Education

• University of Baltimore

  (B.S., summa cum laude, 2003)

• Case Western Reserve University School of Law

  (J.D., 2007)

Admissions

• State of Ohio
• State of Florida

REPRESENTATIVE EXPERIENCE

• Leads deal teams and assists clients with the structuring and documentation of various business transactions, including single bank and syndicated multi-lender credit facilities, senior secured and unsecured, asset-based, second lien, and subordinated credit facilities, as well as real estate, stock, and asset purchase agreements.
• Negotiates and drafts commitment letters, letters of intent, term sheets, credit and loan agreements; promissory notes and guaranties; security agreements, mortgages, and pledge agreements; inter-creditor and subordination agreements; forbearance agreements, consent and waiver letters, and accommodation agreements; indemnity agreements; real estate, stock, and asset purchase agreements; offering memorandum and subscriptions agreements; supply, service, and inventory management agreements; leases; nondisclosure and confidentiality agreements; and operating and various other corporate agreements.
• Represented a publicly traded company in connection with a $30 million senior credit facility and various federal, state, and local government grant and loan programs.
• Represented a group of privately owned companies in connection with a $35 million senior, asset-based credit facility.
• Represented private investors with $20 million combined debt and equity investment in a privately owned insurance company in connection with the acquisition of the insurance company.
• Represented a debtors-in-possession in connection with a $25 million senior DIP credit facility.
• Acts as general counsel to a family of companies in the logistics industry with consolidated revenue of approximately $100 million.
• Represented a publicly traded national banking association in connection with a $150 million loan to a family of not-for-profit hospitals and health care facilities, which loan was issued under the borrowers’ indenture.
• Represented a publicly traded national banking association as the agent bank in connection with a $450 million senior, asset-based syndicated credit facility to an international manufacturer and distributor of hand sanitizer, soap, and household products.
• Represented a publicly traded national banking association as the agent bank in connection with a $150 million senior, syndicated credit facility to a family of health care companies with over 25 nursing homes in five states.
• Represented a publicly traded national banking association as the agent bank in connection with a $45 million multi-currency, syndicated credit facility to one of the world’s largest suppliers in the floral industry.
• Represented a publicly traded national banking association as the agent bank in connection with a syndicated credit facility to a home products manufacturer.
• Represented a real estate holding company in the issuance of $100 million of preferred equity to an investment management firm with assets under management valuing approximately $2 trillion.
• Represented a sponsor fund and buyer in the acquisition of a maker of food items largely used in coffee and ice cream shops.

Professional Affiliations

• Ohio State Bar Association

Military Involvement

• United States Coast Guard (2000-2004)

• Ulmer Grows New York Office with Addition of New Attorney