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  • Represented Seitlin Insurance (Seitlin & Company and Seitlin Benefits Corporation) in its sale to Marsh & McLennan Agency. Seitlin Insurance, prior to its acquisition, was South Florida’s largest privately held insurance brokerage firm and one of the Top 100 insurance brokers in the United States. Marsh & McLennan Agency is a wholly-owned subsidiary of Marsh & McLennan Companies, the world’s largest insurance and consulting company. Advised Seitlin Insurance throughout the entire (marketing, letter of intent, definitive agreement and simultaneous signing and closing) sales process and on various corporate and corporate governance issues, including working closely with the Company’s ESOP independent fiduciary, financial advisors and counsel.
  • Represented distributor in debt and equity financing transaction for creation of partnership to integrate and expand separate lines of distribution
  • Represented private equity fund in acquisition and restructuring of senior and subordinated debt obligations of major supplier of car wash systems with international operations
  • Represented seller in divestiture of pharmacies
  • Represented partner in implementation of joint venture for global distribution of mobile phone accessories
  • Represented principal officer of allied travel division in one of largest U.S. healthcare staffing acquisitions of 2006
  • Represented principal officer in Europe of multinational corporate services firm in structuring and implementing buyout of the E.U. portion of business
  • Redesigned capital structure of U.S. exporter classified as IC-DISC for Federal income tax purposes as part of tax and succession planning for business
  • Served as tax counsel to taxpayer in determining Federal income tax treatment of environmental remediation expenses
  • Served as tax counsel to multinational corporation’s litigation of constitutionality of State corporate income tax provisions on transfer pricing
  • Served as Board member of Stonesoup School, Inc. of Central Florida, 2004 – 2007
  • Arthur Andersen
  • Ernst & Young