• Boston Cares – Board Member 2016 to current. Member of Finance and real estate committees.
• Allegro Music School – Founding Director 2003-2015.
• Smaller Business Association of New England (SBANE) - Board Member and Executive Committee member 2006-2014.
• Clean Tech Open," Mentor, 2010, 2011, 2012

“Preparing for Tomorrow Today: The Reality of Preparing and Executing an Exit Strategy.”

Family Business Association 2017 Annual Meeting – Panel Moderator.

“Financing a Business Through Multiple Generations.” Family Business Association 2016 Annual Meeting - Panel Moderator.

“Negotiating Vendor Agreements” National Business Institute –2015. Panel Moderator and Presenter.

Contract Review, Negotiation and Analysis. Massachusetts Continuing Legal Education –. 2015 and 2014. Panelist.

“Critical Terms in Vendor Agreements.” M&A Club Boston. November 17, 2016

“Planning An Exit Strategy to Maximizing Shareholder Value.” August 2012. American Bar Association Business Committee, Committee on Middle Market and Small Business.

“Critical Issues in Business Valuation.” April 2012. International Association of Medical Equipment Resellers and Servicers. Annual meeting.

"Cleaning Franchisees Held to be Employees in Massachusetts," The Franchise Lawyer, Vol. 13, No. 3, Summer 2010

"Overview of Massachusetts Data Security Laws," Newmarket Business Association, April 12, 2010

"The Business of Franchising and the US Approach," MBA Program Seminar. Johnson & Wales University International Hotel School (Providence, RI), February, 2010

 

• American Bar Association - Business, Real Property, Intellectual Property and Franchising sections
• Massachusetts Bar Association - Business, High Technology and Real Estate Committees
• California Bar Association
• Association for Corporate Growth
• Associated Industries of Massachusetts

• Restructure a highly regulated service firm to compartmentalize the growth assets, followed later by a sale to a private equity buyer, and then a later sale of the business to a strategic buyer.
• Corporate counsel to target in sale of precision defense technology manufacturing firm to strategic acquirer.
• Represented the target global e-commerce parcel fulfillment company in its acquisition by a global logistics company and later divestiture of non-core subsidiaries with warrant restructuring for early strategic investor.
• Represented founders in sale of controlling interest in specialized contracting firm which utilized multiple unions.
• Represented US subsidiary of foreign conglomerate in structuring and negotiating long term exclusive development and supply agreement with global customer for mission-critical safety equipment for large turbines, with exclusive field of use for customer and open market for client outside customer’s field of use.
• Represent acquirer in an acquisition of an outdoor advertising media company. Also counseled this client in connection with the later sale and spin of a product distribution business that was excluded from the acquisition of the parent media company.
• Assisted a software developer/services company in retaining the servicing of a large medical practice group in connection with the hospital implementation of a highly controlled database.
• Represented the purchaser of a mobile app developer in a transaction that preserved the installed user base on Apple and Android platforms.
• Representation of a developer with obtaining $22,000,000 of debt financing and hedge for a historical tax-credit assisted re-development of an apartment complex, including the modifications made to the related party credit lines.
• Structured and managed a long-term ground lease and option (through multiple rounds of financing) to permit redevelopment of a highly visible, mixed-use property, including representation through the structural risks presented by credit challenges of owner/landlord.
• Representation of a plastics manufacturer in a long-term, exclusive supply arrangement with associated university research project and with the intellectual property management involving a proprietary supply chain technology. Also included managing appropriate response in the face of customer break-out, and proper handling for off-shoring of retired tooling.
• Advised client regarding compliance and structure of both brand management and lead generation arrangements for differing goods and services in multiple channels.