For the past 20 years, Benny has been committed to economic development through entrepreneurship, investing both labor and financing into numerous ventures at the intersection of commerce, media and technology. His diverse experiences include time on Wall Street, Capitol Hill, in law firms, public schools, non-profits, think tanks, retail banking, and commercial construction.

This broad experience gives him a unique perspective and ability to serve his clients with strategic insight.

Deal Sheet

Examples of Successfully Completed Transactions

Startup Seed Capital Preparation

• Services: Prepared a post-accelerator startup for a seed capital raise, defining the terms for outsourced design and development work and organizing a friends and family round.

• Impact: Positioned the startup for successful funding and market entry.

Venture Capital Seed Round

• Services: Advised on a seed round for a high-growth fin-tech startup, negotiating the term sheet, drafting NVCA documents and managing the closing binder.

• Impact: Secured institutional capital for accelerated growth and innovation.

B2C Business Credit Facility

• Services: Structured and executed a credit facility for investors acquiring controlling interest in a B2C business, setting up the financing entity, drafting facility agreements and executing the close.

• Impact: Enabled strategic acquisition and enhanced the investment portfolio.

Merger of Portfolio Companies

• Services: Represented an investment firm in the merger of two portfolio companies, advising on structural implications, coordinating with local counsel and managing document production and execution.

• Impact: Streamlined operations and increased market competitiveness.

Acquisition of Initial Platform

• Services: Led the acquisition of a platform company, producing debt and equity instruments, negotiating shareholder and employment agreements, securing signatures and amending ownership structures.

• Impact: Ensured smooth transition and solidified client’s market position.

Platform Rollup Management

• Services: Managed vehicle structuring for a platform company with multiple subsidiaries and affiliated entities, filing articles and certificates and maintaining annual compliance.

• Impact: Ensured regulatory compliance and operational efficiency across the portfolio.

Seed Round for Benefit Corporation

• Services: Represented a benefit corporation during a seed round investment, converting SAFEs issued during an equity crowdfunding campaign and delivering final drafts of fundraising agreements.

• Impact: Secured necessary funding while maintaining compliance with benefit corporation standards.

Franchise Portfolio Sale

• Services: Represented a franchisee in the strategic sale of a portfolio of fast food franchises, managing related estate planning issues and restructuring the surviving parent company.

• Impact: Facilitated a strategic sale while addressing complex estate considerations.

Equity Incentive Plan

• Services: Developed and implemented an Equity Incentive Plan for officers and advisors, drafting the plan documents, structuring the equity offerings and advising on regulatory compliance..

• Impact: Incentivized leadership by aligning their interests with the growth and success of the overall platform.

Equity Crowdfunding Campaign

• Services: Advised on the conversion from an LLC to a corporation, draftingg corporate governance and shareholder agreements, preparing and editing sections of the Form C and approving final compliance check.

• Impact: Positioned the company for successful crowdfunding and future growth.

Independent Film Financing

• Services: Advised on the financing structure to produce an independent film through an equity crowdfunding campaign, preparing contracts for talent and crew and reviewing and revising distribution agreements.

• Impact: Enabled creative project funding and legal compliance.

IP Strategy for Investment Firm

• Services: Advised on IP rights management, preparing and filing application for work and graphic marks and offering counsel on issues related to regulatory compliance with state and federal securities laws.

• Impact: Protected intellectual assets and supported organizational objectives.

New Enterprise Establishment

• Services: Assisted numerous entrepreneurs with the incorporation of entities, opening bank accounts, setting up back-office systems and registering trademarks and copyrights.

• Impact: Enabled efficient operations and safeguarded intellectual assets, providing a solid foundation for business growth.

Consumer Packaged Goods Strategy

• Services: Advised on the go-to-market strategy for a CPG company, executing convertible financing, negotiating international manufacturing and shipping agreements and producing Terms & Conditions.

• Impact: Facilitated successful international product launch and scalable business operations.