Overview
AJ represents clients in commercial and real estate financing transactions – both lender- and borrower-side – while emphasizing understanding and responding to their needs and goals. He is experienced in drafting and negotiating loan documents for financing and restructuring transactions valued at up to hundreds of millions of dollars.
AJ serves as a primary point of contact for clients, while also managing other local and international counsel as needed, ensuring legal advice aligns with clients’ business objectives. He manages deal timelines from the initial term sheet through closing and post-closing deliverables.
In addition, AJ leads due diligence reviews and provides research and legal advice on a range of issues spanning finance, corporate organization, secured transactions and real estate.
AJ joined Calfee in 2026 from a Cleveland-area Am Law 100 law firm.
Education
J.D., The Ohio State University Moritz College of Law, 2022
B.A., Economics and Political Science, summa cum laude, The University of Akron, 2019
Experience
Experience
AJ’s experience includes the following representative transactions completed during his tenure at former firms:
- Represented a leading global asset manager and lender in a multi-stage $850 million lending facility with a family of companies in the entertainment and events industry, including drafting and negotiating multiple credit agreements along with supporting ancillary documents, coordinating due diligence for U.S. and international loan parties, managing multiple international local counsel, and organizing closing.
- Represented a plastic composites manufacturer in refinancing its $100 million lending facility with a national banking association, including drafting the credit agreement, mortgages, real estate ancillary documents, employee stock ownership plan assignment and subordination documents, and reviewing finance and real estate diligence across several states and Mexico.
- Represented a prominent regional bank in restructuring its $215 million syndicated lending facility with a company in the oil and gas industry, including negotiating the loan documents, managing and reviewing the due diligence deliverables, coordinating with both company counsel and the various lenders in the bank group, and arranging the closing process.
- Represented a wholesale supplier and manufacturer in obtaining its $30 million lending facility, including drafting and negotiating the loan documents, coordinating with the client’s consulting firm, and navigating complex family trust arrangements.
- Represented an asset-focused lender in the initial financing and subsequent forbearance and restructuring of a $56 million joint lending facility with a transportation and trucking company, including drafting and negotiating the initial credit agreement, subsequent forbearance agreement, amendments and related documents thereto, overseeing a controlled asset sale of titled equipment, and coordinating with various counsel, vendors and the client on legal and business issues in the corporate workout.
- Represented a national banking association in establishing and subsequently amending its $60 million syndicated acquisition lending facility with a software company, including drafting and negotiating the loan documents, reviewing the purchase agreement and related corporate due diligence items, and coordinating closing.
- Represented a national banking association in a $20 million term loan to a high-net-worth individual, including drafting the term loan agreement and related ancillary documents, coordinating with a translation services team, and overseeing closing.
