Public Finance

Experience

Counsel Children's Hospital

Client: Cincinnati Children's Hospital Medical Center

Representative transactions include financings for capital improvements to the medical center, the Tower Project, parking garage projects, and other research and development infrastructure.

Provide a Bank Ongoing Counsel

Client: Fifth Third Bank

Representative transactions include lease-purchase and installment payment financings involving political subdivisions and non-profit entities.

Provide a Bank Ongoing Counsel

Client: Huntington National Bank

Representative transactions include lease-purchase and installment payment financings involving political subdivisions and non-profit entities.

Provide a Bank Ongoing Counsel

Client: Flagstar Bank, FSB

Representative transactions include lease-purchase and installment payment financings involving political subdivisions and non-profit entities.

Provide a Bank Ongoing Counsel

Client: Capital One Bank

Representative transactions include lease-purchase and installment payment financings involving political subdivisions and non-profit entities.

Provide Ongoing Counsel for School District

Client: Oak Hills Local School District

Representative transactions include financings for Oak Hills High School, the district’s middle schools and elementary schools, and tax levy and economic development matters.

Provide Ongoing Counsel to School District

Client: Northwest Local School District

Representative transactions include financings for Colerain High School and Northwest High School, the district’s middle schools and elementary schools, and tax levy and economic development matters.

Provide Ongoing Counsel to School District

Client: Winton Woods City School District

Representative transactions include financings for Winton Woods High School as well as the district’s middle school, intermediate school, elementary and primary schools, and tax levy matters.

Represent Career Campuses

Client: Great Oaks Career Campuses

Representative transactions include financings for the benefit of the Great Oak Career Campuses, as well as tax levy matters.

Represent Lifestyle Community and Senior Living Services

Client: Life Enriching Communities

Representative transactions include financings for Twin Towers and Twin Lakes, including financings for Manor Homes, villa homes, apartment homes, and memory care facilities.

Represent Municipality through Multiple Transactions

Client: Hamilton County, Ohio

Representative transactions include financings for The Banks Project, Stadia financings, General County Infrastructure, Sewer Infrastructure, Special Assessment Projects, and Economic Development.

Represent Municipality through Multiple Transactions

Client: Greene County, Ohio

Representative transactions include financings for General County Infrastructure, Water and Sewer financings, Special Assessment Projects, and Economic Development.

Represent Port Authority through Multiple Transactions

Client: Greene County Port Authority

Representative transactions include financings for non-profit entities, PACE financing, and economic development.

Represent School District

Client: Princeton City School District

Representative transactions include financings for the high school, the middle school, and the elementary schools, as well as tax levy and economic development matters.

Served as Bond Counsel

Client: Senior Living Facility

Served as bond counsel on $124,510,000 in tax-exempt bonds financing senior living facilities throughout the Mid-West and Rocky Mountain regions.

Served as Bond Counsel

Client: Senior Living Facility

Served as bond counsel on $28,068,217.60 in tax-exempt bonds financing senior living facilities in Colorado.

Served as Bond Counsel

Client: Independent Living Community

Served as bond counsel on $22,240,000 in tax-exempt bonds financing an independent living community in Colorado.

Served as Underwriter's Counsel

Client: Management Services Company

Served as underwriter’s counsel on $47,735,000 in tax-exempt bonds financing student housing for California private university.

Served as Underwriters Counsel

Client: Mass Transportation System

Served as underwriters counsel on $82,740,000 taxable bond issuance for regional transportation district.

Bank Counsel for Construction Projects

Client: A Bank

Served as bank counsel on multiple construction-to-perm financings for 4% and 9% LIHTC projects.  Financing amounts ranged from $12.3 to $21.2 million.

Represented a Nonprofit in its Acquisition of Multiple Properties

Client: American Eagle LifeCare Corporation

We represented American Eagle LifeCare Corporation, a nonprofit corporation that previously owned and operated several senior living facilities, in connection with the acquisition of 17 facilities in eight states. The acquisition was financed from the proceeds of several series of tax-exempt and taxable bonds issued by the Capital Trust Agency, a Florida issuer with the authority to issue bonds to finance projects in multiple jurisdictions. The acquisition presented numerous complicated issues that needed to be addressed, including regulatory, real estate, and business negotiation matters, along with the complexity of completing the acquisition across eight jurisdictions. The financing itself was highly-structured and sophisticated, comprising of 18 borrowing entities organized as an obligated group under a master trust indenture. The acquisition was the largest transaction completed by this client and positions American Eagle LifeCare Corporation to be a significant provider of senior living services in the future.

$10,250,000 City of Cincinnati, Ohio Economic Development Revenue Bonds

  1. $6,000,000 Economic Development Revenue Bonds, Series 2018A (OTR Arts Permanent Improvements Project)
  2. $2,500,000 Economic Development Revenue Bonds, Series 2018B (Industrial Site Redevelopment Project) (Federally Taxable)
  3. $1,000,000 Economic Development Revenue Bonds, Series 2018C (Hudepohl Brewery Remediation Project) (Federally Taxable) 
  4. $750,000 Economic Development Revenue Bonds, Series 2018D (East Price Hill Revitalization Project) (Disclosure Counsel)

$110,855,000 Kentucky Bond Development Corporation Convention Facilities Revenue Bonds, Series 2018 (Lexington Center Corporation Project

$110,855,000 Kentucky Bond Development Corporation Convention Facilities Revenue Bonds, Series 2018 (Lexington Center Corporation Project) (Disclosure Counsel)

$16,430,000 City of Dayton, Ohio Water System

$16,430,000 Water System Revenue Bonds, Series 2018 (Bond and Disclosure Counsel)

$3,700,000 City of Dayton, Ohio Economic Development Revenue Bonds

$3,700,000 City of Dayton, Ohio Special Obligations (Nontax Revenue) Economic Development Revenue Bonds, Series 2018 (Oregon District Parking Garage Project) (Bond and Disclosure Counsel)

$8,305,000 Certificates of Participation (Richmond Heights Local School District, Cuyahoga County, Ohio, School Facilities Project), Series 2018

$8,305,000 Certificates of Participation (Richmond Heights Local School District, Cuyahoga County, Ohio, School Facilities Project), Series 2018 (KeyBanc Capital Markets – Underwriter’s Counsel)

$9,255,000 County of Lucas, Ohio Capital Facilities Improvement Bonds, Series 2018

$9,255,000 County of Lucas, Ohio Capital Facilities Improvement Bonds, Series 2018 (Stifel, Nicolaus & Company – Underwriter’s Counsel)

$97,065,000 Kentucky Bond Development Corporation Transient Room Tax Revenue Bonds

  1. $83,605,000 Kentucky Bond Development Corporation Transient Room Tax Revenue Bonds, Series 2018A (Lexington Center Corporation)
  2. $13,460,000 Kentucky Bond Development Corporation Transient Room Tax Revenue Bonds, Subordinate Series 2018B (Lexington Center Corporation), (Disclosure Counsel)

Master Lease Purchase Agreement

Master Lease Purchase Agreement, dated as of July 15, 2018 by and between Banc of America Public Capital Corp and the City of Cincinnati, Ohio and Schedule of Payments Number 1 thereto, dated July 31, 2018, with respect to lease obligations in the amount of $4,607,500.00 (Bond Counsel)

Master Lease Purchase and Sublease Purchase Agreement, Licking Memorial Hospital

Master Lease Purchase and Sublease Purchase Agreement, dated as of October 1, 2018, by and among Park National Bank, the Heath-Newark-Licking County Port Authority and Licking Memorial Hospital and Schedule of Payments Number 1 thereto, dated October 11, 2018, with respect to lease obligations in the amount of $10,000,000 (Special Counsel)