JD, cum laude, University of Michigan, 1998
BA, Biology, Baylor University, 1992

• Texas State Bar

Energy:

• Publicly listed Australian energy company in its acquisition of an NYSE listed LNG developer for $900 million ($1.2 billion enterprise value), including a $230 million bridge loan.
• Supermajor energy company in its investment in an NYSE listed LNG producer and its subsequent sale of that investment
• NYSE listed exploration and production company in its merger with another NYSE listed exploration and production company for a combined enterprise value of $2.0 billion 
• Private equity fund in its purchase of a Tulsa-based midstream logistics and storage company
• NYSE listed exploration and production company in its merger with another publicly listed exploration and production company for a combined enterprise value of $1.4 billion
• Texas based exploration and production company in its $200 million joint venture with a Houston, Texas based private equity fund
• Exploration and production company in its $818 million initial public offering and listing on the NYSE
• NYSE listed exploration and production company in several securities offerings, including:
  • $440 million private placement of common stock to a group of private equity funds
  • $550 million of senior notes pursuant to Rule 144A 
• NYSE listed midstream master limited partnership in several public offerings, including:
  • Public offering of $320 million of common units 
  • Public offering of $1.15 billion of common units 
  • Public offering of $144 million of common units 
  • At-the-market offering of up to $200 million of common units 
  • At-the-market offering of up to $750 million of common units 
  • Public offering of $300 million of common units 
• NYSE listed midstream master limited partnership in its $2.5 billion acquisition of a gas gathering and processing business, including the general partner and limited partner interests of another NYSE listed master limited partnership
• NYSE listed master limited partnership in its $300 million unit-for-unit merger with another NYSE listed master limited partnership
• NYSE listed mid-stream master limited partnership in several securities offerings, including:
  • $300 million of senior subordinated notes pursuant to Rule 144A 
  • $150 million of senior subordinated notes pursuant to Rule 144A 
  • $68 million of common units 
  • $79 million of common units 
  • Several private placements of common units to an independent petroleum refiner and third parties in connection with acquisitions
• NYSE listed master limited partnership in the acquisition of more than $1 billion in pipeline, refinery, terminal and storage assets in direct acquisition, side-by-side acquisitions, dispositions and drop-down transactions, including:
  • Drop-down acquisition of a $35 million of crude gathering pipeline
  • Drop-down acquisition of refinery loading rack and storage assets from an independent petroleum advisor 
  • Side-by-Side acquisition of $75 million of logistics assets in tandem with a refinery acquisition by an independent petroleum advisor for both unit and cash consideration 
  • Agreements calling for the construction of and long-term throughput commitments related to a $35 million refined products pipeline
  • Drop-down acquisition of a crude trunk line
  • Sale of a refined products pipeline to another master limited partnership
  • Drop-down acquisition of refinery storage, pipeline and other logistics assets for $93 million 
  • Agreements calling for the construction of and long-term throughput commitments related to an interconnecting intermediates and feedstock pipeline between two refineries 
  • Drop-down acquisition of $340 million of storage, terminal and pipeline assets for a combination of cash, unsecured notes and units 
  • The acquisition of an interest in a pipeline joint venture for $315 million of cash and units 
• Texas-based, Fortune 100 refiner in the public offering of $900 million of senior subordinated notes 
• Texas-based, Fortune 100 refiner in connection with the adoption of a rights plan in response to actions by a private investment corporation
• Conflicts committee of an NYSE listed natural gas master limited partnership in a "going-private" tender offer from its majority shareholder 
• European investment fund in acquiring $200 million of mineral interests in the U.S.
• Indonesian based oil exploration and production company in a $400 million investment by a private equity fund 

Financial Institutions:

• Underwriters in the $50 million registered offering of senior subordinated notes of a NASDAQ listed bank holding company 
• Underwriters in the $75 million registered offering of senior subordinated notes of a NASDAQ listed bank holding company 
• Bank holding company in the $260 million merger with an NYSE listed bank holding company 
• Bank holding company in connection with its planned initial public offering
• Publicly traded bank holding company challenging insurgents' attempt to block its merger with a Houston-based bank holding company 
• Texas-based bank holding company in its merger with a NASDAQ listed bank holding company 
• NASDAQ listed thrift holding company in an offering of $600 million in debt and equity securities to institutional investors 

Transportation:

• NYSE listed tank barge operator in:
  • a $710 million acquisition of a major diesel engine manufacturing and distribution company 
  • a $700 million merger with an NYSE listed master limited partnership that operated offshore barges (the first-ever reverse merger between a publicly traded corporation and a master limited partnership) 
  • seven separate acquisitions of more than $1 billion of marine transportation and diesel engine businesses 
  • a $360 public offering of common stock by selling stockholders 
• NASDAQ listed transportation technology company in the offering of $400 million of senior notes pursuant to Rule 144A

Industrial:

• Sale of a Texas-based refrigeration engineering and construction company to a private equity fund, including rollover.
• UK based publicly listed industrial and engineering firm in its $125 million acquisition of a US-based fluidics company from a private equity investor
• UK-based publicly listed industrial and engineering firm in its $200 million acquisition of a US-based ESOP-owned industrial automation manufacturer 
• UK-based publicly listed industrial and engineering firm in its $85 million acquisition of a US-based specialty valve manufacturer 

Healthcare:

• Sale of a pharmacy benefits management company to a major insurance provider for $140 million
• Spin-off and sale of the 340B prescription benefit business of a Texas-based healthcare technology company to a publicly listed healthcare technology company for $225 million 
• Healthcare technology company in a sale of convertible debt to a multi-national GPO
• Private equity owned health-care company in the purchase of a multi-state bariatric surgery center business 
• Purchase and sale of several private and government owned hospitals for an NYSE listed healthcare company

Technology and Venture Capital:

• Venture backed clean energy technology company in its offering of $200 million of convertible notes
• Venture backed clean energy technology company in the development of a $3 billion AI f0cused datacenter in Texas
• Healthcare SaaS company in its sale to a private equity fund, including rollover
• Venture-funded high-tech battery company in its sale to a Norwegian public company 
• Multinational semiconductor chip maker in multiple venture capital investments in technology companies to promote adoption of the parent company's technology platform
• Internet advertising company in the sale of convertible preferred stock to a venture capital fund for $90 million

Retail and Agri-business:

• NYSE listed retailer in the offering of $710 million of senior subordinated notes pursuant to Rule 144A
• NASDAQ listed retailer in a $25 million rights offering
• Private equity funds in various acquisitions of food ingredient and high-tech manufacturing companies
• Private equity fund in the purchase and subsequent sale of food ingredient intellectual property assets to a Fortune 50 agri-business company
• Private equity fund in the acquisition and eventual sale of a granola food ingredient company to a Canadian agri-business company

• Acritas Star, Acritas, 2019 - 2021
• Legal 500 US, recommended lawyer, M&A: middle-market ($500m-999m), The Legal 500, 2019 - 2020
• Who's Who in Energy, Dallas Business Journal, 2013 - 2014
• Texas Rising Star, Thomson Reuters, 2005 - 2007, 2009 - 2010

• American Bar Association
• Dallas Bar Association
  • Corporate Counsel Section - Chairman (2016)