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Jonathan Schuster
Contact Information:
Phone: 608.283.6769
Email: jschuster@axley.com
Legal Assistant: Jamie Brud
Phone: 608.283.6720
Email: jbrud@axley.com
Jonathan Schuster is a partner at the firm concentrating in general corporate law, corporate finance and securities, private equity, venture capital, and merger and acquisition matters. Mr. Schuster has represented investors, underwriters and publicly and privately-held companies in more than 100 complex business transactions, including mergers and acquisitions, private equity transactions, venture capital financings, joint ventures, recapitalizations and securities offerings. He also serves as outside general counsel, advising on general corporate and securities matters to a number of corporate clients, including investment advisors, real estate sponsors, private equity sponsors, and companies in the healthcare, technology and professional services industries.
Prior to practicing law, Mr. Schuster was an associate analyst in the Milwaukee office of a regional investment bank where he provided equity research, analyzing small and mid-capitalization companies in the consumer, healthcare and technology distribution industries. In addition, Mr. Schuster was a consultant in the Chicago office of IPC Group, LLC (n/k/a CRA International, Inc.), providing economic, financial and strategic advisory services related to intellectual property, complex business disputes and business valuations.
Significant Representations:
- Advised on securities law matters, including registered representatives and investment advisors on compliance issues, issuers and underwriters on the private and public offering of securities, and reporting companies on corporate governance matters and compliance with listing standards and the Securities Exchange Act of 1934
- Represented privately-held construction services corporation in limited auction process and sale to publicly-held corporation
- Represented investment advisory firm in connection with "A" reorganization and merger with Wisconsin banking corporation
- Advised corporation on Series A, B, and C Preferred Stock offerings and licensing, marketing and distribution arrangements
- Represented emerging companies on developing business and strategic plans, establishing corporate governance policies, raising capital, protecting intellectual property rights, implementing executive and employee compensation arrangements and preparing corporate agreements
- Represented corporation in connection with employee stock ownership plan (ESOP) transaction and implementing deferred compensation program
- Representation of real estate sponsor in connection with designing and structuring tenant in common (TIC) programs, including acquisition of real estate, private placement of TIC interests and ongoing securities law advice
- Represented real estate sponsors in raising capital in tenant in common, syndicated limited liability companies and related offerings
- Represented companies, majority shareholders and minority shareholders and members in freeze out, squeeze out and related shareholder oppression matters and business disputes
- Advised publicly traded health insurance company in connection with obtaining approval from the Wisconsin Office of the Commissioner of Insurance for the $900 million acquisition of an insurance company domiciled in Wisconsin
- Represented group of non-profit, long-term care entities operating in Texas and group of 40 denominational, long-term care entities operating in 14 states in connection with the formation and operation of South Carolina and Vermont domiciled risk retention groups to provide professional and general liability coverage to the shareholders/insureds
- Represented Cayman Islands domiciled captive insurance company
Professional Associations and Achievements:
- Adjunct Professor, University of Wisconsin Law School, Securities Regulation
- Certified in Financial Management
- Certified Management Accountant
- Certified Public Accountant
- Chartered Financial Analyst
- Director and Treasurer, Middleton Youth Hockey, Inc.
- Member, American Bar Association
- Member, Business Law Section, Wisconsin Bar Association
- Member, Dane County Bar Association
- Member, CFA Institute
- Member, past director, past president, CFA Society of Madison, Inc.
- Member, Institute of Management Accountants
- Named a 2010 Rising Star in Business/Corporate Law by Wisconsin Super Lawyers
- Named a 2006 and 2007 Wisconsin Rising Star in Business/Corporate Law by Wisconsin Super Lawyers and Rising Stars magazine
- Recognized by Madison Magazine as a leading lawyer in securities law, 2005
Selected Presentations and Publications:
- Speaker, "Raising Capital and Regulatory Issues." May 2009.
- Speaker, "The New Dynamics of Commercial Real Estate Financing." Summer 2008.
- Speaker, "Section 1031 Exchanges and Tenant in Common Transactions." Spring 2008.
- Author, "SEC Postpones Filing Date for Internal Control Reports for Some Accelerated Filers."
- Author, "SEC Postpones Final Phase-In Period for Acceleration of Periodic Report Filing Dates."
- Panelist, University of Wisconsin-Madison School of Business Alumni Event and Discussion of Mergers and Acquisitions.
- Panelist, Tenant In Common Association's (TICA) 5th Annual Conference. "Intermediate Real Estate Fundamentals." October 2008.
- Speaker, Corporate finance and securities topics. University of Wisconsin-Madison School of Business.
- Speaker, "Creating Practical Operating Procedures for LLCs." NBI Seminar. 2007.
Education:
J.D., magna cum laude, University of Wisconsin Law School
M.B.A., University of Wisconsin-Madison
B.B.A., with honors, University of Wisconsin-Madison.
Articles:
Practice Areas:
Business Practice Group, Intellectual Property & Technology Team, Corporate Law, Insurance, Mergers, Acquisitions & Business Reorganizations, Private Equity, Real Estate Securities, Securities Law, Venture Capital
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