Represented third party shipping firm regarding growth strategies, corporate issues, and executive matters.
Represented Internet consumer products distributor regarding contract matters in support of internal business teams.
Represented large privately held insurance agency regarding corporate, transactional, and executive matters.
Represented landlords and tenants in commercial lease negotiations and lease disputes.
Represented 501(c)(6) and 501(c)(3) companies in matters of formation, governance, and dissolution.
Represented medical collections and billing companies in contract drafting and corporate governance.
Represented multiple real estate holding companies in formation and compliance matters.
Represented Internet company selling competing line of product in trademark and infringement dispute with multinational company.
Represented large commercial excavating company in corporate and executive matters including disputes with general contractors and municipalities.
Mergers, Acquisitions & Transactions
Represented large closely held insurance agency in multiple purchases of smaller insurance agencies.
Represented third-party shipping services provider in purchase of sales territories throughout the United States involving issues with franchisor and the selling franchisees.
Represented company in purchase of two large competing distributorships and advised on merger of businesses and ultimately successful sale of merged business units to large distributor backed by private equity financing.
Represented purchasers in transaction involving longtime owner of successful metal stamping business.
Represented company in purchase of assets in commercial garage door service and installation company.
Represented multiple restaurant owners in sale of assets and startup of restaurants / bars.
Represented closely held companies in stock transactions involving valued employees and succession planning.
Commercial Lending & Financing Services
Served as borrower's counsel for real estate holding company's $14 million re - financing from private lender.
Served as borrower's counsel for client obtaining $13 million re - financing from private lender.
Served as borrower's counsel for client obtaining $5 million term loan and $1 million revolving line of credit from institutional lender.
Real Estate Transactions
Represented real estate holding company in purchase of manufacturing facility, which ultimately was leased to related party manufacturing company.
Represented purchaser in large residential real estate transaction.
Represented manufacturing company in purchase of $3.3 million manufacturing facility.
Education and Achievements
Indiana University Robert H. McKinney School of Law, J.D., 2006
Kalamazoo College, B.A., 2003
State of Indiana, 2006
Courts of Practice:
U.S. District Court for Northern District of Indiana, 2006
U.S. District Court for Southern District of Indiana, 2006
Hancock County Bar Association
Civic & Community Involvement
Carmel Clay Public Library Foundation:
Member, Board of Directors, 2020 to Present
Leukemia & Lymphoma Society:
Member, Board of Directors, 2013 - 2019
13 North State Street, Greenfield, IN 46140
1905 S. New Market Street, Suite 250, Carmel, IN 46032