Patrick Rose IV
Practice Areas
Experience
- Biotech, MedTech, & Life Sciences
- Capital Markets
- Corporate Governance
- Investment Funds
- Mergers, Acquisitions, & Divestitures
- Private Equity
Biography
Patrick Rose is a partner in the Corporate & Securities section of Jackson Walker’s Dallas office. Specializing in mergers and acquisitions, financing transactions, private equity, and general corporate matters, Patrick represents a diverse array of clients, including private equity funds, independent sponsors, public and private companies, search funds, family offices, founders, and entrepreneurs in a variety of transactions, including asset and equity acquisitions, leveraged buyouts, recapitalizations, venture capital financings, and joint ventures.
Patrick’s work spans a wide variety of industries, including healthcare, consumer products, real estate, energy, manufacturing, business services, entertainment, financial services, technology, professional services, and construction. Dedicated to helping businesses from large public companies to startups grow and protect their interests, Patrick has also advised on corporate governance, incentive compensation plans, partnership and LLC matters, entity structuring, and commercial arrangements.
Patrick is highly regarded for his ability to build and maintain client relationships and for his fair and honest approach. His reputation for excellence and commitment to client success enable him to support businesses through their most critical transactions.
Education
B.B.A., cum laude, Howard Payne University
J.D., Texas A&M University School of Law
- Law Review
- Moot Court Honor Society
Bar Admissions
Texas
- Represented private equity sponsor in connection with its leveraged acquisition of an educational publishing business, including negotiating rollover equity, acquisition financing with senior and junior lenders, and multiple executive employment and royalty agreements.
- Represented biologics business in negotiating and structuring a private equity investment for the development of groundbreaking human stem cell and tissue products and therapies.
- Represented seller and founder in the sale of a healthcare management business focusing on intraoperative neuromonitoring to an independent sponsor.
- Represented environmental services business in connection with multiple complex acquisitions.
- Represented a private equity sponsor in connection with its leveraged acquisition of a B2B networking lead-generation platform within the home improvement and remodeling space, including senior and second lien acquisition financing.
- Represented a private equity sponsor in connection with its leveraged acquisition of a specialty manufacturing and rental business focusing on agriculture products.
- Represented a private equity sponsor in connection with its leveraged acquisition of a large dental services organization platform and multiple complex add-on acquisitions.
- Represented a construction materials business in connection with its preferred equity financing and subsequent acquisition of a manufacturing and production facility.
- Represented a fintech startup in connection with its Series Seeds financing and various formation and structuring matters.
- Represented an emerging growth lumber business in connection with its
acquisition and financing of a large dry kiln and manufacturing facility, including debt and preferred equity financing. - Represented a private equity sponsor in connection with its leverage acquisition of a national vending business, including complex rollover equity structure.
- Represented multiple strategic and financial parties in connection with transactions utilizing Section 1202 Qualified Small Business Stock.
- Represented a civil rights advocacy firm in connection with its multimillion-dollar Main Street Lending Program loan and revolving credit facility.
- Represented a private equity sponsor in its acquisition of a Manhattan-based technology-enabled SAAS home services and commercial cleaning business.
- Represented multiple sponsors in connection with formation and structuring of special purpose investment vehicles focused on biotech venture capital financings.
- Represented a private equity sponsor in connection with its leveraged acquisition of a consumer products business, including structuring investor vehicle for equity component.
- Represented a private equity sponsor in connection with its acquisition of a healthcare management business.
- Represented real estate franchise business in connection with its merger with a subsidiary of an international franchise business holding company.
- Represented a private equity fund in connection with its private offering of limited partnership interests in fund focused on industrial real estate projects in secondary and tertiary markets.
- Represented a private equity sponsor in connection with the corporate structure of its $1.4 billion acquisition and financing of a 30 property multi-family real estate portfolio.
- Represented a strategic purchaser in connection with its acquisition of an oil and equipment business.
- Represented a biologics company in connection with an investment by minority owner.
- Represented a biologics company in connection with its private offering of common shares.
- Represented a private equity sponsor in connection with its acquisition of a banquet and events business.
- Represented the seller in the sale of an oilfield and water treatment chemical business to a strategic purchaser.
- Represented the sellers in connection with the sale of a healthcare services business to private equity purchaser.
- Represented a private equity sponsor in connection with its acquisition of a consumer products business.
- Represented a private equity sponsor in connection with its acquisition of a business-to-business services company.
- Represented a private equity sponsor in connection with its acquisition of a facilities management business in Manhattan.
- Represented a private equity sponsor in connection with its acquisition of a hotel services business.
- Represented a private equity sponsor in connection with multiple add-on acquisitions to its consumer products platform.
- Represented an oil and gas services and logistics company in connection with its Series A financing and subsequent corporate restructuring.
- Represented an oil and gas disposable products manufacturer in connection with its equity financing of manufacturing and production facility.
- Represented a large-scale vending business in connection with the redemption of a founding owner’s interests and subsequent corporate restructure.
- Represented the seller in connection with its sale of healthcare services business to private equity purchaser.
- Counsel to an international strategic purchaser in the acquisition of packaging business.
- Represented a private equity sponsor in connection with its acquisition of vertically integrated agriculture and hospitality business.
- Represented the seller in connection with its sale of ancillary healthcare business to private equity purchaser.
- Represented a private equity sponsor in connection with its acquisition of aeronautics manufacturing business.
- Represented the purchaser in connection with a management buyout of fastener testing business.
- Represented the founding partner and purchaser in connection with the acquisition and restructuring of prestigious professional services business.
- Represented a consumer products company in connection with its negotiation and structuring of new senior secured credit facility.
- Represented a private equity sponsor in connection with the corporate structure of a multi-family real estate asset.
- Represented an agriculture products company in connection with the negotiation of an exclusive distribution agreement with international distributor for European distribution.
- Represented an agriculture products company in connection with the negotiation of an exclusive outsourced manufacturing agreement.
- Represented a healthcare business in connection with the negotiation of its senior secured credit facility.
- Represented the lender in connection with a senior secured credit facility for food processing business.
- Represented an oil and gas services company in connection with the sale of substantially all of its assets to a private equity purchaser.
- Represented a beverage company in connection with its strategic acquisition of complementary business.
- Represented a strategic purchaser in connection with its acquisition of a concrete pumping business.
- Represented a strategic purchaser in connection with its proposed acquisition of a marine construction business.
- Represented a strategic purchaser in connection with its proposed acquisition of a dredging business.
- Represented a seller and its founder in connection with the sale of substantially all the assets of a national consulting and executive development business.
- Represented private equity firm in the strategic refinancing of debt in connection with a portfolio to provide an extended maturity date with improved financial flexibility and reduced borrowing costs.
- Texas Rising Star, Super Lawyers by Thomson Reuters, 2022-2024
- Top Attorney, Fort Worth Magazine, 2013-2016
- Co-Author, “M&A Earnouts Increase During COVID-19 Pandemic,” Dallas Bar Association “Headnotes,” May 2021
- Texas A&M University School of Law Alumni, Former President
- Dallas County Bar Association, Corporate M&A Section
- Dallas County Young Lawyers Association
- Ibex Club of Dallas, Board Advisor
- Big Brothers Big Sisters, Mentor
August 22, 2024
Attorney News
Patrick H. Rose, IV Joins Jackson Walker’s Corporate & Securities Practice
Jackson Walker is pleased to announce that Patrick H. Rose, IV has joined as a partner in the Corporate & Securities practice group in the Dallas office.
Practice Experience
- Represented private equity sponsor in connection with its leveraged acquisition of an educational publishing business, including negotiating rollover equity, acquisition financing with senior and junior lenders, and multiple executive employment and royalty agreements.
- Represented biologics business in negotiating and structuring a private equity investment for the development of groundbreaking human stem cell and tissue products and therapies.
- Represented seller and founder in the sale of a healthcare management business focusing on intraoperative neuromonitoring to an independent sponsor.
- Represented environmental services business in connection with multiple complex acquisitions.
- Represented a private equity sponsor in connection with its leveraged acquisition of a B2B networking lead-generation platform within the home improvement and remodeling space, including senior and second lien acquisition financing.
- Represented a private equity sponsor in connection with its leveraged acquisition of a specialty manufacturing and rental business focusing on agriculture products.
- Represented a private equity sponsor in connection with its leveraged acquisition of a large dental services organization platform and multiple complex add-on acquisitions.
- Represented a construction materials business in connection with its preferred equity financing and subsequent acquisition of a manufacturing and production facility.
- Represented a fintech startup in connection with its Series Seeds financing and various formation and structuring matters.
- Represented an emerging growth lumber business in connection with its
acquisition and financing of a large dry kiln and manufacturing facility, including debt and preferred equity financing. - Represented a private equity sponsor in connection with its leverage acquisition of a national vending business, including complex rollover equity structure.
- Represented multiple strategic and financial parties in connection with transactions utilizing Section 1202 Qualified Small Business Stock.
- Represented a civil rights advocacy firm in connection with its multimillion-dollar Main Street Lending Program loan and revolving credit facility.
- Represented a private equity sponsor in its acquisition of a Manhattan-based technology-enabled SAAS home services and commercial cleaning business.
- Represented multiple sponsors in connection with formation and structuring of special purpose investment vehicles focused on biotech venture capital financings.
- Represented a private equity sponsor in connection with its leveraged acquisition of a consumer products business, including structuring investor vehicle for equity component.
- Represented a private equity sponsor in connection with its acquisition of a healthcare management business.
- Represented real estate franchise business in connection with its merger with a subsidiary of an international franchise business holding company.
- Represented a private equity fund in connection with its private offering of limited partnership interests in fund focused on industrial real estate projects in secondary and tertiary markets.
- Represented a private equity sponsor in connection with the corporate structure of its $1.4 billion acquisition and financing of a 30 property multi-family real estate portfolio.
- Represented a strategic purchaser in connection with its acquisition of an oil and equipment business.
- Represented a biologics company in connection with an investment by minority owner.
- Represented a biologics company in connection with its private offering of common shares.
- Represented a private equity sponsor in connection with its acquisition of a banquet and events business.
- Represented the seller in the sale of an oilfield and water treatment chemical business to a strategic purchaser.
- Represented the sellers in connection with the sale of a healthcare services business to private equity purchaser.
- Represented a private equity sponsor in connection with its acquisition of a consumer products business.
- Represented a private equity sponsor in connection with its acquisition of a business-to-business services company.
- Represented a private equity sponsor in connection with its acquisition of a facilities management business in Manhattan.
- Represented a private equity sponsor in connection with its acquisition of a hotel services business.
- Represented a private equity sponsor in connection with multiple add-on acquisitions to its consumer products platform.
- Represented an oil and gas services and logistics company in connection with its Series A financing and subsequent corporate restructuring.
- Represented an oil and gas disposable products manufacturer in connection with its equity financing of manufacturing and production facility.
- Represented a large-scale vending business in connection with the redemption of a founding owner’s interests and subsequent corporate restructure.
- Represented the seller in connection with its sale of healthcare services business to private equity purchaser.
- Counsel to an international strategic purchaser in the acquisition of packaging business.
- Represented a private equity sponsor in connection with its acquisition of vertically integrated agriculture and hospitality business.
- Represented the seller in connection with its sale of ancillary healthcare business to private equity purchaser.
- Represented a private equity sponsor in connection with its acquisition of aeronautics manufacturing business.
- Represented the purchaser in connection with a management buyout of fastener testing business.
- Represented the founding partner and purchaser in connection with the acquisition and restructuring of prestigious professional services business.
- Represented a consumer products company in connection with its negotiation and structuring of new senior secured credit facility.
- Represented a private equity sponsor in connection with the corporate structure of a multi-family real estate asset.
- Represented an agriculture products company in connection with the negotiation of an exclusive distribution agreement with international distributor for European distribution.
- Represented an agriculture products company in connection with the negotiation of an exclusive outsourced manufacturing agreement.
- Represented a healthcare business in connection with the negotiation of its senior secured credit facility.
- Represented the lender in connection with a senior secured credit facility for food processing business.
- Represented an oil and gas services company in connection with the sale of substantially all of its assets to a private equity purchaser.
- Represented a beverage company in connection with its strategic acquisition of complementary business.
- Represented a strategic purchaser in connection with its acquisition of a concrete pumping business.
- Represented a strategic purchaser in connection with its proposed acquisition of a marine construction business.
- Represented a strategic purchaser in connection with its proposed acquisition of a dredging business.
- Represented a seller and its founder in connection with the sale of substantially all the assets of a national consulting and executive development business.
- Represented private equity firm in the strategic refinancing of debt in connection with a portfolio to provide an extended maturity date with improved financial flexibility and reduced borrowing costs.
Recognition & Accolades
- Texas Rising Star, Super Lawyers by Thomson Reuters, 2022-2024
- Top Attorney, Fort Worth Magazine, 2013-2016
Publications & Speeches
- Co-Author, “M&A Earnouts Increase During COVID-19 Pandemic,” Dallas Bar Association “Headnotes,” May 2021
Community Involvement
- Texas A&M University School of Law Alumni, Former President
- Dallas County Bar Association, Corporate M&A Section
- Dallas County Young Lawyers Association
- Ibex Club of Dallas, Board Advisor
- Big Brothers Big Sisters, Mentor