T. Ted Motheral

T. Ted Motheral is a Partner in the firm’s Corporate and Transactional practice where he focuses on mergers and acquisitions, as well as private debt and equity financing. Mr. Motheral has substantial experience in leading transactions for multi-million-dollar acquisitions and has represented borrowers and lenders in multi-million-dollar debt offerings. He is also experienced in advising clients on general corporate matters, entity formation and governance, joint ventures, divestments, and reporting requirements and regulations.

Mr. Motheral has significant national experience in the financial advisory services/wealth management industry. He represents over 100 financial advisory services firms in all 50 states, advising them on all corporate and legal matters, including buy and sell side mergers and acquisitions, corporate restructuring, strategic and growth initiatives, and regulatory, securities, and compliance matters. Mr. Motheral represents firms ranging from $100 million to $60 billion in assets under management in this industry.

Outside of the financial advisory services industry, Mr. Motheral has extensive experience in representing private and family-owned businesses across the country. Although he is an expert in financial advisory services, he has experience in almost every other industry in the United States and has vast experience in handling cross-border acquisitions as well, in industries such as insurance, heavy manufacturing, healthcare, plastics/polymers, coatings, real estate development, assisted living, engineering, law firms, and accounting firms.

Earlier in his career, Mr. Motheral worked in the general counsel office of KLA-Tencor Corporation in Silicon Valley, California and, before becoming an attorney, worked as a financial consultant for PricewaterhouseCoopers in the New York City office.

Representative Experience

Business Services

• Served as lead counsel in the representation of a wealth management company in the acquisition of certain customer financial accounts in the financial services industry for $30MM

Closely Held Business Services

• Achieved FIRREA penalty of more than $2 billion related to fraud in residential mortgage-Served a lead attorney that represented the largest franchise distributorship in the State of Oklahoma for Kubota products (farming, construction, manufacturing) in the sale of its operating assets and real estate to a competitor for $40MM
• Served as lead counsel on a team that represented an insurance company in Columbus, Ohio in the sale of its insurance practice for $35MM to a strategic buyer
• Served as lead counsel on a team that represented a captive insurance company in the automotive industry in the sale of its business for $27.5MM to a strategic buyer
• Represented a national transportation and logistics corporation (and its affiliated entities) specializing in transportation, warehousing, packaging, liquid fill and spray drying
• Represented an international corporation that produces and supplies carbon and carbon-based end products
• Represented a national corporation that provides predictive maintenance and technology solutions
• Represented a national corporation that provides standard and special fasteners to end-users
• Represented a national corporation that provides 3D printers for additive manufacturing solutions
• Represented a corporation that provides products and services for marketing, design, print and distribution, promotion, data management and storage
• Represented a company that provides a digital shopping application to national retailers
• Represented a company that provides interactive presentation software to end-users

Mergers, Acquisitions and Joint Ventures

• Served as lead on a team that represented a private equity firm in the sale of one of the world’s largest manufacturers of liquid color and additive concentrates for thermoplastic products for $435MM
• Served as lead on a team that represented a private equity firm in the acquisition of a major plant fertilizer manufacturer for $378MM
• Served as lead on a team that represented a dental roll-up company in a complex recapitalization and refinancing for $255MM whereby a sophisticated private equity firm was entering the company as the majority member
• Represented a private equity firm in the acquisition of a major plant fertilizer manufacturer for $78MM Served as lead on a team that represented a privately held pigment dispersions and manufacturing company in its sale to a private equity firm for $75MM
• Served as lead on a team that represented a private equity firm in the acquisition of both a food services and a breast pump division of a major corporation for $73.5MM
• Served as lead on a team that represented a private equity firm in the purchase of a software B2B services company for $65MM
• Served as lead on a team that represented a private equity firm in the acquisition and restructuring of a plant health and nutrition company for $55MM
• Served as lead on a team that represented a private equity firm in the acquisition of an aerospace tooling manufacturer and distribution company for $53MM
• Represented a private equity firm in the acquisition and restructuring of a plant health and nutrition company for $35MM
• Served as lead on a team that represented a privately held capital asset firm in the acquisition of a paper manufacturer for $25MM
• Served as lead on a team that represented a private equity firm in the acquisition of a silicone dispersions company for $25MM
• Represented a private equity firm in the sale of one of the world’s largest manufacturers of liquid color and additive concentrates for thermoplastic products

Emerging Companies and Venture Capital

• Represented a dental roll-up company in a recapitalization and refinancing for $150MM whereby a sophisticated private equity firm was entering the company as the majority member
• Represented an investor led acquisition entity in the acquisition of a competitor in the transportation and logistics industry for $3.5MM
• Represented an investor led corporation in the acquisition of a competitor in the wine and spirits industry for $1.5MM

Financial Services and Lending

• Served as lead on a team that represented an institutional client obtaining credit from their existing Lender in order to complete several acquisitions over the course of twelve months, totaling $155MM
• Served as lead on a team that represented a privately held retirement planning company to obtain $100MM in credit in order to acquire three competing companies
• Represented a technology company obtaining credit from their existing lender in order to complete several acquisitions, totaling $100MM
• Represented a privately held retirement planning company to obtain $100MM in credit in order to acquire three competing companies
• Represented transportation and logistics client in a $35MM take out refinancing for capital infusion purposes
• Represented several regional banks in drafting credit facility documents for specific borrowers
• Represented regional bank in a secondary bond market sale/transfer of county issued bonds

Financial Advisory Services

• Served as lead on a team that represented a financial advisory services firm (RIA and broker-dealer) who sold a minority equity interest in the company (30%) to a major domestic bank for $150MM
• Served as lead on a team that represented a financial advisory services firm (RIA and broker-dealer) who sold a minority equity interest in the company (22.5%) to a private equity firm for $80MM
• Served as lead counsel in the representation of a financial advisory/wealth management firm (RIA) in the acquisition of certain customer financial accounts from another RIA in the financial services industry for $45MM
• Served as lead counsel in the representation of a financial advisory/wealth management firm (RIA) in the acquisition of certain customer financial accounts from another RIA in the financial services industry for $37.25MM