Jason is an accomplished deal maker with experience representing private equity funds, other institutional investors, family offices and strategic acquirers in connection with mergers and acquisitions, divestures, joint ventures, minority investments, restructurings and other day-to-day general corporate matters.
Jason handles transactions across industries, including healthcare, life sciences, logistics, consumer products and retail, and manufacturing. He serves as a collaborative strategic partner to his clients and often acts as outside general counsel.
Jason also is committed to pro bono. He represented several social ventures and nonprofit organizations in connection with their formation and ongoing activities. He helps first responders prepare wills and related powers of attorney. And he successfully represented a man seeking asylum in the United States after fleeing political persecution in his home country.
Experience
- Representation of Seven Hills Capital, a private equity firm focused on healthcare services, in numerous matters and portfolio company investments.
- Representation of Pelican Capital Management, a New York-based financial and business services investment firm focused on influence-oriented and control investments, in its investment in Smart Choice, an independent, full-service national insurance agency network.
- Representation of Hyperion Capital, a private equity firm, in its
- Acquisition of A Plus Tree Inc., a leading provider of tree care services for commercial and residential clients located across the West Coast, and the subsequent acquisition of numerous add-on transactions by A Plus Tree
- Investment in United Cabinet Company, LLC dba Kabinart, a manufacturer of premium, semi-custom and custom cabinets for the high-end residential market
- Representation of Sherburne Partners, a private investment firm based in New York City, in its investment in Digital Color Concepts, a manufacturer of folding carton packaging and a leading provider of premium commercial print services.
- Representation of Platt Park Capital, a Denver-based private equity firm, in its investment in Hiatus Spa + Retreat, a Texas-based multi-unit wellness and medical spa business with multiple locations.
- Representation of Healthcare Outcomes Performance Company (HOPCo), a health care solutions company that focuses on musculoskeletal practices, health systems and clinically integrated care networks and a portfolio company of Audax Group, on numerous matters, including in its add-on acquisition of Philadelphia Hand to Shoulder Center, one of the largest and most recognized hand and upper extremity-focused musculoskeletal (MSK) practices in the country.
- Representation of Timoneer Strategic Partners, a private equity firm based in Los Angeles and Charlotte, in its acquisition of a majority ownership stake in Solid Restoration, LLC, a leading restoration service provider focused on insurance-based residential and commercial water and fire damage mitigation, restoration and repair, mold remediation, and other related services.
- Representation of Reliable Medical Supply, a provider of complex rehabilitation and other specialized durable medical equipment and supplies and a portfolio company of Seven Hills Partners, in connection with
- Multiple add on transactions, including Capstone Medical Partners, a supplier of medical equipment based on Washington state, and Orbit Medical, one of the largest providers of durable medical equipment in the Midwest
- Equity financing transactions, including a secondary equity raise through a special purpose vehicle
- Representation of Centre Partners, a middle market private equity firm, and Health Enterprise Partners, a healthcare-focused investment firm, in their investment in Toney Healthcare Consulting, clinically oriented healthcare consulting firm providing services in strategy, compliance, management and clinical operations for health plans in areas including utilization management, care management and value-based care, and in subsequent add-on acquisitions by Toney Healthcare Consulting.
- Represented an investment firm in its sale, via merger, of a national provider of automotive reconditioning services and vehicle protection products for consideration exceeding $1 billion.
- Represented a private equity firm in its acquisition of a company providing program management and consulting to the U.S. Department of Defense and other federal agencies.
- Represented a private equity firm in its acquisition of a United States promotional products company and the subsequent add-on acquisitions of several companies throughout Europe.
- Represented a family office in its acquisition of a marketing agency.
- Represented a family office in its acquisition of a syrup and sauce maker specializing in products for coffee and ice cream shops.
- Represented a private equity and credit investor in connection with its merger of two telecommunications companies and the subsequent disposition of the combined entity.
-
University of Illinois College of LawJD
summa cum laude, Order of the Coif
2012 -
University of Colorado BoulderBA
summa cum laude
2008 -
University of Colorado BoulderBS
with honors
2008 - University of Colorado BoulderCertificate in the Study and Practice of Leadership2008
Board Member, Watson Institute, 2019-present
- Co-host, "Navigating Governance and Rollover Equity in Independent Sponsor Deals with Mike Palm," Deal-by-Deal: An Independent Sponsor Podcast, September 30, 2024
- Co-host, "The Challenges of Independent Sponsorship, With Jonny Miller and Mario Burstein of Platt Park Capital Partners ," Deal-by-Deal: An Independent Sponsor Podcast, June 24, 2024
- Illinois
Selected for inclusion in Best Lawyers: Ones to Watch, Corporate Law, Leveraged Buyouts and Private Equity Law, Mergers and Acquisitions Law, 2024, 2025