• Represented the lenders, agent, and lead arranger of a $280 million initial term loan facility and $45 million delayed draw term loan facility to a provider of fiber optic network services, the proceeds of which were used to refinance certain existing indebtedness of the company and for capital expenditures
• Represented the lenders of a $15 million incremental term loan to finance the acquisition of a manufacturer of high-performance composite structures by a company specializing in complex assemblies for the aerospace industry
• Represented the agent and a lender of a $325 million syndicated cross-border asset-based loan facility for a manufacturer of steel tubes and pipes, the proceeds of which were used to refinance existing indebtedness and for working capital and general corporate purposes
• Represented the agent and the lenders of an $8 million incremental term loan and a $2.4 million incremental delayed draw term loan to a developer of real estate-related software products, the proceeds of which were used to finance litigation expenses and interest payments in respect of the incremental loans
• Represented the lender of a $25 million current portfolio revolving facility and a $9 million growth portfolio revolving facility to finance the development of energy storage projects
• Represented a lender in connection with a $5 billion cross-border credit facility consisting of a $3 billion asset-based revolving credit facility, a $1.5 billion asset-based term loan facility, and a $500 million “first in last out” term loan facility, the proceeds of which were used to finance the acquisition of a distributor of technology products and services by a private equity investor
• Represented the agent and a lender in connection with the refinancing of a syndicated $775 million asset-based lending facility for a domestic refined oil products distributor
• Represented the agent and lender of a $60 million first lien term loan facility and a $15 million revolving credit facility to finance the acquisition of a provider of information technology audits, security, and compliance solutions by a private equity investor
• Represented the agent and lender of a $575 million first lien term loan facility and a $200 million delayed draw term loan facility to finance the acquisition of a leading provider of machine vision and artificial intelligence-powered video telematics solutions for commercial, public sector, and field services fleets by a private equity investor
• Represented the agent and lead lender of a $300 million first lien term loan facility and a $30 million first lien revolving credit facility to finance the acquisition of a specialty motor manufacturer and significant government contractor by a private equity investor
• Represented the agent and lead lender of a $125 million first lien asset-based revolving credit facility and a $20 million stretch term loan to finance the acquisition of a manufacturer of cast, machined, and assembled components for the transportation and industrial markets by a private equity investor
• Represented the agent and lead lender of a $105 million first lien term loan facility to finance the acquisition of a franchise retailer of home appliances by a private equity investor
• Represented the agent and a lender of a $130 million unitranche credit facility, consisting of a $125 million first lien term loan and a $5 million first lien revolving credit facility, to a medical billing and practice management services company, the proceeds of which were used to refinance existing indebtedness and for working capital and general corporate purposes
• Represented the agent and lender of a $20 million cross-border first lien term loan facility to refinance existing indebtedness of an ecommerce performance analytics platform
• Represented the lender, agent, and lead arranger of a $20 million term loan facility, a $4.25 million delayed draw term loan facility, and a $2 million revolving credit facility to a developer of real estate-related software products, the proceeds of which were used to refinance existing indebtedness and for working capital and general corporate purposes
• Represented the agent and lender of a $68 million first lien term loan facility and a $7.5 million first lien revolving credit facility to finance the acquisition of a developer of standardized testing products for educators by a private equity investor
• Represented the lender, agent, and lead arranger of a $275 million first lien credit facility comprised of (i) a US$225 million asset-based revolving credit facility, including a US$40 million Canadian tranche and (ii) a US$50 million first lien term loan facility in connection with the acquisition of an apparel manufacturer

Mr. Ross is a thought leader in the finance industry and regularly speaks and writes, internally and externally, on the legal issues and market dynamics faced by both traditional and nonbank lenders, including the following:

Speaking Engagements

• Presentation to the Special Situations and Restructuring Group of a diversified financial services firm regarding intercreditor arrangements (April 2020)
• Presentation to the Debt Capital Markets Group of a diversified financial services firm regarding commitment papers (April 2020)
• Strafford Webinar; Intercreditor Agreements in Split Collateral Lien Structures (November 2019)
• Presentation to complex credit group of a bank regarding commitment letters and market trends (August 2019)
• Strafford Webinar; Secured Lending Transactions: Anti-Assignment Provisions, “Best Efforts”, “Ordinary Course of Business”, “Business Judgment” and “Reasonable Discretion” (May 2019)
• CFA Presentation; Loan Documentation Workshop (December 2017)
• Presentation to credit group of an alternative lender regarding loan documentation (August 2017)
• Presentation to technology finance group of a diversified financial services firm regarding loan documentation and market trends (February 2017)

Publications

• Market Intersection: A Quarterly Look at the U.S. Credit Markets-4Q19
• CFA Blog; The Importance of Stretching (March 7, 2019)
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 1Q19
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 3Q18
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 2Q18
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 1Q18
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 4Q17
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 3Q17
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 2Q17
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 1Q17
• Market Intersection: A Quarterly Look at the U.S. Credit Markets - 2Q16