• Jonathan D. Goodman guides private equity sponsors and their portfolio companies, as well as strategic businesses, in corporate and investment transactions, with an emphasis on the middle market. A tenacious deal lawyer, Jon works tirelessly to achieve his clients’ objectives, no matter the deal structure or industry. His poise and ability to bridge differences across the deal table propel his clients’ transactions over the finish line. Among his notable work, Jon has represented Stone Point Capital LLC and its Trident funds in numerous acquisitions and investments. His work on behalf of these clients and others earned him the 2020 Emerging Leaders Award from The M&A Advisor.

    Experience

    • Advised Alliant Insurance Services, a leading distributor of diversified insurance products and services in the U.S., in its acquisition of Confie, the largest personal lines insurance distributor in the U.S.

    • Advised Stone Point Capital and its Trident funds in the acquisition of: Bullhorn, a global leader in software for the staffing and recruitment industry; PrismHR, a leading HR technology platform; the Rialto Investment and Asset Management business from Lennar Corporation; and Grace Hill, a leading provider of online training courseware and administration for the property management industry.

    • Represented SitusAMC Holdings Corp., a leading provider of services and technology supporting the real estate finance industry, in: the acquisition of all the outstanding equity interests of Assimilate Solutions LLC; the acquisition of all of the outstanding equity interests of ReadyPrice LLC; the acquisition of real estate technology provider rSquared CRE LLC; the acquisition of the third-party loan servicing and asset management platform of Cohen Financial from Truist Bank; the acquisition of LogicEase Solutions Inc., the parent company of leading residential regulatory compliance technology provider ComplianceEase®; and a strategic investment by the Public Sector Pension Investment Board.

    • Advised Situs Group Holdings Corp. and American Mortgage Consultants Inc., each a portfolio company of Stone Point Capital, in connection with their merger to create SitusAMC. The combined SitusAMC operates in 27 markets in the U.S., Europe and India, with more than $175 billion of commercial assets under management.

    • Advised Mitchell | Genex in its acquisition of Coventry Workers’ Comp Services, a leading provider of cost containment technology, clinical service and disability management, from CVS Health.

    • Advised Bluespring Wealth Partners LLC, a wholly owned subsidiary of Kestra Financial Inc., in the acquisition of: Vector Wealth Management, a provider of comprehensive financial planning and investment management services; a financial interest in Beacon Financial Group, a financial planning and insurance advisement firm; Believeland LLC, one of the independently owned financial planning and wealth management entities operating under oXYGen Financial Inc; and Hickory Asset Management Inc., a registered investment advisor based in Concord Township, Ohio.

    • Advised NXT Capital Inc., a provider of structured financing solutions, in its sale to Orix Corporation USA.

    • Advised Alliant Insurance Services, the largest specialty insurance brokerage firm in the U.S., in the acquisition of Crystal & Company, a leading global provider of insurance and employee benefits consulting services.

    • Represented Ten-X, a leading online real estate marketplace, in a recapitalization transaction led by private equity firm Thomas H. Lee Partners.

    • Represented Spectrum Vision Partners in an investment from Blue Sea Capital.

    • Represented MFG Partners in its acquisition of Mail Communications Group.

    Credentials

    Education

    • J.D., cum laude, New York Law School, 2010
      • Member, New York Law School Law Review
    • B.S., University of Maryland, 2007

    Bar Admissions

    • New York, 2011