Katherine Smalley
Katie Smalley represents public and private borrowers, private equity sponsors and financial institutions in negotiating and documenting financing transactions. Katie’s practice also extends to real estate transactions and corporate mergers and acquisitions.
Katie’s practice includes:
- Financing Transactions – Representing borrowers and lenders in a variety of debt financing transactions, including syndicated credit facilities, acquisition financings, first and second lien credit facilities, mezzanine financings, ABL and capital call facilities, construction loans, project loans and structured financing arrangements.
- Healthcare Finance – Representing clients in financing a variety of healthcare businesses such as physician practices, behavioral health facilities, and senior housing and long-term care providers. She works closely with members of the Healthcare Practice Group in counseling clients in structuring financing arrangements in this highly-regulated industry.
- Real Estate – Advising clients in the acquisition, leasing, financing and disposition of various real estate projects, including multi-family properties, shopping centers, office buildings, and healthcare facilities.
- Corporate Transactions – Partnering with the firm’s Corporate & Securities and Healthcare Practice Groups on corporate transactions, such as mergers and acquisitions that involve financing and real estate aspects.
In addition to her commercial finance and real estate practice, Katie is an active member of the firm’s Pro Bono Committee and is passionate about helping nonprofits, small businesses and individuals with their legal needs through the firm’s pro bono initiatives.
Katie earned her law degree from the University of Tennessee College of Law and a B.S. in mathematics and French from Centre College.
Featured Experience
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Represented a small business investment company (SBIC) in making a subordinate term loan and preferred equity co-investment to fund a sponsor’s acquisition of a genetic testing and counseling company
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Represented Brookdale Senior Living in connection with the financing of loans on its Freedom Square and Freedom Village at Brandywine communities
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Represented Smyrna Ready Mix Concrete in the refinancing of its senior credit facilities
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Represented of Ryman Hospitality Properties, Inc. (NYSE: RHP) in various refinancing transactions in September and October 2019, which successfully refinanced almost $2 billion in indebtedness
Memberships
Tennessee Bar Association
American Bar Association
American Health Law Association (AHLA)
Representative Experience
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Represented a small business investment company (SBIC) in making a subordinate term loan and preferred equity co-investment to fund a sponsor’s acquisition of a genetic testing and counseling company
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Represented Brookdale Senior Living in connection with the financing of loans on its Freedom Square and Freedom Village at Brandywine communities
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Represented Smyrna Ready Mix Concrete in the refinancing of its senior credit facilities
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Represented of Ryman Hospitality Properties, Inc. (NYSE: RHP) in various refinancing transactions in September and October 2019, which successfully refinanced almost $2 billion in indebtedness
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Representation of Heritage Group, a healthcare-focused private equity firm and Valtruis, a WCAS company, that invests in and partners with disruptive leaders whose mission is to align and transform healthcare through what is truly value-based care, in their investment in Wellvana Health, a value-based care enablement company for $84 million. The investment was joined by Memorial Hermann Health System, the largest not-for-profit health system in southeast Texas.
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Represented Louisiana-Pacific Corporation in connection with the extension and amendment of its $550 million senior revolving credit facility.
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Representation of ShopSabre Holding Company, a LFM Capital portfolio company, in its acquisition of Langmuir Systems, a manufacturer of computer numerical controlled cutting machines and accessories. Terms of the transaction were not disclosed.
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Representation of SRM Concrete, the largest privately-owned ready-mix concrete manufacturer in the country, in its acquisition of USC-Atlantic, LLC, a subsidiary of U.S. Concrete, Inc., which is wholly owned by Vulcan Materials Company. Included in this acquisition are 28 ready-mix locations in New York, New Jersey, and Pennsylvania. Terms of this transaction were not disclosed.
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Throughout 2022, we represented concrete supplier and manufacturer Smyrna Ready Mix Concrete in more than $1 billion in financing transactions.
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Representation of Physicians Immediate Care, a Midwest leader in urgent care and occupational health services, in its sale to WellNow Urgent Care, an urgent care provider nationwide. Terms of the transaction were not disclosed.
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Representation of Smyrna Ready Mix Concrete, LLC, a Tennessee based building materials company, in its acquisition of Environmental Concrete and Materials, LLC, a Florida based concrete materials company. This marks SRM’s fifth concrete plant in the Fort Myers area. Terms of the transaction were not disclosed.
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Representation of New Harbor Capital’s portfolio company Psych Associates of Maryland, the largest outpatient mental health group in Maryland, in its acquisition of Comprehensive Behavioral Health, a leading multidisciplinary mental health treatment provider. Terms of the transaction were not disclosed.
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Publications
Past Events
Media Mentions & Firm News
Accolades
Tennessee Law Review — Acquisitions Editor (2015)
Transactions: Tennessee Journal of Business Law — Member
University of Tennessee College of Law — Outstanding Graduate, Top Collegiate Scholar
Chancellor’s Award for Extraordinary Professional Promise (2016)
Concentration in Business Transactions Award
LawMeets Transactional Moot Court Team — Southeast Regional Finalists (2016)
Kentucky Colonel
Phi Beta Kappa