Mergers and Aquisitions

Drawing from a broad and specialized skill set consisting of tax, securities and corporate law, Mr. Zell has represented clients in over 70 transactions over his 21+ year legal career. The firm’s practice consists of advising clients in structuring transactions, negotiating acquisition agreements and related documents, conducting due diligence and document preparation and corporate clean-up in anticipation of the deal. The firm’s philosophy is to get the deal done in a manner that benefits the client, with a "win-win" negotiating attitude.

Recent representative transactions include:

  • Closed $5 million refinancing of senior debt for on-line flower and gift business in August 2007. 
  • Closed $10 million private equity transaction for technology firm in December 2006 and January 2007.
  • Tax free merger of privately-held insurance agencies in January 2007.
  • Sale of privately held retail specialty shop in January 2007.
  • Restructuring of debt and mezzanine financing for $3 milliion in May 2006.
  • Sale in 2006 of government contracting client to Fortune 500 company for $9.5 million cash.
  • Purchased privately held printing business in 2006.
  • Reorganization of accounting and consulting firm in January 2006.
  • Sale in December 2005 of information technology government contractor to privately-held company for $17 million cash.
  • Senior debt and mezzanine financing transaction with warrants for $8 million involving on-line flower and gift business.
  • Purchase in June 2005 of retail card and gift shop by privately-held company for cash.
  • Purchase in February 2005 of network administration company by privately-held company for cash and fixed and contingent notes.
  • Purchase in January 2005 of assets of online florist by privately-held company for cash.
  • Sale in 2004 of software developer to Inc. 1000 company for $3 million plus earn-out.
  • Sale in 2003 of government contracting client to Fortune 100 Company for $35 million cash.
  • Sale in 2002 of government contracting client to Fortune 100 Company for $52 million cash.
  • Sale in 2002 of government contracting client to privately-held company for $3 million.
  • Purchase in 2002 of telecommunications company by Israeli publicly-held company for cash and registration of Israeli company’s shares with SEC on Form F-4 and listing of shares on NASDAQ.
  • Tax-free merger in 2002 of telecommunications company into U.S. publicly-traded company for stock, including registration of newly issued shares with SEC on Form S-4 and listing of shares on NASDAQ.

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