David E. Morris*

David’s recent representations include the following:

Fund Formation and Related Matters

• Advised general partners on the formation of alternative investment vehicles (mezzanine, private equity, venture capital, and social impact funds) and their portfolio company investments.
• Represented limited partners investing in a $2 billion energy and financial services private equity fund, a $870 million healthcare and educational services investment fund, and a $50 million growth capital fund.
• Advised alternative investments fund manager in its $6.8 million debt financing for the buyout of a former member’s equity stake and to fund working capital needs

Financings

• $45 million in venture debt financing for broadband internet provider from a private credit fund.
• Represented developer and private equity sponsor in $11.5 million senior debt and subordinated debt financing of self-storage project.
• $1.3 million SAFE and Series A Preferred Equity Financing for meditation app developer.
• Advised university syndicate’s Series A Preferred Equity investment in specialty cosmetics and skincare company.
• Convertible Note and SAFE offerings for B2B technology firm focused on the Diversity, Equity and Inclusion space.

Mergers, Acquisitions, and Divestitures

• Represented senior management in acquisition creating investment advisory firm with assets with $10 billion under management.
• Sale of nutrition analysis company to publicly traded European laboratory services contractor.
• Purchase of PA consumer products manufacturing business and related bank financing.
• Global corporate restructuring of information and technology services company.