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.

Advised five local governments in Ohio’s Appalachian Region in pursuing near-term economic development goals.  Provided plan deliverables to each community, with recommended steps to be taken in expanding broadband access, developing “spec” buildings, financing public improvements, and using one-time American Rescue Plan Act funds for critical infrastructure.