Public Finance

Experience

$2,990,000 Covington Independent School District Finance Corporation Energy Conservation Revenue Bonds, Series 2022

Served as bond counsel on this school district bond issue which financed the installation of energy conservation improvements at various District facilities.

$26,415,000 Mason County School District Finance Corporation School Building Revenue Bonds, Series 2021

Served as bond counsel on this school district bond issue which financed construction of a new middle school.

$50,715,000 Kenton County School District Finance Corporation School Building Revenue Bonds, Series 2021

Served as bond counsel on this school district bond issue which financed improvements at Scott High School and R.C. Hinsdale Elementary School.

$14,590,000 Kentucky Association of Counties Finance Corporation Financing Program Bond Anticipation Notes, 2022 First Series B

Served as bond counsel to Kentucky Association of Counties Finance Corporation, a nonprofit corporation, to issue notes on behalf of various county participants to finance certain emergency costs related to maintaining the public health and safety of the citizens related to tornado damage incurred within the boundaries of the participating counties.

$30,000,000 Lease Agreement by and between Huntington Public Capital Corporation and City of Covington, Kentucky

Served as bond counsel on this private placement lease financing which financed the acquisition of and improvements to the former Internal Revenue Service Center property and provided a grant for the purpose of paying costs of the construction of a parking facility located at the site of a project known as the “John R. Green Lofts Project.”

$27,520,000 University of Kentucky General Receipts Refunding Bonds, 2022 Series A (Forward Delivery)

We served as bond counsel on this public university forward delivery general receipts refunding bond issue. This bond issue refinanced numerous outstanding general receipts debts and certificate of participation debts of the University.

$37,870,000 Northern Kentucky University General Receipts Bonds, 2019 Series A

We served as bond counsel on this public university general receipts financing. The projects financed with the issuance include the renovation of existing housing and parking facilities on the campus of the University.

$70,000,000 Sanitation District No. 1 Sanitation District Revenue Bonds, Series 2021A (Campbell, Kenton and Boone Counties, Kentucky) and $11,525,000 Sanitation District No. 1 Sanitation District Revenue Bonds, Series 2021B

Served as bond counsel on these utility revenue bonds, the proceeds of which were used to finance the construction, installation and equipping of improvements to the District’s sanitation sewer system and to refinance outstanding obligations of the District.

$50,000,000 Berea College Sustainability Bonds, Series 2021 (Taxable)

Served as special counsel to Berea College, a private undergraduate college organized and operated as a Kentucky nonprofit corporation, to complete Due Diligence and other duties related to the issuance, the proceeds of which were used to finance a variety of on-campus capital improvements.

$10,000,000 Campbellsville-Taylor Economic Development Authority Industrial Building Revenue Bonds (Campbellsville University, Inc. Project), Series 2022

We served as bond counsel on this conduit financing for a private university using the local development authority as issuer of the bonds. The projects financed with the issuance include construction of a new campus Administrative Enterprise Resource Planning (ERP) System and various other capital improvements on the main campus of Campbellsville University.

$100,000,000 National Finance Authority Hospital Facilities Revenue Bonds, Series 2021 (Saint Elizabeth Medical Center, Inc.)

We served as bond counsel on the conduit financing working with the National Finance Authority to issue both taxable and tax-exempt bonds for Saint Elizabeth Medical Center Inc. The projects financed with the issuance include expansion of the Florence (Kentucky) Surgery Center, expansion of the Edgewood (Kentucky) Outpatient Surgery Center, and construction of the Dearborn County (Indiana) Canter Center.

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.

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)