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June 21, 2023
Nelson Mullins Riley & Scarborough LLP is a gold sponsor at the second annual RISE Value-Based Care Summit. The purpose of the event is to uncover new strategies and to align financial incentives, improve patient outcomes, and better navigate the value-based care space. During the conference, Nelson Mullins partners Ed White, Mike Segal, and Gabriel Imperato alongside Baptist Health's Jonathan Fialkow, M.D., FACC, FAHA, will discuss the topic, “Using a Value-Based Enterprise as a Business Strategy”.
2nd Annual RISE Value-Based Care Summit
Idea Exchange
James W. Bartling
Partner
Suite 3500
Boston, MA 02111
Jim serves as the Head of the firm's Corporate Finance Industry Group and concentrates his practice on corporate finance transactions. His experience includes representing banks, alternative/private credit providers and borrowers across various debt investments, including acquisition finance, distressed debt, specialty finance, repurchase agreements, real estate, asset-based lending, working capital facilities, equipment finance, recapitalizations, restructuring, cross-border,...
Jim serves as the Head of the firm's Corporate Finance Industry Group and concentrates his practice on corporate finance transactions. His experience includes representing banks, alternative/private credit providers and borrowers across various debt investments, including acquisition finance, distressed debt, specialty finance, repurchase agreements, real estate, asset-based lending, working capital facilities, equipment finance, recapitalizations, restructuring, cross-border, workout, and bankruptcy, with a focus on middle market companies. He has experience representing agents, arrangers, lenders, private equity sponsors, and borrowers across a variety of debt products, including senior, unitranche, second-lien and mezzanine financings. He also has experience representing owners and investors in commercial real estate transactions.
workout, and bankruptcy, with a focus on middle market companies. He has experience representing agents, arrangers, lenders, private equity sponsors, and borrowers across a variety of debt products, including senior, unitranche, second-lien and mezzanine financings. He also has experience representing owners and investors in commercial real estate transactions.
Experience
Representative Transactions
Represented:
- Borrower in a $50 million senior secured credit facility for a technology company offering both software as a service (SaaS) and operational solutions
- Borrower in a $128 million senior secured credit facility for a sponsor owned leveraged buyout of a group of water filtration companies
- Borrower in a $65 million senior secured credit facility for an oil and gas energy company
- Borrower in a $100 million senior secured credit facility for a sponsor owned credit reporting company
- Borrower in a $57.5 million senior secured credit facility for a sports media company
- Borrower in a $15 million working capital credit facility for a real estate investment trust
- Manager in a $100 million Joint Venture Agreement for a for a private lender of non-owner occupied residential real estate investments
- Borrower in a $25.5 million senior secured credit facility for a private equity sponsor owned healthcare and imaging company
- Seller in a $50 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Seller in a $150 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Lender in a $700 thousand senior secured credit facility for an assisted living facility
- Seller in a Master Repurchase Agreement and related Guaranty
- Borrower in a $45 million senior secured credit and security agreement for a real estate investment trust
- National Bank in $90 million senior secured credit facility to an operator of marinas
- Borrower in a $2 million equipment financing for a medical imaging company
- National Bank in $241 million senior secured credit facility for an oil and gas company
- National Bank in $15 million senior secured credit facility for a restaurant franchisee
- Borrower in a $100 million senior secured revolving credit facility to a real estate investment trust business
- Regional Bank in amendment to senior secured credit facility to an HVAC finance company
- Lenders in an up to $35 million senior secured credit facility to a merchant cash advance service company for merchants and other businesses
- Borrower in a $27 million revolving and term loan credit facility for a group of private equity sponsor owned restaurants
- Private Capital provider in a $200 million to a gasket and sealing solutions manufacturer
- Commonwealth of Massachusetts in a real estate developmental agreement with a self-administered, self-managed real estate investment trust
- Borrower in a $29 million ABL revolving and term loan credit facility to a food processing company
- Borrower in a Forbearance Agreement in relation to $3 million revolving credit facility
- Last-out lenders in a $10 million bifurcated unitranche loan to a laundry and dry-cleaning company
- Borrower in a $650 thousand Chapter 11 exit financing for an interactive entertainment company
Previous Professional Experience
- Director and Senior Counsel, THL Credit
- Associate, Boston office of international law firm
- Associate Counsel, Corporate Legal Department, Investors Bank & Trust Company
Education
-
Suffolk University Law School,
JD,
cum laude
(2006)
- Production Editor, Suffolk Journal of Trial & Appellate Advocacy
- Moot Court Honor Board Member
- University of Vermont, BS, Psychology (1999)
Admissions
- Massachusetts
Practice Areas
Industries
Representative Transactions
Represented:
- Borrower in a $50 million senior secured credit facility for a technology company offering both software as a service (SaaS) and operational solutions
- Borrower in a $128 million senior secured credit facility for a sponsor owned leveraged buyout of a group of water filtration companies
- Borrower in a $65 million senior secured credit facility for an oil and gas energy company
- Borrower in a $100 million senior secured credit facility for a sponsor owned credit reporting company
- Borrower in a $57.5 million senior secured credit facility for a sports media company
- Borrower in a $15 million working capital credit facility for a real estate investment trust
- Manager in a $100 million Joint Venture Agreement for a for a private lender of non-owner occupied residential real estate investments
- Borrower in a $25.5 million senior secured credit facility for a private equity sponsor owned healthcare and imaging company
- Seller in a $50 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Seller in a $150 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Lender in a $700 thousand senior secured credit facility for an assisted living facility
- Seller in a Master Repurchase Agreement and related Guaranty
- Borrower in a $45 million senior secured credit and security agreement for a real estate investment trust
- National Bank in $90 million senior secured credit facility to an operator of marinas
- Borrower in a $2 million equipment financing for a medical imaging company
- National Bank in $241 million senior secured credit facility for an oil and gas company
- National Bank in $15 million senior secured credit facility for a restaurant franchisee
- Borrower in a $100 million senior secured revolving credit facility to a real estate investment trust business
- Regional Bank in amendment to senior secured credit facility to an HVAC finance company
- Lenders in an up to $35 million senior secured credit facility to a merchant cash advance service company for merchants and other businesses
- Borrower in a $27 million revolving and term loan credit facility for a group of private equity sponsor owned restaurants
- Private Capital provider in a $200 million to a gasket and sealing solutions manufacturer
- Commonwealth of Massachusetts in a real estate developmental agreement with a self-administered, self-managed real estate investment trust
- Borrower in a $29 million ABL revolving and term loan credit facility to a food processing company
- Borrower in a Forbearance Agreement in relation to $3 million revolving credit facility
- Last-out lenders in a $10 million bifurcated unitranche loan to a laundry and dry-cleaning company
- Borrower in a $650 thousand Chapter 11 exit financing for an interactive entertainment company
Previous Professional Experience
- Director and Senior Counsel, THL Credit
- Associate, Boston office of international law firm
- Associate Counsel, Corporate Legal Department, Investors Bank & Trust Company
Media
Professional Activities
- American Bar Association
- Boston Bar Association
Jim serves as the Head of the firm's Corporate Finance Industry Group and concentrates his practice on corporate finance transactions. His experience includes representing banks, alternative/private credit providers and borrowers across various debt investments, including acquisition finance, distressed debt, specialty finance, repurchase agreements, real estate, asset-based lending, working capital facilities, equipment finance, recapitalizations, restructuring, cross-border,... workout, and bankruptcy, with a focus on middle market companies. He has experience representing agents, arrangers, lenders, private equity sponsors, and borrowers across a variety of debt products, including senior, unitranche, second-lien and mezzanine financings. He also has experience representing owners and investors in commercial real estate transactions.
Experience
Following is a selected sampling of matters and is provided for informational purposes only. Past success does not indicate the likelihood of success in any future matter.Representative Transactions
Represented:
- Borrower in a $50 million senior secured credit facility for a technology company offering both software as a service (SaaS) and operational solutions
- Borrower in a $128 million senior secured credit facility for a sponsor owned leveraged buyout of a group of water filtration companies
- Borrower in a $65 million senior secured credit facility for an oil and gas energy company
- Borrower in a $100 million senior secured credit facility for a sponsor owned credit reporting company
- Borrower in a $57.5 million senior secured credit facility for a sports media company
- Borrower in a $15 million working capital credit facility for a real estate investment trust
- Manager in a $100 million Joint Venture Agreement for a for a private lender of non-owner occupied residential real estate investments
- Borrower in a $25.5 million senior secured credit facility for a private equity sponsor owned healthcare and imaging company
- Seller in a $50 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Seller in a $150 million Mortgage Loan Purchase Agreement for a private lender of non-owner occupied residential real estate investments
- Lender in a $700 thousand senior secured credit facility for an assisted living facility
- Seller in a Master Repurchase Agreement and related Guaranty
- Borrower in a $45 million senior secured credit and security agreement for a real estate investment trust
- National Bank in $90 million senior secured credit facility to an operator of marinas
- Borrower in a $2 million equipment financing for a medical imaging company
- National Bank in $241 million senior secured credit facility for an oil and gas company
- National Bank in $15 million senior secured credit facility for a restaurant franchisee
- Borrower in a $100 million senior secured revolving credit facility to a real estate investment trust business
- Regional Bank in amendment to senior secured credit facility to an HVAC finance company
- Lenders in an up to $35 million senior secured credit facility to a merchant cash advance service company for merchants and other businesses
- Borrower in a $27 million revolving and term loan credit facility for a group of private equity sponsor owned restaurants
- Private Capital provider in a $200 million to a gasket and sealing solutions manufacturer
- Commonwealth of Massachusetts in a real estate developmental agreement with a self-administered, self-managed real estate investment trust
- Borrower in a $29 million ABL revolving and term loan credit facility to a food processing company
- Borrower in a Forbearance Agreement in relation to $3 million revolving credit facility
- Last-out lenders in a $10 million bifurcated unitranche loan to a laundry and dry-cleaning company
- Borrower in a $650 thousand Chapter 11 exit financing for an interactive entertainment company
Previous Professional Experience
- Director and Senior Counsel, THL Credit
- Associate, Boston office of international law firm
- Associate Counsel, Corporate Legal Department, Investors Bank & Trust Company
Education
-
Suffolk University Law School,
JD,
cum laude
(2006)
- Production Editor, Suffolk Journal of Trial & Appellate Advocacy
- Moot Court Honor Board Member
- University of Vermont, BS, Psychology (1999)
Admissions
- Massachusetts
Practice Areas
- Alternative Lending & Other Non-Bank Financial Services
- Corporate Leveraged Finance
- Mergers & Acquisitions
- FinTech
Industries
- American Bar Association
- Boston Bar Association
