Charlie also regularly advises buyers and sellers in connection with mergers and acquisitions. His recent projects in this area include the following:

• In August 2024, advised a client on his purchase of a business in Valdez, Alaska offering cruises, guided tours and other outdoor adventures.  The purchase was financed with a combination of invested funds, bank debt, and seller financing.  
• In January 2023, represented a semiconductor equipment manufacturer now based in Malaysia in its sale to a strategic buyer for $28 million.  Charlie and the firm had represented the client since its IPO in the mid-1990s.
• In November 2022, represented the owners of three dental product distributors in the sale of their companies to a buyer backed by private equity.  The transaction was structured as two stock sales and an asset sale, plus employment agreements for management.
• During 2022, represented an Iowa company that sells industrial cleaning services and products in its purchase of two complementary companies in Texas and one in New Jersey.
• In November 2021, represented the sole shareholder and President of a commercial HVAC contractor in the sale of his company to a public company, and the negotiation of a new employment agreement between him and the buyer.  The transaction had a total value of approximately $47 million.
• In April 2021, represented the owners of a digital marketing company in their sale to a private equity buyer, in a transaction that utilized a tax-free F reorganization and partial equity rollover by the sellers.
• In April, 2020, represented three family members in the sale of their industrial tank manufacturing business.  The sale involved the sale of an operating company and real estate holding company, and the negotiation of consulting agreements between the buyer and the three family members.