Daniel Lewis
Associate, Dallas
Practice Areas
Experience
- Capital Markets
- Energy Acquisition & Disposition
- Family-Owned Business
- Healthcare Mergers & Acquisitions
- Investment Funds
- Mergers, Acquisitions, & Divestitures
- Private Equity
- Public Companies & Securities
- Venture Capital & Emerging Companies
Biography
Daniel Lewis is an attorney in the Corporate & Securities practice of Jackson Walker’s Dallas office. His transactional practice focuses on mergers and acquisitions, credit facilities, and investment funds.
Prior to Jackson Walker, Daniel practiced at a prominent international law firm. He has also served as a judicial law clerk for Judge Don Willett of the Fifth Circuit Court of Appeals and as a summer clerk for the Office of the Governor.
Education
B.A., Baylor University
- Phi Beta Kappa
- Studied abroad at Tsinghua University in Beijing, China
J.D., The University of Chicago Law School
- Texas Law Society
- Ruth Wyatt Rosenson Scholarship Recipient
Bar Admissions
Texas
Mergers & Acquisitions
- Handles asset and stock purchases for private institutions at due diligence and deal closure stages
- Assists with managing virtual data rooms, conducting due diligence reports, and drafting primary and ancillary materials during closing process
- Drafts non-disclosure and confidentiality agreements related to potential acquisitions
Credit Facilities
- Advises lenders and borrowers in establishing and refinancing bilateral and syndicated credit facilities
- Drafts primary and ancillary documents for acquisition financings, restructuring financings, debtor-in-possession (DIP) loans, revolving exit facilities, and amendments to credit agreements
Investment Funds
- Handles formation, marketing, fundraising, and AIV formation of funds up to $22 billion in size
- Assists with subscription and onboarding process
- Drafts and negotiates side letters
- “Critical Distinctions Between Texas and Delaware LLC Law,” CSC CLE Webinar (July 2022)
Mergers and Acquisitions
- Private-equity-backed trailer rentals, leases, and sales company in strategic acquisition
- Sale of family-owned property tax and valuation services company
- Acquisition by private-equity-backed durable medical equipment company of substantially all assets of competitor
- Represented Auto Parts Plus in bankruptcy sale of substantially all assets to approximately one dozen different purchasers
- Represented private-equity-backed wood manufacturing and processing company in strategic acquisition
- Represented private-equity-backed healthcare company in merger with institutional purchaser
- Represented private-equity-backed healthcare company in carve-out of Houston area hospitals to strategic purchaser
- Represented real estate investment fund in acquisition of 100% equity interests in five multi-family properties across United States
- Sale of family-owned insurance company to institutional purchaser
- Represented family office in purchase of breast pump manufacturer
- Represented institutional purchaser in acquisition of skilled nursing home and associated real estate
- Represented prominent real estate brokerage company in formation of joint venture to acquire local brokerage
- Represented family office in acquisition of distressed fast food chain
Energy and Infrastructure Transactions
- Represented power generation company in acquisition of natural gas pipeline system serving power generation plant
- Family office in connection with investment in joint ventures to acquire and convert portfolio of commercial passenger twin engine jet airliners
- Represented large-cap energy company in acquisition of Central Texas pipeline and related easements and rights-of-way
- Sale of family-owned heavy machinery company to institutional investor
Finance, Credit and Banking Transactions
- Represented administrative agent in syndicated credit facility to landscape and mulch company of approximately $40 million
- Represented administrative agent in syndicated asset based facility for $150 million
- Represented administrative agent in syndicated reserve based facility for $85 million
- Represented bank in workout of approximately $5 million promissory note
Venture Capital Financings
- Represented investor in connection with Series A investment in healthcare software company
- Represented investor in Series Seed investment in foreign healthcare technology company
- Family office in early stage investment in healthcare technology and services company
Practice Experience
Mergers & Acquisitions
- Handles asset and stock purchases for private institutions at due diligence and deal closure stages
- Assists with managing virtual data rooms, conducting due diligence reports, and drafting primary and ancillary materials during closing process
- Drafts non-disclosure and confidentiality agreements related to potential acquisitions
Credit Facilities
- Advises lenders and borrowers in establishing and refinancing bilateral and syndicated credit facilities
- Drafts primary and ancillary documents for acquisition financings, restructuring financings, debtor-in-possession (DIP) loans, revolving exit facilities, and amendments to credit agreements
Investment Funds
- Handles formation, marketing, fundraising, and AIV formation of funds up to $22 billion in size
- Assists with subscription and onboarding process
- Drafts and negotiates side letters
Publications & Speeches
- “Critical Distinctions Between Texas and Delaware LLC Law,” CSC CLE Webinar (July 2022)
Career Highlights
Mergers and Acquisitions
- Private-equity-backed trailer rentals, leases, and sales company in strategic acquisition
- Sale of family-owned property tax and valuation services company
- Acquisition by private-equity-backed durable medical equipment company of substantially all assets of competitor
- Represented Auto Parts Plus in bankruptcy sale of substantially all assets to approximately one dozen different purchasers
- Represented private-equity-backed wood manufacturing and processing company in strategic acquisition
- Represented private-equity-backed healthcare company in merger with institutional purchaser
- Represented private-equity-backed healthcare company in carve-out of Houston area hospitals to strategic purchaser
- Represented real estate investment fund in acquisition of 100% equity interests in five multi-family properties across United States
- Sale of family-owned insurance company to institutional purchaser
- Represented family office in purchase of breast pump manufacturer
- Represented institutional purchaser in acquisition of skilled nursing home and associated real estate
- Represented prominent real estate brokerage company in formation of joint venture to acquire local brokerage
- Represented family office in acquisition of distressed fast food chain
Energy and Infrastructure Transactions
- Represented power generation company in acquisition of natural gas pipeline system serving power generation plant
- Family office in connection with investment in joint ventures to acquire and convert portfolio of commercial passenger twin engine jet airliners
- Represented large-cap energy company in acquisition of Central Texas pipeline and related easements and rights-of-way
- Sale of family-owned heavy machinery company to institutional investor
Finance, Credit and Banking Transactions
- Represented administrative agent in syndicated credit facility to landscape and mulch company of approximately $40 million
- Represented administrative agent in syndicated asset based facility for $150 million
- Represented administrative agent in syndicated reserve based facility for $85 million
- Represented bank in workout of approximately $5 million promissory note
Venture Capital Financings
- Represented investor in connection with Series A investment in healthcare software company
- Represented investor in Series Seed investment in foreign healthcare technology company
- Family office in early stage investment in healthcare technology and services company