Represented PHP Agency, Inc., one of the fastest growing financial marketing organizations in the US, in connection with a $10 million expansion financing round to accelerate growth and strategic expansion. Investors included Ambina Partners, Atalaya Capital Management, Brener International Group and retired boxer and entrepreneur, Oscar De la Hoya.
Represented The Word & Brown Companies with the sale of HealthCompare, Quotit, and a book of Medicare and Individual and Family Plan (IFP) focused business to National General Holdings Corp (NASDAQ: NGHC). The financial terms of this transaction were not disclosed.
Represented Integrated Prescription Solutions, Inc. in its sale to Mitchell International, Inc. of substantially all of its assets for an undisclosed price, pursuant to a previously executed agreement with Mitchell International, Inc.
Represented members of Tech Coast Angels with their investment in the Series A Financing of SeniorQuote Insurance Services, Inc. SeniorQuote Insurance raised $1.4 million during this financing round. *
Secured a dismissal on behalf of Zenith Insurance Co. in a dispute regarding an acquisition brought by Riscorp, Inc.
Advised a large investment company regarding potential False Claims Act claims arising from life insurance company fraud.
Prosecuted an arbitration against a Software developer for breach of contract. The case settled on terms favorable to our client.