• Massachusetts

JD, magna cum laude, Boston College Law School
BS, cum laude, University of Massachusetts at Amherst

Experiences

• Counseled consumer packaged foods company in Series A equity financing.
• Advised closely-held distributor in $25 million sale of its business to a strategic buyer.
• Advised life sciences start-up in convertible note offering, board of advisors formation and equity compensation plan.
• Represented a chain of restaurants in an investigation by the Department of Labor into claims of unpaid overtime, resulting in a favorable resolution.
• Represented national architecture firm in succession planning from founder group to successor group.
• Representation of private equity group in $12 million acquisition of multi-location retailer as well as associated debt and equity financing.
• Represented successful bidder in foreclosure auction of medical device company by venture debt lender whose assets and intellectual property were acquired in bulk at a fraction of the amount owed to the lender.
• Representation of specialty software company in $12 million preferred equity investment by a private equity firm.
• Representation of developer in $4.5 million equity raise and $14.5 million bank borrowing for 85 unit assisted living facility.
• Counseling a syndicate in $4.6 million Series A financing of tech company involving multiple angel groups and venture capital firms.
• Advisor to domestic $14 million electronics design and sales firm in partnership break-up with Asian manufacturer including negotiation of long-term supply and sales representative agreements as well as purchase and sale and release documents.
• Representation of $30 million niche software company in year-long strategic re-alignment including divestitures, acquisitions, executive recruitment and implementation of equity incentive and phantom stock plans.
• Representation of $30 million niche software company in year-long strategic re-alignment including divestitures, acquisitions, executive recruitment and implementation of equity incentive and phantom stock plans.
• Advisor to lead angel group in seed series financings of tech start-ups.

• Judge, MassChallenge, Merrimack Valley Sandbox, and other start-up competitions
• Committee Member, Business Law Section Curriculum Committee, Massachusetts Continuing Legal Education
• Chair, United Way's Agency Financial Review Committee
• Examiner, Massachusetts Board of Bar Examiners
• Member, Boston Bar Association
• Member, MIT Enterprise Forum
• Member, Association for Corporate Growth
• Member, Bioinnovation Group
• Member, USA 500
• Former Trustee, Summit Montessori School
• Board Member, several nonprofits

Publications

• Author, “Regulation Crowdfunding – Still Stuck,” Law 360
• Author, “Avoid Wage Act Mines,” The Boston Business Journal

Seminars

• Chair, Massachusetts Continuing Legal Education’s (MCLE),“Private Company Core Merger & Acquisition (M&A) Fluency,” 2022
• Chair, Massachusetts Continuing Legal Education’s (MCLE),“How to Advise on Business Closures,” 2021
• Chair, Massachusetts Continuing Legal Education’s (MCLE) “Representing Micro Brewers,” 2018
• Co-chair/panelist for recent seminars on angel investing, start-ups, securities law issues, business organizations and contract drafting and negotiation