Representative Matters

Represented insurance agency in breach of fiduciary duty and misappropriation of trust funds state court lawsuit and related one-week arbitration proceeding before the American Arbitration Association in which over $10,000,000 in damages was in controversy.

Represent private industrial developer in development of land for build-to-suit and spec industrial facilities and supportive retail and commercial space.

Represented a commercial retail developer in formation and capitalization of multiple joint ventures.

Represented the founder and owner of a chemical and oil and gas company in the sale of a minority interest to related parties and the restructure of the corporations subsidiaries.

Represented the seller of twenty-seven (27) franchises and locations of a national burger fast food restaurant with a purchase price of approximately $65,000,000. Active in day-to-day management of the transaction, drafting of the asset purchase agreement and other ancillary documents, reviewing and responding to the objections to the title commitment and responsible for obtaining all landlord consents and estoppel certificates.

Represented developer/purchaser of large acreage tract in Bexar County (San Antonio area) in acquisition and negotiation of development agreements with adjacent owners and San Antonio Water Systems (SAWS) for provision of utility service.

Represented the City in acquisition of two properties in fee simple: (i) an approximately 7.62 acres tract and (ii) an approximately 195 acre tract, and in the acquisition of two conservation easements: (a) a 6.05 acre tract and (b) a 490 acre tract. The firm is currently representing the City in negotiating two additional conservation easements for a 90 acre property and a 201 acre property.

Represented a buyer in the purchase of a private jet.

Represented a non-profit foundation in a will contest against a national hospital system, alleging lack of capacity and undue influence.

Representation of the minority owner and operator of free standing emergency centers in the sale of the membership interests to a national hospital operating company.

Served as lead merger and acquisition counsel for Disa Global Solutions, Inc., a third-party administrator providing safety and compliance solutions for all industries, from 2016 through 2022, at which time it was sold to a major private equity company out of Boston, Massachusetts.  Represented Disa in the closing of between 10-15 acquisition transactions a year.

Representation of Management in the purchase of certain real estate and the outstanding equity interests in an injection molding and precision machining business from a private equity owner.

Drafted and argued successful 12(b)(2) and (5) motion to dismiss for res judicata/collateral estoppel, lack of personal jurisdiction, and insufficient service of process and motion to dismiss for forum non conveniens

Represented a company defending claims asserted against it by a shareholder for access to books and records under the Texas Business Organizations Code.

Representation of the developer of a multi-phase, mixed-use, urban infill development in the negotiation of the underlying development services agreement and the negotiation of a long-term lease agreement with a regional grocer as the key tenant for the first phase.

Represented a private company in its acquisition of an oil and gas services company.