Tax and Business Planning

Because proactive and thoughtful tax and financial planning is crucial to the successful formation and operation of any business, our tax and business planning attorneys are available to assist our clients in business planning and formation, financing, and business entity taxation matters.

Representative Engagements

Public High Tech Company Public Merger $6.2 Billion Hambrecht & Quist, Banc of America Securities

Private Equity Investment Vehicles Private Placement Offering $500,000,000  

Public High Tech Company Public Offering $113,190,000 Hambrecht & Quist, Banc of America Securities, SoundView Technology Group

Office, Retail and Residential Project in Downtown San Francisco Construction Loan $79,000,000 Citibank

Residential Real Estate Project in Downtown San Francisco Real Estate Loan $78,000,000 John Hancock

Public High Tech Company Public Tender Offer $66,144,600 Drexel Burnham Lambert

Office, Retail and Residential Project in Downtown San Francisco Sale-Leaseback $59,000,000 Chrysler

Public Real Estate Investment Company Real Estate Loan $55,000,000 Citicorp Real Estate, Inc.

Golf and Ski Resort and Convention Center Construction Loan $53,000,000 Security Pacific

Private Aerospace and Electronics Company Private Placement of Senior Notes $48,000,000 Various Insurance Companies

Public Finance Company Real Estate Loan $46,500,000 Citibank

Application Specific Integrated Circuit Company Public Merger Offer $45,000,000 Western Digital

Office, Retail and Residential Project in Downtown San Francisco Real Estate Loan $43,000,000 Citicorp Real Estate, Inc.

Office, Retail and Residential Project in Downtown San Francisco Public Offering of Revenue Bonds $36,000,000 Paine Webber, Citibank, San Francisco Redevelopment Agency

Public Real Estate Investment Company Revolving Credit $35,500,000 Citicorp Real Estate, Inc.

Private Transportation Equipment Company Sale $35,000,000  

Private High Tech Staffing Company Sale $35,000,000  

Residential and Commercial Project in Downtown San Francisco Real Estate Loan $32,000,000 New York Life

Public High Tech Company Term Loan $30,000,000 Bank of America

Residential Condominium Project Real Estate Loan $28,000,000 Citicorp Real Estate, Inc.

Public High Tech Company Public Merger Offer $25,000,000  

Public High Tech Company Public Offering $23,925,000 Drexel Burnham Lambert

Printed Circuit Board Manufacturer Initial Public Offering $23,000,000 Goldman, Sachs & Co.

Public Real Estate Investment Company Term Loan $23,000,000 Citicorp Real Estate, Inc.

Public High Tech Manufacturer of Spacecraft Components Public Offering $22,522,500 Drexel Burnham Lambert, Bateman Eichler

Manufacturer of Personal Computers Venture Capital $20,500,000 Goldman, Sachs & Co.

Public Real Estate Investment Company Construction Loan $19,500,000 Citicorp Real Estate, Inc.

Public High Tech Manufacturer of Spacecraft Components Public Tender Offer $19,290,000 Stauffer Chemical Company

Office, Retail and Residential Project in Downtown San Francisco Real Estate Loan $19,000,000 Citicorp Real Estate, Inc.

Real Estate Development Company Construction Loan $19,000,000 Citibank

Public High Tech Company Private Placement of Senior Notes $18,000,000 Various Insurance Companies

Public Real Estate Investment Company Real Estate Loan $18,000,000 Citicorp Real Estate, Inc.

Residential Condominium Project Construction Loan $17,500,000 Citicorp Real Estate, Inc.

Private Aerospace and Electronics Company Term Loan $15,300,000 Bank of America, Continental Bank, Varian

Public Real Estate Investment Company Real Estate Loan $15,000,000 Travelers

Public High Tech Company Public Debenture Redemption $15,000,000 Drexel Burnham Lambert

Printed Circuit Board Manufacturer Revolving Credit $15,000,000 Various Insurance Companies

Printed Circuit Board Manufacturer Private Placement of Senior Notes $12,000,000 Various Insurance Companies

Public High Tech Company Revolving Credit $15,000,000 Bank of America

Public High Tech Company Public Offering of Debentures $15,000,000 Orion Bank

Public High Tech Company Private Placement of Preferred Stock $12,000,000 Hambrecht & Quist

Public Real Estate Investment Company Revolving Credit $15,000,000 Citicorp Real Estate, Inc.

Public Real Estate Investment Company Real Estate Loan $14,000,000 Security Pacific

Public Real Estate Investment Company Construction Loan $13,252,000 Security Pacific

Public High Tech Company Preferred Stock $12,000,000 Hambrecht & Quist

Printed Circuit Board Manufacturer Senior Notes $12,000,000 Various Insurance Companies

Resort Development Public Offering $11,500,000  

Private Software Development Company Merger $10,000,000 Software Toolworks, Alex. Brown

Public Real Estate Investment Company Real Estate Loan $10,000,000 Citicorp Real Estate, Inc.

Public High Tech Company Revolving Credit $10,000,000 Bank of America

Public High Tech Company Revolving and Term Credit $10,000,000 Bank of America

Private Aerospace and Electronics Company Industrial Development Bonds $9,700,000 Pueblo County, Colorado

Private Concrete Construction Products Company Sale $9,000,000  

Real Estate Development Company Construction Loan $9,000,000 Citibank

Public High Tech Company Private Placement of Preferred Stock $8,350,000 Hakuto, Hughes, TRW

Printed Circuit Board Manufacturer Venture Capital $7,810,000 Woodman, Kirkpatrick

Public High Tech Manufacturer of Spacecraft Components Initial Public Offering $7,700,000 Bateman Eichler, Hill Richards Davis, Skaggs & Co. Inc.

Office, Retail and Residential Project in Downtown San Francisco Construction Loan $7,000,000 Sumitomo Bank

Private Software Development Company Venture Capital $8,000,000 Battery Ventures, Technology Crossover Ventures, BancBoston Ventures

Private Software Development Company Venture Capital $6,500,000 Battery Ventures

Printed Circuit Board Manufacturer Venture Capital $6,000,000 Berkeley Development Capital

Magazine Start-up Venture Capital $5,000,000 Time, Inc.

Real Estate Development Company Revolving Credit $5,000,000 Citibank

Real Estate Development Company Construction Loan $5,000,000 Citicorp Real Estate, Inc.

Residential and Commercial Project in Downtown San Francisco Revolving Credit $5,000,000 Citicorp Real Estate, Inc.

Residential Real Project in Downtown San Francisco Real Estate Loan $5,000,000 Citicorp Real Estate, Inc.

Public High Tech Company Public Offering $3,600,000 Bateman Eichler, Hill Richards Davis, Skaggs & Co., Inc.

Private Aerospace and Electronics Company Industrial Development Bonds $3,500,000 San Diego County

Public High Tech Company Real Estate Loan $2,800,000 Bank of America

Printed Circuit Board Manufacturer Venture Capital $2,610,000 Charles River, Merrill Pickard

Application Specific Integrated Circuit Company Venture Capital $2,610,000 Oxford Venture Fund

Application Specific Integrated Circuit Company Venture Capital $1,900,000 Summit Ventures

 

 

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