

Robert A. Greising
Partner
Office: Indianapolis
rgreising@kdlegal.com
p: 317-238-6215
f: 317-636-1507
Robert Greising devotes his practice primarily to general corporate and business, corporate finance, technology, education, healthcare and alternative energy areas.
Mr. Greising has participated as lead counsel in many merger and acquisition transactions, represented lenders and borrowers in secured loan transactions, and served as legal advisor in the sale and purchase of numerous publicly and privately-held businesses across a broad spectrum of industries. Mr. Greising has also been the lead on joint ventures and strategic alliances in the financial services industry, technology and software sectors, the healthcare and community mental health sectors, education sector, energy field, distribution and logistics businesses, and on outsourcing projects involving governmental services and information technology. He has advised many start-up businesses, including those utilizing venture capital and those pursuing franchisee opportunities. He has served as the lead attorney in numerous transactions involving operations, such as distribution arrangements, service outsourcing, franchises, commercialization of intellectual property assets, web-based delivery of products and services, licensing of software products and general e-commerce.
Mr. Greising is actively involved in the firm’s efforts to serve family-owned and closely-held businesses as well as entrepreneurial and development stage companies. These efforts include corporate governance, shareholder relationships and succession planning. Mr. Greising also works with larger, diversified companies in various industries including technology, education, energy, manufacturing, health care, and financial services who have operated both domestically and overseas. Mr. Greising has also worked closely with not-for-profit entities on corporate governance and for-profit business initiatives and with ESOP companies in their formation, borrowing transactions and sales/purchases of businesses.
Merger and Acquisition Deals
- Lead transaction counsel in sale of fleet management company to private equity funded purchaser
- Lead counsel to logistics company and executive in sale to larger scale logistics company
- Lead counsel in sale of ownership of engineering service company to management
- Lead transaction counsel for sale of multiple location franchise system
- Lead transaction counsel for durable medical equipment supplier in purchase of expansion target
- Lead transaction counsel for purchaser of closely-held company with seller financing and bank financing in manufacturing sector
- Counsel to family-owned business in restructuring through spin-off of operations to subsidiary
- Outside counsel to manufacturer in spin-off of affiliates
- Local counsel to funding source in going-private transaction
- Lead counsel in sale of family-owned lumber business
- Lead transaction counsel for lead investor in microbrewery
- Lead transaction counsel to company in redemption of outside shareholder through an ESOP
- Lead transaction counsel for purchaser of multiple entities in industrial products sector
- Lead transaction counsel for purchasers and sellers in multiple transactions involving financial institutions
- Lead transaction counsel for purchaser of multiple entities in the education services sector
- Lead transaction counsel to ESOP company in spin-off of operations to third party purchaser
- Outside counsel to sellers and purchasers of restaurant operations
- Represented seller of family-owned auto dealer
Joint Ventures and Strategic Alliances
- Lead transaction counsel for interstate affiliation of three community mental health centers (believed to be the first interstate affiliation of community mental health centers)
- Lead counsel for strategic alliance between US-based entity and Panamanian counterparts
- Lead transaction counsel for merger of community mental health centers
- Lead outside counsel to funding source in development funding of software company in the education services sector
- Outside counsel to municipal utility in strategic alliance for geographic expansion of service area
- Outside counsel to employee benefit service provider in strategic alliance for expansion of product lines
- Represented supplier in negotiation and documentation of supply agreement for petroleum product with warrants to customer
- Counsel to domestic importer for distribution and supply relationship with foreign supply source and manufacturer
Operational Projects
- Lead transaction counsel for negotiation of long-term off-take supply agreement for iron-ore concentrate
- Lead counsel for distribution of medical device domestically and internationally
- Counsel to user in negotiating and documenting information technology system implementation
- Lead outside counsel to supplier in negotiation and documentation of supply agreement for telecommunications product line
- Outside counsel in structuring and documenting dealer/supplier agreements
- Outside counsel to domestic importer and distributor in sales agency transaction for foreign supplies
- Preparation of template license agreement for software licensor of medical diagnostic software
- Represented start-up franchisee in fitness industry
- Counsel to multiple companies for web-based services and products and preparation of web-site agreements, terms and privacy policies
Outsourcing Projects
- Lead team counsel on outsourcing modernization project for the Family & Social Services Administration of the State of Indiana with IBM Corporation
- Lead outside counsel to Indiana Public Employees Retirement Fund and Indiana State Teachers Fund for outsourcing of information technology services
- Lead counsel to alternative energy supplier in outsourcing of municipal waste-management services
- Represented manufacturer in documentation of outsourcing of supply arrangements for Chinese distribution system
- Lead outside counsel to exempt organization as service provider to financial institution for outsourcing of student loan product line
- Represented service provider in outsourcing of financial services by Canadian financial institution
Capital Formation Projects
- Represented start-up life science company in organization and initial capital formation
- Lead outside counsel to technology company in leveraged debt transaction
- Represented industrial products manufacturer in leveraged debt restructuring
- Outside counsel to ESOP-owned industrial parts supplier in leveraged debt transaction
- Represented issuer in capital formation for producer of consumer product for housing industry
- Represented start-up developer of web-based networking for education sector in entity formation and raising capital
Corporate Governance and Shareholder Relations Projects
- Represented minority group in member dispute in LLC in the healthcare sector
- Counsel to life science company in structuring governance and ownership for investors
- Counsel to investor on structuring investment and governance relations for medical service company
- Lead counsel to owners in restructuring of family-owned distribution business
- Transaction counsel to surviving member in redemption of member interests in LLC
- Counsel to shareholder in dissenting shareholder dispute
- Represented minority shareholder in negotiation and documentation of buyout of interests in gaming company
Non-Profit and Exempt Entity Projects
- Represented entities in structuring and documentation regarding for-profit subsidiary of not-for-profit community mental health center for commercialization of medical diagnostic software
- Represented exempt organization in structuring and funding strategic investments in private for profit entities
- Represented exempt organization in formation of domestic entity and application for tax-exempt status for foreign missions through “friends” structure
- Represented exempt organization with multiple church involvement in formation and application for tax-exempt status for services to youth
- Represented exempt organization in formation and application for tax-exempt status for services to disadvantaged youth
- Advised exempt organization Boards and executives on fiduciary duties, private inurement, private benefit and other exempt organization issues
- Served as lead transaction counsel for multiple affiliation transaction among exempt health organizations
- Served as lead transaction counsel on multiple transactions involving acquisition of exempt and non-exempt target companies and coordination with for-profit participants
- Served as lead transaction counsel in transfer of ownership of for profit subsidiary of exempt healthcare organization to management owned purchaser
Education Projects
- Lead Indiana counsel for launch of Indiana operations for internet-based non-profit university
- Lead outside counsel to licensor in negotiation and documentation of development agreement for commercialization of financial services product in the education industry
- Representation of leading student loan guarantor on corporate, governance, acquisition, operational and strategic implementation issues
- Lead counsel on structuring regional consortium of community colleges for advocacy purposes
- Lead Indiana counsel on structuring of interface between 4-year university and community college
- Lead counsel on structuring of subsidiary supporting organization to exempt private university for restructuring of parent debt
- Lead counsel on evaluation of risk profile for private university overseas study programs
- Served as lead counsel on establishment of exempt foundation to support STEAM fields at the primary and secondary levels
Life Science and Technology Projects
- Represented start-up life science company in organization and initial capital formation
- Represented early stage life science company in governance structure and capital formation
- Represented alternative energy company in negotiating and structuring outsourcing project with municipal organization
- Represented early stage company in negotiation and documentation for commercialization of health information database and capital formation
- Advised life science companies on capital formation, investor structure and governance issues
- Represented bio-technology company in formation, governance structuring, capital formation, grant funding and related activities
- Advised life science companies on government funding, grants and tax credits, including those from the American Recovery and Reinvestment Act of 2009 (Stimulus Bill)
Representative Early Stage/Startup Projects
Represented the following companies in organizational, governance, funding and operational matters:
- Early stage life science company focusing on gene therapies
- Early stage spin-off of electronic medical record division
- Startup consumer product company
- Startup web-based distribution company
- Startup web-based career development and recruiting company
- Early stage electronic musical device delivery company
- Early stage company providing commercial telecommunications monitoring services
- Startup home product company
- Startup security monitoring and detection company
- Startup company providing mobile laboratory solutions
- Startup franchisees
Professional Associations
- The Villages of Indiana, 2017-Present (Board Member)
- Indianapolis Bar Association - Business Law Section (Former Chair)
- Fairfield Orphanage and Sponsorship Association (Former Chairperson) supporting Fairfield Children’s Home, Mutare, Zimbabwe
- Meridian Street United Methodist Church (Multiple Lay Leadership Positions)
- St. Richard's School, 1992 - 1999 (Board Member, Treasurer)
- Association for Corporate Growth, Indiana Chapter (Member, Board Member 2006-2018, President 2009-2010)
Awards & Recognitions
- Indiana Super Lawyers, 2004-2020
- Chambers USA: Leader in the Field of Corporate Mergers & Acquisitions
- Best Lawyers In America©, Corporate Law / Mergers & Acquisitions Law, 2007-2020
- Best Lawyers® 2017 Mergers and Acquisitions Law "Lawyer of the Year" in Indianapolis
Seminars & Presentations
- Loan Forgiveness Under the PPP: Process and Considerations, CEO-Net
- COVID-19 Latest: Update on FFCRA & CARES Act for Healthcare Businesses, Indiana State Medical Association
- COVID-19 Checklist for Indiana Businesses, Indiana Manufacturers Association
- COVID-19 Checklist for Indiana Businesses, Indiana Chamber of Commerce
- COVID-19 Town Hall for the Indiana Optometric Association: Key Business and Employment Law Topics, Indiana Optometric Association
- Mergers & Acquisitions Master Class; Indianapolis Bar Association
- Ethics Hot Seat Issues for In-House Counsel: Update on Current Ethical Issues; ACC Indiana 2017 Annual Meeting
- Advanced Business Contracts: Strategically Negotiating Risk: Indemnification, Limitations of Liability, and Insurance; National Business Institute
- Technology Contracts - Negotiation Issues, Traps and Tools, Non-profit Healthcare Workshop
- Basic Business Practice, Indianapolis Bar Association
- Joint Ventures: Structuring Joint Ventures - Choices and Considerations; National Business Institute
- Joint Ventures, Lorman
- Year 2000 Risk Management, Various
- E-Solutions Now, Krieg DeVault
- Basic Contract Drafting, ICLEF
- Fundamentals of Acquisition Transactions, Lorman
- Overview of Acquisition Process for the Private Company, ACC Indiana Presentation
- Corporate Governance: Minding Behavioral Fences, ACC Indiana Presentation
- Stimulus Bill Overview, Bloomington Economic Development Corporation Presentation
- Lessons from Today's Headlines: Duties and Responsibilities Among Stakeholders, ACC Indiana Presentation
Education
- J.D., Washington University School of Law, St. Louis, Missouri, 1979
- M.B.A., Washington University, St. Louis, Missouri, 1979
- B.A., DePauw University, Greencastle, Indiana, 1975
Bar & Court Admissions
- Indiana (1979)
- U.S. District Court for the Northern District of Indiana (1979)
- U.S. District Court for the Southern District of Indiana (1979)
Practices
Industries

Mountain Biking

Cooking

Indianapolis Colts
Business

Corporate Transparency Act: New Obligations to Disclose Beneficial Ownership in Private Companies
January 12, 2021
Labor and Employment

Unpacking Schrems II: The Demise of the EU-U.S. Privacy Shield
October 20, 2020
Education and School Law

Educate Your School: K-12 Public School Compliance with Federal Civil Rights Laws In the COVID-19 Environment
October 1, 2020
Secured Lender

IRS Instructs Lenders not to File Form 1099-C for Forgiveness of Paycheck Protection Program Loans
October 1, 2020
Thought Leadership

PPP Safe Harbor for Loans Under $2M and Helpful Guidance for Loans $2M+
May 12, 2020
Thought Leadership

UPDATED - Paycheck Protection Program: Confirm the Necessity or Return the Funds
May 5, 2020
Thought Leadership

Paycheck Protection Program: Confirm the Necessity or Return the Funds
April 29, 2020
Education and School Law

New Threat on the Horizon for Schools, Colleges, and Universities: Class Action Lawsuits for Return of Tuition
April 19, 2020
Thought Leadership

SBA Issues Additional Interim Guidance on Paycheck Protection Program Clarifying Treatment of Self-Employment and Partner Income
April 15, 2020
Thought Leadership

Comparisons of the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP)
April 1, 2020
Thought Leadership

Office of Inspector General Clarifies Online Digital Platforms and Marketing Practices for Physicians
October 7, 2019
Secured Lender

CFPB Issues Finalized Changes To Regulation F To Implement The Fair Debt Collection Practices Act
December 16, 2020
Secured Lender

Indiana Supreme Court Further Extends Partial Protection of CARES Act Recovery Rebates
November 12, 2020
Secured Lender

Moratorium on Indiana Residential Foreclosures and Evictions Extended Through August 14, 2020
July 31, 2020
Secured Lender

Seventh Circuit Court of Appeals Reaffirms the Necessity of Adhering to the Bankruptcy Code Text
July 14, 2020
Secured Lender

Reminder: Post-Judgment Interest on Indiana State-Court Judgments Tolled Until August 15, 2020
July 14, 2020
Financial Services

US Supreme Court Rules Structure of the CFPB Unconstitutional, Preserves Bureau's Authority to Operate
June 30, 2020
Secured Lender

A Bankruptcy Court Weighs In: Do Force Majeure Clauses Excuse Commercial Tenants from Paying Rent?
June 23, 2020
Secured Lender

Eviction and Foreclosure Moratoriums Extended to August 31, 2020 for Federally-Backed Mortgages
June 17, 2020
Secured Lender

Changes are Coming to the Indiana Consumer Credit Code - Are you Ready?
June 15, 2020
Secured Lender

TILA and the Right of Rescission: Illinois Adopts One-Year Limitation Period
June 10, 2020
Financial Services

OCC Issues Advance Notice of Proposed Rulemaking Regarding Digital Banking Activities
June 8, 2020
Secured Lender

A Hospital's Bankruptcy Filing Dramatically Changes the Equation for Medical Providers
June 8, 2020
Secured Lender

Indiana Supreme Court Extends Partial Protection of CARES Act Recovery Rebates
May 31, 2020
Secured Lender

Illinois Eviction Moratorium: Relief Extended to Non-Residential Tenants
April 28, 2020
Secured Lender

COVID-19 and Supplemental Proceedings: Illinois Supreme Court Provides Guidance
April 28, 2020
Secured Lender

COVID-19 and the Mortgage Industry: Embracing the Virus on the Legislative and Regulatory Front
April 26, 2020
Financial Services

Paycheck Protection Program and Health Care Enhancement Act Update
April 21, 2020
Secured Lender

Indiana Supreme Court Orders Partial Protection of CARES Act Recovery Rebates Payments
April 20, 2020
Financial Services

Interagency Statement on Loan Modifications and Reporting for Financial Institutions
April 14, 2020
Financial Services

The CARES Act: Provisions Directly Affecting Financial Institutions
March 26, 2020
Financial Services

A Message from Krieg DeVault LLP's Creditors' Rights and Bankruptcy Practice Group on Our Response to the Coronavirus COVID-19 Pandemic
March 23, 2020
Financial Services

NCUA Issues Proposed Rule Allowing Some Credit Unions to Issue Subordinated Debt
January 26, 2020
Firm News

Charles Richert Joins Firm's Financial Institutions and Business, Acquisitions, and Securities Practices
October 1, 2019
Firm News

Krieg DeVault Authors Indiana Chapter of The Secured Finance Network Compendium of Secured Finance Law
September 25, 2019
Thought Leadership

New Wave of Overdraft Fee Class Action Suits Targets Indiana Financial Institutions
September 22, 2019
Thought Leadership

Agencies Adopt Final Rule Excluding Community Banks from Volcker Rule
July 11, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News

Maria M. Vladimirova Joins Krieg DeVault's Financial Institutions Practice Group
March 7, 2019
Thought Leadership

Indiana Court Upholds Department of Financial Institutions Ruling on Auto Dealer Electronic Titling Fees
November 1, 2018
Thought Leadership

Indiana DFI Issues Advisory Letter Reinforcing Position on Dealer Convenience Fees
June 7, 2018
Thought Leadership

President Trump Signs Dodd-Frank Reform Into Law Providing Regulatory Relief to Community Banks
May 29, 2018
Thought Leadership

Court Determines Debtor's Correct Name on Driver's License for UCC-1 Financing Statement
March 5, 2018
Thought Leadership

Is Your Website Compliant with the Americans With Disabilities Act?
February 21, 2018
Firm News

Brett J. Ashton to Speak at the 1st American Financial Services Association Law & Compliance Symposium
January 16, 2018
Business

House of Representatives Passes Historic MORE Act to Decriminalize Cannabis at Federal Level
December 4, 2020
Labor and Employment

IRS Issues Guidance Related to President Trump's Memorandum on Social Security Tax Deferral
September 1, 2020
Education and School Law

IRS Releases FAQs on Tax Treatment of Higher Education Emergency Relief Fund and Emergency Financial Aid Grants under CARES Act
May 10, 2020
Litigation

If Our Company Gets Sued Because of COVID-19, Will We be Covered by Insurance?
May 10, 2020
Thought Leadership

Changes to Net Operating Loss Carryback Rules May Provide Opportunities
April 15, 2020
Thought Leadership

IRS Provides Guidance on Process for Claiming COVID-19 Related Payroll Tax Credits
April 2, 2020
Thought Leadership

The CARES Act: Business and Individual Tax Provisions, Charities, and IRS Relief Measures
March 26, 2020
Firm News

David E. Corbitt Named Chair of Krieg DeVault's Public Finance and Municipal Practice Group
January 8, 2020
Thought Leadership

IRS Updates Racial Nondiscrimination Publication Requirement for 501(c)(3) Private Schools
May 15, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News

Katherine D. Mayberry Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group
October 29, 2018
Firm News

Krieg DeVault Partners John B. Baxter and Robert A. Greising Named to Chambers USA 2018 List
May 10, 2018
Firm News

Robert A. Greising and Nicholas J. Anderson to Present at Tax Reform Workshop
February 8, 2018
Robert Greising devotes his practice primarily to general corporate and business, corporate finance, technology, education, healthcare and alternative energy areas.
Mr. Greising has participated as lead counsel in many merger and acquisition transactions, represented lenders and borrowers in secured loan transactions, and served as legal advisor in the sale and purchase of numerous publicly and privately-held businesses across a broad spectrum of industries. Mr. Greising has also been the lead on joint ventures and strategic alliances in the financial services industry, technology and software sectors, the healthcare and community mental health sectors, education sector, energy field, distribution and logistics businesses, and on outsourcing projects involving governmental services and information technology. He has advised many start-up businesses, including those utilizing venture capital and those pursuing franchisee opportunities. He has served as the lead attorney in numerous transactions involving operations, such as distribution arrangements, service outsourcing, franchises, commercialization of intellectual property assets, web-based delivery of products and services, licensing of software products and general e-commerce.
Mr. Greising is actively involved in the firm’s efforts to serve family-owned and closely-held businesses as well as entrepreneurial and development stage companies. These efforts include corporate governance, shareholder relationships and succession planning. Mr. Greising also works with larger, diversified companies in various industries including technology, education, energy, manufacturing, health care, and financial services who have operated both domestically and overseas. Mr. Greising has also worked closely with not-for-profit entities on corporate governance and for-profit business initiatives and with ESOP companies in their formation, borrowing transactions and sales/purchases of businesses.
Merger and Acquisition Deals
- Lead transaction counsel in sale of fleet management company to private equity funded purchaser
- Lead counsel to logistics company and executive in sale to larger scale logistics company
- Lead counsel in sale of ownership of engineering service company to management
- Lead transaction counsel for sale of multiple location franchise system
- Lead transaction counsel for durable medical equipment supplier in purchase of expansion target
- Lead transaction counsel for purchaser of closely-held company with seller financing and bank financing in manufacturing sector
- Counsel to family-owned business in restructuring through spin-off of operations to subsidiary
- Outside counsel to manufacturer in spin-off of affiliates
- Local counsel to funding source in going-private transaction
- Lead counsel in sale of family-owned lumber business
- Lead transaction counsel for lead investor in microbrewery
- Lead transaction counsel to company in redemption of outside shareholder through an ESOP
- Lead transaction counsel for purchaser of multiple entities in industrial products sector
- Lead transaction counsel for purchasers and sellers in multiple transactions involving financial institutions
- Lead transaction counsel for purchaser of multiple entities in the education services sector
- Lead transaction counsel to ESOP company in spin-off of operations to third party purchaser
- Outside counsel to sellers and purchasers of restaurant operations
- Represented seller of family-owned auto dealer
Joint Ventures and Strategic Alliances
- Lead transaction counsel for interstate affiliation of three community mental health centers (believed to be the first interstate affiliation of community mental health centers)
- Lead counsel for strategic alliance between US-based entity and Panamanian counterparts
- Lead transaction counsel for merger of community mental health centers
- Lead outside counsel to funding source in development funding of software company in the education services sector
- Outside counsel to municipal utility in strategic alliance for geographic expansion of service area
- Outside counsel to employee benefit service provider in strategic alliance for expansion of product lines
- Represented supplier in negotiation and documentation of supply agreement for petroleum product with warrants to customer
- Counsel to domestic importer for distribution and supply relationship with foreign supply source and manufacturer
Operational Projects
- Lead transaction counsel for negotiation of long-term off-take supply agreement for iron-ore concentrate
- Lead counsel for distribution of medical device domestically and internationally
- Counsel to user in negotiating and documenting information technology system implementation
- Lead outside counsel to supplier in negotiation and documentation of supply agreement for telecommunications product line
- Outside counsel in structuring and documenting dealer/supplier agreements
- Outside counsel to domestic importer and distributor in sales agency transaction for foreign supplies
- Preparation of template license agreement for software licensor of medical diagnostic software
- Represented start-up franchisee in fitness industry
- Counsel to multiple companies for web-based services and products and preparation of web-site agreements, terms and privacy policies
Outsourcing Projects
- Lead team counsel on outsourcing modernization project for the Family & Social Services Administration of the State of Indiana with IBM Corporation
- Lead outside counsel to Indiana Public Employees Retirement Fund and Indiana State Teachers Fund for outsourcing of information technology services
- Lead counsel to alternative energy supplier in outsourcing of municipal waste-management services
- Represented manufacturer in documentation of outsourcing of supply arrangements for Chinese distribution system
- Lead outside counsel to exempt organization as service provider to financial institution for outsourcing of student loan product line
- Represented service provider in outsourcing of financial services by Canadian financial institution
Capital Formation Projects
- Represented start-up life science company in organization and initial capital formation
- Lead outside counsel to technology company in leveraged debt transaction
- Represented industrial products manufacturer in leveraged debt restructuring
- Outside counsel to ESOP-owned industrial parts supplier in leveraged debt transaction
- Represented issuer in capital formation for producer of consumer product for housing industry
- Represented start-up developer of web-based networking for education sector in entity formation and raising capital
Corporate Governance and Shareholder Relations Projects
- Represented minority group in member dispute in LLC in the healthcare sector
- Counsel to life science company in structuring governance and ownership for investors
- Counsel to investor on structuring investment and governance relations for medical service company
- Lead counsel to owners in restructuring of family-owned distribution business
- Transaction counsel to surviving member in redemption of member interests in LLC
- Counsel to shareholder in dissenting shareholder dispute
- Represented minority shareholder in negotiation and documentation of buyout of interests in gaming company
Non-Profit and Exempt Entity Projects
- Represented entities in structuring and documentation regarding for-profit subsidiary of not-for-profit community mental health center for commercialization of medical diagnostic software
- Represented exempt organization in structuring and funding strategic investments in private for profit entities
- Represented exempt organization in formation of domestic entity and application for tax-exempt status for foreign missions through “friends” structure
- Represented exempt organization with multiple church involvement in formation and application for tax-exempt status for services to youth
- Represented exempt organization in formation and application for tax-exempt status for services to disadvantaged youth
- Advised exempt organization Boards and executives on fiduciary duties, private inurement, private benefit and other exempt organization issues
- Served as lead transaction counsel for multiple affiliation transaction among exempt health organizations
- Served as lead transaction counsel on multiple transactions involving acquisition of exempt and non-exempt target companies and coordination with for-profit participants
- Served as lead transaction counsel in transfer of ownership of for profit subsidiary of exempt healthcare organization to management owned purchaser
Education Projects
- Lead Indiana counsel for launch of Indiana operations for internet-based non-profit university
- Lead outside counsel to licensor in negotiation and documentation of development agreement for commercialization of financial services product in the education industry
- Representation of leading student loan guarantor on corporate, governance, acquisition, operational and strategic implementation issues
- Lead counsel on structuring regional consortium of community colleges for advocacy purposes
- Lead Indiana counsel on structuring of interface between 4-year university and community college
- Lead counsel on structuring of subsidiary supporting organization to exempt private university for restructuring of parent debt
- Lead counsel on evaluation of risk profile for private university overseas study programs
- Served as lead counsel on establishment of exempt foundation to support STEAM fields at the primary and secondary levels
Life Science and Technology Projects
- Represented start-up life science company in organization and initial capital formation
- Represented early stage life science company in governance structure and capital formation
- Represented alternative energy company in negotiating and structuring outsourcing project with municipal organization
- Represented early stage company in negotiation and documentation for commercialization of health information database and capital formation
- Advised life science companies on capital formation, investor structure and governance issues
- Represented bio-technology company in formation, governance structuring, capital formation, grant funding and related activities
- Advised life science companies on government funding, grants and tax credits, including those from the American Recovery and Reinvestment Act of 2009 (Stimulus Bill)
Representative Early Stage/Startup Projects
Represented the following companies in organizational, governance, funding and operational matters:
- Early stage life science company focusing on gene therapies
- Early stage spin-off of electronic medical record division
- Startup consumer product company
- Startup web-based distribution company
- Startup web-based career development and recruiting company
- Early stage electronic musical device delivery company
- Early stage company providing commercial telecommunications monitoring services
- Startup home product company
- Startup security monitoring and detection company
- Startup company providing mobile laboratory solutions
- Startup franchisees
Professional Associations
- The Villages of Indiana, 2017-Present (Board Member)
- Indianapolis Bar Association - Business Law Section (Former Chair)
- Fairfield Orphanage and Sponsorship Association (Former Chairperson) supporting Fairfield Children’s Home, Mutare, Zimbabwe
- Meridian Street United Methodist Church (Multiple Lay Leadership Positions)
- St. Richard's School, 1992 - 1999 (Board Member, Treasurer)
- Association for Corporate Growth, Indiana Chapter (Member, Board Member 2006-2018, President 2009-2010)
Awards & Recognitions
- Indiana Super Lawyers, 2004-2020
- Chambers USA: Leader in the Field of Corporate Mergers & Acquisitions
- Best Lawyers In America©, Corporate Law / Mergers & Acquisitions Law, 2007-2020
- Best Lawyers® 2017 Mergers and Acquisitions Law "Lawyer of the Year" in Indianapolis
Seminars & Presentations
- Loan Forgiveness Under the PPP: Process and Considerations, CEO-Net
- COVID-19 Latest: Update on FFCRA & CARES Act for Healthcare Businesses, Indiana State Medical Association
- COVID-19 Checklist for Indiana Businesses, Indiana Manufacturers Association
- COVID-19 Checklist for Indiana Businesses, Indiana Chamber of Commerce
- COVID-19 Town Hall for the Indiana Optometric Association: Key Business and Employment Law Topics, Indiana Optometric Association
- Mergers & Acquisitions Master Class; Indianapolis Bar Association
- Ethics Hot Seat Issues for In-House Counsel: Update on Current Ethical Issues; ACC Indiana 2017 Annual Meeting
- Advanced Business Contracts: Strategically Negotiating Risk: Indemnification, Limitations of Liability, and Insurance; National Business Institute
- Technology Contracts - Negotiation Issues, Traps and Tools, Non-profit Healthcare Workshop
- Basic Business Practice, Indianapolis Bar Association
- Joint Ventures: Structuring Joint Ventures - Choices and Considerations; National Business Institute
- Joint Ventures, Lorman
- Year 2000 Risk Management, Various
- E-Solutions Now, Krieg DeVault
- Basic Contract Drafting, ICLEF
- Fundamentals of Acquisition Transactions, Lorman
- Overview of Acquisition Process for the Private Company, ACC Indiana Presentation
- Corporate Governance: Minding Behavioral Fences, ACC Indiana Presentation
- Stimulus Bill Overview, Bloomington Economic Development Corporation Presentation
- Lessons from Today's Headlines: Duties and Responsibilities Among Stakeholders, ACC Indiana Presentation
Education
- J.D., Washington University School of Law, St. Louis, Missouri, 1979
- M.B.A., Washington University, St. Louis, Missouri, 1979
- B.A., DePauw University, Greencastle, Indiana, 1975
Bar & Court Admissions
- Indiana (1979)
- U.S. District Court for the Northern District of Indiana (1979)
- U.S. District Court for the Southern District of Indiana (1979)
Practices
Industries
Insights
Business

Corporate Transparency Act: New Obligations to Disclose Beneficial Ownership in Private Companies
January 12, 2021
Labor and Employment

Unpacking Schrems II: The Demise of the EU-U.S. Privacy Shield
October 20, 2020
Education and School Law

Educate Your School: K-12 Public School Compliance with Federal Civil Rights Laws In the COVID-19 Environment
October 1, 2020
Secured Lender

IRS Instructs Lenders not to File Form 1099-C for Forgiveness of Paycheck Protection Program Loans
October 1, 2020
Thought Leadership

PPP Safe Harbor for Loans Under $2M and Helpful Guidance for Loans $2M+
May 12, 2020
Thought Leadership

UPDATED - Paycheck Protection Program: Confirm the Necessity or Return the Funds
May 5, 2020
Thought Leadership

Paycheck Protection Program: Confirm the Necessity or Return the Funds
April 29, 2020
Education and School Law

New Threat on the Horizon for Schools, Colleges, and Universities: Class Action Lawsuits for Return of Tuition
April 19, 2020
Thought Leadership

SBA Issues Additional Interim Guidance on Paycheck Protection Program Clarifying Treatment of Self-Employment and Partner Income
April 15, 2020
Thought Leadership

Comparisons of the Economic Injury Disaster Loan (EIDL) and the Paycheck Protection Program (PPP)
April 1, 2020
Thought Leadership

Office of Inspector General Clarifies Online Digital Platforms and Marketing Practices for Physicians
October 7, 2019
Secured Lender

CFPB Issues Finalized Changes To Regulation F To Implement The Fair Debt Collection Practices Act
December 16, 2020
Secured Lender

Indiana Supreme Court Further Extends Partial Protection of CARES Act Recovery Rebates
November 12, 2020
Secured Lender

Moratorium on Indiana Residential Foreclosures and Evictions Extended Through August 14, 2020
July 31, 2020
Secured Lender

Seventh Circuit Court of Appeals Reaffirms the Necessity of Adhering to the Bankruptcy Code Text
July 14, 2020
Secured Lender

Reminder: Post-Judgment Interest on Indiana State-Court Judgments Tolled Until August 15, 2020
July 14, 2020
Financial Services

US Supreme Court Rules Structure of the CFPB Unconstitutional, Preserves Bureau's Authority to Operate
June 30, 2020
Secured Lender

A Bankruptcy Court Weighs In: Do Force Majeure Clauses Excuse Commercial Tenants from Paying Rent?
June 23, 2020
Secured Lender

Eviction and Foreclosure Moratoriums Extended to August 31, 2020 for Federally-Backed Mortgages
June 17, 2020
Secured Lender

Changes are Coming to the Indiana Consumer Credit Code - Are you Ready?
June 15, 2020
Secured Lender

TILA and the Right of Rescission: Illinois Adopts One-Year Limitation Period
June 10, 2020
Financial Services

OCC Issues Advance Notice of Proposed Rulemaking Regarding Digital Banking Activities
June 8, 2020
Secured Lender

A Hospital's Bankruptcy Filing Dramatically Changes the Equation for Medical Providers
June 8, 2020
Secured Lender

Indiana Supreme Court Extends Partial Protection of CARES Act Recovery Rebates
May 31, 2020
Secured Lender

Illinois Eviction Moratorium: Relief Extended to Non-Residential Tenants
April 28, 2020
Secured Lender

COVID-19 and Supplemental Proceedings: Illinois Supreme Court Provides Guidance
April 28, 2020
Secured Lender

COVID-19 and the Mortgage Industry: Embracing the Virus on the Legislative and Regulatory Front
April 26, 2020
Financial Services

Paycheck Protection Program and Health Care Enhancement Act Update
April 21, 2020
Secured Lender

Indiana Supreme Court Orders Partial Protection of CARES Act Recovery Rebates Payments
April 20, 2020
Financial Services

Interagency Statement on Loan Modifications and Reporting for Financial Institutions
April 14, 2020
Financial Services

The CARES Act: Provisions Directly Affecting Financial Institutions
March 26, 2020
Financial Services

A Message from Krieg DeVault LLP's Creditors' Rights and Bankruptcy Practice Group on Our Response to the Coronavirus COVID-19 Pandemic
March 23, 2020
Financial Services

NCUA Issues Proposed Rule Allowing Some Credit Unions to Issue Subordinated Debt
January 26, 2020
Firm News

Charles Richert Joins Firm's Financial Institutions and Business, Acquisitions, and Securities Practices
October 1, 2019
Firm News

Krieg DeVault Authors Indiana Chapter of The Secured Finance Network Compendium of Secured Finance Law
September 25, 2019
Thought Leadership

New Wave of Overdraft Fee Class Action Suits Targets Indiana Financial Institutions
September 22, 2019
Thought Leadership

Agencies Adopt Final Rule Excluding Community Banks from Volcker Rule
July 11, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News

Maria M. Vladimirova Joins Krieg DeVault's Financial Institutions Practice Group
March 7, 2019
Thought Leadership

Indiana Court Upholds Department of Financial Institutions Ruling on Auto Dealer Electronic Titling Fees
November 1, 2018
Thought Leadership

Indiana DFI Issues Advisory Letter Reinforcing Position on Dealer Convenience Fees
June 7, 2018
Thought Leadership

President Trump Signs Dodd-Frank Reform Into Law Providing Regulatory Relief to Community Banks
May 29, 2018
Thought Leadership

Court Determines Debtor's Correct Name on Driver's License for UCC-1 Financing Statement
March 5, 2018
Thought Leadership

Is Your Website Compliant with the Americans With Disabilities Act?
February 21, 2018
Firm News

Brett J. Ashton to Speak at the 1st American Financial Services Association Law & Compliance Symposium
January 16, 2018
Business

House of Representatives Passes Historic MORE Act to Decriminalize Cannabis at Federal Level
December 4, 2020
Labor and Employment

IRS Issues Guidance Related to President Trump's Memorandum on Social Security Tax Deferral
September 1, 2020
Education and School Law

IRS Releases FAQs on Tax Treatment of Higher Education Emergency Relief Fund and Emergency Financial Aid Grants under CARES Act
May 10, 2020
Litigation

If Our Company Gets Sued Because of COVID-19, Will We be Covered by Insurance?
May 10, 2020
Thought Leadership

Changes to Net Operating Loss Carryback Rules May Provide Opportunities
April 15, 2020
Thought Leadership

IRS Provides Guidance on Process for Claiming COVID-19 Related Payroll Tax Credits
April 2, 2020
Thought Leadership

The CARES Act: Business and Individual Tax Provisions, Charities, and IRS Relief Measures
March 26, 2020
Firm News

David E. Corbitt Named Chair of Krieg DeVault's Public Finance and Municipal Practice Group
January 8, 2020
Thought Leadership

IRS Updates Racial Nondiscrimination Publication Requirement for 501(c)(3) Private Schools
May 15, 2019
Thought Leadership

Is Your Organization in Compliance With IRS Rules on Employer Identification Numbers?
April 29, 2019
Firm News

Katherine D. Mayberry Joins Krieg DeVault's Business, Acquisitions, and Securities Practice Group
October 29, 2018
Firm News

Krieg DeVault Partners John B. Baxter and Robert A. Greising Named to Chambers USA 2018 List
May 10, 2018
Firm News

Robert A. Greising and Nicholas J. Anderson to Present at Tax Reform Workshop
February 8, 2018