LETS START A CONVERSATION. AT TO R N E YS AT L AW At Bailey - - PowerPoint PPT Presentation

AT TO R N E YS AT L AW

LET’S START A CONVERSATION.

Dan A. Bailey, Member

At Bailey Cavalieri, we fjnd that the best way to counsel our clients is by listening fjrst. Listening to their challenges and their goals serves as the foundation for providing meaningful solutions to each client, whether they’re an individual or a Fortune 500 company. Our 11 practice groups represent a comprehensive range of business law

• services. Tiey refmect the scope and scale
• f a national fjrm, but our size allows us to

build and nurture relationships with each

• client. We fjnd that responsiveness is essential

in order to solve problems, maintain open lines of communication, create solutions in a collaborative and cost-efgective manner, and generate the best possible outcomes. Our attorneys are seasoned. Tiey hold

• utstanding credentials and have a depth

and breadth of experience that allows them to deliver the right counsel at the right

• time. Tiey favor negotiation over litigation

and are committed to solving problems before they happen. Tiese are attorneys who understand the value of trust in a business relationship and work hard to earn that trust every day.

One of the most important elements of our Firm’s culture is our deep commitment to excellence in all aspects

• f our relationship with
• clients. Our attorneys offer

prompt, practical and highly competent services regarding a wide variety of legal issues regularly encountered by clients.”

“

COMMUNICATIONS & ENERGY BANKRUPTCY & COMMERCIAL TRANSACTIONS

AREAS OF PRACTICE Communications Energy AREAS OF PRACTICE Chapter 11 Reorganization Cases Creditor Work Bankruptcy Related Litigation Commercial Transactions Our practice represents public utility companies, competitive service providers, and business and governmental consumers in various transactions and before state regulatory agencies. Our attorneys serve debtor business entities and their principal creditors and investors by providing legal services in troubled company, workout, litigation, receivership, bankruptcy and fjnancial restructuring situations.

William A. Adams, Member Robert B. Berner, Member

“In the most diffjcult times, you need experience on your side. We offer the expertise that comes with deep experience.” “We have the ability to go beyond simply understanding a situation. We place ourselves inside that situation and see it from our client’s perspective. That’s how we provide excellent counsel.”

CORPORATE & BUSINESS

AREAS OF PRACTICE We have represented clients in virtually every major type of corporate and fjnance transaction from public companies and fjnancial institutions to closely held businesses, entrepreneurial ventures, and local and national nonprofjt organizations.

James G. Ryan, Member

“It’s about expertise, fjrst and foremost. Clients want to have confjdence in your technical skill set. After that fact has been established, they want to know if we are people they want to engage. The work we do is of such a personal nature.”

Mergers & Acquisitions Emerging Businesses Technology, Internet & E-Commerce Intellectual Property Securities & Corporate Finance Franchising Commercial Finance Retail Merchants Nonprofjt Organizations Insurance Regulation Representations & Warranties Insurance Unclaimed Property Regulation & Compliance

OUR PHILOSOPHY

At Bailey Cavalieri, we strive to: Be Responsive Communicate Focus on Solutions Be Cost-Effective Charge Fairly Be Responsible Be Courteous

DIRECTOR & OFFICER LIABILITY

AREAS OF PRACTICE Coverage Claims Counsel Drafuing Insurance Policies Insurance Underwriting Consultation Coverage & Bad Faith Litigation Expert Witnesses in D&O Litigation D&O Loss Prevention D&O Insurance/Indemnifjcation Audits Recognized as leading authorities in all facets of directors and

• ffjcers (“D&O”) insurance and liability, our practice covers the

many issues confronting today’s corporate offjcers and directors, and extends to a multitude of similar exposures.

OUR HISTORY

While Bailey Cavalieri was formed in 2003 by 40 lawyers who previously practiced together as the Columbus

• ffjce of Arter & Hadden LLP, our

lineage can be traced back more than 100 years. Built on the foundation of a large, national law fjrm, we have the experience and resources to handle the most complex and sophisticated matters with the effjciency and responsiveness

• f a local, mid-size law fjrm.

“You never stop earning your reputation as a fjrm. In fact, you place that reputation

• n the line every day. No results are more

important than the ones you’re trying to achieve today. We never forget that. And as a result, we never take anything for granted.”

Dan A. Bailey, Member

EMPLOYEE BENEFITS

AREAS OF PRACTICE Probate & Trust Practice Probate & Trust Litigation Business Succession Planning We’re proud to have been selected as a top-tier practice in the Trusts & Estates Law by U.S. News & World Report’s Best Lawyers “Best Law Firm” rankings. Our attorneys provide a full range of services to achieve our clients’ objectives now and for generations to come. Our practice group represents plan sponsors, third-party admin- istrators, healthcare providers, trustees, and other fjduciaries and administrators of ERISA benefjt plans. We ofuen represent plan sponsors in connection with Department

• f Labor and IRS audits, inquiries, and investigations concerning

employee benefjt plans of every nature. Our attorneys counsel clients on employment agreement benefjt issues and non-qualifjed plan issues. We also have extensive experi- ence in compensation and benefjt plans for non-profjt entities.

Michael P. Mahoney, Member

“Simply put, we’re here to serve

• ur clients. To that end, we remain

accessible and responsive, when and how they need us.”

ESTATE PLANNING, BUSINESS SUCCESSION, TRUSTS & PROBATE

Robert R. Dunn, Member

“I encourage clients to call me early in the process. If they have a question or concern, it’s always best to get out in front of the situation. That’s how you arrive at practical, effjcient solutions, which is how you build lasting working relationships.”

LABOR & EMPLOYMENT HEALTH CARE

AREAS OF PRACTICE AREAS OF PRACTICE Health Care Mergers & Acquisitions Physician Groups Anti-Kickback Statute & Stark Physician Self-Referral Laws HIPAA Compliance Health Care Finance Antitrust Counseling & Defense E-health Representing public and private employers of all sizes across a variety of industries, our lawyers apply their vast experience to collaborate with our clients to strategically address the challenges

• f a modern workplace.

We understand the complex needs of hospitals, health systems, physician groups, and other health care organizations—small, medium, and large. Our representation has involved all areas

• f law that hospitals and health systems encounter.

Loss Prevention Employment Litigation Labor & Management Relations Employee Performance Management Employment Contracts Discrimination & Harassment Wage & Hour Workplace Safety Employee Privacy Leave of Absence Reduction in Force

“Every client wants to know you have extensive experience. They’re looking for a comfort level, which is something we provide based on the work we’ve done in the past. More importantly, that comfort level increases once we’re working on their behalf.” “Our strength is fjnding the right balance. We assign the resources required to achieve the goal. No more. No less. The result is cost-effective, effjcient solutions for our clients. That’s what every client

• wants. That’s what every client deserves.”

Lloyd G. DePew, Member Gary S. Batke, Member

LITIGATION

AREAS OF PRACTICE Contract & Business–Tort Disputes Intellectual Property Disputes Shareholder Disputes Class Action Disputes Alternative Dispute Resolution Our Litigation Practice Group possesses the full range of capabilities required to meet the litigation needs of our sophisticated business clients.

Dan L. Cvetanovich, Member

“Preparation is key. That’s why we spend the majority of our time in the discovery phase of a case. It’s a successful approach that results in the best possible outcome.”

OUR COMMITMENT

Ours is a culture of actively supporting the community in which we work and

• live. Whether that support is coming

from the Firm, or from our attorneys, paralegals, and staff as individuals, it is a level of engagement that is not often seen among other fjrms. Beyond Bailey Cavalieri’s charitable contributions and individual donations, we support more than 40 nonprofjts and serve on nearly 50 Boards. For us, it is a desire to give both as a business and as individuals.

TAX REAL ESTATE

AREAS OF PRACTICE Tax Planning Audits, Appeals & Tax Litigation Nonprofjt Tax Matters Estate, Gifu & Generation Skipping Transfer Taxes Employee Benefjts Tax & ERISA Sales, Use & Commercial Activity Tax Real Property Tax Close working relationships with our clients allow us to provide tax planning for acquisitions, mergers, reorganizations, real estate sales, and other business transactions, as well as planning day-to-day decisions that impact federal, state, and local taxes. We provide business, tax, and real property advice relating to alternative methods of owning, fjnancing and operating the various components of a real estate project for corporations, partnerships, limited liability companies, trusts, fjnancial institutions, and individuals throughout a project’s life.

“We strive to become a valued advisor to our clients by listening to our clients’ objectives and by achieving those objectives effjciently.” “Clients base decisions on the level of expertise we can provide. Fortunately for our clients, our attorneys possess substantial knowledge and skill.”

James M. Groner, Member Harlan S. Louis, Member

AREAS OF PRACTICE Business & Tax Planning Development & Land Use Economic Development Incentives Financing Land & Project Acquisitions & Sales Leasing Zoning & Land Use

COLUMBUS OFFICE One Columbus 10 West Broad Street Suite 2100 Columbus, OH 43215 T 614.221.3155 F 614.221.0479 E info@baileycav.com DAYTON OFFICE Kettering Tower 40 North Main Street Suite 1250 Dayton, OH 45423 T 937.223.4701 F 937.223.0170 E info@baileycav.com