Representative Transactions

Below is a sample list of transactions and engagements for which David has acted as legal counsel.

Business Formation

Advised on incorporation and organization of numerous companies

Advised real estate investment firm on formation of real estate investment funds

Advised private equity firm on formation of private equity limited partnership funds

Advised hospitality company on incorporation and organization of holding company vehicles in connection with purchase of hotels

Advised UHNW client on incorporation and organization of holding companies in connection with corporate reorganization

Mergers and Acquisitions

Advised owners of specialty baked goods producer on sale of company to major baked goods company

Advised U.S. insurance company on acquisition of Canadian property and casualty insurance company

Advised transportation company on acquisition of freight brokerage business division

Advised gold royalty and streaming company on acquisition of competitor

Advised national professional organization on merger with another national organization to create unified entity

Private Placement Financings

Advised fintech company on convertible note financing transaction

Advised agricultural technology company on share issuances through several financing transactions

Advised medical technology company on share issuances through several financing transactions

Advised mining exploration company on share issuance through financing transaction

Advised augmented reality company on share issuances through several financing transactions

Advised various startups and scaleups on multiple financing transactions (common shares, preferred shares, convertible notes and SAFEs)

Fund Formation

Advised private equity firm on formation of and capital raising for multiple investment funds

Advised real estate investment firm on formation of and capital raising for multiple investment funds

Advised pension plans, government institutions, high-net-worth investors and other institutional investors on investments in private equity, venture capital, real estate and infrastructure funds

Investment Transactions

Advised private equity funds on purchase of shares of software company from company founders

Advised venture capital fund on secondary sale of shares of portfolio company to financial investors

Advised medical devices company on sale of shares to venture capital funds

Advised government-sponsored business accelerator and investor on investment in convertible notes of pharmaceutical company

Advised consortium of pension funds on purchase of LP interests in private equity funds from Canadian chartered bank

Advised various startups and scaleups on multiple issuances of securities (common shares, preferred shares, convertible notes and SAFEs)