Jason M. Klein
Member
Cleveland
P: 216.348.5817
Jason is a Member in the Mergers and Acquisitions Practice Group. His practice is focused on representing private equity funds and private companies in various types of transactions, including mergers, dispositions, acquisitions and distressed acquisitions and dispositions. Jason’s experience also includes providing general corporate counseling to a variety of businesses in the manufacturing, construction, pharmaceutical, food and restaurant, energy, industrial, franchise, automotive, consumer products, technology and healthcare industries. He serves a general counsel function for portfolio companies of a private equity fund.
Private Equity Matters:
- Represented a California private equity fund in the acquisition of a platform Colorado fire protection services company and numerous add-on acquisitions in the Southwest U.S.
- Represented a Cleveland, Ohio based private equity fund in its acquisition of a Florida sports supplement company.
- Represented a California private equity fund in the acquisition of substantially all of the assets of an upscale retail candy business with more than 60 locations in 27 states pursuant to a §363 sale out of bankruptcy.
- Represented a private equity fund in its purchase of assets of five companies, located in Washington, Pennsylvania, Connecticut and Massachusetts, that provide credit related services to mortgage lenders.
Middle Market Representative Matters:
- Represented multiple fire protection services companies located in Massachusetts and Georgia in their sale of stock to a large strategic buyer.
- Represented a company in the purchase of a Colorado company that is engaged in the business of providing multi-lingual product and service taxonomies.
- Represented a modular assembly, sequencing and supply chain company located in South Carolina in its sale of stock to a strategic buyer.
- Represented a California meat packing and distribution company in the sale of its assets to a public company.
- Represented a large manufacturer of agricultural baler twines and netwrap located in Minnesota in the sale of certain assets to a strategic multi-national company.
- Represented an Ohio drug safety and metabolism, bioanalytical services and agrochemicals company in the sale of its units to a multi-national CRO and clinical trials management company.
- Represented a professional employer organization in the sale of its stock to a strategic national PEO company.
- Represented Ricerca Biosciences, LLC in the sale of its chemical development division to a multi-national pharmaceutical and biotech company.
- Represented a large manufacturer located in Tennessee in the sale of certain assets to a private equity backed company as part of an add-on acquisition.
- Represented a large manufacturer located in Oklahoma in the sale of certain assets to current management.
- Represented a large manufacturer located in Kansas in the sale of certain assets to a strategic multi-national company.
- Represented an Ohio company in its acquisition of substantially all of the assets of a retail wine shop and drive-thru business.
- Represented a multi-national inks and coatings manufacturer in the acquisition of substantially all of the assets of a large U.S. based inks and coatings manufacturer for $100 million.
- Represented a security installation company in its strategic acquisitions of assets of companies.
Distressed M&A Matters:
- Represented Quaker Steak and Lube, owner, operator and franchisor of over 65 casual dining restaurants, in the sale of substantially all of its assets to a strategic public company buyer pursuant to a §363 sale out of bankruptcy.
- Represented a private equity fund in the acquisition of substantially all of the assets of an upscale retail candy business with more than 60 locations in 27 states pursuant to a §363 sale out of bankruptcy.
- Represented a company in its acquisition of substantially all of the assets of a deli restaurant chain in Florida with more than 20 locations pursuant to a §363 sale out of bankruptcy.
Healthcare Representative Matters:
- Represented a substance abuse recovery center in Maine in its sale of equity to a specialty healthcare organization.
- Represented an Optometrist in the sale of his two locations in Georgia to a national optometry clinic.
- Represented a large hospital system in Louisiana in the sale of its outreach business to a publicly-traded laboratory company for $80 million.
- Represented a recovery center in New Mexico in its sale of assets to a specialty healthcare organization.
- Represented a Michigan dermatology, pathology and clinical trials group in the sale of its business to a private equity backed buyer.
- Represented a large pathology practice located in Missouri in the sale of its long-term care division to a laboratory and radiology services company.
- Represented multiple Florida dermatology practices in the sale of their businesses to a private equity backed buyer.
- Acted as co-counsel to a West Coast dermatology group and counsel to the individual doctors in a $90 million recapitalization of its business.
- Represented a Midwestern dermatology and clinical trials practice group in the $33 million sale of its business to a private equity backed buyer.
- Represented multiple California dermatology practices in the sale of their businesses to a private equity backed buyer.
- Represented an Ohio radiology company in the sale of its practice to a private equity backed buyer.
- Represented a Pennsylvania substance abuse and drug rehabilitation center in its sale of stock to a public healthcare company.
- Represented a hospital-based pathology practice in the acquisition of substantially all of the assets of another pathology practice.
- Represented a large pathology practice located in Missouri in the sale of substantially all of its assets to a publicly-traded laboratory company for $60 million.
Admissions - State
- Ohio
Education
- Bowling Green State University
- Western Michigan University
Honors and Awards
- Recipient of the Cross Border Deal of the Year Award ($25MM - $50MM) by The M&A Advisor for the sale of Ricerca Biosciences Chemical Development Division to Olon S.p.A.
Professional Membership
- Ohio State Bar Association
Public Service and Volunteerism
- Board Member, Bowling Green State University College of Business (2013-present)
- Alumni Board Member, Sigma Phi Epsilon (2012-present)