Attorney Jonathan L. Schuster

Jonathan L. Schuster

Partner
Diana Bruner
608.283.6748

About

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 represents investors, underwriters and publicly and privately-held companies in 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 matters to a number of clients, including investment advisers, real estate sponsors, private equity sponsors, and companies in the agribusiness, construction, 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.

Admitted to practice in Wisconsin.

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

Involvement & Recognition

Involvement:

  • Lecturer, Business Law, University of Wisconsin-Madison School of Business, Evening MBA Program
  • Adjunct Professor, Securities Regulation, University of Wisconsin Law School
  • Past Director and Treasurer, Middleton Youth Hockey, Inc.
  • Member, American Bar Association
  • Member, Business Law Section, Wisconsin Bar Association
  • Member, CFA Institute
  • Member, past director, past president, CFA Society of Madison Inc
  • Member, Dane County Bar Association
  • Member, Institute of Management Accountants

Recognition:

  • Certified in Financial Management
  • Certified Management Accountant
  • Certified Public Accountant
  • Chartered Financial Analyst
  • Named to the 2006, 2007 and 2010 Wisconsin Rising Stars Lists (Primary Area of Practice: Business/Corporate Law)
  • Recognized by Madison Magazine as a leading lawyer in securities law
  • Named a top Securities Regulation attorney by by The Best Lawyers In America©

Client Successes

Represented companies, majority shareholders and minority shareholders and members in freeze out, squeeze out and related shareholder oppression matters and business disputes

Jonathan Schuster

Represented corporation in connection with employee stock ownership plan (ESOP) transaction and implementing deferred compensation program

Represented real estate sponsors in raising capital in tenant in common, syndicated limited liability companies and related offerings

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

Sale of closely held business to multinational corporation

Represented privately-held construction services corporation in limited auction process and sale to publicly-held corporation

Represented investment advisery firm in connection with “A” reorganization and merger with Wisconsin banking corporation

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

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 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

Jonathan Schuster

Consulted corporation on Series A, B, and C Preferred Stock offerings and licensing, marketing and distribution arrangements

Advised on securities law matters, including registered representatives and investment advisers 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