T. Ted Motheral

BUSINESS SERVICES

• Served as lead counsel in the representation of a wealth management company in the acquisition of certain customer financial accounts in the financial services industry for $30MM

CLOSELY HELD BUSINESS SERVICES

• Served a lead attorney that represented the largest franchise distributorship in the State of Oklahoma for Kubota products (farming, construction, manufacturing) in the sale of its operating assets and real estate to a competitor for $40MM
• Served as lead counsel on a team that represented an insurance company in Columbus, Ohio in the sale of its insurance practice for $35MM to a strategic buyer
• Served as lead counsel on a team that represented a captive insurance company in the automotive industry in the sale of its business for $27.5MM to a strategic buyer
• Acted as outside general counsel for a national transportation and logistics corporation (and its affiliated entities) specializing in transportation, warehousing, packaging, liquid fill and spray drying
• Acted as outside general counsel for an international corporation that produces and supplies carbon and carbon-based end products
• Acted as outside general counsel for a national corporation that provides predictive maintenance and technology solutions
• Acted as outside general counsel for a national corporation that provides standard and special fasteners to end-users
• Acted as outside general counsel for a national corporation that provides 3D printers for additive manufacturing solutions
• Acted as outside general counsel for a corporation that provides products and services for marketing, design, print and distribution, promotion, data management and storage
• Acted as outside general counsel for a company that provides a digital shopping application to national retailers
• Acted as outside general counsel for a company that provides interactive presentation software to end-users

MERGERS, ACQUISITIONS & JOINT VENTURES

• Served as lead on a team that represented a private equity firm in the sale of one of the world’s largest manufacturers of liquid color and additive concentrates for thermoplastic products for $435MM
• Served as lead on a team that represented a private equity firm in the acquisition of a major plant fertilizer manufacturer for $378MM
• Served as lead on a team that represented a dental roll-up company in a complex recapitalization and refinancing for $255MM whereby a sophisticated private equity firm was entering the company as the majority member
• Represented a private equity firm in the acquisition of a major plant fertilizer manufacturer for $78MM
• Served as lead on a team that represented a privately held pigment dispersions and manufacturing company in its sale to a private equity firm for $75MM
• Served as lead on a team that represented a private equity firm in the acquisition of both a food services and a breast pump division of a major corporation for $73.5MM
• Served as lead on a team that represented a private equity firm in the purchase of a software B2B services company for $65MM
• Served as lead on a team that represented a private equity firm in the acquisition and restructuring of a plant health and nutrition company for $55MM
• Served as lead on a team that represented a private equity firm in the acquisition of an aerospace tooling manufacturer and distribution company for $53MM
• Represented a private equity firm in the acquisition and restructuring of a plant health and nutrition company for $35MM
• Served as lead on a team that represented a privately held capital asset firm in the acquisition of a paper manufacturer for $25MM
• Served as lead on a team that represented a private equity firm in the acquisition of a silicone dispersions company for $25MM
• Represented a private equity firm in the sale of one of the world’s largest manufacturers of liquid color and additive concentrates for thermoplastic products

EMERGING COMPANIES & VENTURE CAPITAL

• Represented a dental roll-up company in a recapitalization and refinancing for $150MM whereby a sophisticated private equity firm was entering the company as the majority member
• Represented an investor led acquisition entity in the acquisition of a competitor in the transportation and logistics industry for $3.5MM
• Represented an investor led corporation in the acquisition of a competitor in the wine and spirits industry for $1.5MM

FINANCIAL SERVICES & LENDING

• Served as lead on a team that represented an institutional client obtaining credit from their existing Lender in order to complete several acquisitions over the course of twelve months, totaling $155MM
• Served as lead on a team that represented a privately held retirement planning company to obtain $100MM in credit in order to acquire three competing companies
• Represented a technology company obtaining credit from their existing lender in order to complete several acquisitions, totaling $100MM
• Represented a privately held retirement planning company to obtain $100MM in credit in order to acquire three competing companies
• Represented transportation and logistics client in a $35MM take out refinancing for capital infusion purposes
• Represented several regional banks in drafting credit facility documents for specific borrowers
• Represented regional bank in a secondary bond market sale/transfer of county issued bonds

FINANCIAL ADVISORY/RIA SERVICES

• Served as lead on a team that represented a financial advisory services firm (RIA and broker-dealer) who sold a minority equity interest in the company (30%) to a major domestic bank for $150MM
• Served as lead on a team that represented a financial advisory services firm (RIA and broker-dealer) who sold a minority equity interest in the company (22.5%) to a private equity firm for $80MM
• Served as lead counsel in the representation of a financial advisory/wealth management firm (RIA) in the acquisition of certain customer financial accounts from another RIA in the financial services industry for $45MM
• Served as lead counsel in the representation of a financial advisory/wealth management firm (RIA) in the acquisition of certain customer financial accounts from another RIA in the financial services industry for $37.25MM