Overview
Jon is a Shareholder in Maynard Nexsen’s Corporate & Business Transaction Practice. He focuses his practice on mergers and acquisitions, business planning, tax, joint ventures and general corporate matters.
As both a Certified Public Accountant (CPA) and an attorney, Jon offers extensive experience in assisting businesses with corporate transaction structuring and tax matters. He provides general corporate governance advice to business owners and management, and he represents clients on both the buy-side and sell-side of transactions. He provides a broad range of clients with strategic direction related to tax planning and guides them through the resolution of complex tax issues.
His experience extends across a wide range of industries, including the insurance, health care, industrial, natural resources, and media industries.
Prior to law school and joining the Maynard Nexsen team, Jon worked as a CPA in Birmingham. He received his B.S. in Business Administration and his Master of Accountancy from Samford University. After graduating from Cumberland School of Law, where he was Associate Editor of the Cumberland Law Review, he received his Master of Laws in Taxation from the Levin College of Law at the University of Florida.
Community & Professional
- American Bar Association
- Alabama Bar Association
- Birmingham Bar Association
- Samford University Bulldog Club Development Board (Former)
Experience
- Represented Protective Life Corporation, a subsidiary of Dai-ichi Life Holdings, Inc. (TSE: 8750), in its acquisition of Portfolio Holding, Inc., a holding company of providers of finance and insurance solutions, including vehicle service contracts, GAP coverage and ancillary automotive maintenance and protection products
- Represented Protective Life Corporation, a subsidiary of Dai-Ichi Life Holdings, Inc. (TSE: 8750), in its sale of Concourse Financial Group Securities, Inc., a provider of broker-dealer services and investment advisory services, to Cetera Financial Group, Inc.
- Represented Protective Life Corporation, a subsidiary of Dai-Ichi Life Holdings, Inc. (TSE: 8750), in its sale of Concourse Financial Group Agency, Inc., a brokerage general agency, to Simplicity Financial Marketing Holdings Inc.
- Represented AAA Cooper Transportation in its sale to Knight-Swift Transportation
- Represented Cahaba Media Group, Inc. in its acquisition of certain assets of National Business Media, Inc., publisher of trade magazines and producer of digital and web channels
- Represented private company in multiple acquisitions in the ecological services industry
- Represented health care authorities in acquisitions and divestitures involving hospitals in Alabama
- Represented parties in acquisitions and divestitures involving companies in the health care sector
- Represented sellers in mergers and acquisitions involving manufacturing and industrial companies
- Represented private companies in the formation of joint ventures
- Represented private issuers with numerous capital raising transactions
- Represented multiple companies in obtaining state and local tax incentives in Alabama
- Represented clients in restructuring and tax planning projects
Recognitions
Recognition
- Listed in Best Lawyers, "Ones to Watch" for Business Organizations (including LLCs and Partnerships), Corporate Law, Tax Law (2021-Present), Mergers and Acquisitions Law (2023-Present)
Media
News
Blog Posts
Admissions
- State Bar: Alabama, Florida