Recognitions
- Martindale-Hubbell® Law Directory | AV® Preeminent™ Peer Review Rated
Professional Organizations
- Missouri Bar
- Illinois State Bar Association
- Independent Community Bankers of America
- Bar Association of Metropolitan St. Louis
- Missouri Bankers Association | Bank Counsel
Educational Background
- J.D., Washington University School of Law (1992)
- B.A., Political Science, DePauw University (1989)
Representations
- Represented fund manager in connection with the financing and acquisition of a 250,000 square foot manufacturing/office facility in Minneapolis, Minnesota valued at approximately $33,000,000 involving a tenant-in-common ownership structure and a 1031 exchange.
- Represented lender in connection with the due diligence and refinancing of four (4) single-tenant manufacturing facilities located in four separate States.
- Represented fund manager in acquisition and financing of a single-tenant manufacturing facility in Colorado Springs, Colorado valued at approximately $13,500,000 and the assumption of an existing loan on the property.
- Represented seller in the downleg sale of a $8,900,000 industrial property in St. Louis as part of a 1031 exchange.
- Represented lender in connection with an acquisition loan for a 288-unit student housing complex valued at approximately $33,000,000 in Greenville, North Carolina.
- Represented purchaser in the acquisition of an architectural firm focused on the design and development of facilities for higher education institutions.
- Represented lender as part of the implementation of a 100% Employee Stock Ownership Plan (ESOP) and working capital facility for a Midwestern based electrical engineering, design and construction company.
- Represented borrower in connection with a life insurance company loan for the acquisition of four (4) mixed-use office and retail buildings located in Denver, Colorado and valued at approximately $54,000,000.
- Represented borrower in connection with the modification of an existing loan on an office building in St. Louis, Missouri.
- Represented lender in connection with the acquisition of three office buildings as part of a reverse 1031 exchange transaction.
- Represented fund manager in connection with the partial cash out and refinancing of a 277,000 square foot office building in Minneapolis, Minnesota.
- Represented landowners in connection with an approximately $60,000,000 solar energy lease agreement.
- Represented craft brewery in relation to a new markets tax credit loan to finance and support the purchase of equipment and related buildout of the brewery’s expansion for both manufacturing and retail services.
- Represented owner in connection with the sale of a 175,000 square foot office building valued at approximately $32,500,000 in St. Louis, Missouri, as part of a 1031 exchange.
- Represented borrower relative to the acquisition and financing of a 4-story office building in Minneapolis, Minnesota valued at approximately $21,500,000.
Presentations
- All Too Common: A Fraud Investigation Case Study. Fraud & Forensic Accounting Conference. Missouri Society of Certified Public Accountants. St. Louis, MO. (2021)
- Accounting Ethics, Fraud, and Forensic Accounting. Guest Lecturer. Saint Louis University School of Business. (2022 – 2023)
Firm Programs
- Virtual Work Vulnerabilities. Capes Sokol Business & Real Estate Symposium. St. Louis, MO. (2021)
Bar & Court Admissions
- Missouri
- Illinois
- U.S. Supreme Court
- U.S. Courts of Appeals
- Seventh Circuit
- Ninth Circuit
- U.S. District Courts
- Central District of Illinois
- Southern District of Illinois
- U.S. District Courts
- Eastern District of Missouri
Current Leadership Positions
- Community Bankers Association of Illinois | Legislative and Regulatory Committee
- Missouri Bankers Association | Bank Counsel
Past Leadership Positions
- Community BancService Corporation, Inc. | Board Member
- Fair St. Louis | Venue Management Committee – Chairman
- Ladue School District – Teacher Compensation Task Force | Member
- DePauw University Regional Alumni Association | St. Louis Chapter, Class Reunion Co-Chair
- Washington University School of Law | Alumni Representative
- Washington University School of Law | William Greenleaf Eliot Society