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.
Joe has been selected for inclusion in The Best Lawyers in America© (2013-2019) for Corporate Law.
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 University School and of Bluecoats, Inc. 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. He is currently co-chair of the firm's Corporate and Capital Markets group.
Over his 35-year career, Joe has led many significant merger and acquisition transactions. His considerable experience includes representing the following private equity funds, privately-held companies and corporate clients:
Private Equity Funds:
• Linsalata Capital Partners
• Gates Group
• Austin Capital and their respective portfolio companies
Independent, Privately-Held Companies:
• Mayfran International
• FFR, Inc.
• Algonquin Advisors
• Hartland & Co
General Corporate Counseling Clients:
• Laurel School
• Nook Industries
• Helix Technologies
• Style Crest Enterprises
• Smart Hotels, LLC
- Corporate and Capital Markets
- Mergers and Acquisitions
- Private Equity
- Corporate Succession Planning
- Partnerships, LLCs and Joint Ventures
- Boston University School of Law, J.D., 1984
- Williams College, B.A., cum laude, Phi Beta Kappa, 1979
- State of Ohio and Commonwealth of Massachusetts