Joe’s extensive corporate experience includes representing numerous private companies on a wide range of legal concerns. His areas of skill focus on the issues confronting entrepreneurs and family businesses. Joe has also worked extensively with equity sponsors, angel investors and other financing sources in negotiating and documenting debt and equity placements for privately-held entities. He has represented clients in a variety of industries and with diverse financial requirements, enabling him to offer practical and creative advice on general business and corporate law issues.
Joe also is experienced in facilitating mergers and acquisitions, having represented a number of buyers, sellers and intermediaries in transactions involving diverse industries and deal structures. He has advised entrepreneurs, private equity funds, equity sponsors and management groups in acquisitions and divestitures and is able to assist clients in value added pre-transaction wealth transfer and charitable planning, and in designing innovative acquisition structures to address multiple financing and tax considerations. In the venture capital arena, Joe represents investment funds, family offices and individual investors in early-stage companies as well as corporate clients engaged in venture and growth capital raising. Joe functions as outside general counsel to numerous privately-held companies in both the service and manufacturing sectors, providing general corporate counseling across a wide range of issues, including employment, intellectual property, dispute resolution, regulatory compliance, governance, commercial and general contracts, and investor relations matters.
Involved throughout the community, Joe currently serves as the President of the board of trustees of Urban Community School and of Urban Squash Cleveland. He is also a trustee of the Ohio Motorists Association and University School. He is a past president of the board of the Early Childhood Enrichment Center, Inc., and Open Doors, Inc., as well as a former Senior Warden of St. Paul’s Episcopal Church. He also serves on the boards of directors or advisors for numerous Calfee clients. Joe is a member of the Ohio, Massachusetts and Cleveland Metropolitan Bar Associations.
Joe joined Calfee in 1989, was elected a partner in 1992, became a member of the firm’s executive committee in 2009, and corporate practice group leader in 2012.