Keith also advises clients in cross-border and domestic transactions involving tax incentivized projects related to the energy transition and sustainable infrastructure, including transactions that involve production tax credits and investment tax credits.

He has broad experience advising clients on other tax incentivized transactions and structures, including qualified opportunity funds and qualified small business stock. He has counseled joint ventures, public and private companies, real estate investment trusts, private equity funds and venture capital funds, both on- and off-shore, in all manner of issues arising under Subchapters K and C.

Outside of the Firm, Keith serves as adjunct professor of Inbound International Taxation and Corporate Reorganizations in the University of Miami School of Law’s Graduate Tax Program.

See less

• Advised a tax equity investor in the financing of a 180 MW wind project in Texas eligible for production tax credits.
• Represented a developer in the privatization of a community-owned utility’s nuclear project financed with Build America Bonds in Florida eligible for production tax credits.
• Advised a $300mm qualified opportunity fund investing in healthcare practice management.
• Advised a $500mm qualified opportunity fund investing as venture capital incubator for start-ups.
• Advised innumerable clients in all manner of domestic and cross-border restructuring and M&A transactions

See less

Since 2013, Steven has been an adjunct professor of International Inbound Taxation at the University of Miami Graduate Tax Program. He is the co-chair of the annual Florida Bar/FICPA International Tax Conference. Steven has written numerous articles and presented on topics related to tax. He was a primary drafter of the amicus curiae brief submitted to the US Supreme Court on behalf of the Florida Bar Tax Section in Knight v. Commissioner in 2008.

See less

• Turnaround & Workouts, Bankruptcy Tax Specialists in the Nation’s Major Law Firms, 2022–2026
• Daily Business Review, Most Effective Lawyers 2020 – International Transactions
• Four-time Recipient, Chair’s Special Merit Award, Tax Section of the Florida Bar
• Super Lawyer, Florida Super Lawyers, 2016–2021
• Aventura Magazine, Top Lawyer 2021
• Rising Star, Florida Super Lawyers, 2011–2015
• Up & Comer, Florida Trend’s Legal Elite, 2010–2016
• “40 Under 40” Rising Star in South Florida, Daily Business Review, 2013

See less

• Florida International Bankers Association (FIBA)
• Greater Miami Tax Institute, former Chair
• Society of Trust and Estate Practitioners (STEP), member

See less

• Represented Lee Equity Partners across more than 20 transactions, including: 

• • The acquisition or recapitalization of Solaris Health Partners, the country’s leading urology MSO 

• • The acquisition or recapitalization of Bradford Health Partners, a leading substance abuse disorder treatment provider in the Southeast 

• • The $1.9 billion sale of Solaris Health Partners to Cardinal Health 

• Represented Kingswood Capital Management across nearly 10 transactions, including: 

• • An investment in Turbo Wholesale Tires, an industry-leading designer, supplier, and wholesaler of proprietary and third-party branded tires 

• • The acquisition of Progress Lighting, a leading source for residential and light commercial decorative lighting solutions, from Hubbell Incorporated 

• • The acquisition of Identity Theft Guard Solutions, a leading cybersecurity breach response platform 

• • The acquisition of The Vitamin Shoppe 

• Represented Comvest Private Equity across nearly 20 transactions, including: 

• • A majority investment in Riccobene Associates Family Dentistry, a leading dental services organization 

• • The acquisition of Your Behavioral Health, a leading regional provider of mental health and addiction treatment services for adults and teens 

• • The sale of FastMed Urgent Care, one of the largest independent urgent care networks in the United States 

• • The sale of Red Hawk Fire & Security, a leader in commercial fire, life safety, and security services, to ADT Inc. 

• • The sale of SunteckTTS, a leading North American third-party transportation and logistics company 

• Represented Lorient Capital across multiple transactions, including: 

• • The acquisition of Vitae Health Systems, a provider of patient-centric primary, behavioral, and specialty healthcare services to geriatric populations in the long-term care setting 

• • An investment in PeterMD, a direct-to-consumer health optimization platform 

• • The sale of Behavioral Frontiers, a national leader in autism therapy 

• Represented The Beekman Group in its acquisition and subsequent sale of ActivePro Rehab Partners, a leading provider of outpatient physical and occupational therapy to patients throughout the Mid-Atlantic region 

• Represented Cambridge Capital across multiple majority investments, including: 

• • STAT Recovery, a machine learning-based invoice audit software platform 

• • Everest Transportation Systems, an innovative, high-growth freight brokerage firm 

• • Boa Logistics and Flow Cold Storage, third-party logistics companies specializing in refrigerated less-than-truckload freight consolidation 

• Represented Greater Sum Ventures in its acquisitions of: 

• • 4D EMR, a specialty-first, cloud-based EMR and practice management platform designed for plastic surgery, dermatology, and midspan practices 

• • HelloNote, a cloud-based practice management and electronic documentation platform built for rehabilitation professionals 

• • Represented Vesey Street Capital Partners across multiple transactions, including: 

• • A majority recapitalization of Inceptua Group, a leading provider of clinical trial supplies, related services, and global early access programs 

• • The acquisition of ComplexCare Solutions, a leading independent provider of health assessments and member engagement services to health plans 

• Represented Vesey Street Capital Partners across multiple transactions, including:  

• • A majority recapitalization of Inceptua Group, a leading provider of clinical trial supplies, related services, and global early access programs 

• • The acquisition of ComplexCare Solutions, a leading independent provider of health assessments and member engagement services to health plans 

See less

Bernie speaks regularly at the Firm’s industry and legal symposia on a range of subjects, including trends in the ambulatory surgery center (ASC) industry, margin sustainability and growth strategies, effective supply management and structuring health care deals.

See less

• Represented public companies in a $1.5 billion reverse-acquisition of Promotora de Informaciones, S.A., a Spanish media conglomerate, a $6.4 billion acquisition of Pearl Group Limited and related entities, a $185 million purchase of an infrastructure and alternative energy contractor, and a $3.4 billion acquisition of GLG Partners LP and related entities

See less

Eric also serves as outside securities counsel to several public companies and advises on Securities and Exchange Commission (SEC) compliance matters, including periodic reporting requirements and disclosure issues. In addition, he works with public and private companies in the design and structuring of executive compensation programs such as stock and stock-based compensation plans.

See less

Eric has handled many complex transactions for privately held companies and private equity funds, including leveraged buyouts, mergers and acquisitions, corporate carve-outs, debt and equity investments, and joint ventures. He also regularly provides counsel on day-to-day operations, including assistance with employment issues, equity incentives, and other matters that arise throughout the life of an investment.

Eric has worked on transactions across a wide variety of industries, including technology, consumer goods, real estate, agriculture, hospitality, and healthcare.

He is the co-national hiring partner for McDermott.

See less

• Represented ABC Supply Co., the largest wholesale distributor of roofing and other select exterior and interior building products in North America, in a corporate carve-out acquisition of three divisions from Bain Capital Private Equity-backed US LBM
• Represented World Kinect Corporation, a Fortune 500 energy, commodities, and services company, in multiple corporate divestitures
• Represented Staple Street Capital in multiple acquisitions and dispositions across various industries, including a provider of outsourced accounting, payroll, and operational reporting services, and a manufacturer of mission-critical metal assemblies for the aerospace and defense end markets
• Represented Securus Technologies, Inc. in multiple domestic and international acquisitions of technology companies providing technology and other services to the corrections industry
• Represented Gladstone Capital Corporation in connection with multiple debt financings, including related equity co-investments
• Represented multiple founders in the sale of founder-owned businesses, including the sale of a provider of corrugated packaging products and services and the sale of an insurance lead-generation platform

See less

In addition to his dealmaking experience, clients also turn to Matthew for outside general counsel advice on corporate governance and healthcare regulatory matters, including navigating corporate practice of medicine and state and federal fraud and abuse laws. He also helps organizations effectively structure and negotiate joint ventures, employment and consulting agreements, and a wide range of other healthcare and corporate contractual matters.

See less

• Advised Lorient Capital and Shiftkey, LLC, on purchase of OnShift, Inc.
• Advised Lorient Capital and Martis Capital on equity investment in and formation of Rise Health, LLC
• Advised Blue Sea Capital on purchase of Deca Dental, advised Deca Dental on multiple add-on transactions, and advised on sale of Deca Dental to Blackstone Tactical Opportunities
• Advised Hidden Harbor Capital Partners on purchase of Inspire Aesthetics and subsequent add-ons of Plastic Surgery Center of Hampton Roads, Marietta Plastic Surgery and Shapiro Cosmetic Surgery
• Advised Advanced Dermatology and Cosmetic Services on its acquisition of the nonclinical assets of Florida Skin Center, Inc.
• Advised Bendcare, LLC, on its minority sale to Cardinal Health
• Advised Cliffside Malibu on its sale to Discovery Behavioral Health
• Advised Bristol Hospice on its sale to Webster Equity Partners
• Advised Sand Lake Imaging on its sale to RAYUS Radiology
• Advised Renaissance Imaging Medical Associates on its sale to Radiology Partners
• Advised Ovation Fertility on its sale to Morgan Stanley Capital Partners
• Advised TruePartners Emergency Physicians on its sale to American Physician Partners

See less

Stephanie’s specialty-specific experience extends across ophthalmology, optometry, gastroenterology, dermatology, dentistry, urology, radiology, OB/GYN and behavioral health, which allows her to advise clients on the unique regulatory and business considerations impact their industry sectors. She is experienced in advising PE clients on navigating the unique and complex regulatory requirements of the healthcare space that can impact business outcomes, including state and federal fraud and abuse laws (Stark Law and the Anti-Kickback Statute), corporate practice of medicine laws, state licensure laws and regulations, and rules related to Medicare, Medicaid and private reimbursement. She is also a trusted partner in managing regulatory issues post-closing to ensure ongoing regulatory compliance, including employment matters, equity incentives, commercial contracts and corporate governance issues.

While in law school, Stephanie served on the editorial board for the University of Miami Law Review.

See less