Michael J. Mozes
Co-Chair, Private Equity Practice Group
Overview
Michael focuses his practice on private funds, investment management, and corporate transactions.
He counsels private equity and venture capital funds in connection with their investments in portfolio companies, advises investment managers in relation to fund formation and federal and state regulatory compliance, and assists pension plans, endowments, and high net worth clients with investments in all types of alternative investment vehicles. In addition, Michael assists companies in all stages of growth in a variety of transactional matters, including entity structure, formation, corporate governance, financing transactions, and mergers and acquisitions.
Michael is admitted to practice in California, Massachusetts and Ohio and is a Certified Public Accountant licensed in Massachusetts.
Featured endorsements
Experience
Represented Gridiron Capital in the sale of Foundation Wellness, a leading consumer wellness platform that designs, manufactures, markets, and sells high-value branded wellness products, to Bansk Group.
Represented the buyer in its acquisition of the majority interest in a plumbing and HVAC repair and contracting company located in Tennessee.
Represented state pension plan with more than $30 billion in assets in connection with a $1 billion separately managed account investing in European debt and a $400 million single investor fund involved in loan originations.
Represented California county pension plan with more than $13 billion in assets in connection with a $150 million investment in a multi-strategy hedge fund and a $175 investment into a commingled real estate fund.
Benesch served as counsel to buyer KB Holding Inc. in the acquisitions of Kings Food Markets and Balducci’s Food Lover’s Market from Angelo, Gordon & Co. and MTN Capital Partners LLC.
Both Kings and Balducci’s are well-established East Coast brands in high-end food retailing. Kings serves as an upscale grocery chain and Balducci’s a gourmet specialty food shop.
KB Holding Inc. is a Delaware-based investment firm affiliated with GSSG Capital, a global diversified private holding company with offices in New York, Europe and the Middle East.
Terms of the transaction were not disclosed.
Represented Trident Capital in the sale of MedSave.
Represented ERISA plan with more than $3 million in assets in connection with a $250 million multi-strategy commingled fund.
Represented California county pension plan with more than $8 billion in assets in connection with a $280 million separately managed account investing in infrastructure assets.
Represented a large state pension plan in connection with a co-investment alongside an existing manager in the oil and gas sector.
Representation of LeafFilter, a provider of gutter guards for homeowners in North America, in its sale to Gridiron Capital, LLC.
Represented Gridiron Capital LLC in its acquisition of a controlling stake of Rough Country, a provider of branded off-road suspension products and accessories.
Represented Gridiron Capital, LLC in its growth investment in Legacy Service Partners, LLC, a leading provider of residential heating, ventilation, and air-conditioning (HVAC), plumbing, and electrical services.
Represented a private equity backed buyer in connection with the acquisition of a leading manufacturer of electromagnetic components (including, without limitation, microwave and millimeter wave components, oscillators, amplifiers, frequency converters, and frequency multipliers for the industrial, aerospace, and military and defense sectors).
Represented Olympus Partners and Excel Fitness Holdings in their ongoing acquisitions of fitness clubs in North Carolina, Virginia, Tennessee, Georgia, Texas and Oklahoma.
Represented Olympus Partners and Excel Fitness Holdings in their acquisition of fitness clubs in Texas and Oklahoma.
Represented Wilderness Trail Distillery, a premium artisan bourbon distillery, in the sale of 70% of its membership interests to Campari, a Milan-based Italian Spirits group, for $600 million in enterprise value.
Represented Aero 3, Inc. and its subsidiaries (“AeroRepair”), a portfolio company of Weinberg Capital Group (“Weinberg”), in the acquisition by GenNx360 Capital Partners.
Represented Gridiron Capital, LLC in its investment in Erie, a leading direct-to-consumer residential products and services company.
Represented Gridiron Capital Partners in its divestiture of Rough Country, a leading provider of branded aftermarket performance-enhancing products and accessories, to TSG Consumer Partners.
Represented Gridiron Capital in its acquisition of Erie Construction Mid-West, a direct-to-consumer home remodeling services provider.
Represented a leading private equity-backed supplier of RF and microwave components and subsystems specializing in high power and broadband solutions in its acquisition of a supplier of a broad range of RF and microwave components and subsystems for the military, aerospace, industrial and commercial markets.
Represented private equity backed Buyer in add-on asset purchase of a direct-to-consumer supplier and installer of storm grade windows.
Represented Seller in its sale of their Hospice business.
Represented Gridiron Capital Partners in its initial platform acquisition of Jacent Strategic Merchandising, a provider of strategic impulse, in-line and check stand, merchandising products and solutions to retailers.
Represented private equity owned Buyer in a carve-out asset acquisition of a direct-to-consumer and retail home improvement and remodeling business.
Convenience Valet is a value-added distributor of branded convenience/travel size health and beauty care products, over-the-counter drugs, personal care products and sundries sold in small-portion packages. The business was acquired by Lil’ Drug Stores which combines the two leading companies in the industry.
Represented Foundation Software, the leading national software developer for accounting services in the construction industry, in its acquisition by Thoma Bravo, a leading private equity investment firm.
Represented a provider of employee assistance programs and other related counseling and consulting services in the stock sale to an industry competitor.
Represented HEXPOL in its acquisition of Preferred Compounding, a provider of proprietary and custom mixed rubber compounding, from Audax Group.
Represented Watkins Associated Industries, Inc. in its acquisition of Nova Engineering and Environmental, LLC, a provider of environmental consulting and engineering and construction testing and inspections services.
Represented private equity fund in its sale of leading end-to-end provider of technology solutions for education to private equity owned technology company.
Represented Slate Capital in its acquisition of Horizon Facilities, a provider of staffing services to rental car companies.
Represented Global Transport Logistics, Inc. (“GTLi”) in its merger with Am Trans Expedite, Inc. and acquisition by Hudson Hill Capital to form Fusion Transport, a new logistics platform.
This transaction won Private Equity Deal of the Year ($100mm-$250mm) by the 18th Annual M&A Advisor Awards. “The award recipients represent the finest in the M&A industry in 2019 and earned these honors by standing out in a group of extremely impressive finalists,” said Roger Aguinaldo, Founder of The M&A Advisor. “From lower middle market to multi-billion dollar deals, we are recognizing the leading transactions, firms and individuals that represent the highest levels of achievement.” The 18th Annual M&A Advisor Awards Gala honored the professionals whose activities set the standard for M&A transactions. This year, over 200 nominees, representing over 500 companies, became finalists for the awards.
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- Listed, Ohio Super Lawyers – Rising Stars, 2021
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