Gary I. Levenstein

Gary chairs the corporate and securities group and concentrates his practice in the areas of mergers and acquisitions, private equity, corporate finance, securities regulation and corporate governance. An experienced transactional attorney, his clients include privately and publicly held corporations, private equity funds, financial institutions, family offices, emerging growth companies and boards of directors. He is a frequent speaker on such topics as mergers and acquisitions, corporate finance, access to the capital markets and corporate governance. Gary’s experience includes:

• Representing purchasers and sellers including privately-held and publicly-held companies and private equity funds in numerous mergers, stock and asset acquisitions, divestitures and business-combination transactions.
• Guiding family-owned businesses in various matters including analyzing strategic alternatives, preparing companies for sale and counseling shareholders and management teams.
• Introducing opportunities for merger, acquisition and disposition to interested parties.
• Introducing companies to the investment banking and intermediary community in order to access capital markets.
• Counseling and advising clients in fund formation.
• Representing issuers and underwriters in private and public offerings ranging from conventional equity and debt securities to partnership interests and limited liability company interests.
• Assisting management groups in buy-out situations.
• Counseling family offices on various matters including formation issues and alternative investments.
• Representing borrowers, lenders and loan participants in finance transactions.
• Establishing domestic and international joint ventures.
• Representing boards of directors, directors and officers of publicly held and widely-held private companies regarding governance matters.
• Participating in pro-active resolution of partnership and shareholder disputes.
• Counseling emerging growth companies in all stages including formation, structure and finance.

Gary’s recent transactions include:

• Represented selling shareholders in the sale of all of the stock of a privately held pharmaceutical insert printing company to a domestic affiliate of a public multinational corporate conglomerate.
• Represented client in merger with a Dallas-based third party logistics provider.
• Represented family-owned consumer products company specializing in health and beauty accessories in the sale of its stock to a large private equity fund.
• Represented private equity firm in connection with its acquisition of a portfolio company in the industrial and personal service paper industry.
• Structured, negotiated and documented acquisition of a revenue cycle management and technology company.
• Represented client buyout of existing angel investors and growth capital investment in a foreign language school for pre-school and elementary school aged children.
• Handling the sale of a privately-held company in food crafting and specialty home products to a platform of a private equity fund which sells scrapbooking and paper-based craft products.
• Representing an asset management and private equity advisory firm in the formation of a fund of mezzanine funds.
• Representing an interactive marketing client in the acquisition of all of the stock of a marketing company.
• Representing a software implementation and customization client in its partial recapitalization through the agreement to convert the company’s preferred stock to common stock, and a forbearance from exercising rights and remedies under the secured debt documents.
• Representing an international logistics company in its recapitalization involving analyzing numerous strategic alternatives, a private placement of securities, restructuring the liabilities, settlement of outstanding escrows and related claims and bank financing.