A consummate private equity lawyer, Jonathan works hard not just to identify the issues his clients face but also to provide effective and creative solutions.

Overview

Jonathan represents clients in a variety of corporate matters, including mergers and acquisitions, securities offerings, private equity investments, joint ventures, regulatory compliance and corporate governance.

Serving as chair of the firm's Private Equity practice group, Jonathan represents clients ranging from privately-held industry leaders and publicly-traded multinational companies to hedge funds and private equity firms. His private equity practice across a broad variety of sectors includes work for private equity sponsors and their portfolio companies and negotiating side letters for fund investors. He has extensive experience with representations and warranties insurance and a strong network in that industry, which he leverages on behalf of both financial and strategic buyers. He also advises clients on all aspects of entity formation, complex structured investment transactions and purchase of non-standard securitizable assets and has substantial experience with the formation of private equity funds.

Prior to joining the firm, Jonathan worked for over a decade in a prominent New York firm. He also served as a Peace Corps volunteer in Chad and managed the Clinton Foundation HIV/AIDS Initiative’s programs in thirteen countries in West and Central Africa while living in Benin and Morocco.

Experience

Private equity sponsors and strategic investors in domestic and cross-border mergers, acquisitions and divestitures:

Private equity firm in acquisition of a web development software company.

Private equity firm, together with co-investor private equity fund, in acquisition of a controlling stake in a leading provider of employee benefits communication and enrollment services.

Private equity firm in connection with the acquisition of one of the largest privately owned professional employer organizations (PEO) in the United States.

Private equity portfolio PEO company in its acquisitions of a Minneapolis-based PEO and a Florida-based PEO.

Capstone, a leading publisher of children's books and digital reading products and services, in the sale of myON to Francisco Partners, a leading technology private equity investment firm.

Strategic investor, a leading provider of corporate governance solutions to the global financial community, in connection with the acquisition of a data and analytics firm developing software solutions relating to executive compensation.

Private equity sponsor in its disposition of a national lender to franchisees in the quick service restaurant industry to publicly-traded bank holding company.

Private equity portfolio company in the acquisition of a developer of cloud-based benefits enrollment software tools.

Publicly-traded international seaborne energy transportation services company in connection with the multiple acquisitions of entities that own crude oil tankers.

Private equity sponsors and their portfolio companies in add-on acquisitions, joint ventures, incentive equity programs and corporate governance.

Private equity portfolio company that is a leading online marketplace for buying and selling real estate in multiple acquisitions, joint ventures, sourcing agreements, and follow-on co-investments

Private equity firm in the formation of a new joint venture and related purchase by that joint venture of a bank-owned life insurance distribution and servicing unit.

Private equity firm in the establishment of a joint venture to invest in and develop new luxury retail properties in Las Vegas.

A special situations investment fund in the establishment of a joint venture to purchase securitized assets.

A real estate investment fund in connection with multiple joint ventures relating to a real estate development projects.

Multiple private equity portfolio companies in connection with their implementation of incentive equity plans, employee equity investments and employment agreements.

Private equity portfolio company that is a provider of structured financing solutions to middle-market companies and real estate investors in the merger with a provider of alternative capital and related creation of client's venture finance division.

Private equity sponsors, hedge funds and strategic investors with respect to a variety of structured investments and fund formation, including:

Institutional limited partners in their investments in private equity funds, hedge funds and co-investments in a wide variety of industries.

Formation of a private REIT fund focused on originating mortgage loans.

Multiple clients in purchase arrangements concerning property assessed clean energy (PACE) bonds covering residential and commercial projects and subsequent PACE bond securitizations.

A special situations investment fund in connection with establishment of a financing arrangement with an asset-based digital lender and the related acquisition of warrants.

Private equity firm in connection with a minority investment in a holding company that owns and operates a network of private schools.

Maker and marketer of grills, wood pellets, sauces, spices and grilling accessories in connection with the sale of a substantial minority interest to a private equity firm.

Private equity firm in connection with founding of and start-up investment in a provider of structured financing solutions to middle-market companies and real estate investors, and subsequent capital raising rounds.

Private equity sponsor in the establishment of, and start-up and follow-on investments in, a start-up companies in industries ranging from vehicle leasing to mezzanine lending.

Other notable experience:

Twice worked in-house at client internal legal offices on secondments as in-house counsel, with a client's private equity fund and with a private equity client's newly-formed portfolio company, respectively.

Member of corporate legal team that provided corporate support to prior firm's bankruptcy department in its representation of the unsecured creditors' committees of General Motors Corporation, Patriot Coal and Chrysler Corporation in their chapter 11 bankruptcy processes.

News & Insights

Speaking Engagements

Professional & Civic Activities

Professional & Civic Activities

Minnesota State Bar Association

New York State Bar Association

Hennepin County Bar Association

United States Peace Corps, Volunteer, Chad, Africa, 2003-2005

Alliance Française of Minneapolis/St Paul, Member of Board of Directors, 2016-present, Legal Counsel, 2018-present, Chair of Nominating and Governance Committee, 2017-present

Citta, Inc., Member of Board of Directors, 2011-2018

Admissions

  • New York
  • Minnesota

Education

New York University School of Law, J.D., 1999

  • Journal of International Law and Politics, Articles Editor

Harvard University, A.B., magna cum laude, 1995

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