Julie received her Bachelor of Arts Degree from the University of Southern California in 1980, where she majored in Political Science, was elected to Phi Beta Kappa, and received the Order of the Laurel (highest honor for graduating undergraduates.) At USC, she was President of the Mortar Board and President of the Trojan Democrats. She played basketball for the USC Trojan’s women’s team from 1976-78. Julie received her Juris Doctor in 1983 from the University of Virginia School of Law. She is a past-President of the Sacramento County Corporate and Securities Bar Association (currently known as the Business Law Section).
- Representing buyers, sellers and controlling shareholders in mergers, acquisitions and dispositions.
- Securities offerings, including considerable expertise in drafting private placement memoranda and prospectuses for all types and sizes of securities offerings, including healthcare, real estate (direct and fund formation) and technology companies, and involving the sale of stock in “C” and “S” corporations, membership interests, limited partnership interests, debt and debt participations with revenue participation rights.
- Structuring issuer tender offers for private companies, including direct cash offers and through charter amendments.
- SEC deregistration of limited liability company by recapitalizing the company’s membership interests into different legal classes of units under Section 12(g)(5) of the Securities Exchange Act of 1934 in a Rule 13e-3 (going private) transaction.
- Designing a bylaw amendment recapitalization plan for a 100,000+ member California nonprofit mutual benefit corporation to reclassify its membership interests to preserve its existing membership base but to shift control to a newly created class of affiliated corporate members.
- Represented the special committee administering a complex securities class action settlement involving a publicly-traded real estate limited partnership.
- Drafting and administration of stock option and restricted stock plans. Author of precedent-setting SEC no-action letter under Rule 701 to expand definition of “majority-owned” subsidiaries to minority interests in certain non-corporate entities. See Sutter Surgery Centers, Inc. (available November 10, 1993).
- Legal due diligence for a variety of situations.
- Governance, proxy statements, general corporate, representation of investors, debt financing (including secured and unsecured loans and credit facilities and guarantees) and evaluating complex business arrangements.
- Significant experience in project planning and assisting management, boards and board committees with strategic planning, including estimating legal fees for complex transactions.