Robert T. Taylor

Experience

• Representation of private equity clientele in negotiating and documenting credit facilities, mezzanine debt facilities and preferred equity to fund merger and acquisition transactions.
• Representation of privately held companies in raising capital through the issuance of senior preferred equity, HoldCo payment-in-kind (PIK) financing instruments, factoring arrangements and hybrid securities.
• Representation of purchasers and sellers in negotiating and structuring financing for leveraged buyout (LBO) transactions.
• Representation of financial institutions and corporate borrowers in secured and unsecured credit facilities, senior and subordinated debt instruments, guaranty and collateral agreements, deposit account control agreements, commitment papers, amendments, waivers, and perfection and termination of various types of security interests.
• Representation of institutional investor clientele in negotiating private equity and venture fund investments, including fund documents and side letters.
• Representation of institutional investor clientele in secondary acquisitions of limited partnership interest and other secondary market transactions.
• Representation of commercial lenders and fund managers in negotiating and documenting capital call subscription lines of credit, fund manager credit lines, and other private equity and venture fund loans.
• Representation of investment managers in negotiating ISDA documentation, prime brokerage agreements, repurchase agreements and other derivatives-related agreements.
• Representation of public companies engaged in merger transactions, including $73 billion financial institutions merger, $4 billion software company merger, $15 billion defense contractor merger, and $500 million chemical company merger, as part of mergers and acquisitions legal advisory team.

Representative Transactions

• Represented global asset managers and financial institutions in over $1 trillion in investments in debt, distressed debt and equity securities.
• Represented private-equity backed technology company in securing $1 billion senior credit facility, $378 million second lien senior secured notes offering, and $365 million senior notes exchange offering.
• Represented private-equity backed education company in financing $260 million acquisition of a publicly-traded company.
• Represented financial institution in acquiring 7 collateral loan obligation (CLO) funds from CLO managers.
• Represented institutional investor in $250 million fund-of-one commitment in evergreen investment fund.
• Represented private-equity backed holding company in issuing $50 million tranche of PIK preferred equity securities and structuring $25 million tranche of delayed issuance PIK preferred equity securities.
• Represented institutional investor in negotiating investor letter for $300 million investment in credit strategies fund.
• Represented a private wealth management firm in refinancing $125 million senior secured credit facility.
• Represented corporate client in launching Canadian subsidiary, drafted cross-border financing and administrative services agreements.
• Represented private-equity-backed global conglomerate in internal reorganization consolidation of business units in the United Kingdom and Australia.
• Represented administrative agent in refinancing of secured and unsecured subordinated notes through borrower’s issuance of a new $50 million tranche of unsecured Regulation D debt securities.
• Represented financial institution in engagement as joint lead arranger for $225 million senior secured credit facility.
• Represented administrative agent in $95 million senior secured syndicated credit facility.
• Represented institutional investor in negotiating investment advisory agreement for $250 million allocation to derivatives strategies investment management firm.
• Represented equipment finance company in asset-based lending transactions and negotiating inventory purchase and sale agreements.
• Represented investment management firm in $10 million in real estate investment and development projects.
• Represented financial institution in documenting letter of credit sublimit for corporate borrower’s existing credit facility
• Represented financial institution in negotiating and documenting $20 million revolving credit facilities for nonprofit borrower with repayment backed by donation pledges.
• Represented private-equity backed holding company in financing $210 million acquisition through incremental issuance of PIK preferred equity securities and incremental term loans under a senior secured credit facility.
• Represented administrative agent in subordinating senior secured credit facility to equipment financing and payment card facilities.
• Represented corporate borrower in amendment and restatement of credit agreement for $25 million senior secured credit facility.
• Represented private-equity backed construction services company in negotiating and documenting leveraged finance credit facility.

• Represented private-equity backed holding company in $75 million financing through issuance of preferred equity securities, and incremental term loans and incremental delayed draw term loans under a senior secured credit facility.