Bo Marcus helps businesses complete acquisitions, secure financing and structure transactions that advance growth and investment. He represents buyers and sellers in mergers and acquisitions, advising on due diligence, disclosure schedules, transaction documents and key stages of the deal process from initial negotiations through closing.
Working with buyers and sellers across a range of industries, he reviews transaction documents, identifies potential issues and helps keep deals on track. His experience includes managing data rooms, preparing disclosure schedules and drafting transaction documents.
Beyond his M&A practice, Bo advises lenders and borrowers in financing and refinancing transactions. His work includes reviewing and revising credit agreements, promissory notes and mortgages, coordinating required transaction documents and helping bring financing transactions to closing. He regularly works on vessel financing matters, assisting vessel-owning companies with obtaining loans. Bo also represents franchisors and other businesses in securing financing for their operations.
Startup companies also turn to Bo for assistance with business formation and financing matters. He drafts formation documents for limited liability companies and corporations and helps clients establish business structures aligned with their long-term objectives.
His practice also includes real estate matters, such as drafting and reviewing purchase and sale agreements and lease agreements. Bo provides practical guidance tailored to clients' business goals and the needs of each transaction.