant Matters
- Published in the Boston Business Journal
- Published in Banker & Tradesman
- Frequent speaker on business law, succession planning and tax saving strategies for business owners
- Top Lawyer in Trusts and Estates in the 2022 Boston Magazine Top Lawyers List
- Massachusetts Go To Lawyer by Massachusetts Lawyers Weekly 2020
Membership, Affiliations, and Personal Interests
- Boston Bar Association
- Massachusetts Bar Association
- Real Estate Bar Association
- IES (Innovative Exit Strategies)