Marc’s orchestrated hundreds of M&A, venture capital, and private equity deals for billions of dollars as investor, Chair, C–suite Executive, Managing Partner, Senior Strategic Advisor, or Counsel — from the Ohio Valley to Silicon Valley –– and from Cleveland to Shanghai.
Below are some representative deals.
M&A
Co-Founder, Director, and Strategic Planning Committee of Within3 (digital communication and collaboration platform for pharma and life sciences in its sale to Insight Partners
Outside General Counsel, Transaction Counsel, and Corporate Secretary of the Board for leading national metals service center Olympic Steel (ZEUS:Nasdaq) in its IPO, plus 11 acquisitions, dispositions and joint ventures
Director, Outside General Counsel, and Transaction Counsel for Mr. Gasket Co. (MRGC:Nasdaq) in its IPO, and 21 acquisitions of automotive aftermarket product companies
Represented Quinault Holdings (Founder, Paul Gierosky) in 13 M+A transactions; sell-side and buy-side.
Senior Strategic Advisor of leading travel app LoungeBuddy in its sale to American Express (AXP: NYSE)
Director, Chair of Strategic Planning Committee, and investor for online authentication technology pioneer CardinalCommerce in its sale to Visa (V:NYSE)
Co-Founder and Chairman of Cadence Counsel (variable lawyers for top-tier law firms) in its sale to Lateral Link
As Principal and Seller’s counsel negotiated and structured sale of CBG Communications Buying Group (telecom reseller) to ICG Telecommunications (ICGX:Nasdaq)
Director, Principal, and Buyer’s counsel for Cohesant Technology (COHY:Nasdaq) in cross-border acquisition of CuraFlo
Buyer’s counsel, Secretary of the Board, and Founding Lawyer for superstore OfficeMax (OMX:Nasdaq) in its acquisition of Office World
Outside General Counsel and Transaction Counsel to manufacturer of Dirt Devil vacuum cleaners Royal Appliance (RAM:NYSE) in its IPO, and later sale to Techtronic Industries (TTI-Hong Kong)
Outside General Counsel and Transaction Counsel for Rainbow Rentals (RBOW:Nasdaq) in its IPO and subsequent sale to Rent-A-Center (RCII: Nasdaq)
Co-counsel for (and investor in) OfficeMax (OMX:Nasdaq) in its acquisition of Office Square from Builders Square
Co-Founder, Director and Senior Advisor of Within3 in its acquisition of S.M.A.R.T. Link Medical
Outside General Counsel and Transaction Counsel for Professional Housewares Distributor’s acquisition of New-Way Housewares
Outside General Counsel and Buyer’s Counsel for McDonald’s distributor Anderson DuBose in its purchase of City Beverage (Coors Distributorship/Oklahoma City)
General Counsel and Transaction Counsel for Jade Sterling Steel (steel service center) in its redemption of majority shareholder’s stock
VENTURE CAPITAL AND PRIVATE EQUITY INVESTMENTS
Executive Vice President and/or Senior Strategic Advisor for Divergent Technologies on its debt, global strategic operating joint ventures, strategic partnerships, and equity offerings
Co-Founder, Senior Advisor, and Director of Within3 on its 7 equity and debt offerings
Founding Senior Strategic Advisor to LoungeBuddy on its Series A round
Chair of the Strategic Planning Committee and Director of CardinalCommerce for 8 of its debt and equity offerings
Founding Lawyer, Secretary of the Board, and outside General Counsel for OfficeMax OMX:Nasdaq) on 9 of its equity offerings
Outside General Counsel, Secretary of the Board, and Advisor for OffRoad Capital (first online private equity investment bank) developing template venture capital investment documents. These included Common Stock, Preferred Stock, Convertible Preferred Stock, Redeemable Preferred Stock, Convertible Debt, Warrants, and Subordinated Debt with Warrants
Outside General Counsel, Transaction Counsel, and Secretary of the Board for OffRoad Capital in its own capital offerings of Preferred Stock (Series A through Series H), as well as 4 equity offerings on behalf of its clients
Represented Ohio PERS in its investments in Primus Capital I and Primus Capital II
Represented Ohio SERS and State Teachers in their investments in Primus Capital II
Represented Symark and Bill Sanford (Founder of STERIS Corporation) in venture capital and private equity transactions
Represented Noah Partners and Wayland Russell (Co-Founder of Rainbow Rentals) in venture capital and private equity transactions
Transaction Counsel for Early Stage Partners (an early stage venture capital fund) in connection with its portfolio debt, convertible debt, and equity investment transactions
Transaction counsel for Primus Capital Fund (a private equity fund) in certain of its portfolio debt, convertible debt, and equity investments
Counsel for Investment Bank McDonald & Co. in certain securitized real estate syndications; plus Gliatech’s private placement
Investor and Transaction Counsel for BondCat and MCIC (mobile cat scanners and digital subtraction angiograms) in 8 separate partnership offerings