Chapman represented YieldX, a portfolio management technology company, in its acquisition by FNZ, a global wealth management platform. The acquisition of YieldX is part of FNZ’s growth plan to expand its wealth management solutions in the US and around the globe. The sale of YieldX to FNZ was structured as a tax efficient forward triangular merger and followed a regulatory strategy and several successful venture round financings in which Chapman worked closely with the YieldX founders.
Chapman served as US counsel to Reznik Paz Nevo Trusts Ltd. in connection with the issuance by Israel Discount Bank of US$800 million of senior notes. This was the bank’s first dollar-based international bond issue.
Chapman served as US counsel to Reznik Paz Nevo Trusts Ltd. in connection with the issuance by Bank Leumi of US$500 million of tier 2 contingent convertible (CoCo) green notes. This was the bank’s first offering under its new Green Bond Framework.
Underwriter's counsel in a first-of-its-kind limited public offering for commercial and residential broadband expansion in Montana.
Counsel to Perceptive Advisors, a life sciences-focused hedge fund, in a term loan facility for a data-driven diagnostics solutions company focused on lung disease.
Counsel to the investment company in a $20 million secured debt facility for a Canadian fixed wireless access and private network service provider.
Chapman served as counsel to the Wilson Sheehan Foundation in an agreement with the Rocking Horse Children's Health Center and Second Harvest Food Bank to finance the Health Bus, a state-of-the-art mobile clinic serving Springfield, Ohio, and surrounding areas.
Chapman served as counsel to the lender in a senior secured term loan for a tech-enabled health insurance company.
Chapman served as counsel to the indenture trustee in the issuance of Tel Aviv Stock Exchange traded bonds secured by the NoMo Soho hotel in New York.
Chapman served as underwriters' counsel in the public offering of green bonds to finance several innovative, energy efficient projects at the University of Utah.
Chapman served as counsel to the indenture trustee in the first international issuance of a senior unsecured note by an Israeli lender.
Chapman served as counsel to Northern Trust Corporation in a new Pay for Success financing initiative by the Denver Housing to Health (H2H) program that provides housing and wraparound services for people experiencing chronic homelessness.
Chapman served as bond counsel for a C-PACE financing of water and energy efficiency measures for a new multifamily housing development.
Chapman served as lead counsel to a US investment bank, as agent and senior lender, in connection with a $100+ million warehouse financing for an originator of consumer loans in Canada.
