Joe is a corporate attorney who advises public and private companies on mergers and acquisitions, venture capital financings, joint ventures, minority investments, dispositions, and other strategic transactions. He also counsels clients on corporate governance, entity formation and structuring, commercial agreements, and equity compensation.
Joe manages transactions throughout the deal cycle, from due diligence and the negotiation of principal agreements through closing. His experience also includes debt financings, fund formation, and advising investment advisers and broker-dealers on regulatory, compliance, and transactional matters.
He maintains an active pro bono practice, working with nonprofits on organizational and governance matters and participating in legal clinics sponsored by veterans' advocacy groups.
Joe earned his JD from Suffolk University Law School and a BA, magna cum laude, in history from Saint Anselm College.
Experience
- Represented clients in mergers, acquisitions, dispositions, joint ventures, cross-border transactions, minority equity investments, and venture capital financings.
- Led transaction teams through due diligence, document preparation, closing checklist management, and the satisfaction of closing conditions.
- Drafted and negotiated merger, asset purchase, equity purchase, subscription, shareholder, operating, partnership, and joint venture agreements, as well as related transaction documents.
- Advised clients on entity formation and structuring, corporate governance, board and stockholder actions, commercial agreements, nondisclosure agreements, and equity and option grants.
- Assisted with debt financings and fund formation matters.
- Represented investment advisers and broker-dealers in regulatory, compliance, and transactional matters.
- Prepared securities filings, including Form D and state blue sky filings.
