Steven A. Marshall

**** *. ******* ***, ********* WI 53207

adeqam@r.postjobfree.com; 315-***-****

Experience

Bear Development, Kenosha, WI July 2019 – present

Staff Counsel

• Represent real estate developer on the financing, acquisition and development of affordable housing, market rate housing, and commercial real estate developments in Wisconsin, Illinois, and Indiana.

• Negotiate and draft all contracts and amendments, including loan documents, operating agreements, purchase and sale agreements, leases & amendments, contractor agreements, and title & survey review

Reinhart Boerner Van Deuren s.c., Milwaukee, WI May 2018-June 2019

Attorney, Real Estate Practice Group

• Represent developers and tenant businesses in connection with real estate acquisition, sales, leasing and finance involving various property types, including office, retail, warehouse, manufacturing, hotel, and licensed facilities.

• Negotiate and draft all commercial real estate contracts and amendments, including commercial purchase and sale agreements, leases, lease amendments, and contractor agreements; title & survey review.

Harris Beach PLLC, Syracuse, NY Feb 2010-April 2018

Attorney, Corporate Practice Group and Real Estate Practice Group

• Represented manufacturers, distributors, contractors, and other business entities on corporate and commercial law issues, including entity formation, mergers & acquisitions, financing transactions, licensing, tax planning, not-for-profit issues, buy-sell/succession and estate planning, and general business planning.

• Represented a broad range of clients including developers, lenders, and investors in connection with real estate acquisition, sales, leasing and finance involving various property types, including office, retail, warehouse, manufacturing, hotel, and licensed facilities.

• Negotiated and drafted all commercial real estate contracts and amendments, including commercial purchase and sale agreements, leases, lease amendments, and contractor agreements; performed title review.

• Represented bank and municipal lenders in asset based and mortgage-based lending; drafted and reviewed commercial financing transactions, including construction and mortgage loans for commercial properties and loan modifications.

• structuring and closing transactions under the Historic, Low Income Housing, and New Markets Tax Credit programs in New York, New Jersey, Pennsylvania, Virginia, & Florida

Bar Admissions

Licensed to practice law in Wisconsin and New York

Other Experience

University of Buffalo School of Law, Buffalo, NY April 2008-Dec 2010

Research Assistant

• Assisted Profs. William R. Greiner & James Allen, preparation of course materials for courses on regional economic development, law and urban planning, and bankruptcy

Campaign of Michael J. LoCurto, Buffalo City Councilperson, Aug 2007-Oct 2007

Ticor Title Insurance, Title AbstractorSep 2004-Aug 2006

• Assisted in real estate closings and document recording; Created and updated title reports and abstracts; worked alongside attorneys, lenders, and developers with title issues

Education

University at Buffalo Law School, J.D., cum laude, May 2009

Honors and Activities: Milton Kaplan Award for Community & Social Development (2009); Community Economic Development Clinic: Assisted clients in their incorporation and in their recognition as not-for-profits

University at Buffalo, B.S., Psychology; Minor in Biology, cum laude May 2004

Honors and Activities: Honors Scholar (2000-2002); University Scholar (2003-2004)

Associations

Adapt CNY, Inc.,

Co-Chair (2013-2015), Vice Chair, Sec’y (2012), Steering Committee (Aug 2011 – Apr 2018)

Central New York’s young professional association for advancing the interests of the region through civic engagement, events, marketing, and public arts

Syracuse CoWorks, Board, 2015-2018 -Not-for-profit providing affordable shared workspace and educational programming

Publications

Co-authored the Partnership for the Public Good report on the Buffalo Inner Harbor development project: “The Erie Canal Harbor Redevelopment: Building on Community Assets for a Sustainable Future”

Representative Transactions

Corporate

• Welding business on the acquisition of series of welding businesses & represented for all general corporate purposes (entity formation, leasing, real property & equipment acquisition and finance, licensing, succession and estate planning, tax planning).

• Veterinary practice group on the acquisition of 25 veterinary practices, drafting & negotiation of all acquisition & transaction documents, review of all due diligence.

• Incorporation of Interest Charge-Domestic International Sales Corporations (IC-DISCs), performance of cost-benefit analysis, review of export related financials, drafting of commission agreement and all relevant documents and of all filing with IRS.

Representative Transactions (Cont.)

Real Estate

• Developer of rural dairy facility on project in all issues including title review, leasing, land use, and state and local incentives, involving $70MM in New Market Tax Credit allocation & 6 community development entities in 2 tranches, obtained allocation & tax credit investment, structuring the transaction, drafting and negotiating of all QLICI & leverage loan documents.

• International distributor on the purchase and development of industrial sites in New York and North Carolina, in state, local, and federal regulatory and environmental approvals related to the same.

• Developer of $60MM hotel construction in all issues including title, hotel management agreements and licenses, structuring of senior and subordinated debt, and in finding $13.8MM in NMTC allocation and tax credit investment, drafting and negotiating all QLICI and leverage loan documents.

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