• Corporate
• Data Security & Privacy
• Health Care Law
• Insurance Coverage
• Intellectual Property
• International
  • Canadian Cross Border
• Manufacturing
• Mergers & Acquisitions
• Securities
• Startups
• Technology & Internet Law
• Telecommunications
• Venture Capital & Technology

• New York

• Boston University School of Law, J.D., 1998
• Johns Hopkins University, B.A., 1995

• Hebrew

REPRESENTATIVE MATTERS

Mergers & Acquisitions – Technology, SaaS Platform, Mobile Commerce, Digital and Social Media, Health Services, Telecom:

• Sell-side: Represented the founders of a mobile app developer and consumer engagement, analytics and brand loyalty platform company focusing on major U.S. retailers and the company itself in its merger transaction with a large publicly traded, consumer financial services bank.
• Sell-side: Represented the founders of a social media agency in their $150 million sale to a subsidiary of one of the world’s largest publicly traded conglomerates.
• Buy-side: Represented a health services and fitness company in a series of purchases of competitors, total in excess of $50 million.
• Sell-side: Represented a telecommunications company in its $3 million stock purchase of a new market entrant.

Mergers & Acquisitions – Insurance Agency and Wealth Management Businesses:

• Buy-side: Represented principals of New York-based, West Coast-based and Mid-Atlantic-based agencies in over $37 million equity purchases of competitor insurance agency and wealth management businesses.

Venture Capital/ Private Equity/ Private Placements:

• Represented a mobile platform company in its multi-million dollar Series B financing round.
• Represented a technology company in its multi-million dollar Series A investment by a major fund.
• Represented a healthcare company in its multi-million dollar Series B financing round that included funds and private placements.
• Represented a technology startup in its $2.3 million private placement of shares and warrants to accredited investors.
• Represented a NYC-based WiFi service company in its multimillion-dollar investment by telecom investors.

Venture Lending/ Venture Debt:

• Represented a mobile platform company in its multiple venture debt / venture lending transactions with a major West Coast-based venture lender.
• Represented a SaaS company in its venture lending deals with Silicon Valley Bank.

Corporate Finance:

• Represented various special purpose vehicle entities in their lending transactions with the lending arm affiliate of a major institutional insurance provider.

Securities:

• Represented a life science company in the preparation of its Form S-1 Registration Statement.
• Represented an Israeli-based healthcare technology company in its 20-F, F-2, 6-K and proxy statement filings.
• Represented two NY-based real estate funds in their crowdsourcing and private placement capital raise.

General Corporate and Intellectual Property:

• Represented a technology company in multiple LLC operating agreements, service agreements, software license agreements, employment agreements and general corporate matters.
• Represented a mobile company in various general corporate governance issues (e.g., board of directors issues) and in intellectual property matters (licensing and data privacy issues).
• Represented a technology company in its service agreements with over 30 major U.S. retailers.
• Represented an Israeli and U.S.-based mobile app company with its joint development and licensing agreements with its U.S. based manufacturer, with two major academic and medical research institutions, and with the U.S.-Israel BIRD Foundation.
• Represented a Latin American company in entering and expanding its operations into the U.S. marketplace.
• Represented a gaming company with its service contracts and executive employment agreements.
• Represented an athletic robotics and artificial intelligence company with its corporate conversion and its agreements with a major research university.

• Access Silicon Valley NYC, Member and Mentor
• 43North Mentor