Counsel for Local Developer

Acted as counsel for a local developer in a buyout of partner and restructuring of various entities and refinancings for numerous property loans relating thereto in excess of $100 million.

Statewide Real Estate

Statewide real estate counsel for local utility in several public bond financings and mortgage indenture filings totaling more than $100 million.

Hotel Sale and Defeasance

Represented five hotel property owners in the simultaneous sale of hotel assets and real estate in multiple states. As counsel to the hotel property, SKO negotiated and documented complex sales documents, served as title agent for certain hotel properties, closed two separate defeasance transactions prior to the closing of the asset sale, and ensured a smooth transition of the management of assets from the former owners to the purchasing entities.

Zone Change for Enterprise Zone Mixed-Use Development and Distillery

SKO obtained a zone change and all related approvals for a new Mixed-Use Development and distillery on Whiskey Row in Downtown Louisville.

Reorganization, Refinancing, and Acquisition of Major Healthcare Entity

Stoll Keenon Ogden represented a major healthcare services entity, its affiliated upstream and sister companies, its owners, and its founding management team in comprehensive reorganization, refinancing, and acquisition transactions totaling more than $300 million. The matters resulted in the closing of a senior secured term loan and revolving credit facilities secured by owned senior care facilities in four states with a 9-member syndicate of commercial banks; the requisition of waivers, consents and estoppels from various property lessors on leased senior care facilities in four states; restructuring of upstream holding companies and combination of two upstream ownership groups and boards of managers; the creation of a management company; the introduction of healthcare facility management agreements; the migration of payroll and benefits for more than 7,000 employees; the related restructuring of multiple lease and debt financing and supplier relationships; the creation and reorganization of multiple SPE organizations accompanied by extensive non-consolidation analysis and issuance of a substantive non-consolidation opinion to the lending syndicate; the exercise of purchase option and acquisition of multiple senior care facilities; the contribution of additional equity capital from the client’s majority owners; and the amendment and restructuring of multiple Master Lease and inter-creditor agreements.

Acquisition of Aggregate Processing & Handling Business

Represented a holding company in its acquisition of a business that designs, fabricates, installs, and maintains aggregate processing and handling equipment.

Purchase of Gas/Food Marts

Represented an oil company in the purchase of the assets and business of six gas and food mart locations.

Land Swap Transaction

Acted as counsel for a hospital and healthcare provider in a transaction involving the swapping of real estate properties between the hospital/healthcare provider and a surgical operations provider.

Shopping Center Transaction & Acquisition

Acted as the title agent and local Kentucky counsel in a transaction involving the acquisition of a significant portion of a shopping center development.

• Biennial Case Law & Legislative Update for the Real Estate Attorney, University of Kentucky J. David Rosenberg College of Law, 16th Biennial Real Estate Law & Practice Institute, Speaker, 2021