David R. Lallouz is a partner in Tannenbaum Helpern's Business and Finance Group where he advises clients on complex corporate transactions. For nearly two decades, David has helped clients creatively structure, negotiate and implement mergers and acquisitions, private equity and venture capital transactions, joint ventures, strategic investments, financings, and public offerings. In that time, David has successfully negotiated well over a hundred M&A, PE, VC and related transactions, representing clients on both the buy side and sell side, particularly in the "middle market," and across a wide range of industries, including, industrial, manufacturing, commercial and retail business, financial services, including global financial institutions, multi-billion dollar investment funds and family offices, life sciences and health care, staffing, professional services, advertising, and talent management, to name a few. David also represents investors in PIPE (private investments in public equity) transactions and registered direct offerings.
David's experience in the life sciences industry, in particular, is extensive, advising private equity and venture capital funds, as well as issuers in private placements, having closed literally dozens of transactions to date. He is also a member of firm's Cannabis law practice with a focus on investment-related activities in the rapidly expanding industry.
David is also experienced in the field of distribution law, particularly with regard to food and beverage distribution, including drafting and negotiating distribution and supply agreements for distributors and manufacturers alike. Notably, David's M&A experience includes significant acquisitions and joint ventures among distributors and suppliers, including in the alcoholic beverage and soft drink industries. In addition, he regularly advises and counsels clients on corporate governance, business formation and capitalization, as well as commercial and contractual relationships. David is a co-founder of Tannenbaum Helpern's StartMeUp program for entrepreneurs, offering a suite of legal services tailored to the needs of new business owners.
Additionally, David is a member of the firm's Cybersecurity Practice Group, advising clients on the risks and legal requirements associated with emerging technological threats, particularly in the context of corporate transactions.
Given the scope and breadth of David's experience in corporate transactions, he has been retained to provide testimony as an expert witness to a U.S. federal court on the M&A process and best practices.
Represents a specialty real estate investment group, continuing its acquisition of a major portfolio of shopping centers and mixed-use real estate throughout the Northeast.
Sale of influential news talent agency to one of the world's largest talent agencies based in Hollywood.
Double-reverse subsidiary merger and multi-million dollar recapitalization of two bio-pharm research companies to form a global leader in cancer research and prevention.
$45 million New Market Tax Credit financing of one of New York City's most storied charitable organizations.
Global reorganization of an international property owner with approximately 3 billion of worldwide real estate and related assets.
Sale of a significant investment manager with approximately $11 billion of assets under management to a leading Japanese investment bank.
2011 public offering of over $660 million, and 2009 public offering of approximately $500 million for a significant commodity exchange traded fund (ETF) listed on the NYSE-ARCA.
Sale of a classic and contemporary world cinema film distributor and home entertainment company.
Numerous private investments in public equity and registered direct offerings.
Cross-border acquisitions and dispositions involving manufacturing, health-care, IT and emerging-technology businesses.
Various private placements and venture capital financings in the biotech and telecommunications industries.
Numerous private acquisitions involving U.S. investment banks, including the acquisition of a NYSE market-maker.
Senior and subordinated acquisition financings on behalf of both buyers and banks.