Jason is the practice group leader for McGrath North’s Banking and Commercial Financial Services team. Jason works as a corporate attorney and specializes in representing borrowers and lenders in debt financing transactions and issuers in securities transactions and SEC compliance matters. He has deep experience with secured and unsecured credit facilities, private equity lending and borrowing, and project financing.
He is experienced in guiding clients through complex financial transactions and regulatory compliance and reporting requirements with a customized strategy that achieves the client’s goals while minimizing the time and cost to accomplish it. Jason works on financings involving businesses operating across numerous core industries, including all elements of the agribusiness, health care, hospitality, manufacturing and real estate industries.
- Creighton University School of Law (J.D., Cum Laude, 1999)
- Coe College (B.A., Magna Cum Laude, 1996)
- Nebraska (1999)
- New York (2018)
- Omaha Bar Association
- Nebraska State Bar Association
- New York Bar Association
- American Bar Association
- Speaker, “Crossing State Lines – When You Have Stockholders in More than One State,” Nebraska Bar Association Annual Meeting, 2004
- Author, “Roadmap to Securities Law Compliance for Private Companies,” The Nebraska Lawyer, March 2006
- Speaker, “Introduction to Securities Law Compliance for Private Companies,” Southwest Iowa Lawyer League, 2012
- Listed: Martindale-Hubbell, Peer Reviewed
- Representation of a farm credit lender in connection with a $265 million syndicated credit facility to a hog producer/feedlot operator.
- Representation of a NYSE-listed manufacturing company with respect to a $600 million syndicated credit facility.
- Representation of a national banking association in connection with a $275 million syndicated credit facility to a hospital system.
- Representation of a NYSE-listed REIT with respect to a $150 million syndicated credit facility secured by properties in multiple states.
- Representation of a New York-based private equity fund in connection with a $20 million loan facility to a diversified agricultural company.
- Representation of a dairy producer with respect to a $600 million syndicated credit facility secured by plants in multiple states.
- Representation of a hospitality company in connection with over $100 million of CMBS mortgage loans.
- Representation of numerous borrowers and lenders with respect to secured construction financing projects, including in the hospitality and multi-family industries.
- Representation of a publicly traded company in connection with a $200 million bridge credit facility used to fund a tender offer for a company listed on the London Stock Exchange.
- Representation of a NYSE-listed manufacturing company with respect to the registration and underwritten public offering of $300 million of senior notes.
- Representation of numerous companies in connection with filings on Forms 10-K, 10-Q and 8-K and proxy statements.
- Representation of an established $100+ million hedge fund with respect to multiple SEC compliance matters, including investment adviser registration.
- Representation of a NYSE-listed REIT in connection with the registration and underwritten public offering of $80 million of common and preferred stock.
- Representation of a start-up hedge fund with respect to a $10 million private placement of LLC units and related SEC/state regulatory compliance matters.
- Representation of numerous companies in connection with private placements of different series of preferred stock to venture capital investors.
- Representation of numerous companies in connection with their registered and exempt stock plans and other equity compensation arrangements.
- Related Practices
- Banking and Commercial Financial Services
- Business and Corporate
- Related Industries