Overview
A significant portion of Terry’s practice includes counseling public company clients regarding their ongoing reporting requirements, corporate governance matters, and various other matters affecting public companies and their officers and directors.
Terry serves as Co-Leader of Calfee's Private Equity practice. The private equity funds with which Terry has worked include Align Capital Partners, Highview Capital Partners, A&M Capital Partners, CW Industrial Partners, MCM Capital Partners, and Evolution Capital Partners.
Terry also has worked on a variety of mergers and acquisitions transactions and corporate governance matters with public companies such as RPM International, The J. M. Smucker Company, Invacare Corporation, and Chart Industries.
Since 2018, Terry has been recognized as a Leading Lawyer in Corporate/M&A by Chambers USA, most recently ranked in Band 4, Ohio: North (2024). Chambers USA researchers commented, "Terry is extremely strong commercially and also very personable. Terry has a valued expertise in M&A and private equity and is very strong at cultivating relationships. He is held in particularly high regard for his abilities in advising private equity investors on transactional matters, alongside broader corporate work for portfolio companies. Terry is creative, detail-oriented, and has a good business mind. He is a wonderful M&A lawyer."
Terry joined Calfee in 2008. He was named Firm Vice Chair and joined the Management Committee in 2023.
Honors & Recognitions
- Chambers USA, Corporate/M&A, Band 4, Ohio: North (2018-2024)
- The Best Lawyers in America®, Mergers and Acquisitions Law (2020-2025), Leveraged Buyouts and Private Equity Law (2022-2025), and Securities/Capital Markets Law (2024-2025)
- Ohio Super Lawyers, Mergers and Acquisitions (2014-2025); Ohio Rising Stars (2013)
- Named to the Top 100 Attorneys in Ohio List (2023-2025)
- Named to the Top 50 Attorneys in Cleveland List (2023-2025)
- Forty Under 40 Honoree, Crain's Cleveland Business (2019)
Education
J.D., summa cum laude, Cleveland State University College of Law, 2008
B.A., cum laude, Boston College, 2004
Experience
Experience
Terry’s experience includes having represented the following public and privately held companies and private equity firms:
- Served as lead counsel representing the seller, a Midwestern Ohio manufacturing company, in the 2024 disposition of the equity of its business.
- Served as exclusive counsel to a multi-billion private equity firm client in its 2024 sale of all of the equity interests of a portfolio company to a global private equity firm.
- Served as exclusive counsel to a leading technology-enabled distributer and affiliate of a private equity firm client in its 2024 acquisition of substantially all of the assets of a distribution company.
- Served as lead counsel for a Washington, D.C.-based platform company of a New York state private equity firm in its acquisition of a Texas company. (2024)
- Served as exclusive counsel to a multi-billion dollar private equity firm and registered SEC investment advisor in its 2024 minority investment in a Texas company, allowing the client to assist in the recapitalization of the company via a non-controlling minority interest.
- Served as lead counsel to a multi-billion dollar private equity firm in its acquisition of a Virginia company serving customers in more than 140 countries. (2023)
- Served as exclusive counsel to a leading technology-enabled distributer and affiliate of a private equity firm client in its 2023 acquisition of substantially all of the assets of a California company.
- Served as lead counsel to a multi-billion dollar private equity firm in its acquisition of a Midwestern technology company; the transaction involved a seller rollover of proceeds into the equity of the buyer and multiple employment agreements and equity incentive arrangements were negotiated and entered into at closing. The transaction also included a pre-signing creation of a buyer subsidiary, a pre-closing reorganization of the target entities' structuring and ownership, and the implementation of a post-closing, cross-border IP-licensing structure. (2023)
- Served as lead and sole counsel to a multi-billion dollar private equity firm in the sale of a platform company with more than 30 locations in the U.S.; in between the signing and closing of this transaction, while parties awaited Hart-Scott Rodino clearance, Calfee represented the platform company in the acquisitions of multiple add-on businesses and effectuated the pre-closing reorganization of the sell-side structure. (2023)
- Served as exclusive counsel to a multi-billion private equity firm client in its 2023 acquisition of substantially all assets of a cost segregation company, enabling the client to establish a specialty tax platform.