I hold a Juris Doctor (JD) and Master of Business Administration degree and have been licensed to practice law in Texas since 2008. I use what I have learned from my education and years of practice to educate, support, and advise Texas business owners.

Everyone’s business journey is unique. No matter where you are on that journey, the right legal strategy can propel you toward success. If you choose The South Texas Business Lawyers, you can work directly with me to develop a strategy that aims to protect your business and make it thrive.

Since 2008, I have helped countless businesses with formation, liquidation, acquisition, dissolution, and much more. Here is a list of just some of the ways I’ve helped clients.

Mergers & Acquisitions

• Counseling purchaser acquiring a storage facility in Arkansas
• Representing physicians in several sales of physician practices
• Representing technology company in acquisition by private equity firm
• Representing a physician practice acquisition of a private equity firm MSO
• Counseling a purchaser in several business acquisitions in Texas and Florida
• Counseling a company in its sale of $8 million of commercial real estate assets
• Representing a dental practice in an acquisition by DDS private equity company
• Counseling oil and gas exploration company in its $310 million divesture of assets
• Counseling company with the sale of underlying facilities and lease back over $10 million
• Acquisition of optometric practice for one of the largest optical chains in the United States
• Counseling a technology company in its sale of assets to a multinational technology company
• Advising a leading international elevator service company in the acquisition of multiple strategic targets
• Serving as legal advisor to the hospital system for numerous specialty physician practice acquisitions
• Counseling investment group in its acquisition of a large medical spa and setup of MSO models regarding the operation of the medical spa

Securities & Venture Capital Financing

• Advising companies in over $10 million in SAFE financings
• Advising companies in over $50 million in financing rounds
• Counseling a multi-family developer through multiple rounds of debt and equity financings
• Creation of Special Purpose Vehicle (SPV) structures for investments into companies and projects
• Counseling investor in a $10 million Series A Preferred Unit investment for a healthcare technology company
• Counseling investor in a $1 million Pre-Seed Preferred Stock investment for a healthcare technology company
• Counseling an investor in a $5 million Series A Preferred Unit investment in a real estate development project
• Drafting and reviewing numerous startup structures for conversion from limited liability company to corporation and issuance of restricted stock for co-founders and initial employees
• Drafting and reviewing Stock Equity Plans and Unit Equity Plans, option plans, profit interest plans and similar compensation arrangements for companies, partnerships, and limited liability companies

Partnerships, Joint Ventures & Strategic Alliances

• Counseling family in the reorganization of its business operations
• Advising a company in a joint venture with a private equity-backed organization for investment adviser roll-up strategy
• Advising in setting up several master service organizations (MSOs) of healthcare clients as part of acquisition strategy for clients
• Advising numerous investors in investments in venture funds, including reviewing and negotiating fund documents and negotiating side letters
• Counseling a renowned restaurateur in the licensing of its business process and trademarks to third-party operators for the further development of the concept
• Representing a real estate development company in connection with the offering and sale of limited liability company interests for various development and acquisition projects

Healthcare

• Creating MSO model for multiple organizations
• Outside general counsel to several rural hospitals in South Texas
• Negotiating Hospitalist Service Agreement for nine hospital system
• Assistant General Counsel to the largest Healthcare system in South Texas
• Negotiating Emergency Medicine Service Agreements for nine hospital system

Business Counseling & General Services

• Currently serving as outside general counsel for 5 organizations
• Representing clients in reviewing and drafting commercial agreements
• Counseling and drafting documents for corporate restructuring of a multi-operating company holding company
• Counseling various clients in strategic commercial agreements, including service, supply manufacturing, and distribution agreements
• Counseling clients on entity formation and formation documents, including shareholder agreements, voting agreements, buy-sell agreements, and repurchase option agreements

Business Separation

• Helping prevent a court-ordered business dissolution
• Representing a physician in separating from a physician group
• Representing numerous minority owners in information gathering and buyouts of their interest