Dan represents organizations in a variety of industries on complex global intellectual property (IP) and technology matters.
Dan focuses his practice on US and international transactions. His transactional practice includes counseling clients in connection with mergers and acquisitions, joint ventures, IP and technology transfers, distribution agreements, licensing agreements, sponsorship and endorsement agreements, and business process outsourcing matters across a variety of technologies.
Dan also handles international trademark clearance, prosecution, and enforcement, including developing and implementing cost-effective approaches to multi-jurisdictional clearance and protection.
Representative Experience
- Represented Meteor Education, a portfolio company of Bain Capital Double Impact Fund, in its acquisition of Advanced Technologies Consultants, a leading provider of career and technical education training and equipment in both secondary and post-secondary education markets.
- Represented Millpond Equity Partners in its sale of TouchMath, a provider of supplemental math curriculum.
- Represented Petauri, a portfolio company of Oak Hill Capital, in its acquisition of Formulary Insights, a market access services provider in the pharmaceutical and life sciences industry.
- Represented Alpine Investors and its portfolio company Ascend, a provider of practice management services to accounting businesses, in an add-on acquisition.
- Represented NWN Corporation in its acquisition of Leverage Information Systems, Inc., a company engaged in technology-based hybrid IT business solutions.
- Represented Blue Marlin Partners in acquiring a stake in Mo' Bettahs, a Hawaiian-Style Barbecue restaurant chain.
- Represented a private equity sponsored buyer in its acquisition of a provider of medical communications, marketing and education services.
- Represented Loar Holdings Inc., a diversified manufacturer and supplier of niche aerospace and defense components, in its acquisition of Applied Avionics, Inc., a manufacturer of highly engineered avionics interface solutions catering to the aviation industry, valued at $385 million.
- Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition of The Asset Company, PLLC (d/b/a ASSET Engineering), a provider of specialized engineering services to utilities, renewable and energy storage developers, and industrial clients throughout the United States.
- Represented Qualus Power Services, a portfolio company of New Mountain Capital, in its acquisition of Linda Rogers & Associates, a specialized advisory, program management, and engineering firm with differentiated capabilities in information technology, regulatory compliance, and cybersecurity, in support of critical power infrastructure and network resiliency and reliability.