Representative Work.

Below is a sample list of transactions and engagements for which David has acted as legal counsel.

Business Formation

  • Advised on incorporation and organization of numerous companies

  • Advised real estate investment firm on formation of real estate investment funds

  • Advised private equity firm on formation of private equity limited partnership funds

  • Advised hospitality company on incorporation and organization of holding company vehicles in connection with purchase of hotels

  • Advised high-net-worth client on incorporation and organization of holding companies in connection with corporate reorganization

Mergers and Acquisitions

  • Advised owners of specialty baked goods producer on sale of company to major baked goods company

  • Advised U.S. insurance company on acquisition of Canadian property and casualty insurance company

  • Advised transportation company on acquisition of freight brokerage business division

  • Advised gold royalty and streaming company on acquisition of competitor

  • Advised national professional organization on merger with another national organization to create unified entity

Private Placement Financings

  • Advised medical technology company on share issuances through several financing transactions

  • Advised mining exploration company on share issuance through financing transaction

  • Advised augmented reality company on share issuances through several financing transactions

  • Advised various start-ups and scale-ups on multiple financing transactions (common shares, preferred shares, convertible notes and SAFEs)

Fund Formation

  • Advised private equity firm on formation of and capital raising for multiple investment funds

  • Advised real estate investment firm on formation of and capital raising for multiple investment funds

  • Advised pension plans, government institutions, high-net-worth investors and other institutional investors on investments in private equity, venture capital, real estate and infrastructure funds

Investment Transactions

  • Advised private equity funds on purchase of shares of software company from company founders 

  • Advised medical devices company on sale of shares to venture capital funds

  • Advised government-sponsored business accelerator and investor on investment in convertible notes of pharmaceutical company

  • Advised various start-ups and scale-ups on multiple issuances of securities (common shares, preferred shares, convertible notes and SAFEs)

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