Dan is a business, finance and municipal attorney experienced in mergers and acquisitions (M&A), general business law, corporate governance and other types of business and finance transactions. He serves as the vice chair of the firm’s Business Practice Group. He also chairs the Corporate Transparency Act Response Team and the PA Annual Report Response Team. Dan’s transaction experience ranges from entity selection and formation to general contract review and drafting, as well as conventional, tax-exempt, venture capital and private equity lending transactions, as well as regulatory compliance matters. His experience across those varied fields allow clients to deal directly with him on nearly every aspect of a deal.

Dan’s clients range from small and family-owned businesses and start-ups and entrepreneurs to public companies, financial institutions, nonprofits and government clients. He also regularly represent doctors, medical practices, dentists, dental practices, orthodontists, orthodontist practices, optometrists, optometrist practices in addition to other healthcare professionals in strategic transactions and corporate governance matters, including MSO/DSO transactions. 

Dan also serves as the solicitor to municipal authorities, acting as their general counsel and handling a wide array of legal issues. As part of his finance practice, he also structures tax-exempt bonds and notes for public sector and nonprofit clients.

Dan helps to lead the firm’s Practice Excellence initiative, working collaboratively with other attorneys to come up with creative, effective and cost-efficient solutions to our clients’ ever-evolving challenges and needs.

A Lancaster native, Dan understands the needs of the community, and he’s put that knowledge to work, both in representing local institutions and serving on the boards of nonprofit and community organizations.

Dan’s commitment to client service has led to a wide array of recent transactional work in the fields of M&A, finance, municipal, regulatory and general business:

M&A

– Represented a group of shareholders in the $130 million sale of their family-owned, national pet food ingredients manufacturer

– Counsel to management and private equity groups in the $31 million sale of a thermal management solutions business

– Advised a regional municipal authority in its $30 million purchase of a sewer system, including a related tax-exempt bond financing

– Represented a multinational hospitality services business in its $5 million acquisition of a Mexican company

– Represented a regional municipal authority in its $8.5 million purchase of a sewer system, including a related tax-exempt bond financing

– Advised a multinational company in several acquisitions in the biotech industry, including the $4.5 million acquisition of a DNA design and gene synthesis business, $2 million purchase of an analytical testing laboratory and $1 million purchase of a stem cell transplant laboratory

– Represented a multinational company in several acquisitions in the engineering industry, including the $5 million purchase of a GIS, GPS and remote sensing business

– Counsel to a private equity buyer in its $3 million acquisition of a seasonal display business

– Advised a private equity investor in connection with its $3 million investment in a security services business

– Represented a buyer in its $2.5 million acquisition of a cybersecurity software business and intellectual property portfolio

– Counsel for a thermal management solutions business in multiple series of debt and equity offerings to private equity investors

– Represented both individual dentists and doctors and groups in the acquisitions and sales of several dental and medical practices

– Advised several regional banks in their acquisitions of community financial institutions

Finance

– Bond counsel in connection with a $65 million tax-exempt conduit bond financing for a nonprofit senior living facility

– Borrower’s counsel to a business in the live events industry in connection with a $60 million loan

– Bond counsel in connection with a $30 million tax-exempt bond financing for a municipal authority’s treatment plant upgrade

– Borrower’s counsel to the developers of a local downtown apartment project in connection with a $15 million financing

– Bond counsel in connection with two tax-exempt bond financings totaling $12 million for a borough’s construction projects

– Bond counsel in connection with two tax-exempt financings totaling $10 million for a water and sewer authority’s construction and capital growth needs

– Bank counsel in connection with a $10 million loan to a business in the live events industry

– Bond counsel in connection with a $3.4 million tax-exempt conduit bond financing for a nonprofit healthcare facility

– Bond counsel in connection with a $2 million tax-exempt conduit bond financing for a nonprofit educational institution

Municipal, Regulatory and General Business

– Advised two economic development nonprofits in a “first of its kind” agreement with a local government to obtain $33 million in CARES Act funding and distribute it to local businesses affected by COVID-19, an agreement that has become the model document for other similar matters

– Represented a local nonprofit in an agreement with a local government to obtain $1.3 million in CARES Act funding for tourism engagement

– Counsel to a Fortune 500 company with respect to Dodd-Frank, ESMA and other compliance regimes related to derivatives trading (swaps)

– Represented a publicly-traded financial institution in complying with the Bank Secrecy Act and Anti-Money Laundering regulations

– Advised an inventor in licensing of health and nutrition genetic analysis software

– Represented a solid waste authority in the negotiation of its independent plant operator agreement

– Provided general counsel services to several clients, including acting as solicitor to municipal clients and acting as in-house counsel in both a virtual and on-site capacity

– Represented a senior living nonprofit in the formation of a holding company to foster growth, affiliation and other opportunities

– Acted as antitrust counsel in connection with several transactions which required a Hart-Scott Rodino (HSR) filing