Kathryn P. Jones is a member of Berger Singerman's Business, Finance & Tax Team in the firm's Orlando office. She advises primarily privately held businesses, entrepreneurs, and investors on a broad range of corporate and transactional matters, with a focus on mergers and acquisitions, capital raises, business succession planning, and general corporate counseling.
Kathryn has experience representing clients across a variety of industries throughout the business life cycle—from entity formation and growth to strategic acquisitions, exits, and other business transitions. She regularly advises clients on corporate structuring, commercial contracts, governing documents, equity/equity alternative incentive arrangements, and day-to-day business matters.
In addition to her transactional practice, Kathryn counsels clients on business succession planning and the variety of legal issues which arise as businesses navigate significant milestones.
Representative Matters 
Mergers & Acquisitions – Acquisitions
- Represented a federal defense contractor in its acquisition of an aviation technical support services provider.
- Represented a federal defense contractor in its acquisition of a commercial and business support services provider.
- Represented a global live events company on a four-acquisition expansion strategy across the United States and Europe.
- Represented an entrepreneur in the acquisition of a restaurant business, including the transfer of the related alcoholic beverage license.
- Represented an integrative medicine group practice in its acquisition of an additional location to expand coverage in Central Florida.
- Represented a national deathcare services provider in a multi-state acquisition program including California, Florida, Arizona, Washington, and Colorado.
Mergers & Acquisitions – Sales & Capital Raise Transactions
- Represented a Florida real estate firm in its sale to a national publicly traded real estate company.
- Represented an electronic displays manufacturer in its sale to a global strategic buyer.
- Represented a financial planning and retirement investment services firm in its sale to a global insurance, wealth management, benefits, and retirement solutions company.
- Represented a behavioral therapy school and provider in its sale to a private equity-backed national platform as part of the buyer's Florida expansion.
- Represented an emerging pharmacy technology services provider and virtual marketplace in a private equity capital infusion transaction spanning multiple financing rounds.
- Represented an educational content provider and technology platform in its sale to a private equity-backed national professional education company seeking to expand its course offerings and online learning capabilities.
- Represented a multinational live event production company in a private equity-led capital infusion transaction on an accelerated timetable, including support on deal structure, definitive documentation, and the related legal opinion.
- Represented a Florida-based manufacturer of agricultural products in an equity sale to a national private equity-backed buyer.
- Represented a national transportation services provider in the sale of a charter bus fleet in connection with the paydown of related commercial debt.
- Represented a Florida-based producer of pet tracking technology in an asset sale to a national pet insurance carrier.
- Represented a regional hardware distributor in an asset sale to an international distributor.
- Represented a national deathcare services provider in asset divestiture transactions to strategic buyers.
- Represented the seller in the equity sale of a distressed, heavily leveraged mixed-use real estate asset to a private equity-backed buyer.
- Collaborated with litigation colleagues in the representation of a physician in post-closing disputes with acquirer, including issues relating to redemption of residual equity.
- Represented the seller in the equity sale of a home services business to a national private equity-backed buyer.
Joint Venture Arrangements, Business Succession & Corporate Restructuring
- Represented a hotel ownership group in the separation from, settlement with, and transition away from a property management group under highly adversarial circumstances.
- Represented a professional sports team in a joint venture with a developer to build, own, and operate a sports and entertainment district, including negotiation of the definitive joint venture agreement and coordination with in-house counsel.
- Represented a second-generation business owner in the succession planning and restructuring of a healthcare administrative services company to facilitate an orderly transition from the founders.
- Represented the majority principal and co-founder in the internal restructuring of an aviation services company to position the business for future investment and growth while optimizing liability protections and tax structure.
- Represented a self-storage facilities business in a series of internal restructuring transactions involving multiple subsidiaries and affiliates.
- Represented a serial entrepreneur in the hospitality industry in joint venture arrangements with investor groups and creative talent for restaurant concepts and live music and entertainment venues throughout the United States.
- Represented principal of general contracting and construction services companies in series of equity transactions designed to expand geographic reach and market penetration.
Financing Transactions
- Served as Florida counsel to borrowers, including preparation of legal opinions and closing documentation for multi-million-dollar credit facilities.
- Supported the analysis, drafting, and negotiation of definitive documentation to refinance a large-scale credit facility.
- Represented a multinational borrower in the modification of multi-million-dollar term and revolving credit facilities involving U.S. and foreign entities, including coordination of the U.S. documentation workstream and cross-border closing across three countries.
- Represented a multi-entity borrower group with significant inventory, equipment, and intellectual property assets in the refinancing of a large-scale credit facility.
- Represented a not-for-profit borrower in negotiating, documenting, and closing the refinancing of existing credit facilities.
Prior Affiliations
- BakerHostetler
- Forster Boughman