Experienced Transactional Lawyer and Business Advisor

Professional Summary

Principal Attorney with extensive experience in corporate law, mergers and acquisitions, and regulatory compliance. Demonstrated success in structuring complex transactions and crafting strategies that enhance client outcomes. Proficient in contract negotiation and project management, achieving results in domestic and international settings. Strong analytical skills enable quick identification of legal issues and effective communication with clients and colleagues.

Skills

• Corporate law expertise

• Mergers and acquisitions

• Contract negotiation

• Entity structuring

• Project management

• Regulatory compliance

Work History

PRINCIPAL ATTORNEY 7/2025 - present

Jonathan S. Berck, LLC – Becket, Massachusetts

• Corporate law with emphasis on business transactions, real estate, and art finance.

• Counseling small and medium businesses on legal compliance and formation procedures.

• Provided escrow services to ensure secure and reliable transactions. NB: Practice limited to New York, New Jersey, and the District of Columbia; admission to Massachusetts Bar pending.

PRINCIPAL ATTORNEY 11/2022 – 6/2025

Offit Kurman, P.A. - Remote

• Practiced general corporate law, focusing on domestic and international transactions.

• Guided clients through complex mergers and acquisitions, including due diligence and financial review.

• Developed tailored strategies for effective entity formation, including holding companies and series LLCs, both domestically and abroad.

• Executed industry "roll-ups," particularly medical practices.

• Advised clients on regulatory matters across multiple jurisdictions to support compliance.

• Managed business succession planning, ensuring continuity and stability for clients.

• Oversaw international projects and structured finance initiatives to facilitate growth. Jonathan S. Berck

PO Box 59, Becket, MA 01223 +1-917-***-**** ***@*******.*** SPECIAL COUNSEL 8/2020 - 11/2022

Catania, Mahon & Rider, PLLC - Newburgh, New York

• Specialized in corporate law, emphasizing regulatory compliance.

• Counseled and formed small to medium businesses, ensuring legal soundness and compliance.

• Drafted and negotiated contracts for domestic and international business transactions.

• Provided expert guidance on private equity investments and securities regulations.

• Oversaw licensing agreements for intellectual property to safeguard client assets.

• Developed business succession plans facilitating seamless transitions. ATTORNEY AT LAW 01/2003 - 08/2020

Jonathan S. Berck, LLC - New York, New York

• Specialized in corporate law with emphasis on business transactions, real estate, and art finance.

• Advised small and medium businesses on legal compliance and formation procedures.

• Negotiated and drafted contracts in many different fields and jurisdictions.

• Provided escrow services to ensure secure and reliable transactions.

• Advised captive insurance companies regarding regulatory compliance and operational frameworks.

• Consulted for Morgan Stanley's Project and Structured Finance Group on transaction structuring strategies.

• Developed financing documentation for complex international electricity and petroleum projects.

• Oversaw intellectual property licensing, trusts, estates, and securities matters efficiently. ASSISTANT PROFESSOR 8/1999 - 5/2003

University of Alabama School of Law - Tuscaloosa, Alabama

• Taught international law, including Business Transactions, Trade Law, and Immigration Law.

• Conducted sessions on international arbitration and organizations during exchange program with University of Fribourg, Switzerland.

• Consultant for international organizations and private firms on complex legal matters. STAFF ATTORNEY 1/1997 - 6/1999

International Finance Corporation/World Bank Group - Washington, D.C.

• Executed project finance initiatives across developing regions, including Africa, Central Asia, Middle East, and East Asia.

• Negotiated equity and loan investments to secure funding for various projects.

• Facilitated workouts and restructurings to enhance asset recovery and financial stability.

• Represented IFC in meetings with World Bank's board, promoting collaboration and strategic alignment. SENIOR EUROPEAN COUNSEL 1/1996 - 6/1997

Latham & Watkins - London

• Member of Project Development and Finance practice group, assisting projects in the telecommunications, petroleum, and energy sectors across Ukraine, Armenia, Qatar, Pakistan, and additional regions. ASSOCIATE 1/1986 - 3/1996

Shearman & Sterling/Arnold & Porter - Washington, D.C.; Frankfurt

• Specialized in project finance and international joint ventures, focusing on oil and gas projects in the former Soviet Union.

• Supported transactions in the securities and financial services sectors, including clearing and settlement of securities transactions, and international debt offerings.

• Participated in cross-border mergers and acquisitions, ensuring compliance with regulatory standards.

• Advised on technology licensing, distribution agreements, and trade law issues.

• Seconded to Pünder, Volhard & Weber in Frankfurt for international transactions and EEC banking law. II. Other Employment

PRESIDENT 10/2017 - 10/2018

Janus Re Corp. - Aberdeen, North Carolina

• Captive insurance company specializing in protection against default risk for asset-backed loans.

• NB: The company, while duly formed, did not commence operations during my tenure there. TRUSTEE 2008 – 2010; since 2010 - passim.

• Trustee for numerous irrevocable life insurance trusts. Education

Harvard Law School - Cambridge, MA J.D. Cum Laude 6/1986

• Associate Editor of and contributor to the Harvard International Law Journal.

• Assistant to Professor Archibald Cox.

• Member of the Harvard Legal Aid Bureau.

Columbia University Graduate School of Arts and Sciences - New York, NY M.A. History, 7/1983

• Recipient of University Fellowship.

Eberhard-Karls-Universität - Tübingen, Germany Fulbright Scholar History And Philosophy, 7/1982

Swarthmore College - Swarthmore, PA B.A. with Highest Honors Philosophy and History, 6/1981

• Elected to Phi Beta Kappa.

• One of only four students awarded Highest Honors. Bar Admissions

• NY, NJ, and DC; MA is pending.

• US Supreme Court and other federal courts.

• Solicitor in England & Wales (non-practicing).

Languages

• German (reading and conversational)

Social Media

www.linkedin.com/in/jsberck/

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