Philip Lewis advises corporations, partnerships and other entities in connection with mergers and acquisitions and capital markets transactions, as well as general corporate matters. A certified public accountant with an LL.M. in tax, Philip understands the complicated tax issues associated with transactions and provides creative solutions for clients. Philip has significant experience with real estate investment trusts (REITs) and regularly counsels REITs with respect to corporate and tax issues.
National Association of Real Estate Investment Trusts (NAREIT)
American Health Law Association (AHLA)
Representation of Serco Inc., a provider of professional, technology, and management services, in its definitive agreement to acquire Whitney, Bradley & Brown, Inc., a leading provider of advisory, engineering and technical services to the US Military and H.I.G. Capital portfolio company, for $295 million.
Representation of Premise Health, the largest direct health care provider in the country and OMERS portfolio company, in its acquisition of Sonic Boom Wellness, a provider of corporate wellness technology
Representation of Gladstone Land Corporation in its offering of 2,100,000 shares of its newly designated 5.00% Series D Cumulative Term Preferred Stock with proceeds of $58,000,000.
We represented KLH Capital in its investment in Jackson Infrastructure – a leading regional utility and infrastructure services provider to telecommunication, power, gas milling and other markets – to facilitate the recapitalization of B. Jackson Constructing and Engineering and certain affiliates. To complete the transaction KLH partnered with J2 Partners and Bart Jackson, founder and CEO of B. Jackson Constructing and Engineering. J2 is a lower middle market private equity firm with a manufacturing, distribution and service companies focus.
Representation of the University of Pittsburgh Medical Center (UPMC) in the spinoff and sale of the management services organization responsible for the operational and strategic management of Chartwell to CarepathRx, a platform company formed by Nautic Partners that offers pharmacy solutions to patients undergoing complicated medication therapies. Nautic will manage the UPMC pharmacy moving forward. Terms of the transaction were not disclosed.
Representation of OptionOne, a specialty pharmacy providing home and alternate-site infusion therapies through a comprehensive clinical approach to patient care, in its sale to Amerita, Inc., a specialty infusion company focused on providing complex pharmaceutical products and clinical services to patients outside of the hospital. Terms of the transaction were not disclosed.
Representation of AccuReg Software, a healthcare technology solutions company, in its acquisition of Zenig, LLC, a digital patient technology company. This transformative transaction builds upon AccuReg’s strategy to seamlessly integrate digital patient engagement with the revenue cycle to and continues to build upon its marketing leading patient access suite.
Representation of Care Supply Company, a Nashville-based direct-to-jobsite distributor of construction products and supplies to contractors, in its sale to Colony Hardware Corporation, a portfolio company of Audax Private Equity. Colony is a leading distributor of tools, safety products and other contractor supplies
Representation of Care Supply Company, a Nashville-based direct-to-jobsite distributor of construction products and supplies to contractors, in its sale to Colony Hardware Corporation, a portfolio company of Audax Private Equity
Mid-South Super Lawyers “Rising Star” (2013-2018)
Certified Public Accountant
Vanderbilt Scholastic Excellence Awards in Corporate Taxation and Estate Taxation and Planning