Bo Sartain

Practices

Industries

Education and Clerkships

J.D., University of Texas at Austin, School of Law, 1998, Texas Law Review, Associate Editor, Order of the Coif

M.B.A., University of Texas at Austin, 1998

B.A., Duke University, 1990, cum laude

Admissions

Texas

Profile

Bo Sartain is a lawyer for numerous professional investors and entrepreneurs in complex financing and acquisitive transactions. Whether working for multi-billion dollar investment funds or working with a single entrepreneur launching a new business, Bo has earned his clients’ trust with his dedication to client service and creative problem solving ability to find solutions.

Bo’s skill in the area of corporate finance comes not only from his breadth of legal experience leading the drafting, negotiating and closing scores of private equity, venture capital and mezzanine finance lending transactions, but also from Bo’s entrepreneurial endeavors as a founder of his own software company, where he put together investment materials, gave the investor presentations and successfully raised startup capital from outside investors for his new business. This business experience has given Bo keen insight into understanding and accomplishing his clients’ business objectives.

In fact, Bo counts among his greatest accomplishments founding a startup software company, raising capital from outside investors, and successfully building, launching and selling his software products to paying customers. Before practicing law, Bo was a systems engineer working for the U.S. Army, where he was twice officially commended for leadership and technical expertise.

Bo has also been an active writer and blogger on startup company capital formation and legal issues, earning the praise from clients that his blog is “worth its weight in gold” to entrepreneurs struggling to learn the intricacies and nuances of venture capital financings.

Professional and Community Activities

  • State Bar of Texas
  • Dallas Bar Association

Selected Publications and Speeches

Securities Alert

Finance | Haynes and Boone, LLP

SEC Approves Final Rules for Crowdfunding

The Securities and Exchange Commission adopted the final rules to Regulation Crowdfunding on October 30, 2015, which implemented Title III of the JOBS Act to allow companies to raise capital through crowdfunding.

Selected Client Representations

  • Representation of private equity fund in $150 million purchase of specialty finance lending and leasing company.
  • Representation of private equity fund in $50 million purchase of specialty finance company.
  • Representation of private equity fund in purchase of $7.5 million of preferred member interest of independent movie production company.
  • Representation of seller of aircraft parts manufacturing company in $40 million transaction.
  • Representation of two hedge funds in purchase of $50 million of preferred stock of public company in PIPE transaction.
  • Representation of institutional investor in purchase of more than $8 million of preferred member interests of independent movie production company.
  • Representation of publicly-traded software company in $50 million sale to public company buyer.
  • Representation of private equity fund in purchase of up to $87 million of preferred member interests in specialty finance company.
  • Representation of venture capital fund in purchase of $10 million of convertible preferred stock of venture-backed company.
  • Representation of buyer in $28 million purchase of specialty finance lending and leasing company.
  • Representation of startup company in sale of $3 million of convertible preferred stock to venture capital fund.
  • Representation of institutional investor in purchase of $10 million of preferred member interests of independent movie production company.
  • Representation of lender in $60 million revolving credit facility.
  • Representation of mezzanine fund in purchase of more than $8 million of subordinated secured notes from independent movie production company.
  • Representation of institutional investor in purchase of $25 million of secured notes from independent movie production company.
  • Representation of lender in purchase of more than $13 million of promissory notes from specialty finance company.
  • Representation of institutional investor in purchase of $17.5 million of secured notes from integrated movie production and distribution studio.
  • Representation of institutional investor in purchase of $50 million of promissory notes from specialty finance company.
  • Representation of institutional investor in purchase of $23.5 million of subordinated secured promissory notes of independent movie production company.
  • Representation of institutional investor in purchase of $11.1 million of subordinated secured promissory notes of independent movie production company.
  • Representation of two CAPCO venture funds in $5 million senior secured note financing of aircraft parts manufacturing company.

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