Jacob G. Shulman | McCarter & English, LLP

Jacob Shulman provides practical and strategic guidance to clients. Jacob focuses on representing companies and investment vehicles throughout their business life cycle, with a focus on strategic transactions including mergers and acquisitions and raising capital. He also represents clients in venture and emerging growth companies investment transactions, investment management strategies, private equity, and general corporate matters in a variety of industries.

Represented a New York not-for-profit and Community Development Financial Institution (CDFI), as loan originator and servicer, in a $20 million health impact funding program, including a revolving line of credit, for community health centers and clinics, and regional clinic associations that provide health care services in the jurisdiction of its partner.

Represented a New York not-for profit and Community Development Financial Institution (CDFI), as loan originator and servicer, in a $10 million funding program established to improve health and wellness in the local community of the sponsor by providing certain federally qualified health centers and look-alikes with liquidity and other non-project-related financing options.

A Represented Hitek Global Inc. (NASDAQ:HKIT), an offshore holding company incorporated in the Cayman Islands, with an operational business in the information technology consulting and solutions servicing provider industry, in an at-the-market offering (“ATM”) under which the Company may offer and sell from time to time shares of its common stock having an aggregate offering price of up to $30,000,000.

Represented a provider of air conditioning and heating solutions in its acquisition of a general hardware and HVAC distributor and its residential end market retailer. Managed the buyer’s Hart-Scott-Rodino filing, serving as antitrust counsel to the buyer and its transaction counsel. The FTC granted early termination of the waiting period.

Represented a service partner and third-party supplier of sustainable services and critical components for repair, refurbishment, reuse, harvesting, and decommissioning services in the threat detection and security screening technologies industry, in its strategic acquisition by a UK-based FTSE 100 listed company.

Represented a Florida debt relief company, with an enterprise value of $32 million, in its sale of 50% of its equity interests to three private equity sponsors, which included an f-reorganization and loan transaction with a lender.

Represented a company specializing in AI-powered automation solutions and focusing on unstructured content processing for the financial services industry, in its acquisition by a French fintech company and global provider of software, services and value-added data to the financial sector.

Represented a company that utilizes artificial intelligence for government contract platforms which matches government contractors and outstanding proposals in its approximately $5.5 million Series Seed financing.

Represented a company that creates Autonomous Mobile Robots for loading and unloading applications in its $15 million Series A financing.

Represented a prime manufacturer and global leader in toys and arts and crafts in the purchase of assets of, and license agreement with, a leading toy reseller and its affiliated intellectual property holding company, respectively.

Represented a diversified global holding firm in an initial closing of its secured promissory notes for gross proceeds of $4.4 million. A full-service investment bank acted as the sole placement agent of the offering.

Represented FMC Corporation in signing a definitive agreement for the sale of its Global Specialty Solutions business to Envu for $350 million.

Represented a multinational management and technology consultant, with over $1 billion in revenue, in its acquisition (through its joint venture focusing on cloud technology and innovation) of a U.S. full-service enterprise resource planning solution provider for mid-market manufacturing businesses.

Represented Transfix, a digital freight management and logistics company, in the sale of its freight brokerage business to strategic buyer NFI Industries. Transfix will now operate as a technology developer and supplier offering its proprietary transportation management system and other logistics software.

Represented a hedge fund manager and the selling stockholders in a $72 million private transaction with a global financial services firm of shares of a NASDAQ-listed software company in the hospitality industry.

Represented a logistics company in the spinout of a portion of its business in Georgia. The transaction was structured as an equity purchase and an asset sale. The company is focused on providing third-party logistics services in the retail, food distribution, and transportation industries.

Represented a special purpose vehicle managed by a registered investment advisor in its investment into a metal electrode company.

Represented a registered investment advisor in the formation of, and investment by, its side-by-side venture capital funds in a Series C Preferred Stock investment into a green solution for steel production.

Represented a software company in its joint venture and development agreement for the development of solar projects with an international public independent power producer.

Represented a software company in its reverse merger into a public company trading on the OTC markets.

Represented a national company offering healthcare solutions and tech-enabled services in its continued investment into, and purchase of preferred stock of an early stage technology platform for healthcare providers to access medical data, research, and studies in a digestible format. Our corporate investor client previously invested in the company through a number of simple agreements for future equity (SAFEs) that also converted into preferred stock.

Completed the first closing of an expected $1.5 million convertible note financing provided to our client, a leading IT consulting firm, by existing investors, Serena Ventures and Aperture VC. The company is an Atlanta-based tech company providing software solutions to the retail industry.

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