Biography
Recognition
- The Best Lawyers in America®, 2026
- Best Lawyers: Ones to Watch® in America, 2021-2025
- Maryland, Super Lawyers “Rising Stars,” 2023-2024
Professional & Community Affiliations
- Accipital, Principal Advisor
- Maryland State Bar Association, Member
- Bar Association of Montgomery County, MD, Member
- Court of Appeals’ Mentoring Program
- Montgomery County Bar Association Softball League, Commissioner (2017 – 2020)
- Montgomery County Business Innovation Network, Mentor (2019 – present)
- Nonprofit Village – Board of Directors (2018 – 2020), Finance Committee (2018 – 2020), Governance Committee (volunteer capacity 2020 – present)
- Nonprofit Village’s Duck Pond – A Shark Tank for Nonprofit Organizations, Mentor and Panelist
- Empowered Women International, Volunteer, Mentor (2016-present)
Seminars & Speaking Engagements
- Montgomery County Business Innovation Network: Key Provisions in an Operating Agreement (October 5, 2021)
- Podcast: 1st Floor Conversations: Paul Schwinn Shares Insight Into the Process of Raising Capital
- EWI Workshop: How to Register Your Business (Nov. 20, 2019)
- EWI Workshop: How to Register Your Business (June 12, 2019)
- EWI Workshop: How to Register Your Business (Dec. 4, 2018)
- EWI Workshop: How to Register Your Business (Aug. 10, 2018)
- EWI Workshop: How to Register Your Business (Nov. 16, 2017)
- EWI Workshop: How to Register Your Business (Aug. 10, 2017)
- Piranha Tank (April 25, 2017)
- Nonprofit Village Duck Pond (March 23, 2017)
- EWI Workshop: How to Register Your Business (Feb. 27, 2017)
- EWI Workshop: How to Register Your Business (Feb. 16, 2017)
- Nonprofit Village Duck Pond (Nov. 16, 2016)
- EWI Workshop: How to Register Your Business (Aug. 23, 2016)
News & Insights
Shulman Rogers Advises HCEsquared on Strategic Investment by Knox Lane
Read More about Shulman Rogers Advises HCEsquared on Strategic Investment by Knox LaneAgellus Capital Expands Leadership in Managed IT Services with Acquisition of CompassMSP, LLC
Read More about Agellus Capital Expands Leadership in Managed IT Services with Acquisition of CompassMSP, LLCShulman Rogers Lawyers Recognized as Best Lawyers® Award Recipients
Read More about Shulman Rogers Lawyers Recognized as Best Lawyers® Award RecipientsTwenty Shulman Rogers Attorneys Named to the 2024 Maryland Super Lawyers and Rising Stars Lists
Read More about Twenty Shulman Rogers Attorneys Named to the 2024 Maryland Super Lawyers and Rising Stars ListsResults
- Represented seller in a $260+ million strategic transaction involving a life sciences platform
- Represented seller, a national medical conference company, in a $306 million strategic transaction, including negotiation of the Membership Purchase Agreement
- Represented sellers in a $125+ million multi-site asset sale of a regional car wash platform, including negotiation of a seller note, complex ground lease structures, 1031 exchange mechanics, and SBA intercreditor arrangements
- Represented seller, a national managed IT services provider, in a $90+ million strategic transaction completed through an Agreement and Plan of Merger
- Represented national insurance brokerage and advisory practice in a $90+ million acquisition with earnout, including drafting the Membership Interest Purchase Agreement and managing disclosure schedules
- Represented buyer in a $2 million asset purchase of a regional locksmith company
- Represented purchaser in a $1.8+ million acquisition of a golf course in Frederick County, Maryland
- Represented national health technology platform in a $7 million Series A-2 financing to fund a strategic acquisition
- Represented private equity buyer in connection with multiple acquisitions across a national services platform
- Represented buyer in a $500,000 asset acquisition, including drafting and negotiation of the Asset Purchase Agreement
- Represented buyer in the acquisition of a literary talent agency, including negotiation of the Stock Purchase Agreement
- Represented buyer in a $75 million acquisition of a large regional oil and gas distributor, leading a 14-lawyer diligence team reviewing 400+ contracts from 300+ providers
- Represented buyer in a $650,000 asset acquisition of a machined parts and engineering company, including earnout provisions
- $10 million Series A-2 Preferred Stock financing for a national entertainment technology company
- $3 million Preferred Unit financing for a Washington, DC-area syndicated real estate venture fund
- $7.5 million Series A Preferred Stock financing for a Maryland biotech company, including conversion to a Delaware corporation
- $850,000 Preferred Unit financing for a national sports and entertainment company
- $3.5 million Series B Preferred Unit financing for a Maryland leadership technology platform
- $4.5 million Series A-1 Preferred Stock financing for a national sports and entertainment venue technology platform, including Delaware conversion
- $10 million Series A Preferred Stock financing for a national real estate fintech company
- $10 million Series B financing for a leadership development company, including conversion of $3.5 million in notes
- $4 million Series B financing for an AI-driven software company
- $2.4+ million Series Seed and $4.8 million Series A financings for a restaurant technology company
- Represented nearly 10 restaurants in raising more than $11 million in aggregate financing
- $1.5 million priced equity offering for a renewable energy company
- $8+ million Series Seed financing for a technology company
- $35+ million Series B financing for an aerospace and defense company
- $150,000 convertible note financing under TEDCO’s Builder Fund
- $1 million bridge promissory note financing for a national entertainment technology company
- $3.5 million Convertible Promissory Note financing and $2.5 million Bridge Promissory Note financing for a Maryland leadership technology platform
- $500,000 Convertible Promissory Note financing for a Maryland cannabis company, including regulatory consultation
- $3.5 million bridge convertible promissory note financing for an AI-driven software company
- $4.5 million bridge convertible note financing for a mobile technology platform, completed in connection with a C-corporation conversion
- $1.5 million Convertible Promissory Note financing for an international holding company
- $1.78 million Convertible Note financing for a technology company
- $2 million AR-based line of credit (scalable to $10 million) for a national materials technology company, including negotiation of loan and security agreement documents and a lender warrant
- $150,000 Convertible Note investment in a sustainable construction products company
- $885,000 investment in Series A-1 and A-2 Preferred Stock of a biotech-focused venture fund
- $2.4 million Preferred Stock investment in an international textiles company
- $5 million Preferred Stock investment in a robotics company
- $3.5 million Preferred Unit investment in a multinational investment fund