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David S. Jackson

David S. Jackson Partner & Tax/Business Law Practice Group Chair
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Multi-state mortgage lender acquisition transaction closing

Closed complex transaction spanning over a nine-month time period, involving the acquisition by client purchaser of a regulated multi-state mortgage lender, including negotiation and completion of a $10 million subordinated debt facility, a $17 million securities offering to investors in over 20 states, structuring the acquisition transaction and roll-over of equity and several other related joint venture transactions.

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Jackson named to The BTI M&A Client Service All-Stars 2021

Tax and business attorney Dave Jackson has been honored as one of a select group of individual attorneys named to The BTI M&A Client Service All-Stars 2021, an award for superior client service.

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Best Lawyers 2022 recognizes 66 Bricker & Eckler attorneys

A total of 66 attorneys across Bricker & Eckler LLP’s Ohio offices were chosen by their peers for recognition in the 2022 edition of The Best Lawyers in America®.

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Federal and Ohio tax deadlines extended

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Best Lawyers 2021 recognizes 74 Bricker & Eckler attorneys

A total of 74 attorneys across Bricker & Eckler LLP’s Ohio offices were chosen by their peers for recognition in the 2021 edition of The Best Lawyers in America.

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Project financing and business acquisition

Represented a client in the $15 million acquisition of manufacturing business and related capital-raise issues and project financing.  In addition to acquisition matters, representation included formation of joint venture and private placement, negotiation of entity documents, and counsel on project financing with senior lender.

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Multi-state marina sale

Represent client in $80 million sale of five marina properties in multiple states, including advising on tax structuring, real estate, corporate and environmental issues.

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Complex warehousing and distribution agreements

Counseled a national warehousing and logistics company in the reorganization and replacement of three national warehousing and logistics arrangements with a purchaser of assets of key customers who sought Chapter 7 Bankruptcy relief. In a similar transaction, our team counseled a national warehousing and logistics company in the replacement of a sublease with a large real estate investment trust and renegotiation of warehousing customer accounts when lessor of major distribution center facility sought Chapter 7 Bankruptcy relief.

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Growth stage company structuring

Counseled a growth-stage company in the merger of a legacy S corporation into a newly-formed C corporation with Code Section 1202 Stock attributes. The transaction also involved a private offering of securities to a limited number of accredited investors and structuring acquisitions of technology companies in “roll-up” of target businesses in asset transactions in various states with a related party management services corporation affiliated with the same.

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Executive compensation arrangements

Structured an equity incentive plan and award agreements for executives and key employees of a growth stage company. The transaction involved a stock option plan, a restricted stock plan and phantom stock components.

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Profits interest plan structuring

Counseled a $50 million business services company in the reorganization of a legacy S corporation into an LLC, taxed as a partnership to facilitate the infusion of venture capital with a profits interest plan and award agreements for the key service providers. Our team also assisted the client with converting legacy stock option awards into profits interests with layered performance-based incentive agreements taxed as compensation.

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Tax-free reorganization of farm property

Advised a client in the separation of several hundred acres of farm property into two separate corporations owned by siblings in a Code Section 351 tax-free reorganization transaction. In a similar transaction, our team counseled a manufacturing client in a tax-free “split up” of separate lines of business in the manufacturing company under Code Section 368 tax-free reorganization rules.

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