Problem solving deal manager advising transaction partners on real estate, financial and M&A transactions with 30 years experience as corporate securities lawyer across diverse sectors.
Source, structure, finance and manage: real estate development projects; select service and extended stay hotel projects for FL development company; and business services companies. Utilize expertise in setting-up/reorganizing accounting, technology, financing, legal, business strategies by sourcing solutions for portfolio companies.
Created one-stop shop approach to legal and finance services for public and private companies seeking capital as part of committed going public transaction. Represented US and foreign public and private companies for corporate, securities and M&A legal services; generalist by design concentration in technology, energy, consumer products and healthcare. Founded broker/dealer to support and manage associated capital needs of client companies. Industry leader, frequent speaker at industry conferences.
Gottbetter Capital Group agent and/or principal in excess of 100 going public transactions and 250 financing transactions; sub-advisor to $100M in private investment funds for private placements and public venture transactions. Gottbetter Capital Markets, LLC, a licensed broker/dealer, lead or co-lead placement agent on private placements and public venture financings from $5M-$50M.
Founded law firm focused on serving entrepreneurs and small businesses representing their corporate, securities, intellectual property and litigation needs. Focused corporate and securities practice on private placement financings, going public transactions. Early adopter fixed fee plus equity compensation structure, sharing client's business risk.
Private Equity: Principal in acquisition of corporate filing company in 2024 with annual sales of $1.MM, rebranded vState Filings. Principal in formation of sDots Connect, LLC, a marketing platform for the corporate needs of new companies.
Real Estate: Developing and financing of "Glass House Boca Raton", a new condominium project in Boca Raton, FL. Developed, financed, built and manage Marriott Aloft Fort Lauderdale in December 2023. Sourced and completed $50M in hotel refinancings for three portfolio hotels in November 2022.
Public Venture: Adviser to former client, a $3.4B alternative investment group that manages diverse set of investment vehicles focused on emerging markets worldwide using proprietary structures in 72 countries since 1996.
Private Equity. Identified, analyzed opportunities in business services industry by focusing on scalable commoditized businesses. Principal in acquisition of Vcorp Services, LLC, corporate filing services company, in 2008 with annual sales of $1M, helped build sales to $13M, resulting in $25M sale to AEX company Oct 2016. Principal in acquisition of Vcheck Global, LLC, background check services company in 2013 with annual sales of $100K, helped build sales to $36M, resulting in $91M sale to PE firm Nov 2021.
Real Estate. Studied, researched opportunities in hospitality sector. Principal in development and financing of Marriott hotels in extended stay sector, successfully opened 2016, 2019, and 2023. Sourced and structured equity and debt financings for two Hilton hotels and two Marriott hotels in select service and extended stay sectors.
Public Venture. Analyze, diligence public venture opportunity. EKSO Bionics Holdings, Inc. (NASDAQ). $30M equity financing as part of going public transaction, Jan 2014. Gottbetter & Partners, LLP, counsel to deal sponsor; Gottbetter Capital Markets, LLC co-lead placement agent; Gottbetter Capital Group invested as principal. Acted as lead negotiator; sourced, managed third party professionals, vendors to complete transaction.
Past Board positions:
Member, Chairman of Board, Men's Division, Albert Einstein College of Medicine, Yeshiva University
Member of Board, New Renaissance Basketball Association (RENS), New York, NY
Member of Board, Collegiate School Annual Fund, New York, NY
Member of Board, Resurrection Episcopal Day School (REDS), Finance, Annual Fund Committees, New York, NY
Member of Leadership Council, Lehigh University, Bethlehem, PA
Member of Board of Governors,The Core Club, New York, NY
Member of Board, 995 Fifth Avenue Co-Op, New York, NY