Practice:

• Corporate
• Securities Law

Bar Admissions:

District of Columbia
Massachusetts
Virginia

Experience:

Prior to joining Burns & Levinson, Mr. Levi was an associate in the Communications and Media group at Morrison & Foerster LLP and an associate in the Corporate and Finance group at Dickstein Shapiro LLP. He represents private, public and emerging growth companies in a variety of corporate, finance and securities matters including mergers and acquisitions, corporate governance, securities law compliance and asset-based lending. Mr. Levi has counseled clients on license agreements, co-existence agreements, distribution agreements, service agreements and the formation of joint ventures. He has also represented executives in the negotiation of equity compensation and equity investments.

Representative Transactions:

Mergers and Acquisitions

• Represented private equity firm in $1 billion sale by merger of multi-national manufacturing company
• Represented multi-national distributor and re-seller of specialty plastic and rubber products in four asset and stock acquisitions totaling more than $160 million
• Represented private equity firm in $140 million acquisition by merger of national delivery service company
• Represented leading North American clean energy company in sale of minority interest in electric generation facilities for $95 million
• Represented private equity firm in $52 million stock sale of housing frame manufacturer
• Represented business development company in $36 million acquisition by merger of data security and storage firm
• Represented business development company in its $23 million stock acquisition of industrial door manufacturer
• Represented business development company in $23.5 million membership interest acquisition of specialty knife and tool manufacturer
• Represented business development company in $21 million stock acquisition of a rubber manufacturer
• Represented leading tool and abrasive manufacturer in $13.5 million asset acquisition
• Represented legal staffing company in $12 million asset sale to multi-national legal outsourcing company
• Represented private equity firm in $3 million acquisition of patents and related assets
• Represented manufacturer and distributor of dressings, sauces and marinades with annual revenues of more than $100 million in $2.5 million acquisition of trademarks and related assets
• Represented private equity firm in control buyout and debt purchase of direct marketing firm with annual revenues of more than $80 million
• Represented Fortune 500 energy company in its sale of power contracts
• Represented government contractor in merger with another government contractor

Securities
• Represented NASDAQ Global Select listed bank holding company in $66 million cash/stock acquisition of bank by merger
• Represented NASDAQ Global Select listed bank holding company in $44 million cash/stock acquisition of bank by merger
• Represented vitamin and supplement manufacturer and distributor in private placement of securities
• Represented real estate advisory firm in private placement of securities

Finance
• Represented multi-national manufacturing company in $325 million refinancing and ongoing covenant compliance
• Represented major U.S. bank in several financings of television and radio station acquisitions
• Represented regional bank in various asset-based lending transactions
• Represented private school in credit facility modifications

Charitable Organization Counseling
• Represented various charitable organizations in formation of non-profit entities, application for tax exemption before the Internal Revenue Service, and ongoing corporate governance and operations matters

Additional Information:

• While attending law school, Mr. Levi served as a Note and Comment Editor of The American University Law Review.

Education:

• J.D., magna cum laude, American University Washington College of Law, 2003
• B.A., magna cum laude, Tufts University, 1996