Represented Wildcat Investment Management LLC in connection with the formation of a “deal by deal” fund to invest in the capital stock of Plastiq, Inc., a fintech platform for payment services, through a series of secondary transactions with existing stockholders and/or their affiliates; advised client on the launch of the private fund, including preparing the offering documents and supplements, negotiating placement agreements, as well as the terms of a side letter with a major investor; structured the secondary transaction, including negotiating the letters of intent and securities purchase agreements with existing stockholders and the terms of various ancillary agreements, including investment representative and marketing agreements; and provided tax advice on the secondary transaction to ensure tax optimization for the parties

Represented an American life insurance company, as lender, in the originations of a $72.5 million construction loan and a $97 million construction loan to finance the ground-up developments of two mixed-use assets in Denver, CO

Represented an American investment manager in the acquisition of a $68 million retail component of a recently-constructed mixed-use development in Charlotte, NC, which involved complex leasing issues with the prospective anchor tenant and the negotiation and drafting of several cross-easements and amendments to CC&R declarations among the client, the seller, and various adjoining property owners

Represented an American life insurance company, as lender, in the origination of an $85 million mortgage loan securing the fee estate and certain leasehold condominium units in a New York City office tower subject to a complex leasehold condominium regime primarily occupied by a major private nonprofit research foundation

Represented an American investment manager in the acquisition of a newly-constructed $34.5 million industrial warehouse development in Franklin, MA, including the negotiation and monitoring of construction milestones and deliverables and drafting a parking easement

Represented an American investment manager in borrowing a $10 million mortgage loan secured by office property in Clearwater, FL; and a $13.674 million mortgage loan secured by office property in Durham, NC

Represented an American real estate developer in borrowing a $12 million mortgage loan secured by vacant office property in Old Tappan, NJ, that the client intends to demolish, seek to re-zone, and redevelop as multifamily

Represented an American real estate developer in the acquisition and financing of an office building in Hartford, CT and the acquisition of a parking lot in Hartford, CT with substantial environmental issues

Education

• Columbia Law School, J.D., 2015, Harlan Fiske Stone Scholar, Columbia Journal of Environmental Law, Executive Editor
• Stanford University, B.A., 2009

Admissions

• State of California (inactive)
• State of New York
• State of Connecticut

Affiliations

• Connecticut Bar Association
• Connecticut Hispanic Bar Association
• New York State Bar Association